Vestigo Ventures

Talli Digital Payments is a fintech company that offers payment-related and financial services.

Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.

Hatz AI helps MSPs build an AI-as-a-service business with AI applications and agents.

Cork offers cyber guarantees to MSPs that service small businesses and the independent software vendor (ISV) solutions that they manage.

Clerkie is an AI-driven financial planning company that focuses on helping individuals manage their debt more effectively. It offers a proprietary financial automation platform that leverages conversational AI to create detailed financial knowledge graphs. This technology enables users to receive personalized answers and actionable plans tailored to their financial situations. By combining expert financial advice with automated processes, Clerkie aims to simplify the management of debt for its users, making it easier for them to take proactive steps towards alleviating their financial burdens. The platform serves both consumers seeking financial guidance and creditors looking to manage loan losses effectively.

SaaSWorks, Inc. specializes in developing and operating revenue operations software designed specifically for scaling SaaS subscription businesses. Founded in 2019 and headquartered in Norwell, Massachusetts, the company offers a comprehensive suite of operational and customer success solutions. Its software provides insights and analyses that help identify opportunities to enhance revenue retention. By collaborating with small cohorts of experienced SaaS founders, investors, and operators, SaaSWorks delivers a personalized customer success assistant along with tailored revenue operations solutions. This approach enables SaaS companies to engage customers effectively and take proactive measures based on expert recommendations for revenue expansion, retention, and collection.

Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.

Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York. It specializes in personalized retirement planning and advice, catering to adults who are approaching or in retirement. The company offers a platform that provides tailored guidance to help clients achieve financial stability for their post-work lives. By delivering actionable human advice, Retirable aims to ensure that its customers can navigate their retirement years with confidence and peace of mind. The focus on individualized planning distinguishes Retirable in the financial services sector, supporting clients in generating income and making informed investment decisions as they transition into retirement.

Clarasight operates a sustainability analytics platform designed to help organizations analyze, forecast, and implement effective carbon emissions reduction strategies. The platform integrates with various existing software systems and utilizes artificial intelligence to generate actionable insights and recommendations for sustainability initiatives. By providing dynamic carbon planning and real-time analysis, Clarasight enables companies to set and track sustainability goals at both team and individual levels. This approach empowers organizations to embed sustainability into their operations and support their journey toward achieving Net Zero emissions.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Advocate Technologies, founded in 2020 and based in New York, is a provider of technology-driven insurance compliance services and risk management solutions tailored for lenders and asset managers. The company specializes in analytics software that automates the collection of data related to insurance processes, allowing clients to identify risk profiles and address errors directly with borrowers. By enhancing insurance compliance, Advocate Technologies helps clients safeguard their loan portfolios and improves their ability to forecast investment returns and overall operational performance.

Acorn Finance is a financial platform established in 2017 by Giri Addanki, specializing in providing affordable financing solutions for homeowners, contractors, and e-commerce businesses. The company offers a range of loan products, including personal loans, business loans, home loans, and home improvement financing. Acorn Finance's platform is designed to facilitate access to competitive financing options while ensuring that customers' credit scores remain unaffected. By eliminating dealer fees, the company aims to create a more accessible and cost-effective financing experience for its users.

ForMotiv operates a software platform that analyzes end-users' behavioral patterns in real-time within digital applications. Its solution measures users' behavioral biometrics to predict future outcomes such as fraud detection, customer churn, or profitability improvement. The platform uses AI technology to collect and analyze behavioral data points, enabling organizations to dynamically adjust user experiences based on predicted intentions and reduce online risks.

ZenLedger, Inc. is a software company based in Bellevue, Washington, that specializes in cryptocurrency tax management solutions. Founded in 2017, it offers a comprehensive platform designed for cryptocurrency investors and tax professionals, enabling them to import transactions, calculate gains and income, and prepare tax returns with ease. ZenLedger's software generates essential documents such as profit and loss statements, capital gains reports, and income reports, facilitating efficient portfolio management and compliance with tax regulations. By automating the tax preparation process, ZenLedger aims to alleviate the complexities and manual efforts typically associated with cryptocurrency taxation, thereby enhancing the user experience for both individual investors and professionals in the financial sector.

