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.
Founder and Managing Director, Techstars Anywhere Accelerator
Kerty Levy
Managing Director
Raphaele Leyendecker
Managing Director
Bob Moczydlowsky
Managing Director and Founder, Techstars Music
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
KJ Singh
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 an online financial mentorship platform designed to provide women with personalized financial education and guidance at the beginning of their financial journeys. By simulating traditional one-on-one advising models, the platform offers step-by-step e-learning tools and insights into money management, debt, and investing. Its mission is to empower women who may not have access to a financial mentor, helping them gain confidence in their financial decision-making and improve their overall financial well-being. Through its innovative approach, Penny Finance aims to change the way young women start investing and managing their finances.
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.
AAZZUR
Seed Round in 2023
AAZZUR Ltd is a fintech company based in London that specializes in developing a financial orchestration platform. The platform allows businesses to seamlessly embed tailored financial services, such as banking, wealth management, and insurance, into their offerings without the need for significant investment in technology infrastructure. AAZZUR provides a mobile banking solution that includes live accounts and cards, alongside a customizable customer interface that allows for shared accounts. The company simplifies the integration process by providing pre-built, regulatory-compliant components, enabling clients to launch or integrate services more rapidly and efficiently. This approach enhances customer engagement, drives revenue growth, and reduces operational costs. Originally incorporated as BEEONE TECHNOLOGY LIMITED in 2017, AAZZUR rebranded in December 2017 to reflect its evolving focus on fintech solutions.
Alt/Finance
Pre Seed Round in 2023
Alt/Finance is a technology company specializing in the development of a financial data platform tailored for alternative real assets. The platform provides real-time financial data feeds, integrations, and software services, empowering clients to monitor and analyze investments in unique asset classes such as luxury collectibles, with a unified view of market performance. This innovation facilitates informed decision-making and drives growth in insurance, lending, and asset/wealth management sectors.
Hash
Pre Seed Round in 2023
Hash App is a pioneering neobrokerage platform designed to facilitate investment opportunities for retail investors in the United States. It enables users to invest in a diverse range of assets, including stocks, exchange-traded funds (ETFs), smart portfolios, cryptocurrencies, and digital assets, with a minimum investment of just $1 and without any commission fees. The platform emphasizes accessibility by allowing investors to engage in both local and emerging markets, thereby broadening their investment horizons and potential returns. By offering a user-friendly interface, Hash App connects investors with opportunities in regional and global markets, promoting a seamless investment experience.
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.
Ladder
Pre Seed Round in 2023
Ladder is a mobile application designed to enhance personal finance management through the use of artificial intelligence. It offers users an integrated experience aimed at helping them grow their wealth effectively. By providing personalized financial assistance, Ladder enables individuals to better manage their money and make informed financial decisions.
Vestinda
Pre Seed Round in 2023
Vestinda is a fintech platform that aims to simplify and automate the investment process for traders and investors. By allowing users to connect their accounts from multiple exchanges and brokers, Vestinda provides a unified dashboard for portfolio tracking. This enables users to build and automate their investment portfolios in a matter of minutes, rather than the lengthy process typical of traditional methods. The platform leverages advanced algorithms and the expertise of professional traders to offer validated trading strategies and investment management tools, particularly within the Web3 space. Through this technology, Vestinda seeks to empower over 100 million individuals worldwide in managing their financial portfolios effectively.
Testimonial IQ
Pre Seed Round in 2023
Testimonial IQ is a technology company that provides a platform for financial advisors to collect, manage, and display client testimonials. Its software helps advisors enhance their online presence, build trust with potential clients, and ultimately drive business growth.
TrustWare
Pre Seed Round in 2023
TrustWare is a blockchain-based platform that provides a secure, recoverable, and non-custodial crypto vault for digital asset management. It enables users to store their digital assets safely without relying on third-party custodians, ensuring complete control over their holdings. TrustWare incorporates advanced security features, including multi-signature authentication, decentralized key management, and cold storage, to enhance the protection of users' assets. The platform also fosters a social network environment, allowing users to connect and exchange digital assets with friends and family through peer-to-peer transactions. By prioritizing user-friendly design and accessibility, TrustWare aims to simplify the management of digital assets and facilitate participation in decentralized finance. Through its innovative use of blockchain technology, TrustWare contributes to the development of a more secure and transparent financial ecosystem.
