Techstars

Techstars is a global platform that invests in and supports early-stage technology companies. Founded in 2006, it operates a mentorship-driven accelerator program, providing seed funding, intensive mentorship, and access to a network of investors and entrepreneurs. Techstars has programs in various locations worldwide, including Boston, Boulder, New York, Seattle, London, Chicago, and Austin. It invests $118,000 in each company, with $18,000 in seed funding and an optional $100,000 convertible debt note. Techstars also has industry-specific accelerator programs, such as Techstars Retail and Techstars Music, focusing on retail and music technology, respectively. Its portfolio includes over 1,000 companies with a combined market cap of $8.1 billion.

Ethan Austin JD

Director

Sarah Bain

Managing Director

Saalim Chowdhury

Managing Director

Timothy Dorr

Managing Director

Maelle Gavet

CEO and Board Member

Terry Gold

Managing Director

Kirstin Hunter

Managing Director

Raphaele Leyendecker

Managing Director

Bob Moczydlowsky

Managing Director

Bruno Morency

Managing Director

Zach Nies

Managing Director

Hilla Ovil-Brenner

Managing Director

Julie Penner

Program Director

Neal Sales-Griffin

Managing Director

Martin Schilling

Managing Director

Sunil Sharma

Managing Director

KJ Singh

Managing Director

Oyin Solebo

Managing Director

Vijay Tirathrai

Managing Director

Kartik Varma

Managing Director

Jenna Walker

Managing Director

Anne Wellington

Managing Director

Past deals in Wealth Management

Scout

Seed Round in 2025
Scout is a financial planning company that offers financial education, wealth management, and tax preparation services for athletes.

Penny Finance

Seed Round in 2024
Penny Finance is a company that specializes in providing personalized financial mentorship tailored for women who are at the beginning of their financial journeys. The company offers an online platform equipped with step-by-step e-learning tools and money insights designed to simulate traditional one-on-one advising models. Penny Finance aims to empower young women by delivering real-world financial education, helping them build confidence in managing their finances, debt, and investments.

Avenir

Pre Seed Round in 2024
Avenir is a technology company that specializes in streamlining financial reporting for financial advisors and wealth managers. Its AI-powered platform automates data extraction from various documents, generates reports, and creates post-meeting summaries, reducing manual effort from hours to minutes while maintaining regulatory compliance and personalization standards. This enables professionals to save time, enhance accuracy, and better serve their clients.

Peas Technology

Pre Seed Round in 2024
Peas Technology is a fintech company that specializes in joint financial management for couples. Its platform enables users to connect their existing bank accounts, track shared expenses, set and work towards shared savings goals, and pay bills collaboratively. By providing a holistic view of couples' finances, Peas aims to simplify shared financial management and help users build a strong financial foundation together.

AAZZUR

Seed Round in 2023
AAZZUR Ltd, established in 2017 and headquartered in London, specializes in developing a fintech orchestration platform. This platform enables businesses to embed tailored financial services into their offerings, such as banking, wealth management, and insurance, without the need for significant tech investment or multiple contracts. AAZZUR's solution aggregates and curates best-of-class suppliers, simplifying customer experiences, driving business growth, and reducing time to market. The company formerly operated under the name BEEONE TECHNOLOGY LIMITED until December 2017 when it rebranded as AAZZUR Ltd.

Alt/Finance

Pre Seed Round in 2023
Alt/Finance is a company focused on alternative investments, leveraging real-time data to drive innovation across various sectors, including insurance, lending, and asset management. It has developed a financial data platform specifically tailored for alternative real assets, providing clients with comprehensive financial data feeds, integrations, and software services. This platform enables users to gain real-time insights into market performance, facilitating effective tracking of investments in luxury collectibles and other alternative asset classes. By integrating unified market data, Alt/Finance enhances decision-making for clients seeking to navigate the complexities of alternative investments.

Hash

Pre Seed Round in 2023
Hash is a pioneering brokerage platform that enables retail investors in the United States to access a diverse array of investment opportunities, including stocks, ETFs, bonds, and cryptocurrencies, with the ability to start investing from as little as $1, all on a commission-free basis. The platform facilitates investments not only in the U.S. market but also in global and emerging markets, allowing users to trade and earn returns in their local currencies. By offering a user-friendly interface and a broad selection of investment options, Hash aims to simplify the investment process and promote financial inclusivity for retail investors looking to diversify their portfolios across various markets worldwide.

