MejorCDT
Seed Round in 2025
MejorCDT is an investment platform specializing in fixed-term products. It offers high-yield savings accounts as its primary service, allowing users to compare and invest without visiting a physical bank.
Alinea is a mobile investing platform that simplifies personal finance for beginners. It enables users to create themed investment playlists, automate investments through recurring contributions, and make informed decisions using relevant insights. The platform also facilitates social trading by allowing users to view and share strategies with peers.
Trata
Pre Seed Round in 2025
Trata is a financial technology company that develops investment research software. It specializes in providing unbiased, narrative-driven market insights by aggregating and analyzing research from anonymous hedge fund analysts. Trata's platform enables clients to identify companies that fit specific investment frameworks, quickly digest key points, and review crucial public documents, facilitating the construction of investment theses and collaboration with compliance teams of large-scale hedge funds.
Fira
Pre Seed Round in 2025
Fira is an AI company specializing in financial data analysis. It offers a platform that automates the extraction and analysis of financial data from unstructured reports, providing accurate, source-cited answers and excel-ready tables. This enables investment banks and private equity firms to save time on research and focus on analysis and decision-making.
Model ML
Seed Round in 2025
Model ML is an artificial intelligence platform specifically designed for the private equity and financial sectors. The company develops a research tool that enhances the workflows of investment banks, family offices, and venture capital firms. By leveraging advanced AI technology, Model ML streamlines research processes, allowing financial institutions to expedite their operations and improve overall efficiency. This innovative approach not only supports investment professionals in their decision-making but also helps them manage their research activities more effectively.
Revi
Pre Seed Round in 2024
Revi helps Investment Banks, PE firms, and Corporate Development teams find new deals with precise workflows.
Bayesline
Pre Seed Round in 2024
Bayesline is a technology company specializing in financial analytics for investment managers. It offers a customizable and high-speed platform that enables the creation of sophisticated equity risk models, aligning with diverse investment styles and universes. The platform integrates with various data sources and provides a user-friendly interface, aiming to be a comprehensive analytics provider for modern investment managers across all asset classes and strategies.
Paasa
Pre Seed Round in 2024
Paasa is a technology-driven financial services firm that specializes in developing investing platforms. Its core offering is a digital platform designed to provide users with direct access to global investment opportunities, with a focus on the U.S. markets. The platform leverages data science to simplify and streamline the investment process, ensuring it is accessible, transparent, and paperless. This enables investors to build wealth across international borders efficiently.
Formula Insight
Pre Seed Round in 2024
Formula Insight is a technology company that specializes in providing software solutions for institutional investors. Its primary product is an investment research platform designed to streamline the management, querying, and analysis of complex financial models in Excel. The platform aims to enhance the efficiency of financial analysis by rapidly processing and interpreting data from various sources such as SEC filings, estimates, and earnings transcripts. This enables hedge funds to make more informed investment decisions by quickly identifying trends, tracking forecast changes, and measuring the accuracy of financial projections.
Double
Pre Seed Round in 2024
Anyone can design and invest in their own stock index that’s advised, managed and tax optimized by Double.
Historically, access to sophisticated finance tools like direct indexing and tax loss harvesting have come at a steep cost and only through exclusive financial advisors. We are on a mission to revolutionize investing by providing world class portfolio tools to everyday investors without any AUM fees.
Lucite
Pre Seed Round in 2024
Lucite is a developer of AI-powered finance productivity software aimed at enhancing the efficiency of investment banking and corporate finance operations. The company offers a solution that automates the creation of research and presentation materials tailored to the specific needs of investment bankers, investors, corporate finance teams, and consultants. By streamlining workflows and automating the generation of key deliverables, Lucite allows clients to minimize tedious tasks, thereby freeing up valuable time for analysis and strategic thinking. The software is designed to improve overall productivity within the finance sector by transforming traditional processes into more efficient and effective workflows.
