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.
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.
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 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
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.
Carefull is a company focused on supporting financial caregivers—primarily adult children managing the financial responsibilities of their aging parents. Recognizing that approximately 45 million individuals serve in this role, Carefull offers digital services designed to simplify the complexities of financial caregiving. The platform connects caregivers with families and financial advisors, facilitating collaboration and informed decision-making regarding financial well-being. By providing tools that streamline tasks such as bill payments and future planning, Carefull aims to enhance the overall experience for caregivers and their families, ensuring they can better navigate the challenges of managing elder finances while balancing their own financial lives.
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.
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 financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.
Realworld
Seed Round in 2022
Realworld is a developer of an application designed to simplify and automate the complexities of adulthood by providing a centralized platform for managing various aspects of life. The application serves as a comprehensive resource for users, guiding them through important decisions related to finance, health, insurance, and other essential life moments. It enables users to set up credit cards, manage student loan repayments, schedule medical appointments, select health insurance plans, and organize important documents for tasks such as applying for apartment leases. Additionally, Realworld helps users keep track of civic responsibilities by sending reminders for voter registration and local elections. Through its holistic approach, Realworld empowers individuals to navigate adulthood more effectively and make informed decisions.
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.
SmartAsset
Series D in 2021
SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.
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.
Greenwood
Series A in 2021
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.
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.
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.
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.
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.
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.
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.
SmartAsset
Series C in 2018
SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.
Hurdlr, Inc. is a software company that provides a financial planning application designed to assist self-employed individuals, freelancers, and solo entrepreneurs in managing their accounting, finances, and tax obligations efficiently. Founded in 2011 and based in Bethesda, Maryland, Hurdlr's application automatically tracks mileage, expenses, income streams, and tax deductions in real-time. This functionality allows users to understand their profits before and after taxes, identify potential deductions, and streamline tax filing processes. The platform also offers features such as financial reporting and invoicing, enabling users to generate insights and data-driven reports that can be accessed across multiple devices. On average, users discover over $5,600 in tax deductions, significantly enhancing their financial management and overall business efficiency.
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.
Payrailz
Venture Round in 2017
Payrailz, LLC is a digital payments company that specializes in providing advanced bill payment and money transfer solutions specifically designed for banks and credit unions. Founded in 2016 and headquartered in Glastonbury, Connecticut, Payrailz offers a suite of products that includes Smart Pay, an AI-driven solution for electronic bill presentment and payment, and Bill Pay, which allows users to view billing information and make payments with flexible delivery options. Additionally, the company offers Person Pay (P2P), enabling users to send, request, and split money electronically. Leveraging artificial intelligence and cloud-based technology, Payrailz enhances customer engagement through various channels, including online, mobile, voice-enabled devices, and interactive messaging.
DoubleNet Pay
Seed Round in 2017
DoubleNet Pay, Inc. is a financial technology company founded in 2013 and based in Atlanta, Georgia. The company specializes in developing a financial wellness application designed to streamline emergency savings and cash flow management for employees. Their flagship product, DoubleNet, automates the tracking of employees' bill amounts and due dates, facilitating timely payments in alignment with paycheck cycles. By integrating with employer payroll systems, DoubleNet enables users to automatically allocate funds for saving while ensuring bills are paid on time. This approach aims to alleviate the financial stress many people face when unexpected expenses arise, ultimately fostering healthier financial habits and helping users maintain a clearer understanding of their disposable income at any given time. Since September 2018, DoubleNet Pay operates as a subsidiary of Purchasing Power, LLC.
LendKey is a fintech company that provides white-label lending solutions for financial institutions. Founded in 2009, the company operates from offices in New York and Cincinnati. LendKey's platform manages the entire lending process, including demand generation, online decisioning, loan origination, customer service, and balance sheet management. It enables banks and credit unions to offer student loan refinancing, private student loans, and home improvement loans through their own brands, transforming them into digital lending businesses while mitigating financial risks and managing liquidity effectively.
SmartAsset
Series B in 2016
SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.
LendKey is a fintech company that provides white-label lending solutions for financial institutions. Founded in 2009, the company operates from offices in New York and Cincinnati. LendKey's platform manages the entire lending process, including demand generation, online decisioning, loan origination, customer service, and balance sheet management. It enables banks and credit unions to offer student loan refinancing, private student loans, and home improvement loans through their own brands, transforming them into digital lending businesses while mitigating financial risks and managing liquidity effectively.
EWise
Venture Round in 2011
eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company specializes in developing financial service software that enables users to consolidate various financial accounts into a single interface while ensuring robust online security. eWise's Money Manager is utilized by innovative banks worldwide, including major institutions in Europe, Asia, America, and Australia. Their offerings include tools for online payment, account aggregation, security, authentication, and wealth management, catering to the needs of both consumers and financial institutions.
eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company specializes in developing financial service software that enables users to consolidate various financial accounts into a single interface while ensuring robust online security. eWise's Money Manager is utilized by innovative banks worldwide, including major institutions in Europe, Asia, America, and Australia. Their offerings include tools for online payment, account aggregation, security, authentication, and wealth management, catering to the needs of both consumers and financial institutions.
GreenLight
Venture Round in 2000
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.