Turbine Finance
Series A in 2025
Turbine Finance provides liquidity solutions to venture funds, enabling Limited Partners (LPs) to access their investments on their own timeline, maintain exposure, and gain financial flexibility. The platform facilitates loans against existing investments, allowing LPs to manage liquidity while investing in new opportunities without impacting their ongoing portfolio.
Worth AI
Seed Round in 2025
Worth AI is a software-as-a-service (SaaS) platform that utilizes artificial intelligence to enhance financial underwriting processes. The company focuses on streamlining operations by integrating various platforms, which results in faster approvals and improved compliance. Worth AI's innovative platform employs both traditional and non-traditional data sources to deliver real-time insights, thus facilitating smarter risk management and business valuations. By predicting future business outcomes and minimizing biases, the platform empowers banks, credit unions, fintech companies, and financial service providers to expedite the approval of business loans and lines of credit.
Outmarket AI
Seed Round in 2025
Outmarket AI offers an AI-driven platform to transform commercial insurance operations by enhancing efficiency and productivity. The platform integrates data to provide real-time insights, automate workflows, and streamline processes such as data analysis, submission generation, and market placement. It serves brokers, managing general agents (MGAs), and wholesalers, helping them to boost sales, improve strategic performance, and accelerate growth. Leveraging natural language processing, machine learning and knowledge graphs, it helps brokers and carriers identify cross-selling potential, optimize carrier placements, and maximize profitability.
Wildfire Systems
Series B in 2024
Wildfire Systems offers a white-label platform that enables businesses to implement shopping rewards and cashback programs. The platform features customizable tools for integrating rewards into customer journeys, enhancing loyalty and revenue. It ensures compliance with security standards while providing access to a vast network of merchants for cashback and coupon offers.
Stream's revolutionizes the $50B workers' compensation industry through AI-powered solutions that reduce time, cost, and error in medical document management. Our products, built by former claims adjusters and insurance professionals, empower healthcare professionals, insurers, and attorneys to streamline manual document workflows.
KOHO
Venture Round in 2024
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Revenew
Seed Round in 2024
Revenew is committed to providing platforms with the knowledge and resources they need to succeed in the digital economy. We believe in reducing the intricacies of revenue optimization, allowing platforms to redefine success and achieve unprecedented growth.
When Insurance
Seed Round in 2024
When is an AI-driven off-boarding platform for employees. It's a personalized health insurance marketplace that simplifies the process of finding health insurance during a job transition. When is a B2B solution that partners with employers to provide a better off-boarding experience for employees while reducing the risk of high claims by making it easy for exiting employees to find alternatives to COBRA.
Payabli provides a payment infrastructure and monetization platform for software companies, enabling payments to be a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. The platform offers developer-friendly Pay-In and Pay-Out capabilities, along with features such as payment gateways, accounts payable, checkout, vendor management, payment reconciliation, and payment tracking to manage the operational aspects of a payments program.
Flossy
Venture Round in 2024
Flossy is a tech company that uses artificial intelligence to enhance dental care. It offers an online platform connecting patients with vetted dentists, streamlining appointments, payments, and improving access to affordable dental services.
MakersHub
Seed Round in 2024
MakersHub offers an Accounts Payable solution designed for businesses seeking accurate bill data management. It automates manual bill data entry, improves accuracy, and provides flexible approval flows for enhanced control and visibility.
Carputty
Venture Round in 2024
Carputty is a consumer automotive startup that offers a flexible and transparent car loan service designed to simplify the financing process for customers. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company provides a real-time line of credit that can be utilized for refinancing, purchasing, or leasing vehicles. Carputty distinguishes itself with a proprietary predictive valuation tool that assists users in understanding the optimal times to buy or sell their vehicles, promoting the idea of viewing cars as valuable assets. By prioritizing customer empowerment and ease of use, Carputty aims to enhance the car financing experience.
Mia Share
Seed Round in 2024
Mia Share connects students with high-quality trade and technical schools through custom payment solutions. It offers Single Payments, Payment Plans, and Hybrid structures, enabling more students to afford education while helping partner schools enhance enrollment, retention, and outcomes.