Avenir

Pre Seed Round in 2023
Avenir is a technology company that specializes in streamlining financial reporting for financial advisors and wealth managers. Its AI-powered platform automates data extraction from various documents, generates reports, and creates post-meeting summaries, reducing manual effort from hours to minutes while maintaining regulatory compliance and personalization standards. This enables professionals to save time, enhance accuracy, and better serve their clients.

PortF

Pre Seed Round in 2023
PortF is a software company that provides an investment management platform designed to enhance fundraising processes for small and medium-sized enterprises. Its platform tracks potential deals, manages investor relationships, and generates fundraising materials, thereby improving the flow of information between investors and investees. PortF aims to redefine transparency and efficiency in investment management by automatically incorporating financial performance data into customizable business key performance indicators. Additionally, it offers a centralized repository for investment-related documents, including board papers, minutes, legal documents, and cap tables, facilitating streamlined communication and decision-making within the investment ecosystem.

Ladder

Pre Seed Round in 2023
Ladder is a mobile application designed to enhance personal finance management through the use of artificial intelligence. The platform offers users an integrated experience aimed at helping them grow their wealth exponentially. By leveraging advanced technology, Ladder provides personalized financial assistance, enabling individuals to make informed decisions about their money. The app aims to simplify financial management, making it accessible and effective for users seeking to optimize their financial well-being.

Vestinda

Pre Seed Round in 2023
Vestinda is a fintech company focused on streamlining the investment process for traders and investors through advanced technology and automation. Its platform allows users to connect their accounts from various exchanges and brokers, offering a unified dashboard to efficiently track and manage their portfolios. By leveraging advanced algorithms and the expertise of professional traders, Vestinda provides access to validated trading strategies and investment management tools, enabling users to build and automate their investment portfolios in a matter of minutes. The company's mission is to empower over 100 million people worldwide to enhance and automate their investment activities, simplifying the complexities of portfolio management in the evolving landscape of trading and investment.

TrustWare

Pre Seed Round in 2023
TrustWare is a blockchain-based platform that provides users with a secure, recoverable, and non-custodial solution for storing their digital assets. By allowing users to retain complete control over their assets, TrustWare employs advanced security features such as multi-signature authentication, decentralized key management, and cold storage. The platform also fosters a social network environment, enabling users to connect and conduct peer-to-peer transactions, facilitating the exchange of digital assets and value among friends, family, and other network members. TrustWare aims to offer a user-friendly experience for managing digital assets while promoting participation in decentralized finance. Through its innovative approach, TrustWare contributes to the development of a more secure and transparent financial system that empowers users.

Cashpool

Non Equity Assistance in 2023
Cashpool is a financial technology company that offers a marketplace application for discovering and managing trading strategies. The company develops software that leverages blockchain technology to connect various ecosystems, facilitating a hedge fund-like experience for investors. By enabling direct communication between investors and traders, Cashpool allows users to make values-aligned investment decisions. Its innovative approach aims to enhance the investment process by providing tools that simplify the management of trading strategies and improve overall accessibility to stock investment opportunities.

BezoMoney

Venture Round in 2023
BezoMoney is a digital savings platform based in Accra, Ghana, designed to assist low-income earners in saving effectively and achieving financial independence. The company offers a personal e-wallet with a locking feature, enabling users to save over time while ensuring the security of their funds. Additionally, BezoMoney provides a group e-wallet that facilitates communal savings among users, promoting collaboration and accountability. The platform incorporates a machine learning model that rewards consistent saving behavior with points that can be redeemed for discounts on purchases, property acquisition, and investment opportunities. By leveraging technology, BezoMoney aims to bridge the gap between financial constraints and freedom, ultimately enhancing users' creditworthiness and access to capital.