OffDeal
Pre Seed Round in 2024
OffDeal is a technology-driven investment bank specializing in the acquisition and sale of small businesses. It employs artificial intelligence and big data to efficiently match buyers with suitable targets, streamlining the process from months to days. Unlike traditional M&A advisors, OffDeal can concurrently search for targets on behalf of multiple buyers, operating around the clock. The company's platform screens thousands of small and mid-sized businesses daily, using data points to match clients' precise acquisition criteria and reduce deal failure risk.
Model ML
Pre Seed Round in 2024
Model ML is an artificial intelligence platform specifically designed for the private equity and financial sectors. The company develops a research tool that enhances the workflows of investment banks, family offices, and venture capital firms. By leveraging advanced AI technology, Model ML streamlines research processes, allowing financial institutions to expedite their operations and improve overall efficiency. This innovative approach not only supports investment professionals in their decision-making but also helps them manage their research activities more effectively.
Pluto.markets
Seed Round in 2024
Pluto Markets is an investment software application that focuses on making investing a social experience. It allows users to create groups with friends, fostering collaboration, competition, and co-investment. The platform notifies users about trades within their portfolios, facilitating discussions on the latest investment opportunities. By incorporating features like fractional shares and zero-commission trading, Pluto Markets aims to enhance the investment experience for individuals and their social circles.
Onyx Private
Seed Round in 2023
Onyx Private is a modern private banking platform tailored for affluent young professionals, investors, and entrepreneurs. It provides a premium digital banking experience complemented by a concierge service that caters to various personal finance, wealth, and lifestyle needs. The platform features a personalized robo-advisor for tax-loss harvesting, fixed-income money market accounts, Treasury Bills, and alternative investments such as private equity, venture capital, and hedge fund strategies. By offering low fees and minimums, Onyx Private enables users to set customized financial goals and manage their finances more effectively, making private banking more accessible to a new generation.
Inri
Pre Seed Round in 2023
Inri is a digital platform facilitating Indian expatriates (NRIs) to diversify their capital by offering personalized wealth advisory services. It provides seamless online investment opportunities in mutual funds, GIFT City funds, and promising startups, while ensuring compliance with FATCA/CRS regulations.
Feather
Pre Seed Round in 2023
Feather allows you to discover, analyze, and identify investment opportunities.
Finvest
Pre Seed Round in 2023
Finvest is a financial technology company that aims to democratize wealth management by providing everyday individuals access to tools and services previously reserved for the ultra-wealthy. Their platform offers personalized, continuous optimization of users' money across spending, saving, and investing.
Fello is a savings and investment platform that aims to help users save and invest while earning higher returns than traditional savings accounts. The company has developed a gamified online platform that encourages individuals, particularly gamers, to become financial investors. Users are incentivized to save and grow their money by gaining opportunities to participate in games and lotteries each time they save or invest on the platform. This unique approach not only promotes financial literacy but also enhances user engagement by combining savings with elements of gaming, making the process of investing more appealing and rewarding.
Bayesline
Pre Seed Round in 2023
Bayesline is a technology company specializing in financial analytics for investment managers. It offers a customizable and high-speed platform that enables the creation of sophisticated equity risk models, aligning with diverse investment styles and universes. The platform integrates with various data sources and provides a user-friendly interface, aiming to be a comprehensive analytics provider for modern investment managers across all asset classes and strategies.
Quantbase
Pre Seed Round in 2023
Quantbase offers passive investment opportunities across diverse asset classes including stocks, cryptocurrencies, NFTs, prediction markets, art, and more through its quantitative hedge fund platform.
Wallbit
Pre Seed Round in 2022
Wallbit is a neobank specializing in financial services for global remote workers. It provides U.S.-based bank accounts, debit cards, and investment accounts for trading stocks and bonds on the U.S. market. The company facilitates payments, deposits, and withdrawals, allowing remote workers to manage their finances seamlessly.
Passiv turns your brokerage account into your own personalized robo-advisor. Construct a balanced portfolio using any tradable securities and keep them balanced according to your target. Passiv will let you know when new cash and dividends are available for allocation or when your portfolio drifts off target. When it's time to make trades, Passiv will batch all your trades so you can place them in seconds.