Cashpool
Non Equity Assistance in 2023
Cashpool is a financial technology company that operates a marketplace app aimed at helping users discover and manage trading strategies. Its software is designed to assist investors in stock trading by leveraging blockchain technology. This innovative approach connects various ecosystems, creating a hedge fund-like experience. By facilitating direct interactions between investors and traders, Cashpool enables users to make values-aligned decisions in their investment activities. The platform seeks to enhance the investment experience by providing tools that streamline strategy management and foster informed trading choices.
BezoMoney
Venture Round in 2023
BezoMoney is a digital savings platform based in Accra, Ghana, aimed at assisting low-income earners in effective saving. It offers both personal and group e-wallets, enabling users to save individually or collaboratively through group savings initiatives. The platform includes a mobile application with features that promote financial discipline, such as a personal wallet with a locking mechanism that encourages users to save over time. Additionally, BezoMoney employs a machine learning model that rewards consistent saving behavior with points, which can be redeemed for discounts, property acquisition, and investment opportunities. By enhancing users' creditworthiness and providing access to bulk capital through group savings, BezoMoney strives to foster financial independence among the unbanked and young people, ensuring transparency, accountability, and security in all transactions.
BluBinder
Pre Seed Round in 2023
BluBinder is a fintech and legal tech platform designed to streamline the inheritance process for aging parents and their adult children. By connecting financial institutions, attorneys, and families, BluBinder ensures that the finances of elderly individuals are safeguarded and that their wishes regarding inheritance are fulfilled. A standout feature of the platform is its Legal Acceptance Network, which facilitates collaboration between financial institutions and legal professionals to create legally binding estate plans. In addition to this, BluBinder offers services such as document storage and organization, automated notifications and reminders, and access to a network of trusted financial and legal advisors. Utilizing mobile, web, and blockchain technologies, BluBinder provides a secure interface for one-tap money transfers and financial management, allowing families to maintain legal access to banking services and effectively manage their loved ones' wealth. This comprehensive approach offers families peace of mind, knowing that their aging parents' finances are protected and that the inheritance process will be handled efficiently.
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 an online financial mentorship platform designed to provide women with personalized financial education and guidance at the beginning of their financial journeys. By simulating traditional one-on-one advising models, the platform offers step-by-step e-learning tools and insights into money management, debt, and investing. Its mission is to empower women who may not have access to a financial mentor, helping them gain confidence in their financial decision-making and improve their overall financial well-being. Through its innovative approach, Penny Finance aims to change the way young women start investing and managing their finances.
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.
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 provides accessible consumer and investment loans through an intuitive mobile application. The company specializes in developing financial software that simplifies the borrowing process, ensuring that users can secure loans quickly and securely. In addition to offering credit loans, Banca.Me features tools for financial and investment advisory, promoting a transparent and cooperative approach to personal finance. This focus on user-friendly solutions aims to enhance financial availability for a diverse range of customers.
Keble
Pre Seed Round in 2022
Keble is a platform dedicated to empowering young Africans in the diaspora by offering accessible and affordable real estate investment opportunities. The company aims to break down barriers in the real estate market, providing a diverse range of investment options tailored to various income levels and financial goals. By democratizing real estate investing, Keble enables users to build wealth in a secure and stable manner, allowing them to invest and diversify their portfolios without the typical burdens associated with real estate assets. Through its services, Keble focuses on helping individuals achieve their financial aspirations.
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 fintech platform focused on addressing educational financing for students from developing countries, particularly in Europe, where a significant labor shortage exists. The company offers "study now, pay later" agreements that allow students to pursue their degrees without upfront costs. Lendorse employs a proprietary underwriting model that evaluates creditworthiness without relying on traditional credit scores, collateral, or co-signers, thereby increasing access to education. Upon graduation, students enter into an Income Share Agreement, repaying a portion of their income for a set period. Lendorse has secured a term sheet for €10 million in debt funding, aiming to support over 1,000 students within the next two years, which is expected to generate at least €1 million in revenue. The European Investment Fund acts as a guarantor, covering up to 104% of defaults on Income Share Agreements, up to €2 million. Founded by experienced entrepreneurs and supported by a team of professionals from various sectors, Lendorse is committed to removing financial barriers to education and facilitating career opportunities for its students.