CurbWaste
Series A in 2023
CurbWaste is a cloud-based, data-driven waste management platform that helps waste services companies optimize operations from collection through disposal. The SaaS solution collects and analyzes data to provide real-time insights, improve efficiency, and enhance operational transparency and sustainability. By automating workflows and coordinating activities across haul, processing, and disposal, the platform aims to reduce costs, increase throughput, and enable better decision-making for clients in the waste management industry.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Charlie
Debt Financing in 2023
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
Carefull is a company dedicated to supporting adult children who manage their aging parents' finances. They offer digital services aimed at simplifying financial caregiving tasks and enhancing family financial decision-making.
Instant Financial
Venture Round in 2023
Instant Financial Inc. is a technology company based in Vancouver, Canada, with an additional location in Montreal, focused on providing fee-free earned wage access solutions for employees. Founded in 2015 and originally named PayHero, the company has developed a mobile application that allows workers to access their earned wages immediately after their shifts. This platform empowers employees to request pay, check their balances, and manage their finances effectively. Employers benefit from the system by streamlining payroll administration and reducing operational costs, while also enhancing employee retention and engagement. Instant Financial's solution bridges the gap between workdays and payday, contributing to financial wellness for millions of workers in the United States.
CurbWaste
Seed Round in 2023
CurbWaste is a cloud-based, data-driven waste management platform that helps waste services companies optimize operations from collection through disposal. The SaaS solution collects and analyzes data to provide real-time insights, improve efficiency, and enhance operational transparency and sustainability. By automating workflows and coordinating activities across haul, processing, and disposal, the platform aims to reduce costs, increase throughput, and enable better decision-making for clients in the waste management industry.
Bridge (bridgemarketplace.com)
Venture Round in 2023
Bridge is a SaaS-based technology platform owned by Foro Holdings, Inc. that optimizes the way businesses find, evaluate, and select commercial debt finance opportunities. It empowers growing companies, seeking commercial loans of $1M - $20M+ to access capital on their terms by connecting them with the right financial institutions.
As former bankers at top commercial banks and business leaders at mid-sized companies, we understand all sides of the commercial lending process. With that experience, our platform removes unnecessary complexities and helps businesses compare and select from leading financial institutions tailored to a business’s specific size and industry.
We’re also focused on guiding businesses with insights, data, and counsel at every step of the process, so they can select a partner with confidence, and spend more time running their business.
For financial institutions, Bridge identifies businesses actively seeking growth capital that fit the institution’s lending criteria. Their platform eliminates perceived bias and increases access for underserved businesses, enabling financial institutions to facilitate introductions to new clients and markets.
Payabli
Seed Round in 2023
Payabli provides a payment infrastructure and monetization platform for software companies, enabling payments to be a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. The platform offers developer-friendly Pay-In and Pay-Out capabilities, along with features such as payment gateways, accounts payable, checkout, vendor management, payment reconciliation, and payment tracking to manage the operational aspects of a payments program.
RealReports
Venture Round in 2023
RealReports is an AI-driven property advisory firm that equips real estate agents with essential tools to enhance value, increase sales, and manage risks effectively. The company’s platform aggregates data from over 60 leading industry providers to deliver comprehensive insights on residential properties across the United States. Utilizing a sophisticated AI named Aiden, RealReports enables agents to answer queries, analyze documents, and generate leads efficiently. The firm is trusted by prominent multiple listing services and brokerages, including PrimeMLS, Keyes, SFAR, Baird & Warner, Danberry Realtors, and Coldwell Banker Premier, providing a competitive edge for agents and their clients in the real estate market. Additionally, RealReports incorporates a unique NFT token system for each property, ensuring privacy-controlled access to a permanent, transferable record that supports homeowners in making informed decisions throughout the lifecycle of property ownership.
Bridge (bridgemarketplace.com)
Series A in 2023
Bridge is a SaaS-based technology platform owned by Foro Holdings, Inc. that optimizes the way businesses find, evaluate, and select commercial debt finance opportunities. It empowers growing companies, seeking commercial loans of $1M - $20M+ to access capital on their terms by connecting them with the right financial institutions.