Stop paying high wealth management fees and automate your investments with Passiv.
Capix
Venture Round in 2022
CapixAI is a dealmaking AI copilot for private capital that helps investors close deals faster and invest with ultimate precision.
Sylva
Venture Round in 2022
Sylva is an investment platform that connects investors to cross-chain possibilities. Founded in 2022 and is based in San Francisco, California.
AlgoTest
Pre Seed Round in 2022
AlgoTest is an investment technology company dedicated to enhancing the decision-making capabilities of retail traders through innovative tools. The company offers a comprehensive platform that enables users to backtest, paper trade, and execute trading strategies in live markets. Their initial product is a free options backtester specifically designed for the Indian market. With a team experienced in various market segments, including electronic options market-making and factor-based market strategies, AlgoTest provides users with access to historical data to assess profitability and risk before committing real capital. The platform aims to empower retail traders by leveraging extensive market expertise and facilitating the evaluation of trading strategies.
PINA Indonesia
Seed Round in 2022
PINA Indonesia develops a personal finance application that simplifies complex financial decisions. It offers automated money management, investment options, and personalized expert advice, empowering users towards financial freedom.
Levo
Pre Seed Round in 2022
Levo is a treasury management account designed to help businesses optimize their idle cash by earning a higher yield. The company provides a spendable investment platform that allows users to save and spend while still benefiting from investment returns. Through its offerings, Levo enables users to remain invested in a globally diversified portfolio of financial assets. The platform includes features such as a digital debit card and various checking account options, ensuring that users can conveniently access their funds when needed while participating in the market.
AnFin is a fintech company focused on wealth management and brokerage that aims to democratize access to financial markets and investment products through scalable technology and strategic partnerships. The company develops a digital trading platform and ecosystem designed to serve novice retail investors, particularly in Vietnam, by promoting liquidity and transparency, providing financial education, investment strategies, and objective market information, and enabling access to multiple asset classes such as stocks, bonds, and structured products. This approach helps users make informed decisions, manage risk, and pursue defined returns.
VantedgeAI
Seed Round in 2022
VantedgeAI is a provider of venture debt and startup acceleration services, focusing on making capital accessible for early-stage companies. The firm offers founder-friendly acceleration capital designed to minimize dilution for entrepreneurs, allowing them to drive growth prior to completing successful equity fundraising. VantedgeAI emphasizes flexible, customized financial solutions that cater to the unique needs of its clients, while also delivering attractive returns to investors. Through its services, VantedgeAI aims to support startups in navigating the challenges of early-stage development and funding.
Onyx Private
Seed Round in 2022
Onyx Private is a modern private banking platform tailored for affluent young professionals, investors, and entrepreneurs. It provides a premium digital banking experience complemented by a concierge service that caters to various personal finance, wealth, and lifestyle needs. The platform features a personalized robo-advisor for tax-loss harvesting, fixed-income money market accounts, Treasury Bills, and alternative investments such as private equity, venture capital, and hedge fund strategies. By offering low fees and minimums, Onyx Private enables users to set customized financial goals and manage their finances more effectively, making private banking more accessible to a new generation.
Koshex is a personal finance and wealth management service established in 2020 and headquartered in Bengaluru, Karnataka. The company focuses on automating wealth creation for Indian millennials by offering data-driven insights into their daily finances, enabling them to save more effectively and make informed investment decisions. Its innovative platform facilitates automated investing in various assets, including mutual funds, digital gold, and sectors such as technology, clean energy, automobiles, and US equities. By providing users with tools to understand money movement in real-time and evaluate potential investment outcomes, Koshex empowers customers to explore diverse investment opportunities tailored to their financial goals.
PayCrunch
Venture Round in 2022
PayCrunch is a fintech platform based in Bengaluru, founded by Aman Bhayana in 2020. It offers UPI-powered credit lines to college students, enabling them to pay at any merchant via QR scan and manage their finances securely.
Yunit
Venture Round in 2022
Yunit is a collective investing app. Founded in 2020 and is based in Oakland, CA.