Wagmo, Inc. is a Boston-based company that offers monthly wellness insurance plans tailored for pets. Founded in 2017, Wagmo provides a platform that facilitates pet insurance and routine care services. Its wellness plans reimburse pet owners for various routine expenses, including vaccinations, grooming, and preventive medications. By utilizing veterinary data, Wagmo enables pet owners to better predict care costs and optimize their pets' healthcare needs. The company's focus on preventive care helps ensure that pets receive essential services while managing expenses effectively.

Acquire App, Inc. is a technology company that specializes in developing checkout solutions for online merchants. Founded in 2020 and headquartered in San Francisco, California, with an additional office in Montreal, Canada, the company offers software that facilitates one-click checkout through direct-checkout links that can be easily embedded in emails, texts, and advertisements. In addition, Acquire App provides a plug-in extension for e-commerce stores to enhance their checkout processes. Following operational challenges in late 2022, the CEO initiated an exit strategy, leading to a transaction recorded in 2023.

Railz is a financial data network focused on connecting financial institutions and companies with their small and medium-sized business (SMB) customers' financial data. The company offers an Accounting Data-as-a-Service solution, enabling clients to efficiently navigate and analyze complex financial information. Through its single API, Railz provides real-time access to accounting data from major service providers, facilitating the collection of financial transactions, analytics, insights, and reports. This platform is designed to enhance decision-making for financial institutions and fintechs by streamlining the acquisition and utilization of critical financial data.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.

Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York. It specializes in personalized retirement planning and advice, catering to adults who are approaching or in retirement. The company offers a platform that provides tailored guidance to help clients achieve financial stability for their post-work lives. By delivering actionable human advice, Retirable aims to ensure that its customers can navigate their retirement years with confidence and peace of mind. The focus on individualized planning distinguishes Retirable in the financial services sector, supporting clients in generating income and making informed investment decisions as they transition into retirement.

Alloy Digital LLC is a prominent media company focused on the 12-34 demographic, recognized for its digital media and video network that creates and delivers original content across various platforms. In addition to its media operations, Alloy has developed an identity verification platform designed to enhance security and streamline fraud prevention for banks and financial institutions. This platform offers a single API and dashboard that simplifies the management of customer data, enabling organizations to automate their identity compliance and fraud decision processes. By integrating multiple data sources and providing tools for case management and reporting, Alloy supports financial institutions and FinTech companies in effectively addressing identity and compliance challenges.

Railz is a financial data network focused on connecting financial institutions and companies with their small and medium-sized business (SMB) customers' financial data. The company offers an Accounting Data-as-a-Service solution, enabling clients to efficiently navigate and analyze complex financial information. Through its single API, Railz provides real-time access to accounting data from major service providers, facilitating the collection of financial transactions, analytics, insights, and reports. This platform is designed to enhance decision-making for financial institutions and fintechs by streamlining the acquisition and utilization of critical financial data.

TowerIQ Inc., established in 2017 and based in Boston, Massachusetts, specializes in developing enterprise Software as a Service (SaaS) platforms tailored for the insurance industry. The company's flagship product, TowerIQ, is designed to automate manual workflows, connect disparate data systems, enhance data quality, and facilitate streamlined communication among brokers, Managing General Agents (MGAs), and carriers. By doing so, TowerIQ empowers these stakeholders to improve the end-to-end insurance experience, enabling them to better serve clients and win more business.