BluBinder

Pre Seed Round in 2023
BluBinder is a fintech and legal tech platform designed to facilitate the inheritance process for aging parents and their adult children. By connecting families with financial institutions and attorneys, BluBinder ensures that aging parents' finances are protected and that their wishes regarding inheritance are effectively managed. A key component of the platform is its Legal Acceptance Network, which uniquely integrates legal and financial resources, allowing families to create legally binding estate plans. In addition to this network, BluBinder provides a range of services such as document storage and organization, automated notifications and reminders, and access to trusted financial and legal professionals. Utilizing advanced technology including mobile, web, and blockchain, BluBinder offers features like secure money transfers, enabling families to better manage and safeguard their elderly loved ones' wealth. This comprehensive approach gives families peace of mind, knowing that their parents' financial matters will be handled smoothly and in accordance with their wishes.

Sparrow Finance

Seed Round in 2023
Sparrow Finance is a bitcoin platform and community specifically designed for women, focusing on eliminating technological barriers to entry in the cryptocurrency market. Established in 2022 by Kendra and Lord Cole in Chicago, Sparrow offers a user-friendly platform that allows women to create digital wallets for purchasing bitcoin either as a one-time investment or through auto-monthly contributions. The platform enables users to set up personalized funds to help them stay organized and motivated in achieving their financial goals. Additionally, Sparrow features peer-to-peer bitcoin gifting for celebrating significant life events. By targeting women, particularly those in parenting phases, Sparrow aims to bridge the gap between the growing interest in cryptocurrency and the female demographic, fostering shared experiences and enhancing financial confidence among women. Ultimately, Sparrow seeks to empower women to engage in the cryptocurrency market, supporting their journey towards financial independence while addressing the gender gap in the crypto space.

Penny Finance

Pre Seed Round in 2023
Penny Finance is a company that specializes in providing personalized financial mentorship tailored for women who are at the beginning of their financial journeys. The company offers an online platform equipped with step-by-step e-learning tools and money insights designed to simulate traditional one-on-one advising models. Penny Finance aims to empower young women by delivering real-world financial education, helping them build confidence in managing their finances, debt, and investments.

Moja

Pre Seed Round in 2023
Moja is a financial services platform based in London, UK, designed to facilitate cross-border saving among family and friends. The platform enables users to track contributions and shared balances in real-time, allowing them to collaborate and connect financially across borders. By supporting both cryptocurrency and fiat currencies, Moja provides a comprehensive solution for users to earn interest on their savings, enhancing their ability to manage finances collectively.

Savvly

Pre Seed Round in 2023
Savvly provides and offers financial security programs and investment funds for retirement life use. It is based in Colorado, USA.

BlackHedge

Pre Seed Round in 2023
BlackHedge is a technology company founded in 2021 and based in Baltimore, Maryland, focused on enhancing individual investment strategies through the use of artificial intelligence. The company has developed a retail investment platform that simplifies stock investing by analyzing technical indicators and providing algorithm-driven insights. This platform empowers users to identify promising stocks and mitigate potential losses, contributing to the democratization of finance. By leveraging advanced AI capabilities, BlackHedge aims to transform the investing landscape, making it more accessible and effective for individual investors.

Ola

Pre Seed Round in 2023
Only 28% of Latinx own US stocks or Crypto compared to 61% of nonhispanics. We are building a Finance Super App for US Hispanics and Latinxs to invest, spend and save. Ola is built by Latinos for Latinos. #siguelaola

Banca.Me

Pre Seed Round in 2023
Banca.Me is a financial technology company that specializes in providing consumer and investment loans through its mobile application. The platform is designed to offer fast, easy, and secure access to financial solutions, making it convenient for users to manage their finances. Banca.Me focuses on delivering modern financial services, including financial and investment advisory, to enhance transparency and accessibility for its customers. By prioritizing a user-friendly approach, the company aims to democratize financial availability and foster a cooperative environment for consumers seeking credit and investment options.

Keble

Pre Seed Round in 2022
Keble is a fintech platform dedicated to providing young Africans in the diaspora with accessible and affordable real estate investment opportunities. The company aims to democratize real estate investing by offering a variety of investment options tailored to different income levels and financial objectives. By breaking down barriers in the real estate market, Keble enables users to invest and diversify their portfolios without the typical challenges associated with property ownership. This approach is designed to empower individuals to build wealth securely and effectively, helping them achieve their financial goals through real estate.