TAI is a software company that provides a mobile application that allows users to control their investments. The company was founded in 2021 and is based in San Francisco, California.
GoodFin
Venture Round in 2022
Established in 2021 and headquartered in Santa Monica, California, GoodFin operates as an AI-driven wealth management platform. It specializes in democratizing access to previously exclusive alternative asset classes such as private equity and venture capital investments.
Amal Invest
Venture Round in 2022
Amal Invest is a Manama-based investing platform focused on ethical, Shariah-compliant investing for Muslim investors. Founded in 2021, the platform provides access to ETFs and mutual funds while screening out non-compliant securities and offering smart rebalancing to help users grow their wealth in line with Islamic principles.
Pluto.markets
Venture Round in 2022
Pluto Markets is an investment software application that focuses on making investing a social experience. It allows users to create groups with friends, fostering collaboration, competition, and co-investment. The platform notifies users about trades within their portfolios, facilitating discussions on the latest investment opportunities. By incorporating features like fractional shares and zero-commission trading, Pluto Markets aims to enhance the investment experience for individuals and their social circles.
Attack Capital
Venture Round in 2022
Attack Capital offers funding and invests in Y Combinator startups. The company was founded in 2023 and is based in New York City, US.
SnapTrade
Venture Round in 2022
SnapTrade is a fintech company specializing in developing unified trading APIs. Founded in 2017 and headquartered in Fredericton, Canada, SnapTrade's platform connects retail brokerage accounts to investing tools via API, facilitating software-defined investing globally.
Stock Unlock
Venture Round in 2022
Stock Unlock, established in 2021 with its headquarters in New York City, operates an online platform dedicated to enhancing financial education and facilitating informed trading decisions. This platform provides users with comprehensive financial data, trends, ratios, and other relevant benchmarks, empowering them to make well-informed investment choices and foster their financial literacy.
Soon
Pre Seed Round in 2022
Soon operates a finance management platform that automates personal finances, helping users manage their money more effectively. The platform allows individuals to deposit funds into their accounts, automatically allocating a portion for essential expenses while investing the remainder according to user-defined portfolio settings. This system enables users to balance their spending, saving, and investing, ultimately aiding them in achieving their financial goals efficiently. Soon's approach simplifies the financial management process by integrating spending and investment strategies into a single solution, thereby enhancing users' financial well-being.
Elphinstone
Seed Round in 2022
Elphinstone is a robo-advisory platform focused on providing investment services and products to clients, particularly in emerging and frontier markets. The company caters to the rising middle class in the MENASA region, offering personalized financial advisory services designed to facilitate financial independence. Elphinstone partners with licensed asset management firms that are regulated by the SECP, ensuring that clients can invest in community mutual funds with a proven track record of success. By leveraging advanced technology, Elphinstone aims to make investment accessible and tailored to the specific needs of its users.
Infina is an investment platform that focuses on making financial services accessible and user-friendly. It offers a digital application that allows individuals to invest small amounts in various opportunities, including real estate and fund certificates. By simplifying the investment process, Infina enables users to participate in the market without the need for significant capital, thus promoting financial inclusion. The platform is designed to provide a safe and frictionless experience for investors, facilitating their ability to derive profits from diverse investment options.
Passiv
Pre Seed Round in 2022
Passiv turns your brokerage account into your own personalized robo-advisor. Construct a balanced portfolio using any tradable securities and keep them balanced according to your target. Passiv will let you know when new cash and dividends are available for allocation or when your portfolio drifts off target. When it's time to make trades, Passiv will batch all your trades so you can place them in seconds.
Stop paying high wealth management fees and automate your investments with Passiv.
PropReturns
Seed Round in 2021
PropReturns is a real estate investment platform and online marketplace that enables investors to access curated property opportunities. Founded in 2020 and headquartered in Mumbai, India, it lists pre-leased commercial properties and distressed residential investments, providing detailed analytics and financial analysis to support investment decisions. The platform emphasizes data-driven insights to help users evaluate potential returns and manage risk in real estate portfolios.