As former bankers at top commercial banks and business leaders at mid-sized companies, we understand all sides of the commercial lending process. With that experience, our platform removes unnecessary complexities and helps businesses compare and select from leading financial institutions tailored to a business’s specific size and industry.
We’re also focused on guiding businesses with insights, data, and counsel at every step of the process, so they can select a partner with confidence, and spend more time running their business.
For financial institutions, Bridge identifies businesses actively seeking growth capital that fit the institution’s lending criteria. Their platform eliminates perceived bias and increases access for underserved businesses, enabling financial institutions to facilitate introductions to new clients and markets.
Carry1st is a full-stack publisher of mobile social games and interactive content focused on frontier markets, particularly Africa. Founded in 2018, it handles publishing, distribution, localization, user acquisition, marketing, monetization, and customer experience for partner games, enabling developers to reach new audiences through global studios. The company operates with a global team across multiple countries and collaborates with leading studios to grow its portfolio in untapped markets. It has raised capital from notable investors, including Riot Games and others, to fund growth and partnerships.
Carputty is a consumer automotive startup that offers a flexible and transparent car loan service designed to simplify the financing process for customers. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company provides a real-time line of credit that can be utilized for refinancing, purchasing, or leasing vehicles. Carputty distinguishes itself with a proprietary predictive valuation tool that assists users in understanding the optimal times to buy or sell their vehicles, promoting the idea of viewing cars as valuable assets. By prioritizing customer empowerment and ease of use, Carputty aims to enhance the car financing experience.
Greenwood
Series B in 2022
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.
Onward is a global tour organization company, specializing in educational and business tours across multiple cities, including San Francisco, New York, Berlin, Milan, and London. Their mission is to inspire lifelong learning, foster international collaboration, and strengthen global communities through these immersive experiences.
Medxoom
Venture Round in 2022
Founded in 2015, Medxoom develops a white-label member engagement platform and comprehensive healthcare cost management solutions for employers, brokers, payers, and third-party administrators. Utilizing machine learning and AI technology, they create web portals and mobile applications to help lower costs, improve quality, and enhance employee health benefits satisfaction.
Bookkeep
Seed Round in 2022
Bookkeep specializes in streamlining bookkeeping processes for retail, restaurant, and ecommerce businesses. Its platform integrates with various POS systems, providing daily accrual-based summaries, balance reconciliation, automated sales tax filings, ensuring accurate financial records and compliance.
Banyan
Debt Financing in 2022
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
Web3 Builders
Seed Round in 2022
Web3 Builders is a company focused on enhancing end-user security in the cryptocurrency space, recognizing it as a critical barrier to wider adoption. The firm develops security software aimed at protecting users from potential scams and risky transactions. One of its key offerings is a free Chrome browser extension that operates in the background, actively detecting fraudulent activities and alerting users to potential threats. This tool empowers individuals to engage in cryptocurrency and decentralized transactions with greater confidence and security, aligning with the company's commitment to fostering a safe environment for its community.
Scratch is a fintech company specializing in payment processing, patient financing, and communication tools for veterinary and medical practices. Approximately half of U.S. veterinary clinics use its platform to interact with clients and facilitate transactions.
Founded in 2020, Higlobe is an international payment platform headquartered in Palo Alto, California. It facilitates payments for overseas freelancers and independent workers with U.S. business clients, offering zero transaction fees.
Stream
Venture Round in 2022
Stream's revolutionizes the $50B workers' compensation industry through AI-powered solutions that reduce time, cost, and error in medical document management. Our products, built by former claims adjusters and insurance professionals, empower healthcare professionals, insurers, and attorneys to streamline manual document workflows.
Cashboard
Venture Round in 2022
Founded in 2021, Cashboard is a New York-based company that develops AI-powered financial analysis platforms. Its platform automates recurring financial planning and analysis tasks for businesses, processing raw financial data to generate detailed reports and automate FP&A workflows. This enables finance teams and business leaders to make informed decisions with streamlined reporting, improved accuracy, and real-time financial information.
Flossy is a tech company that uses artificial intelligence to enhance dental care. It offers an online platform connecting patients with vetted dentists, streamlining appointments, payments, and improving access to affordable dental services.