Beyond Equity
Convertible Note in 2022
Beyond Equity is a financial management platform that facilitates connections between investors and companies seeking to sell future revenue streams for immediate cash without incurring debt or dilution. The company has developed a financial instrument known as Revenue Incentive Notes (RINOs), which allows startups to offer a percentage of their future revenues in exchange for funding, thus preserving founder equity and control. RINOs provide a liquid investment opportunity for non-venture capital investors, allowing them to engage in startup financing with potentially lower risks compared to traditional equity investments. Beyond Equity's platform operates similarly to a stock exchange, enabling companies to issue RINOs and Revenue Incentive Public Offerings (RIPOs) to institutional investors who can subscribe, buy, sell, and trade these revenue shares. This innovative approach opens up new avenues for businesses to secure growth capital while allowing investors to generate cash flow from their investments.
Freeman Capital
Grant in 2022
Freeman Capital is a tool for financial planning. One-on-one financial planning is now accessible, scalable, and cheap to anyone.
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 that specializes in developing financial services software to assist customers in managing their investments. Founded in 2018, Waffle Labs also operates an insurance platform that provides customizable insurance plans for various products, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to meet diverse financial and insurance needs for its clients.
Waffle Labs
Series A in 2021
Waffle Labs, Inc. is a New York-based company that specializes in developing financial services software to assist customers in managing their investments. Founded in 2018, Waffle Labs also operates an insurance platform that provides customizable insurance plans for various products, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to meet diverse financial and insurance needs for its clients.
Defynance
Pre Seed Round in 2021
Defynance operates a loan refinancing and investing platform that helps individuals pay off existing student loans using income share agreements (ISAs). By leveraging an AI-driven marketplace, Defynance connects refinancing candidates with ISA investors while employing a proprietary algorithm to determine personalized, risk-based pricing for each candidate. The platform not only facilitates financial freedom for borrowers but also supports them with resources during periods of unemployment, offering cash returns at the conclusion of their ISAs. 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 model allows both institutional and retail investors to expand their portfolios with low volatility, high returns, and a focus on social impact.
Trust & Will
Series B in 2020
Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.
Blue Studios
Seed Round in 2020
Blue Studios is a developer of a Web3 family crypto wallet that aims to transform how families manage their finances and engage with their assets. The company's platform offers tools and software designed to empower families in planning, investing, learning, and enjoying activities together. By providing a secure environment for families to take control of their data and wealth, Blue Studios helps redefine the possibilities for family collaboration in financial matters. The focus is on fostering family unity and success through innovative financial solutions.
OfColor
Pre Seed Round in 2020
OfColor is a financial wellness platform designed to enhance the financial well-being of employees, particularly those from diverse backgrounds. The platform offers resources such as content, AI-driven advice, and banking tools tailored to the unique financial behaviors and needs of people of color. By focusing on wealth-building strategies that include budgeting, savings, and automated debt reduction, OfColor aims to improve the financial health of minority employees. This approach not only supports individuals in achieving their financial goals but also enables employers to reduce benefits costs, enhance employee retention, and attract diverse talent.
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.
InterGen Data
Pre Seed Round in 2020
InterGen Data, Inc. develops cloud-based artificial intelligence software and machine learning algorithms tailored for banking, wealth management, insurance, and fintech sectors. Founded in 2017 and located in Murphy, Texas, the company provides a platform that helps financial professionals anticipate significant life events for their clients, enabling better financial planning. Its key offerings include SoLOMON, an AI engine that evaluates factors like age, risk tolerance, and healthcare costs; LSLE, which identifies potential life events; and DAViD, a robo-advice widget that delivers insights about clients' lives. InterGen Data operates on a Data as a Subscription model, supplying actionable insights to financial services firms, healthcare providers, and insurance companies to identify coverage gaps and uncover revenue opportunities.