Stack Wealth
Seed Round in 2021
Stack Wealth is a financial technology company that offers a platform designed to enhance wealth creation opportunities for its users. By providing access to premium multi-asset portfolios, Stack Wealth allows individuals to invest in various asset classes, including debt, equities in India and the US, gold, and private credit, tailored to their specific risk appetites. The company emphasizes the importance of good financial habits and rewards its investors with free US stocks for each investment made through the app. In addition, Stack Wealth features an artificial intelligence-powered manager that consolidates users' financial accounts, facilitating better control over their finances. This comprehensive approach helps users save more effectively, manage bills, and develop sound financial strategies, all while providing detailed reports to track their investment performance.
Fractional
Seed Round in 2021
Fractional is a company that focuses on making real estate investing more accessible through its innovative social platform for fractional ownership. It has developed an investment application that lowers both the cost of entry and the time commitment required for property investment. The platform allows users to directly own fractions of various investment properties, which include single-family and multi-family homes. Investors can benefit from rental income and appreciation gains without incurring annual fees or being bound by holding periods. Moreover, Fractional enhances user experience by enabling them to visualize returns, cash flow, and associated costs for properties listed on the marketplace.
Cash Flow Portal
Seed Round in 2021
Cash Flow Portal is a technology company specializing in real estate syndication software. It facilitates the connection between sponsors (general partners) and investors across the United States by streamlining capital raising processes. The platform enables sponsors to efficiently present new deals, share documents, administer property information, and manage fundraising efforts. This helps syndicators attract investment for their projects from accredited investors while simplifying operational tasks.
Atomic is a provider of personalized investment management services that lets companies embed investment accounts into their services. It allows companies to offer their end-users a disciplined way to invest with them.
Atomic was founded in 2020 by David Dindi in San Francisco, CA.
Fello is a savings and investment platform that aims to help users save and invest while earning higher returns than traditional savings accounts. The company has developed a gamified online platform that encourages individuals, particularly gamers, to become financial investors. Users are incentivized to save and grow their money by gaining opportunities to participate in games and lotteries each time they save or invest on the platform. This unique approach not only promotes financial literacy but also enhances user engagement by combining savings with elements of gaming, making the process of investing more appealing and rewarding.
Fintual is a digital investment platform based in Santiago, Chile, founded in 2018 by Pedro Pineda, Omar Larré, Agustín Feuerhake, and Andres Marinkovic. The company caters primarily to young professionals seeking to make informed investment decisions. Fintual offers low-commission accounts for passive investment and employs artificial intelligence to assess clients' risk profiles. This technology helps generate tailored investment recommendations, empowering users to gain essential financial knowledge and manage their investments online effectively. By simplifying the investment process, Fintual aims to enhance accessibility to financial advisory services for a broader audience.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
AnFin
Pre Seed Round in 2021
AnFin is a fintech company focused on wealth management and brokerage that aims to democratize access to financial markets and investment products through scalable technology and strategic partnerships. The company develops a digital trading platform and ecosystem designed to serve novice retail investors, particularly in Vietnam, by promoting liquidity and transparency, providing financial education, investment strategies, and objective market information, and enabling access to multiple asset classes such as stocks, bonds, and structured products. This approach helps users make informed decisions, manage risk, and pursue defined returns.
Brex
Venture Round in 2021
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
FrontPage
Seed Round in 2021
FrontPage is an online financial platform focused on making stock investing more accessible to a broader audience. The company provides a space for investors to share and discuss market ideas while connecting with financial experts. Its platform facilitates interactions between market traders and experienced advisors, allowing users to receive valuable tips and insights on trading. By fostering a community where investors can learn from one another, FrontPage aims to enhance the investment experience and empower individuals to engage more effectively with the stock market.
Sproutfi
Seed Round in 2021
SproutFi is a fintech application that enables users to invest in the US stock market while also functioning as a social network. The platform is designed to promote financial independence by allowing users to follow other investors, engage in discussions within groups based on shared interests, and exchange investment advice with friends. SproutFi empowers its users to discover investment ideas and access stocks at competitive prices, creating a community-oriented environment for both novice and experienced investors.