Curu, Inc. is a technology company based in Denver, Colorado, founded in 2016, that specializes in automated credit building solutions. Its flagship application analyzes users' credit reports, transactions, and financial behaviors to create customized action plans aimed at improving credit scores. By allowing users to link their financial accounts, Curu's sophisticated algorithms identify specific actions that individuals can take to enhance their creditworthiness. This not only helps applicants meet eligibility requirements for various financial products, such as credit cards and loans, but also enables lenders to open more accounts by providing insights into user behavior. Curu's innovative approach includes features like the "Extended Approval Plan" and a tailored risk model, making it a valuable partner for financial institutions seeking to enhance their clientele's credit profiles while promoting responsible financial management.

ZenLedger, Inc. is a software company based in Bellevue, Washington, that specializes in cryptocurrency tax management solutions. Founded in 2017, it offers a comprehensive platform designed for cryptocurrency investors and tax professionals, enabling them to import transactions, calculate gains and income, and prepare tax returns with ease. ZenLedger's software generates essential documents such as profit and loss statements, capital gains reports, and income reports, facilitating efficient portfolio management and compliance with tax regulations. By automating the tax preparation process, ZenLedger aims to alleviate the complexities and manual efforts typically associated with cryptocurrency taxation, thereby enhancing the user experience for both individual investors and professionals in the financial sector.

Acorn Finance is a financial platform established in 2017 by Giri Addanki, specializing in providing affordable financing solutions for homeowners, contractors, and e-commerce businesses. The company offers a range of loan products, including personal loans, business loans, home loans, and home improvement financing. Acorn Finance's platform is designed to facilitate access to competitive financing options while ensuring that customers' credit scores remain unaffected. By eliminating dealer fees, the company aims to create a more accessible and cost-effective financing experience for its users.

Wagmo, Inc. is a Boston-based company that offers monthly wellness insurance plans tailored for pets. Founded in 2017, Wagmo provides a platform that facilitates pet insurance and routine care services. Its wellness plans reimburse pet owners for various routine expenses, including vaccinations, grooming, and preventive medications. By utilizing veterinary data, Wagmo enables pet owners to better predict care costs and optimize their pets' healthcare needs. The company's focus on preventive care helps ensure that pets receive essential services while managing expenses effectively.

Jobble, Inc. operates an online job search portal and workforce management platform that connects businesses with individuals seeking flexible employment opportunities. Founded in 2014 and based in Boston, Massachusetts, the platform enables companies to create job listings, select suitable candidates from a vetted community, and monitor their performance through real-time, mobile-optimized technology. Jobble specializes in various employment sectors including event services, field marketing, sales, hospitality, transportation, supply chain logistics, and general labor. By facilitating efficient recruitment and management of an on-demand workforce, Jobble empowers businesses to control costs and streamline operations while ensuring access to quality workers for both part-time and full-time roles.

Digital Assets Data Inc. is a financial technology and data company focused on providing enterprise-grade software and data feeds tailored for the cryptocurrency market. Founded in 2018 and headquartered in Denver, Colorado, the company serves a diverse clientele that includes crypto hedge funds, family offices, research firms, banks, and sovereign entities. Its offerings encompass a comprehensive suite of data and information technology solutions related to various crypto assets, such as currencies, platforms, applications, side chains, security tokens, and initial coin offerings (ICOs). By delivering subscription-based services, Digital Assets Data enables its clients to effectively track and manage investments, conduct thorough due diligence, and make informed trading decisions.

Clerkie is an AI-driven financial planning company that focuses on helping individuals manage their debt more effectively. It offers a proprietary financial automation platform that leverages conversational AI to create detailed financial knowledge graphs. This technology enables users to receive personalized answers and actionable plans tailored to their financial situations. By combining expert financial advice with automated processes, Clerkie aims to simplify the management of debt for its users, making it easier for them to take proactive steps towards alleviating their financial burdens. The platform serves both consumers seeking financial guidance and creditors looking to manage loan losses effectively.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Long Game is a company that creates a gamified personal finance application aimed at promoting responsible saving habits. The app allows users to engage in games that offer cash prizes, with potential winnings reaching up to $1 million. By linking fun experiences to financial planning, Long Game encourages users to save money over time while providing opportunities to win real money and rewards for their savings efforts. The application not only facilitates the creation of savings accounts but also incorporates elements of gaming to motivate users in their financial journeys.