Rocketplace
Seed Round in 2022
Rocketplace is a cryptocurrency trading platform that offers commission-free trading for buying and selling cryptocurrencies. The platform also provides free weekly educational articles covering cryptocurrency, NFTs, and Web3 to help users learn while engaging with the market. Headquartered in Palo Alto, California, Rocketplace was founded in 2021.
MakersHub
Seed Round in 2022
MakersHub offers an Accounts Payable solution designed for businesses seeking accurate bill data management. It automates manual bill data entry, improves accuracy, and provides flexible approval flows for enhanced control and visibility.
FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.
Asset Class
Series A in 2022
Asset Class is a financial technology firm that specializes in providing innovative investment management software solutions tailored for various financial sectors, including private equity, venture capital, financial advisory, and commercial lending. The company's software suite encompasses a range of functionalities, such as asset management, wealth management, and commercial lending support. Additionally, it offers tools for customer relationship management, investment banking, business intelligence, analytics, workflow automation, and document management. By streamlining financial operations, Asset Class enables businesses to overcome fragmented financial processes and identify growth opportunities effectively.
Realworld
Seed Round in 2022
Realworld operates a life management platform that consolidates finances, health, insurance, and other personal information into a single interface. The service offers a financial dashboard for tracking spending and net worth, secure smart document storage for important files, and automated calendar reminders for essential tasks. It leverages AI-driven insights to help users optimize routines, prioritize decisions, and improve personal organization. By integrating multiple aspects of daily life, Realworld aims to simplify adulthood and empower individuals to manage their information and financial decisions more efficiently.
Ledgible is a platform developed by Verady that bridges blockchain assets with traditional financial verification and accounting. It offers products and infrastructure networks for auditing, accounting, and verifying blockchain assets, supporting enterprises and tax professionals in managing digital asset reporting efficiently.
Payabli
Seed Round in 2022
Payabli provides a payment infrastructure and monetization platform for software companies, enabling payments to be a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. The platform offers developer-friendly Pay-In and Pay-Out capabilities, along with features such as payment gateways, accounts payable, checkout, vendor management, payment reconciliation, and payment tracking to manage the operational aspects of a payments program.
Welcome Tech
Venture Round in 2022
Welcome Tech is a digital platform connecting global immigrant communities with tailored information, products, and services across sectors like finance, education, healthcare, telecommunication, and government. With over 9 million annual users and nearly 2 million active members, it leverages technology to provide secure, personalized solutions.
Founded in 2014, SamCart is an e-commerce platform designed for creators. It enables users to display products and accept orders on the same webpage, helping tens of thousands of businesses sell billions of dollars worth of products.
Jia Finance
Seed Round in 2022
Jia Finance is an online platform that facilitates access to residential mortgages for foreign investors looking to purchase real estate in the United States. The company specializes in offering tailored mortgage solutions designed specifically for non-resident buyers. Jia Finance employs an asset-based approach to underwriting, leveraging advanced data analysis techniques to evaluate and manage the risks associated with mortgage loans. By providing a user-friendly and efficient service, Jia Finance enables international clients to navigate the complexities of financing investment properties in the US real estate market.
PTO Exchange
Seed Round in 2022
PTO Exchange is a company that specializes in transforming the value of paid time off for both employers and employees. Its SaaS-based platform enables employees to convert unused paid time off into various tangible benefits, including vacations, retirement funding, student loan payments, and charitable donations. By allowing employees to trade unused time off for goods and services, PTO Exchange provides a unique solution that enhances employee satisfaction and retention. Additionally, the platform supports a culture of sharing, as employees can donate their time off to non-profits or share it with colleagues. This innovative approach helps employers manage their benefits packages more effectively while promoting a supportive work environment.