Koshex
Pre Seed Round in 2021
Koshex is a personal finance and wealth management service established in 2020 and headquartered in Bengaluru, Karnataka. The company focuses on automating wealth creation for Indian millennials by offering data-driven insights into their daily finances, enabling them to save more effectively and make informed investment decisions. Its innovative platform facilitates automated investing in various assets, including mutual funds, digital gold, and sectors such as technology, clean energy, automobiles, and US equities. By providing users with tools to understand money movement in real-time and evaluate potential investment outcomes, Koshex empowers customers to explore diverse investment opportunities tailored to their financial goals.
Aqua
Pre Seed Round in 2021
Aqua is an investment platform designed to enable individuals to invest in private equity with lower minimum investment requirements. The platform facilitates access to private equity funds and alternative asset funds, making it possible for retail investors to participate in these investment opportunities without the need for high net worth. Aqua aims to democratize access to stock and alternative assets, promoting liquidity and transparency in the investment process. By lowering barriers to entry, Aqua opens the door for a broader range of investors to engage in private equity.
MejorCDT
Pre Seed Round in 2021
MejorCDT is an investment platform specializing in fixed-term products. It offers high-yield savings accounts as its primary service, allowing users to compare and invest without visiting a physical bank.
Financial Choice
Pre Seed Round in 2021
Financial Choice allows consumers to invest their checking account funds for market returns while retaining instant cash access. Financial Choice provides instant access to cash, automated investing, tax efficiency, and portfolio rebalancing.
PropReturns
Pre Seed Round in 2021
PropReturns is a real estate investment platform and online marketplace that enables investors to access curated property opportunities. Founded in 2020 and headquartered in Mumbai, India, it lists pre-leased commercial properties and distressed residential investments, providing detailed analytics and financial analysis to support investment decisions. The platform emphasizes data-driven insights to help users evaluate potential returns and manage risk in real estate portfolios.
Saay Finance
Venture Round in 2021
Saay Finance is an automated investment app that provides AI-Powered Portfolios, which dynamically respond to changing market conditions to maximize returns and minimize risk.
Saay is headquartered in San Francisco, California and was founded in 2022.
Nexus
Venture Round in 2021
Nexus is a financial technology company that provides a unified checking and investment account designed to help customers grow their wealth effortlessly. Founded in 2021 and headquartered in Mountain View, California, Nexus allows users to earn returns on their entire balance by automatically investing according to their preferences. The company's mission focuses on making investment access straightforward and ensuring that financial services are tailored to promote users' current and future financial well-being.
Nexus
Venture Round in 2021
Nexus is a financial technology company that provides a unified checking and investment account designed to help customers grow their wealth effortlessly. Founded in 2021 and headquartered in Mountain View, California, Nexus allows users to earn returns on their entire balance by automatically investing according to their preferences. The company's mission focuses on making investment access straightforward and ensuring that financial services are tailored to promote users' current and future financial well-being.
Trii
Pre Seed Round in 2021
Trii is a fintech company focused on democratizing access to the stock market for retail investors in Latin America. It offers a mobile application that allows individual users to buy and sell shares easily and efficiently. By reducing the costs associated with retail transactions, Trii enables investors to automate investing processes that were previously labor-intensive and costly. The company's platform aims to simplify investment for a broader audience, promoting financial inclusion and enhancing the investment experience for users in the region.
Baraka is an investment application based in the UAE that aims to democratize access to stock markets for all individuals. The platform provides users with educational resources, market news, and comprehensive stock analysis to enhance their investment knowledge and confidence. Baraka enables commission-free investing in a wide range of stocks and exchange-traded funds, allowing users to explore diverse investment opportunities. By focusing on accessibility and empowerment, Baraka seeks to cultivate a new generation of informed investors.