A'govest

Pre Seed Round in 2022
Developer of an online financial education platform intended to provide financial literacy to women. The company's platform facilitates women to build wealth through personalized and hassle-free financial experiences, and offers financial intelligence coaching, workshops, and online education, enabling women to improve their knowledge regarding finance and become financially independent.

Porthos & Co, a Techstars portfolio company

Pre Seed Round in 2022
Porthos & Co is a private lending firm established in 2019 and headquartered in London, United Kingdom. The company focuses on providing financial solutions tailored for premier clients, offering services that include mortgages, loans, and investments. Porthos & Co aims to address the evolving needs of today's financial clientele, which it believes are inadequately served by traditional banking institutions. The firm is currently in the process of expanding its operations and is actively seeking early funding to support its growth initiatives.

Lendorse

Pre Seed Round in 2022
Lendorse is a financial technology company focused on addressing the educational financing gap for talented students from developing countries who wish to study in Europe. By offering "study now, pay later" agreements, Lendorse enables these students to pursue their education without the burden of upfront costs. The company utilizes a proprietary underwriting model that evaluates creditworthiness without relying on traditional credit scores, collateral, or co-signers, thereby enhancing access to financial support. Upon graduation, students enter into an Income Share Agreement, sharing a portion of their income with Lendorse for a predetermined period. In addition to financial support, Lendorse assists graduates in securing employment that aligns with their career aspirations. With plans to sponsor over 1,000 students in the next two years and a secured debt fund, Lendorse aims to generate significant revenue while contributing to the educational and economic landscape in Europe. The company is founded by experienced entrepreneurs, including former McKinsey executive Bjoern Wolf and Evgenii Avdeev, who bring a wealth of expertise to the venture.

Beyond Equity

Convertible Note in 2022
Beyond Equity is a financial technology company that has developed an innovative platform to help startups raise capital through a unique financial instrument called Revenue Incentive Notes (RINOs). This approach allows companies to sell a percentage of their future revenues for immediate funding, enabling them to avoid dilution of ownership and loss of control. RINOs offer a flexible solution, as founders can repurchase them at any time, thus providing a potentially lower cost of capital. The platform also includes a revenue exchange that operates similarly to a stock exchange, allowing institutional investors to buy, sell, and trade shares in revenue streams, known as Revenue Incentive Purchase Offers (RIPOs). This model opens up opportunities for non-venture capital investors to engage with startups, facilitating investments that generate cash flow and offer a reduced risk profile compared to traditional equity investments. By connecting startups with investors, Beyond Equity enhances access to funding while preserving the interests of founders and providing liquidity for investors.

Groovv

Pre Seed Round in 2022
Groovv is a financial service platform designed to support gig workers, freelancers, and independent contractors in their retirement planning and investment strategies. It provides accessible and affordable tools that offer information and feedback on investments, allowing users to share insights and make informed decisions. By focusing on the unique needs of individuals in the gig economy, Groovv aims to simplify the process of retirement savings and foster greater participation in investment planning.

Candle

Non Equity Assistance in 2022
Candle is a mobile application designed to simplify investment for users by employing an index fund strategy. It allows individuals to invest in companies they believe in while maintaining a customizable and balanced portfolio. The app provides users with insights into their financial status and offers actionable recommendations, particularly in decentralized finance (DeFi) strategies that aim to outpace inflation. Candle connects fintech developers and influencers with banking and investing consumers, optimizing financial management through automation. Its features include creating and sharing custom portfolios, utilizing advanced algorithms for tasks such as rebalancing and tax loss harvesting. By automating various aspects of financial management, Candle reduces the complexity and stress associated with personal finance, enabling users to save both time and money.

Surmount AI

Pre Seed Round in 2022
Surmount AI is a developer of an automated investing platform designed to enable individuals to invest hands-free. The platform utilizes machine learning trading systems, algorithmic trading, and copy trading across multiple brokers. By providing access to quantitative investing through a patent-pending process and high-performance algorithmic strategies, Surmount AI aims to empower investors to enhance their success rates while minimizing the time and stress associated with market engagement. The company's mission is to transform the way individuals participate in the financial markets, making investing more accessible and efficient.