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.
Cast Corporation
Pre Seed Round in 2020
Cast Corporation, founded in 2019 and based in San Francisco, California, specializes in developing cast player technology that utilizes audio and video to simplify complex concepts. The company generates audio and video reports from data to enhance understanding of financial and revenue information. Its offerings include financial casts, research reports, investor relations tools, personal finance guidance, wealth management solutions, retirement investment planning, college savings plans, asset management services, as well as revenue intelligence and customer success business reviews. By focusing on customer engagement, Cast Corporation aims to help users comprehend financial data and encourage high-value actions.
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...
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 that specializes in residential real estate investment services. Founded in 2019, it provides a platform for individuals to invest in shares of rental properties, allowing them to earn passive income from rental payments and property appreciation without the burdens of traditional homeownership. Arrived Homes manages all aspects of property acquisition, necessary improvements, and daily operations, making the investment process streamlined for clients. The company's services aim to promote financial independence by making real estate investment accessible to a broader audience, including those who may not have the means to purchase entire properties outright.
Blue Studios
Pre Seed Round in 2020
Blue Studios is a developer of a Web3 family crypto wallet that aims to transform how families manage their finances and engage with their assets. The company's platform offers tools and software designed to empower families in planning, investing, learning, and enjoying activities together. By providing a secure environment for families to take control of their data and wealth, Blue Studios helps redefine the possibilities for family collaboration in financial matters. The focus is on fostering family unity and success through innovative financial solutions.
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.
Trust & Will
Series A in 2019
Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.
BRED Token
Seed Round in 2019
BRED Token operates in the blockchain and tokenization sector, focusing on enhancing liquidity for assets that require partial or full disposition. The company aims to increase value for asset holders and facilitate capital access for those in need through a disciplined investment strategy that emphasizes risk assessment and due diligence. BRED's platform allows for seamless capital raising from a global pool of investors, including institutional, high-net-worth, and both accredited and non-accredited retail investors, particularly within the real estate market. By tokenizing real estate funds, BRED ensures security, transparency, and ease of trading, empowering users to engage in the real estate experience with confidence. The overarching goal of BRED Token is to stabilize assets, foster growth, and create a simplified structure that enhances shareholder value.
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 provides tailored financial advice and solutions to a diverse clientele, including institutions, corporations, high-net-worth individuals, self-employed individuals, and small to medium enterprises. The company aims to help its clients achieve their financial goals by offering expert guidance and capital management services. Through its comprehensive approach, Ambit addresses the unique needs of each client, facilitating informed decision-making and effective financial strategies.
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
Waffle Labs
Seed Round in 2019
Waffle Labs, Inc. is a New York-based company that specializes in developing financial services software to assist customers in managing their investments. Founded in 2018, Waffle Labs also operates an insurance platform that provides customizable insurance plans for various products, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to meet diverse financial and insurance needs for its clients.
Pluto Money
Pre Seed Round in 2018
Pluto Money is a financial wellness application aimed at guiding Gen Z users in achieving their financial goals during college and beyond. The platform utilizes behavioral and data science to recommend personalized and social challenges based on individual financial situations and peer comparisons. Users can anonymously assess their finances against those of similar peers, enabling them to identify areas for improvement. The application emphasizes financial well-being and offers robust security measures, including multifactor authentication, to protect sensitive information. Pluto recognizes that Gen Z represents a significant portion of future consumer spending but remains largely underserved in financial services, positioning itself as a forward-thinking solution for this demographic.
Waffle Labs
Pre Seed Round in 2018
Waffle Labs, Inc. is a New York-based company that specializes in developing financial services software to assist customers in managing their investments. Founded in 2018, Waffle Labs also operates an insurance platform that provides customizable insurance plans for various products, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to meet diverse financial and insurance needs for its clients.
Cred
Seed Round in 2018
Cred is a company that develops software solutions for investment portfolios, utilizing machine learning to create personalized investment strategies for each client. Founded in 2016 and headquartered in Tel Aviv, Israel, Cred assists financial institutions in attracting retail investors by offering a data-driven, customized experience that enhances customer engagement and conversion rates.