Alinea is a mobile investing platform that simplifies personal finance for beginners. It enables users to create themed investment playlists, automate investments through recurring contributions, and make informed decisions using relevant insights. The platform also facilitates social trading by allowing users to view and share strategies with peers.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Hapi is a stock trading app that aims to democratize access to the financial markets for consumers in Latin America. It offers a user-friendly platform where individuals can register in just a few minutes and begin trading stocks and exchange-traded funds (ETFs) without incurring any commission fees or minimum investment requirements. Hapi allows users to transfer funds, execute real-time transactions, and monitor their investment returns easily. In addition to traditional stock trading, the platform has expanded its offerings to include the ability to buy, hold, and sell cryptocurrencies, further enhancing its appeal to a diverse range of investors.
Finary is an investing social platform designed to foster a digital community for emerging investors. Launched as part of the Y Combinator Winter 2021 Batch, the platform allows users to engage in discussions about their investments with friends, discover new investing communities, and execute trades in the market. By enabling investors to connect their accounts, Finary facilitates a collaborative environment where users can share insights and strategies, enhancing their overall investment experience.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Enombic
Seed Round in 2021
Enombic introduces social investing for hackers by designing and investing in custom indexes.
The company was founded in 2019 and based in San Francisco, California.
Fractional
Seed Round in 2021
Fractional is a company that focuses on making real estate investing more accessible through its innovative social platform for fractional ownership. It has developed an investment application that lowers both the cost of entry and the time commitment required for property investment. The platform allows users to directly own fractions of various investment properties, which include single-family and multi-family homes. Investors can benefit from rental income and appreciation gains without incurring annual fees or being bound by holding periods. Moreover, Fractional enhances user experience by enabling them to visualize returns, cash flow, and associated costs for properties listed on the marketplace.
Titan is an investing platform designed for ambitious individuals, founded in 2018 by Clayton Gardner, Joe Percoco, and Max Bernardy in New York. The company offers a mobile-first asset management platform that provides everyday investors with access to actively managed investment strategies. Titan's platform encrypts all personal information of users, enabling direct interaction between investors and end investment managers. The company is backed by notable venture capital firms such as Andreessen Horowitz, General Catalyst, Y Combinator, BoxGroup, Sound Ventures, and celebrities including professional athletes and actors.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Alinea
Pre Seed Round in 2020
Alinea is a mobile investing platform that simplifies personal finance for beginners. It enables users to create themed investment playlists, automate investments through recurring contributions, and make informed decisions using relevant insights. The platform also facilitates social trading by allowing users to view and share strategies with peers.
AlphaFlow
Series A in 2020
AlphaFlow, Inc. is a technology-driven investment company based in San Francisco, California, with an additional office in New York. Founded in 2015, AlphaFlow operates an online investment platform focused on real estate assets, specifically providing professionally managed portfolios of real estate loans to institutional investors and accredited individuals. The platform underwrites loans from residential real estate lenders nationwide, utilizing over 50 evaluation factors to identify optimal investment opportunities. By automating best practices in investment management, including diversification and data analytics, AlphaFlow allows investors to benefit from a simplified and intelligent approach to real estate investing without the high fees associated with traditional methods. This enables clients to build and manage diversified investment portfolios across multiple states and loan types, offering access to previously inaccessible asset classes while generating high-income streams through debt-based real estate investments.
Finary
Pre Seed Round in 2020
Finary is an investing social platform designed to foster a digital community for emerging investors. Launched as part of the Y Combinator Winter 2021 Batch, the platform allows users to engage in discussions about their investments with friends, discover new investing communities, and execute trades in the market. By enabling investors to connect their accounts, Finary facilitates a collaborative environment where users can share insights and strategies, enhancing their overall investment experience.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Letter is a banking and financial platform tailored specifically for high net worth individuals in the United States. The company offers a range of services, including multiple physical and virtual debit cards, checking accounts, and the ability to manage charitable donations. Its platform is designed to facilitate customized banking experiences, enabling users to provide debit cards for family members and staff, track charitable contributions, and access exclusive investment and lending opportunities. With a focus on wealth management and liquidity, Letter aims to simplify the financial processes for its affluent clientele.