Focal Point

Pre Seed Round in 2021
Focal Point is a financial planning company. They are a completely independent planning and investment firm. Their services include full-service planning and hourly planning. Their planning includes retirement planning, business planning, investment analysis, tax planning strategies, and debt management planning.

Waffle Labs

Seed Round in 2021
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.

Waffle Labs

Series A in 2021
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.

Gatsby

Series A in 2021
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.

Defynance

Pre Seed Round in 2021
Defynance is a pioneering financial technology company that specializes in refinancing existing student loans through income share agreements (ISAs). By leveraging an AI-driven marketplace, Defynance connects refinancing candidates with ISA investors, utilizing a proprietary machine learning algorithm to tailor risk-based income share pricing for each individual. The platform not only facilitates the refinancing process but also offers resources to support borrowers during periods of unemployment, helping them achieve economic stability. For investors, Defynance provides a diversified ISA refinancing fund that mitigates risks associated with interest rates and stock market fluctuations, while offering tax-deferred returns. This approach creates a socially responsible investment opportunity that allows students to attain financial freedom and pursue their personal goals.

Blue Studios

Seed Round in 2020
Blue Studios is a developer of a Web3 family crypto wallet that aims to transform how families interact with money and assets. The company's platform offers tools and software that empower families to plan, invest, learn, and engage in activities together, fostering a collaborative approach to financial management. By enabling families to take control of their data and wealth, Blue Studios redefines the possibilities for family engagement in financial practices, promoting new levels of success and shared experiences.

Dot

Pre Seed Round in 2020
Dot is a financial technology company that operates a savings and investment management platform designed for employees. The platform features a robot financial advisor that provides personalized recommendations to help users enhance their savings, optimize their spending, and effectively plan for retirement. By offering various plans for managing savings and setting financial goals, Dot enables individuals to make informed financial decisions and improve their overall financial well-being.

Finch

Seed Round in 2020
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.

InterGen Data

Pre Seed Round in 2020
InterGen Data, Inc. is a technology company that specializes in cloud-based artificial intelligence and machine learning solutions tailored for the banking, wealth management, insurance, and fintech sectors. Established in 2017 and headquartered in Murphy, Texas, the company offers innovative tools such as SoLOMON, an AI engine that navigates various client factors including age and risk tolerance, LSLE, which focuses on identifying life events, and DAViD, a robo-advice widget that provides insights related to life changes. InterGen Data’s proprietary algorithms enable financial professionals to anticipate significant life events and assess their potential impact on clients' financial plans. Through its Data as a Subscription model, the firm provides actionable insights to help financial services, healthcare providers, and insurance companies address coverage gaps, identify hidden risks, and uncover new revenue opportunities.

Mellow

Pre Seed Round in 2020
Mellow is an innovative platform designed to help parents teach their children, aged 6 to 18, essential financial skills such as saving, spending, and earning. The service is integrated with a prepaid card, allowing children to engage in real-world financial activities while parents have access to control features and real-time spending records through a dedicated app. Mellow aims to create a habitual and educational experience that enables children to understand budgeting and personal finance, empowering them to manage their money effectively and achieve their financial goals.

OfColor

Pre Seed Round in 2020
OfColor is a company that specializes in a financial wellness platform designed to enhance the financial well-being of employees, particularly those from diverse backgrounds. The platform provides tailored content, artificial intelligence-driven advice, and banking tools that cater specifically to the financial behaviors and needs of people of color. By focusing on budgeting, savings, and automated debt reduction, OfColor aims to improve the overall financial health of minority employees. This approach not only benefits individuals by fostering wealth-building opportunities but also supports employers by reducing benefit costs, enhancing employee retention, and attracting a more diverse workforce.

Cast Corporation

Pre Seed Round in 2020
Cast Corporation is a technology company based in San Francisco, California, founded in 2019. It specializes in creating cast players designed to use audio and video to clarify complex concepts, particularly in financial contexts. The company generates audio and video reports from data, enabling users to better understand financial and revenue information. Cast Corporation's offerings include financial casts, research reports, and services related to investor relations, personal finance, wealth management, retirement investment, college savings planning, and asset management. Additionally, the company focuses on revenue intelligence and operational insights, aiming to drive customer success and encourage users to take significant actions based on the information presented.