Kingfield, founded in 2015 and headquartered in Naples, Florida, specializes in developing advanced financial markets technology aimed at enhancing the experience of both clients and service providers. The company focuses on improving transparency in financial services operations by creating a platform that standardizes query types and workflows to address common custody client service issues. This platform establishes consistent message schemas and business process flows, facilitating effective communication and interaction between banks and clients. Through its innovative solutions, Kingfield aims to streamline issue remediation and tracking, ultimately fostering a more efficient and collaborative financial environment.

FRST is a Chicago-based company that specializes in blockchain data and monitoring technology tailored for professional cryptocurrency traders. Founded in 2017, FRST offers an enterprise-grade technology suite that allows users to perceive, categorize, and act on transactions involving digital assets. The company's platform identifies digital currency token trades before they are transferred from wallets to external parties or exchanges, equipping firms with crucial insights for trading. FRST's services cater to a variety of clients, including digital asset exchanges, hedge funds with dedicated cryptocurrency desks, and compliance and research functions within institutions and academia. Its tools provide traders with the ability to test strategies, estimate returns, and receive alerts on cryptocurrency market changes, facilitating timely and informed decision-making in the evolving digital asset landscape.

ZenLedger, Inc. is a software company based in Bellevue, Washington, that specializes in cryptocurrency tax management solutions. Founded in 2017, it offers a comprehensive platform designed for cryptocurrency investors and tax professionals, enabling them to import transactions, calculate gains and income, and prepare tax returns with ease. ZenLedger's software generates essential documents such as profit and loss statements, capital gains reports, and income reports, facilitating efficient portfolio management and compliance with tax regulations. By automating the tax preparation process, ZenLedger aims to alleviate the complexities and manual efforts typically associated with cryptocurrency taxation, thereby enhancing the user experience for both individual investors and professionals in the financial sector.

TowerIQ Inc., established in 2017 and based in Boston, Massachusetts, specializes in developing enterprise Software as a Service (SaaS) platforms tailored for the insurance industry. The company's flagship product, TowerIQ, is designed to automate manual workflows, connect disparate data systems, enhance data quality, and facilitate streamlined communication among brokers, Managing General Agents (MGAs), and carriers. By doing so, TowerIQ empowers these stakeholders to improve the end-to-end insurance experience, enabling them to better serve clients and win more business.

Vault is a technology company based in Austin, Texas, founded in 2013, that specializes in providing a comprehensive platform for student loan management and support. The company offers an intuitive web-based tool designed to assist employees in managing their student debt, empowering them to achieve financial freedom. Vault enables employers to enhance talent acquisition and retention by facilitating contributions to employees' loan repayments while also promoting 401(k) savings. The platform simplifies repayment scenarios and helps users find suitable repayment plans, fostering strong relationships between employers and employees. By addressing the financial burden of student loan debt, Vault positions itself as a valuable resource for organizations looking to support their workforce.

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.

Digital Assets Data Inc. is a financial technology and data company focused on providing enterprise-grade software and data feeds tailored for the cryptocurrency market. Founded in 2018 and headquartered in Denver, Colorado, the company serves a diverse clientele that includes crypto hedge funds, family offices, research firms, banks, and sovereign entities. Its offerings encompass a comprehensive suite of data and information technology solutions related to various crypto assets, such as currencies, platforms, applications, side chains, security tokens, and initial coin offerings (ICOs). By delivering subscription-based services, Digital Assets Data enables its clients to effectively track and manage investments, conduct thorough due diligence, and make informed trading decisions.

Vestmark, headquartered in Wakefield, MA, is a prominent technology platform provider specializing in wealth management and investment advisory solutions since its establishment in 2001. The company focuses on developing software that simplifies investment management processes, enabling broker-dealers, asset managers, bank trusts, and advisors to efficiently propose and enroll accounts, construct and manage portfolios, and monitor investable assets. By utilizing a Software as a Service (SaaS) deployment model, Vestmark supports its clients in managing over 1 million accounts, which collectively represent more than $250 billion in assets under management. Through its innovative technologies, Vestmark aims to enhance the advisory solutions industry and foster its growth while providing a rewarding work environment.

