Ulu Ventures

NewRetirement is a company that offers a retirement planning and management platform. It serves both individual consumers directly and enterprises through white-label solutions or API integrations. The platform assists users in managing various aspects of retirement, including income, healthcare, taxes, and fees. Through content, software, coaching, classes, and advisors, NewRetirement helps users optimize their retirement strategies across multiple factors such as Social Security, Medicare, home equity, asset drawdown, relocation, work, and estate planning. Additionally, the platform provides on-demand fee-only advice to support collaborative decision-making for a better financial future.

Chantico Global, founded in 2013 and headquartered in Los Angeles, specializes in providing institutional asset allocation consulting services. They offer strategic studies, tactical monitoring, and process reviews tailored for clients primarily within the fintech industry.

Pontoro is a fintech company that develops a digital securitization and liquidity platform for private market assets. Its technology integrates technical, legal, and regulatory protocols to convert traditionally illiquid private fund interests into liquid investments, increasing investor access and participation while improving efficiency for fund administration. With a focus on infrastructure debt finance, the platform seeks to address the large financing shortfall by enabling liquidity, transparency, and customization for investors and limited partners and by broadening capital flows into private markets.

Snowball Wealth, Inc. is a financial management company based in San Mateo, California, founded in 2018. It specializes in providing personalized guidance for student loans and broader financial planning, focusing on debt management, retirement, and investment strategies. The company has developed a mobile platform that combines community engagement, social challenges, and AI-driven planning to assist users in addressing financial challenges. By fostering an open dialogue around debt, income, and investing, Snowball Wealth aims to alleviate the stigma associated with these topics. Its innovative approach empowers individuals to make informed financial decisions, manage their student debt effectively, and build generational wealth through tailored advice and resources.

Founded in 2021, Allocate is a platform enabling investors to discover and invest in high-quality venture funds.

Syndicate is a decentralized asset management platform and social network that aims to democratize the investment process. By facilitating the creation of investing syndicates, it enables users to raise and invest capital with significantly reduced time and cost. The platform supports the establishment of decentralized autonomous organizations, empowering communities to collaborate effectively in value creation. Through its innovative approach, Syndicate transforms traditional investing practices, making it more accessible to a broader audience.

UPTIQ is a fintech company that connects wealth advisors with a wide range of financial services products. Its platform leverages data analytics and AI to match clients' financing needs, helping advisors safeguard their assets under management (AUM), enhance clients' wealth, and generate additional income.

NewRetirement is a company that offers a retirement planning and management platform. It serves both individual consumers directly and enterprises through white-label solutions or API integrations. The platform assists users in managing various aspects of retirement, including income, healthcare, taxes, and fees. Through content, software, coaching, classes, and advisors, NewRetirement helps users optimize their retirement strategies across multiple factors such as Social Security, Medicare, home equity, asset drawdown, relocation, work, and estate planning. Additionally, the platform provides on-demand fee-only advice to support collaborative decision-making for a better financial future.

Pontoro is a fintech company that develops a digital securitization and liquidity platform for private market assets. Its technology integrates technical, legal, and regulatory protocols to convert traditionally illiquid private fund interests into liquid investments, increasing investor access and participation while improving efficiency for fund administration. With a focus on infrastructure debt finance, the platform seeks to address the large financing shortfall by enabling liquidity, transparency, and customization for investors and limited partners and by broadening capital flows into private markets.

Founded in 2021, Allocate is a platform enabling investors to discover and invest in high-quality venture funds.

CapConnect+ is a FinTech company that simplifies and enhances fixed income market operations. It offers an intuitive platform designed to optimize offerings for investors, streamline dealer operations, and facilitate corporate bond issuance.

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

Buzz Solutions develops an AI-powered analytics platform for energy infrastructure. The platform automates inspection workflows by ingesting visual data captured from drones, helicopters, and field personnel, and applies AI algorithms to detect faults and anomalies on power line assets. It delivers actionable insights, predictive analytics, and heat maps to guide maintenance decisions, enabling condition-based maintenance. Utilities can use the solution to improve inspection efficiency, reduce costs and safety risks, and ensure regulatory compliance in managing critical grid infrastructure. By identifying faults early, it supports proactive maintenance to minimize outages and climate-related risks to the grid. The company is based in Palo Alto, California.

Buzz Solutions develops an AI-powered analytics platform for energy infrastructure. The platform automates inspection workflows by ingesting visual data captured from drones, helicopters, and field personnel, and applies AI algorithms to detect faults and anomalies on power line assets. It delivers actionable insights, predictive analytics, and heat maps to guide maintenance decisions, enabling condition-based maintenance. Utilities can use the solution to improve inspection efficiency, reduce costs and safety risks, and ensure regulatory compliance in managing critical grid infrastructure. By identifying faults early, it supports proactive maintenance to minimize outages and climate-related risks to the grid. The company is based in Palo Alto, California.

Snowball Wealth, Inc. is a financial management company based in San Mateo, California, founded in 2018. It specializes in providing personalized guidance for student loans and broader financial planning, focusing on debt management, retirement, and investment strategies. The company has developed a mobile platform that combines community engagement, social challenges, and AI-driven planning to assist users in addressing financial challenges. By fostering an open dialogue around debt, income, and investing, Snowball Wealth aims to alleviate the stigma associated with these topics. Its innovative approach empowers individuals to make informed financial decisions, manage their student debt effectively, and build generational wealth through tailored advice and resources.

Fleetpanda is a technology-driven fleet services company based in San Francisco. It specializes in overnight maintenance, refueling, and washing services for fleets across various industries such as construction, delivery, landscaping, and trucking.

Provenance Blockchain develops a public proof-of-stake blockchain network for financial institutions. It facilitates loan origination, financing, trading, and securitization, enabling clients to transact assets with improved execution efficiency.

Founded in 2014, Ellevest is an employee-owned investment firm dedicated to empowering women financially. It offers a user-friendly digital platform that provides personalized investment plans tailored to women's unique financial needs and goals.

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

Align17 Ltd is a London-based company founded in 2017 that operates a private digital marketplace designed to connect private wealth investors with impactful investment opportunities. The firm focuses on reducing the barriers that investors face when seeking to allocate capital towards social and environmental initiatives. By providing a comprehensive platform for private investors, Align17 facilitates collaboration and co-investment in private impact deals, enabling clients to make informed investment decisions that align with their values while also seeking positive financial returns. Through its services, the company aims to empower investors to harness the potential of finance to create a meaningful and sustainable impact on society.

Founded in 2014, Ellevest is an employee-owned investment firm dedicated to empowering women financially. It offers a user-friendly digital platform that provides personalized investment plans tailored to women's unique financial needs and goals.

Founded in 2014, Ellevest is an employee-owned investment firm dedicated to empowering women financially. It offers a user-friendly digital platform that provides personalized investment plans tailored to women's unique financial needs and goals.