Hitcaliber

Seed Round in 2020
Hitcaliber provides a digital edge to get rank and bank to you. Our team brings the dedication and experience for all your thriving needs. We are experts in wealth management, corporate consulting, ed-tech consulting, web 3.0 counseling and many more...

Vested Finance

Seed Round in 2020
Vested Finance, established in 2018, is a San Francisco-based financial technology company that operates an online investment platform. It facilitates Indian investors' access to the U.S. stock market and exchange-traded funds (ETFs) through its user-friendly mobile application, available on both Google Play and the App Store. The platform offers zero-commission trading, no minimum balance requirements, and enables investments in fractional shares. Vested Finance also provides educational resources and curated portfolios to aid clients in making informed investment decisions. Additionally, the company offers student advisory services, assisting with exam preparation, college and course selection, and career path decisions.

Yunit

Pre Seed Round in 2020
Yunit is a collective investing app. Founded in 2020 and is based in Oakland, CA.

Arrived

Pre Seed Round in 2020
Arrived Homes, LLC is a Seattle-based company founded in 2019 that specializes in residential real estate investment services. The company provides a platform for individuals to invest in rental properties by purchasing shares, allowing them to earn passive income from rental payments and potential property appreciation. Arrived Homes manages all aspects of the investment process, including property acquisition, necessary improvements, and ongoing management, thereby simplifying the experience for investors. The company's focus is on enabling financial independence for its clients through accessible real estate investments, making homeownership more attainable without the burdens of direct property management.

Gatsby

Venture Round in 2020
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.

Blue Studios

Pre Seed Round in 2020
Blue Studios is a developer of a Web3 family crypto wallet that aims to transform how families interact with money and assets. The company's platform offers tools and software that empower families to plan, invest, learn, and engage in activities together, fostering a collaborative approach to financial management. By enabling families to take control of their data and wealth, Blue Studios redefines the possibilities for family engagement in financial practices, promoting new levels of success and shared experiences.

Wunder

Venture Round in 2019
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

Finch

Seed Round in 2019
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.

Ambit

Pre Seed Round in 2019
Ambit is an investment management and financial advisory firm that specializes in providing comprehensive financial solutions to a diverse clientele, including institutions, corporations, high-net-worth individuals, self-employed professionals, and small to medium enterprises. The company focuses on delivering tailored financial advice and capital to help clients achieve their financial objectives. By leveraging its expertise in the financial sector, Ambit aims to support clients in navigating complex financial landscapes and making informed investment decisions.

Balance

Pre Seed Round in 2019
Over the past seven years, Balance successfully served digital asset exchanges, OTC and prop. trading desks, ATM networks, private funds, market makers, liquidity providers, and corporate entities across Canada and certain parts of the world. Balance currently custodies over $2.5 billion worth of digital assets in its SOC 2 certified proprietary platform.

North Loop

Pre Seed Round in 2019
Borderless banking for global citizens

Chord

Pre Seed Round in 2019
Chord is a home finance company that offers a non-debt alternative to traditional home mortgages, targeting millennials who wish to avoid high levels of mortgage debt while transitioning from renting to homeownership. The company has developed a real estate platform that enables consumers to purchase homes incrementally, allowing them to build equity at their own pace. This innovative approach not only empowers home buyers with flexible financing options but also creates a new asset class for investors interested in owner-occupied housing. By providing access to debt-free capital, Chord facilitates a unique investment opportunity for institutional investors and presents a lower-risk lending option for financial institutions.

Thrive Savings

Pre Seed Round in 2019
Thrive Savings Inc., founded in 2016, is a financial technology company based in Toronto, Canada, with an additional office in New York. The company specializes in developing financial wellness applications aimed at helping individuals save money effortlessly. Thrive's platform includes features like Flex, which helps users determine how much spare change to set aside, and a chatbot for managing savings, receiving updates, and making withdrawals. Additionally, the app offers a bonus savings program and provides cashback rewards, encouraging guilt-free spending without accruing debt. Thrive is available for U.S. consumers on the Apple App Store and will soon be accessible on the Google Play Store. The company is backed by Techstars and focuses on empowering users to save money while enjoying their purchases.