Streetbeat
Seed Round in 2022
Streetbeat is a technology company that offers an AI-powered investment platform for wealth managers and brokers. Its Wealth Copilot unifies portfolio management, real-time market analytics, and customer relationship management within a compliant, enterprise-perimeter system. The platform features an agentic AI architecture and a conversational user interface that delivers real-time insights, risk monitoring, and adaptive portfolio management, enabling wealth professionals to serve more clients and provide data-driven advice from real-time signals, macroeconomic analysis, and Robo Advisor capabilities. It integrates into existing dashboards or can function as a standalone terminal on desktop and mobile, ensuring secure integration into institutional workflows with emphasis on data security and compliance. The solution aims to increase client capacity, enhance advisory efficiency, and elevate investment outcomes by offering personalized strategies and up-to-date guidance, while enabling brokers to upsell AI tools and improve client service.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Sagewell Financial
Seed Round in 2022
Sagewell Financial is a company comprised of professionals from technology, insurance, financial services, and operations sectors. It is dedicated to transforming the financial landscape for older adults in the United States. The company offers a platform designed to provide security and support during retirement. This includes features such as building a personalized retirement paycheck, free checking accounts, and access to a personal retirement success advocate for guidance.
Carry1st is a full-stack publisher of mobile social games and interactive content focused on frontier markets, particularly Africa. Founded in 2018, it handles publishing, distribution, localization, user acquisition, marketing, monetization, and customer experience for partner games, enabling developers to reach new audiences through global studios. The company operates with a global team across multiple countries and collaborates with leading studios to grow its portfolio in untapped markets. It has raised capital from notable investors, including Riot Games and others, to fund growth and partnerships.
FairPlay
Seed Round in 2021
FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.
Neuro-ID, Inc., established in 2014 and headquartered in Whitefish, Montana, specializes in developing prescriptive analytics solutions for the risk industry. The company offers Neuro-CS, a real-time analytics tool that focuses on applicant behavior patterns and measures how individuals respond to questions in real time. Serving banking and financial institutions, insurance providers, and e-commerce organizations, Neuro-ID aims to reduce fraud and online threats while enhancing customer experience through its actionable insights.
Maxwell Financial Labs
Series B in 2021
Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.
Micronotes
Venture Round in 2021
Micronotes Inc., established in 2008 and based in Boston, Massachusetts, operates as a digital marketing SaaS company specializing in cross-sell technology solutions for financial institutions. The company offers an AI-enabled cloud-based platform that enhances customer engagement through automated digital interviews, leveraging machine learning to analyze customer data and deliver tailored product offers across various digital channels. Their suite of tools includes Cross-Sell Engine, Social Media Targeting, Mobile-SMS Referrals, Net Promoter Score Measurement, and predictive analytics for anticipating customer needs.
Wildfire Systems
Series A in 2021
Wildfire Systems offers a white-label platform that enables businesses to implement shopping rewards and cashback programs. The platform features customizable tools for integrating rewards into customer journeys, enhancing loyalty and revenue. It ensures compliance with security standards while providing access to a vast network of merchants for cashback and coupon offers.
Banyan
Funding Round in 2021
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
SmartAsset
Series D in 2021
SmartAsset is an online platform providing consumer-focused financial information and tools. It connects consumers with financial advisors via SmartAdvisor, reaching approximately 75 million people monthly through educational content and personalized calculators. The company aims to empower users to make informed decisions about personal finance, including home buying, retirement planning, and taxes.
Bookkeep
Venture Round in 2021
Bookkeep specializes in streamlining bookkeeping processes for retail, restaurant, and ecommerce businesses. Its platform integrates with various POS systems, providing daily accrual-based summaries, balance reconciliation, automated sales tax filings, ensuring accurate financial records and compliance.
Carry1st is a full-stack publisher of mobile social games and interactive content focused on frontier markets, particularly Africa. Founded in 2018, it handles publishing, distribution, localization, user acquisition, marketing, monetization, and customer experience for partner games, enabling developers to reach new audiences through global studios. The company operates with a global team across multiple countries and collaborates with leading studios to grow its portfolio in untapped markets. It has raised capital from notable investors, including Riot Games and others, to fund growth and partnerships.
GreenLight
Series D in 2021
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
Welcome Tech
Series B in 2021
Welcome Tech is a digital platform connecting global immigrant communities with tailored information, products, and services across sectors like finance, education, healthcare, telecommunication, and government. With over 9 million annual users and nearly 2 million active members, it leverages technology to provide secure, personalized solutions.