LifeYield, LLC is a financial technology company based in Boston that provides innovative software solutions to wealth management firms and financial advisors. Founded in 2008, LifeYield focuses on enhancing the financial health of investors by offering a comprehensive suite of tools designed to optimize asset management. Its key products include the LifeYield UMH, which integrates seamlessly into existing workflows and features tools such as the LifeYield Dashboard for client asset management, the Cash Harvester for cash flow generation, the Payment Modeler for forecasting sustainable cash withdrawals, and the Reporter for asset reporting. Additionally, the LifeYield Advantage Suite encompasses various programs aimed at maximizing social security benefits and minimizing tax liabilities, ultimately helping clients increase their income and preserve their wealth. The company has established a strategic alliance with Jackson National Life Insurance Company, further enhancing its service offerings in the financial advisory space.

Vestmark, headquartered in Wakefield, MA, is a prominent technology platform provider specializing in wealth management and investment advisory solutions since its establishment in 2001. The company focuses on developing software that simplifies investment management processes, enabling broker-dealers, asset managers, bank trusts, and advisors to efficiently propose and enroll accounts, construct and manage portfolios, and monitor investable assets. By utilizing a Software as a Service (SaaS) deployment model, Vestmark supports its clients in managing over 1 million accounts, which collectively represent more than $250 billion in assets under management. Through its innovative technologies, Vestmark aims to enhance the advisory solutions industry and foster its growth while providing a rewarding work environment.

Netcapital is a financial technology company based in Boston, Massachusetts, established in 2014. It specializes in providing fundraising and strategic advisory services to entrepreneurs seeking to raise capital. Through its online private investment platform, Netcapital connects businesses with investors, facilitating digital capital raising while ensuring transparency in private transactions. The company simplifies investment processes by offering clear information, enabling investors to make informed decisions. Additionally, Netcapital fosters collaboration between entrepreneurs and investors, enhancing communication and encouraging innovation. Its Secondary Transfer Platform allows investors to trade shares of companies that have completed fundraising rounds, providing further liquidity options. The company also offers consulting services through Netcapital Advisors, which includes marketing strategies and equity positions in companies with disruptive technologies.

LifeYield, LLC is a financial technology company based in Boston that provides innovative software solutions to wealth management firms and financial advisors. Founded in 2008, LifeYield focuses on enhancing the financial health of investors by offering a comprehensive suite of tools designed to optimize asset management. Its key products include the LifeYield UMH, which integrates seamlessly into existing workflows and features tools such as the LifeYield Dashboard for client asset management, the Cash Harvester for cash flow generation, the Payment Modeler for forecasting sustainable cash withdrawals, and the Reporter for asset reporting. Additionally, the LifeYield Advantage Suite encompasses various programs aimed at maximizing social security benefits and minimizing tax liabilities, ultimately helping clients increase their income and preserve their wealth. The company has established a strategic alliance with Jackson National Life Insurance Company, further enhancing its service offerings in the financial advisory space.

Mirador is a leading front-end small business lending platform that supports established lenders in borrower acquisition, digital application processes, decision-making, and communication with borrowers. By providing a streamlined user experience, Mirador enhances profitability and efficiency in the lending process, helping traditional lenders remain competitive. The platform can be augmented with modules for highly prequalified lead generation and a second look program, allowing lenders to develop or expand their small business loan offerings with a single partner. Mirador's implementation has resulted in a significant increase in efficiency for lenders and a notable reduction in loan origination costs. The company caters to various small business lending products, including term loans, collateralized loans, SBA guaranteed loans, commercial real estate financing, and quick decision loans, with amounts ranging from $1,000 to over $20 million.