Waffle Labs

Seed Round in 2019
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.

Waffle Labs

Pre Seed Round in 2018
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.

Pluto Money

Pre Seed Round in 2018
Pluto Money is a financial wellness application designed specifically for Gen Z, helping them navigate their financial goals during college and beyond. The platform utilizes behavioral and data science to guide users in setting and achieving their financial objectives through personalized and social challenges. It allows users to anonymously compare their financial situations with those of similar peers, fostering a sense of community and accountability. The application prioritizes user security, employing bank-level protections such as multifactor authentication to safeguard sensitive information. By addressing the unique financial needs of a demographic that is often underserved, Pluto aims to build a future-oriented banking solution focused on improving financial literacy and wellness.

Cred

Seed Round in 2018
Cred Invest is a technology company based in Tel Aviv, Israel, founded in 2016. It specializes in developing software-as-a-service (SaaS) solutions aimed at enhancing investment portfolios. By leveraging machine learning, Cred personalizes investment strategies for individual clients, thereby optimizing their financial outcomes. The company focuses on assisting financial institutions in attracting retail investors through a data-driven approach that tailors the customer experience, increasing the likelihood of conversion. This innovative platform not only supports investment management but also aims to enhance customer engagement and satisfaction in the financial services sector.

Wunder

Series B in 2018
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

Wunder

Debt Financing in 2018
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

Gatsby

Pre Seed Round in 2018
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.

Walkthrough

Pre Seed Round in 2018
Walkthrough is an investment advisory firm located in Philadelphia, Pennsylvania, established in 2021. The company offers an automated personal finance information management tool that enables clients to track and organize their finances effectively. By aggregating financial account information from various institutions and third-party data sources, Walkthrough provides relevant financial insights to help clients make informed decisions. The management team oversees the firm’s assets, ensuring clients receive tailored financial advice and support in managing their financial portfolios.

RealBlocks

Convertible Note in 2017
RealBlocks is a financial technology platform designed to facilitate the online distribution of alternative investment funds by investment managers. By connecting these managers with financial advisors and institutions, RealBlocks enhances the capital-raising process across global markets. The platform offers essential tools, including built-in secondary trading, a customizable white-label onboarding experience, and an API dashboard for comprehensive management. It aims to reduce costs, improve efficiency, and enhance the overall investor experience, particularly within the realms of real estate and other alternative investments. By integrating various service providers, RealBlocks enables seamless transitions to tokenized product structures, promoting enhanced liquidity and fractionalization for its users.

Cogni

Seed Round in 2017
Cogni is a New York-based company that develops a digital banking platform designed to enhance financial services for businesses across Europe. Formerly known as Bizbaze, Cogni offers multi-currency business accounts that integrate artificial intelligence-driven tools to streamline various financial activities. The platform employs machine learning to automate and simplify virtual payments, providing users with an intuitive interface that supports a range of financial transactions, including deposits and lifestyle-related bookings such as hotels and flights. By focusing on accessibility and transparency, Cogni aims to revolutionize the digital banking experience for its users, combining traditional finance with emerging technologies like decentralized finance and non-fungible tokens.

KapitalWise

Seed Round in 2017
KapitalWise is a technology company that specializes in client engagement automation for financial institutions. It offers a no-code platform that connects client information, external data, and financial wellness content, facilitating a more holistic approach to customer service. Through its advanced use of machine learning and artificial intelligence, KapitalWise enables institutions to detect and predict personal and financial events, allowing them to deliver personalized recommendations and engagement strategies. By optimizing client interactions, KapitalWise aims to enhance the speed and effectiveness with which financial institutions serve their customers.