Monit is a financial intelligence platform designed to support small and medium-sized business owners by providing them with real-time insights and personalized recommendations to enhance their financial performance. It seamlessly connects to various accounting platforms, allowing users to manage cash flow and identify savings opportunities without the need for spreadsheets. The platform offers clear visualizations of current and projected financial metrics, including cash flow, revenue, and profitability. Monit is offered free of charge to small businesses through partnerships with banks and other enterprises, which aim to foster the success and well-being of their customers. By facilitating digital and financial engagement, Monit helps business owners make informed decisions and plan for the future effectively.
Founded in 2015, Medxoom develops a white-label member engagement platform and comprehensive healthcare cost management solutions for employers, brokers, payers, and third-party administrators. Utilizing machine learning and AI technology, they create web portals and mobile applications to help lower costs, improve quality, and enhance employee health benefits satisfaction.
Onward is a global tour organization company, specializing in educational and business tours across multiple cities, including San Francisco, New York, Berlin, Milan, and London. Their mission is to inspire lifelong learning, foster international collaboration, and strengthen global communities through these immersive experiences.
Maxwell Financial Labs
Series B in 2021
Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.
Greenwood
Series A in 2021
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Grifin is a financial platform that lets users build stock exposure through automatic, small purchases triggered by everyday shopping. The system enables customers to invest tiny amounts in the stocks of companies they buy, such as through purchases at retailers, turning consumer activity into direct equity ownership. The goal is to simplify investing and improve literacy by offering straightforward, responsible investment options that require minimal upfront capital. Grifin uses a micro-share approach designed to trade close to the net asset value, applying an arbitrage-based mechanism to keep pricing aligned with underlying shares. By focusing on direct access to public-company stock rather than traditional funds, the platform aims to lower barriers to ownership and encourage long-term, cautious investing rather than active trading. The company's solution emphasizes ease of use, transparency, and practical finance education for everyday investors.
Marquee Equity
Venture Round in 2021
Marquee Equity is a financing advisory firm based in Noida, India, established in 2016. It facilitates private capital market opportunities by introducing clients to potential investors and supporting a range of financing and deal-related services, including equity and debt financing, deal origination, mergers and acquisitions, and transaction documentation. The firm serves a diverse client base that includes venture capital and private equity funds, hedge funds and credit funds, real estate investment trusts, special-purpose entities, and special-purpose acquisition companies, guiding clients through complex transactions and funding processes.
Streetbeat
Pre Seed Round in 2021
Streetbeat is a technology company that offers an AI-powered investment platform for wealth managers and brokers. Its Wealth Copilot unifies portfolio management, real-time market analytics, and customer relationship management within a compliant, enterprise-perimeter system. The platform features an agentic AI architecture and a conversational user interface that delivers real-time insights, risk monitoring, and adaptive portfolio management, enabling wealth professionals to serve more clients and provide data-driven advice from real-time signals, macroeconomic analysis, and Robo Advisor capabilities. It integrates into existing dashboards or can function as a standalone terminal on desktop and mobile, ensuring secure integration into institutional workflows with emphasis on data security and compliance. The solution aims to increase client capacity, enhance advisory efficiency, and elevate investment outcomes by offering personalized strategies and up-to-date guidance, while enabling brokers to upsell AI tools and improve client service.
Founded in 2014, SamCart is an e-commerce platform designed for creators. It enables users to display products and accept orders on the same webpage, helping tens of thousands of businesses sell billions of dollars worth of products.
FeatureBase
Series A in 2021
FeatureBase, operating as Molecula Research Laboratories, LLC, specializes in providing advanced solutions for researchers, particularly in the fields of protein function studies and gene expression. The company utilizes proprietary RNA interference technology to deliver antisense oligonucleotides and offers a range of products, including neuropeptides marketed under the brand Princeton Peptides, as well as transfection reagents such as Maxfect and Genfect. Additionally, Molecula has developed the Inducer, an innovative substitute for IPTG that enhances soluble protein production. With its Cloud Data Access platform, Molecula simplifies and accelerates access to big data, enabling users to create highly efficient data representations without the need for pre-aggregation or data movement. Founded in 1993 and based in Herndon, Virginia, the company continues to advance research capabilities in the life sciences.
TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.
Plink develops commerce automation software designed for assistance in transactions and building customer relationships. They allow businesses to add various features to their existing point-of-sale systems or countertop terminals to facilitate transactions with target customers, enabling local enterprises to take advantage of an array of collateral programs that ensure they generate sales and loyalty.
Neuro-ID, Inc., established in 2014 and headquartered in Whitefish, Montana, specializes in developing prescriptive analytics solutions for the risk industry. The company offers Neuro-CS, a real-time analytics tool that focuses on applicant behavior patterns and measures how individuals respond to questions in real time. Serving banking and financial institutions, insurance providers, and e-commerce organizations, Neuro-ID aims to reduce fraud and online threats while enhancing customer experience through its actionable insights.
GreenLight
Series C in 2020
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
Hummingbird
Series A in 2020
Hummingbird is a compliance management platform focused on enhancing anti-money laundering (AML) operations and counter-terrorist financing investigations. The platform is designed for compliance professionals, allowing them to efficiently collect case information, conduct investigations, and report on unusual or suspicious activities. By significantly reducing paperwork and providing insightful analytics, Hummingbird improves operational efficiency and enables investigators to concentrate on combating financial crime. The founding team consists of experts from various sectors, including finance and regulatory agencies, which enriches the platform with valuable product and regulatory insights. Hummingbird aims to modernize regulatory compliance in the financial sector through innovative data solutions and design.
TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.
SamCart
Seed Round in 2019
Founded in 2014, SamCart is an e-commerce platform designed for creators. It enables users to display products and accept orders on the same webpage, helping tens of thousands of businesses sell billions of dollars worth of products.
Scratch is a fintech company specializing in payment processing, patient financing, and communication tools for veterinary and medical practices. Approximately half of U.S. veterinary clinics use its platform to interact with clients and facilitate transactions.
Ledgible
Venture Round in 2019
Ledgible is a platform developed by Verady that bridges blockchain assets with traditional financial verification and accounting. It offers products and infrastructure networks for auditing, accounting, and verifying blockchain assets, supporting enterprises and tax professionals in managing digital asset reporting efficiently.
Everyware
Series A in 2019
Founded in 2015, Everyware operates an online platform facilitating two-way text messaging and secure payment processing between businesses and customers. It offers automated reminders, quick reply templates, scheduling, and appointment management services to enhance customer communication and improve operational efficiency.
GreenLight
Series B in 2019
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
Medxoom
Seed Round in 2019
Founded in 2015, Medxoom develops a white-label member engagement platform and comprehensive healthcare cost management solutions for employers, brokers, payers, and third-party administrators. Utilizing machine learning and AI technology, they create web portals and mobile applications to help lower costs, improve quality, and enhance employee health benefits satisfaction.
SmartPath
Series A in 2019
SmartPath, LLC is a financial wellness company based in Dunwoody, Georgia, founded in 2010 to provide accessible and reliable financial education and coaching to individuals and families. The company offers a range of programs, including webinars, live seminars, and recorded lessons, covering diverse topics such as financial strategy, budgeting, investing, and wealth building. SmartPath aims to empower clients with knowledge on crucial financial matters like homeownership, student loans, credit management, and retirement planning. By combining empathetic coaching with user-friendly digital tools, SmartPath addresses the financial challenges faced by many, particularly in the wake of economic disparities exacerbated by recent events. The company is dedicated to helping clients achieve financial well-being and navigate their financial journeys with confidence.
Featurespace
Venture Round in 2019
Featurespace is a technology company that develops Adaptive Behavioral Analytics and automated deep behavioral networks to prevent fraud and financial crime. Its ARIC platform provides real-time risk scoring and anomaly detection to monitor customer data across transactions and channels, automatically identifying risk, blocking new fraud attacks, and distinguishing genuine activity. The ARIC Risk Hub operates in real time and is used by more than 30 major global financial institutions to protect customers and revenue, spanning multiple countries. The company serves financial institutions and other sectors, including responsible gambling and churn protection, by analyzing streams of customer data to detect anomalies and prevent loss while minimizing disruption to legitimate customers.