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.
Pocmi
Angel Round in 2018
POCMI, or Piece of Cake Migration, is a technology company that operates an immigration platform. This platform connects businesses facing local talent shortages with international professionals, expats, and displaced skilled individuals seeking to relocate. POCMI offers end-to-end solutions, from evaluating candidates to facilitating their migration, aiming to resolve global labor shortages, reduce brain drain, and promote diversity. The company's SaaS platform streamlines the process of finding and managing international talent, saving clients time and reducing work permit complexities.
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.
Trust & Will
Pre Seed Round in 2018
Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.
RealBlocks
Convertible Note in 2017
RealBlocks is a financial technology platform designed to facilitate the distribution of alternative investment funds through financial advisors and institutions. The platform provides essential tools for investment managers to create and manage custom alternative funds globally. Key features include built-in secondary trading, a modular white-label onboarding experience, and an API dashboard that streamlines operations. By focusing on cost reduction, improved efficiency, and enhanced investor experience, RealBlocks enables managers to raise capital across international markets. It connects managers with institutional and intermediary channels, broadening access to investor capital while integrating various service providers. Additionally, the platform supports the transition to tokenized product structures, which enhances liquidity and enables fractional ownership.
Cogni
Seed Round in 2017
Cogni is a New York-based company that provides a digital banking platform designed to serve pan-European businesses. It offers multi-currency business accounts linked to artificial intelligence-driven financial tools. The platform aims to simplify and automate virtual payments, providing users with an accessible financial service that integrates traditional finance, decentralized finance, and lifestyle needs such as booking hotels, flights, and movie tickets. By leveraging machine learning and AI, Cogni seeks to enhance the banking experience, making financial management easier and more transparent for its customers.
KapitalWise
Seed Round in 2017
KapitalWise is a technology company that specializes in client engagement automation for financial institutions. Its platform integrates client data, external information, and financial wellness content, enabling personalized recommendations and streamlined service. Utilizing machine learning and artificial intelligence, KapitalWise's system detects and predicts personal and financial events, allowing institutions to engage customers effectively with tailored products and services. By offering a no-code solution, the company facilitates faster and more comprehensive client interactions, ultimately enhancing the overall customer experience in the financial sector.
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., founded in 2015 and based in New York, develops a mobile budgeting application aimed at enhancing personal finance management for users. The app leverages transactional data to offer insights into monthly spending, automate savings plans, and facilitate investments in mutual funds and wealth management products. By providing a discover feed, Exeq helps users explore new spending opportunities that align with their budgetary constraints. Additionally, the platform offers valuable insights to retail businesses, enabling them to better understand customer behavior and industry trends. Through these features, Exeq seeks to create a comprehensive experience that supports both consumer financial health and business intelligence.
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.
Exeq
Angel Round in 2015
Exeq Inc., founded in 2015 and based in New York, develops a mobile budgeting application aimed at enhancing personal finance management for users. The app leverages transactional data to offer insights into monthly spending, automate savings plans, and facilitate investments in mutual funds and wealth management products. By providing a discover feed, Exeq helps users explore new spending opportunities that align with their budgetary constraints. Additionally, the platform offers valuable insights to retail businesses, enabling them to better understand customer behavior and industry trends. Through these features, Exeq seeks to create a comprehensive experience that supports both consumer financial health and business intelligence.
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.
WeGather
Seed Round in 2010
WeGather is a developer of a church management platform that facilitates online connections for faith communities and educational institutions. The platform is designed to enhance volunteer participation, which is essential for the success of these organizations. WeGather provides a private web portal equipped with a comprehensive suite of tools, including calendars, event invitations, document storage, email communication, and photo sharing. This flexibility accommodates organizations of varying sizes, from small committees to large congregations. Additionally, WeGather offers WeShare, a fee-based donation management system that is fully PCI compliant, ensuring high levels of security and usability. Overall, WeGather aims to empower churches and schools by helping them build and manage well-connected communities through innovative web-based technology.
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