Wunder

Venture Round in 2017
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

Exeq

Pre Seed Round in 2017
Exeq Inc. is a personal finance management company founded in 2015 and headquartered in New York, New York. It develops a mobile budgeting application that assists users in managing their finances by providing insights into their spending habits and offering automated savings plans. The app enables users to track expenses, set budgets, and discover new spending opportunities that align with their financial goals. Additionally, Exeq leverages transactional data to enhance the experience for both consumers and retail businesses, allowing businesses to gain insights into customer behavior and industry trends. Through its innovative approach, Exeq aims to empower users to make smarter financial decisions and improve their overall money management.

ForwardLane

Pre Seed Round in 2017
ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

Alpha Exchange

Seed Round in 2016
Alpha Exchange Ltd is an online platform that serves the capital markets community by connecting various participants, including buy-side investors, sell-side brokers, independent research providers, industry specialists, and investor relations teams. Founded in 2015 and headquartered in London, the company facilitates the sharing of institutional investment information, enhancing the decision-making process for investors. It offers tailored solutions that help buy-side clients manage their research inflows, while also enabling research providers to engage with a global audience of investment managers and financial institutions. Additionally, Alpha Exchange supports investor relations by providing access to shareholders and facilitating connections with potential investors worldwide. As of November 2017, Alpha Exchange operates as a subsidiary of Visible Alpha, LLC, continuing to innovate in the field of investment knowledge exchange.

FinancialJuice

Seed Round in 2016
FinancialJuice is a platform that provides free real-time news and financial content. Its mission is to offer traders and investors a comprehensive view of the financial universe in one place, ensuring they have access to timely market-moving information. By democratizing access to this data, FinancialJuice aims to keep all investors well-informed about recent market developments.

Wunder

Series A in 2016
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

ForwardLane

Pre Seed Round in 2016
ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.

Exeq

Angel Round in 2015
Exeq Inc. is a personal finance management company founded in 2015 and headquartered in New York, New York. It develops a mobile budgeting application that assists users in managing their finances by providing insights into their spending habits and offering automated savings plans. The app enables users to track expenses, set budgets, and discover new spending opportunities that align with their financial goals. Additionally, Exeq leverages transactional data to enhance the experience for both consumers and retail businesses, allowing businesses to gain insights into customer behavior and industry trends. Through its innovative approach, Exeq aims to empower users to make smarter financial decisions and improve their overall money management.

Swarm Fund

Pre Seed Round in 2014
Swarm Fund operates a decentralized crowdfunding platform that enables entrepreneurs to raise capital through cryptocurrency. Founded in 2014 and based in Palo Alto, California, the company focuses on democratizing access to private equity and alternative investment opportunities. By utilizing blockchain technology, Swarm Fund allows smaller investors to participate in high-return investment classes that were traditionally reserved for larger institutional investors. The platform achieves this by pooling smaller investments into larger blocks, making it possible to invest in asset-backed funds via cryptocurrency tokens. Swarm's innovative approach includes the tokenization of real-world assets through the SRC20 protocol, which facilitates the management, governance, and trading of these investments. Overall, Swarm Fund aims to create a more inclusive financial landscape for investors of all sizes.

Wunder

Seed Round in 2014
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

Swarm Fund

Seed Round in 2014
Swarm Fund operates a decentralized crowdfunding platform that enables entrepreneurs to raise capital through cryptocurrency. Founded in 2014 and based in Palo Alto, California, the company focuses on democratizing access to private equity and alternative investment opportunities. By utilizing blockchain technology, Swarm Fund allows smaller investors to participate in high-return investment classes that were traditionally reserved for larger institutional investors. The platform achieves this by pooling smaller investments into larger blocks, making it possible to invest in asset-backed funds via cryptocurrency tokens. Swarm's innovative approach includes the tokenization of real-world assets through the SRC20 protocol, which facilitates the management, governance, and trading of these investments. Overall, Swarm Fund aims to create a more inclusive financial landscape for investors of all sizes.

WeGather

Seed Round in 2010
WeGather is a technology company focused on providing online solutions for faith communities and schools. It specializes in creating private web portals that facilitate volunteer participation and community management through tools such as calendars, event invites, document storage, email blasts, and photo sharing. The platform is designed to be flexible, accommodating organizations of various sizes, from small committees to large congregations. Additionally, WeGather offers a fee-based donation management system called WeShare, which is known for its PCI compliance, speed, usability, security, and flexibility.
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