Apruve, Inc. is a payment platform specializing in business-to-business eCommerce, enabling merchants to streamline the purchasing process through automated credit programs. Founded in 2012 and headquartered in Minneapolis, Minnesota, the company facilitates payment transactions by allowing buyers to utilize purchase orders and providing purchasing approval services. Apruve eliminates the need for suppliers to manage accounts receivable by extending payment terms to business buyers, ensuring that suppliers receive payment within 24 hours. The platform integrates seamlessly with existing ERP or eCommerce systems, accommodating both online and offline orders. By offering a revolving line of credit to business customers, Apruve mitigates cash flow risks and back-office costs for suppliers across various industries, including manufacturing, energy, and electronics.
Hummingbird
Venture Round in 2018
Hummingbird is a compliance management platform focused on enhancing anti-money laundering (AML) operations and counter-terrorist financing investigations. The platform is designed for compliance professionals, allowing them to efficiently collect case information, conduct investigations, and report on unusual or suspicious activities. By significantly reducing paperwork and providing insightful analytics, Hummingbird improves operational efficiency and enables investigators to concentrate on combating financial crime. The founding team consists of experts from various sectors, including finance and regulatory agencies, which enriches the platform with valuable product and regulatory insights. Hummingbird aims to modernize regulatory compliance in the financial sector through innovative data solutions and design.
Springbot
Series C in 2018
Springbot develops an e-commerce marketing platform tailored for small and medium-sized businesses. Based in Atlanta, Georgia, the company offers a Software as a Service (SaaS) solution that integrates various data, content, and multi-channel marketing tools to simplify marketing efforts. Features include signup forms, automation editors, email campaigns, social marketing, online ads, and more. The platform aims to help online retailers boost revenue through data-driven marketing strategies. Founded in 2011, Springbot focuses on making digital marketing more efficient and effective for its clients.
SmartAsset
Series C in 2018
SmartAsset is an online platform providing consumer-focused financial information and tools. It connects consumers with financial advisors via SmartAdvisor, reaching approximately 75 million people monthly through educational content and personalized calculators. The company aims to empower users to make informed decisions about personal finance, including home buying, retirement planning, and taxes.
Scratch is a fintech company specializing in payment processing, patient financing, and communication tools for veterinary and medical practices. Approximately half of U.S. veterinary clinics use its platform to interact with clients and facilitate transactions.
Hurdlr develops software that tracks mileage, expenses, income streams, and tax deductions in real time, helping self-employed professionals manage finances and tax obligations. The platform automatically records business activity, generates insights and reports, and consolidates income streams in one place, enabling users to track expenses and deductions while monitoring taxes owed and when to pay. It can send tax filing and reporting information to a CPA. The company was founded in 2011 and is based in Bethesda, Maryland.
Instant Financial
Series A in 2018
Instant Financial Inc. is a technology company based in Vancouver, Canada, with an additional location in Montreal, focused on providing fee-free earned wage access solutions for employees. Founded in 2015 and originally named PayHero, the company has developed a mobile application that allows workers to access their earned wages immediately after their shifts. This platform empowers employees to request pay, check their balances, and manage their finances effectively. Employers benefit from the system by streamlining payroll administration and reducing operational costs, while also enhancing employee retention and engagement. Instant Financial's solution bridges the gap between workdays and payday, contributing to financial wellness for millions of workers in the United States.
Micronotes
Series B in 2018
Micronotes Inc., established in 2008 and based in Boston, Massachusetts, operates as a digital marketing SaaS company specializing in cross-sell technology solutions for financial institutions. The company offers an AI-enabled cloud-based platform that enhances customer engagement through automated digital interviews, leveraging machine learning to analyze customer data and deliver tailored product offers across various digital channels. Their suite of tools includes Cross-Sell Engine, Social Media Targeting, Mobile-SMS Referrals, Net Promoter Score Measurement, and predictive analytics for anticipating customer needs.
Ledgible
Pre Seed Round in 2018
Ledgible is a platform developed by Verady that bridges blockchain assets with traditional financial verification and accounting. It offers products and infrastructure networks for auditing, accounting, and verifying blockchain assets, supporting enterprises and tax professionals in managing digital asset reporting efficiently.