Atomic is a provider of personalized investment management services that lets companies embed investment accounts into their services. It allows companies to offer their end-users a disciplined way to invest with them.
Atomic was founded in 2020 by David Dindi in San Francisco, CA.
Thndr is a financial services company established in 2020 by Seif Amr in Cairo, Egypt. It operates an app-based investment platform designed to facilitate commission-free trading for investors. The platform offers a range of features, including no account minimums, real-time market data, and easy account setup and funding processes. Users can also access the latest financial news and educational tools, empowering them to make informed investment decisions. Thndr aims to simplify the investing process and enhance financial literacy among its users.
Spenny facilitates automated micro-investing by rounding up digital transactions to the nearest INR 10 and investing these amounts into diversified portfolios.
Ostrym is a venture studio focused on transforming innovative ideas into viable products, aiming to achieve product-market fit in emerging sectors. It serves as a collaborative environment where builders, thinkers, and investors can connect and develop their concepts. By leveraging the transformative potential of cryptocurrency, Ostrym explores various applications and new models across different industries, addressing changes in how individuals interact with finance and enhancing their everyday lives.
Thndr
Pre Seed Round in 2019
Thndr is a financial services company established in 2020 by Seif Amr in Cairo, Egypt. It operates an app-based investment platform designed to facilitate commission-free trading for investors. The platform offers a range of features, including no account minimums, real-time market data, and easy account setup and funding processes. Users can also access the latest financial news and educational tools, empowering them to make informed investment decisions. Thndr aims to simplify the investing process and enhance financial literacy among its users.
Alpaca is an embedded financial technologies platform that provides real-time market data, crypto and stock investing, and end-to-end brokerage infrastructure via modern APIs. It serves hundreds of global applications and businesses, with tens of thousands of active developers.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Proof Trading
Seed Round in 2019
Proof Trading Inc., established in 2019 in New York City, specializes in developing tools for institutional equities trading. Their primary offering is 'Proof', an advanced execution platform designed to help investors secure better prices. They also provide 'Find My Fills', a tool that analyzes individual stock trades, and educational resources like the 'Market Structure Primer' for new hires. Additionally, they offer a 'Market Data Fee Calculator' to visualize cost differences in market data consumption patterns.
Muzz is a global dating app tailored for Muslims, facilitating connections and marriages within the community. With over 8 million members worldwide and a success rate of over 400,000 matches, Muzz has made a significant impact on the global Muslim demographic. Founded by Shahzad Younas, formerly a Vice President at Morgan Stanley, Muzz is headquartered in London with a team of over 65 employees. The app offers features such as private chatting, photo sharing, and planned meet-ups to help users find compatible partners.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Alpaca is an embedded financial technologies platform that provides real-time market data, crypto and stock investing, and end-to-end brokerage infrastructure via modern APIs. It serves hundreds of global applications and businesses, with tens of thousands of active developers.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Titan is an investing platform designed for ambitious individuals, founded in 2018 by Clayton Gardner, Joe Percoco, and Max Bernardy in New York. The company offers a mobile-first asset management platform that provides everyday investors with access to actively managed investment strategies. Titan's platform encrypts all personal information of users, enabling direct interaction between investors and end investment managers. The company is backed by notable venture capital firms such as Andreessen Horowitz, General Catalyst, Y Combinator, BoxGroup, Sound Ventures, and celebrities including professional athletes and actors.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Fintual
Seed Round in 2018
Fintual is a digital investment platform based in Santiago, Chile, founded in 2018 by Pedro Pineda, Omar Larré, Agustín Feuerhake, and Andres Marinkovic. The company caters primarily to young professionals seeking to make informed investment decisions. Fintual offers low-commission accounts for passive investment and employs artificial intelligence to assess clients' risk profiles. This technology helps generate tailored investment recommendations, empowering users to gain essential financial knowledge and manage their investments online effectively. By simplifying the investment process, Fintual aims to enhance accessibility to financial advisory services for a broader audience.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.