Y Combinator

Y Combinator is a startup accelerator based in Mountain View, California, founded in 2005. It has pioneered a new funding model for early-stage startups by investing a modest amount of capital, typically around $150,000, in a large number of companies twice a year. Over a three-month program, Y Combinator collaborates closely with these startups to prepare them for investor pitches and enhance their business strategies. Each funding cycle concludes with Demo Day, where startups present to an exclusive audience of investors. Y Combinator focuses on various sectors, including business software, education, healthcare, and financial technology, among others. In addition to initial funding, it offers ongoing support through its extensive alumni network. Since its inception, Y Combinator has funded over 630 startups, contributing significantly to the entrepreneurial ecosystem in Silicon Valley and beyond.

Gustaf Alstromer

Group Partner

Matt Bogrand

Associate, YC Continuity Fund

Timothy Brady

Partner

Craig R. Cannon

Director of Marketing

Adora Cheung

Partner

Nic Dardenne

Principal

Aaron Epstein

Group Partner

Brad Flora

Group Partner

Jared Friedman

Managing Director, Software and Group Partner

Aaron Harris

Partner

Carolynn Levy

Partner

Bradford (Brad) Lightcap

Associate, YC Continuity

Kat Manalac

Managing Partner

Eric Migicovsky

Partner

Kirsty Nathoo

Partner

Verena Prescher

Director of Finance

Geoff Ralston

president

Ali Rowghani

Managing Partner

Arnav Sahu

Principal

Michael Seibel

Managing Director

Harj Taggar

Partner

Past deals in Wealth Management

Koshex

Seed Round in 2022
Koshex, pioneer AI-first personal finance system, an intelligent insights-driven product that helps you understand your money movement in real-time. Koshex gives you wings to spend, save, and manage your money in a smart, affordable, and reliable way. It looks into the best financial interests of each customer in a way that embraces the unique individuality of their lives. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money.

Finary

Series A in 2022
Finary is a digital wealth management platform based in Europe that enables individuals to track and manage their financial assets effectively. The platform caters to the mass affluent, offering tailored services for personal finance, real estate, cryptocurrencies, insurance, and various securities. Finary provides users with a comprehensive overview of their asset allocation, allowing them to monitor and analyze their investments. This functionality is designed to empower users to make informed decisions and optimize their financial strategies, ultimately enhancing their wealth management experience.

Compound

Series B in 2022
Compound Financial, Inc. specializes in wealth management services for startup employees, assisting them in understanding the implications of their stock options. Founded in 2019 and based in San Francisco, the company offers tools that help clients forecast the potential value of their equity over time while also addressing optimization strategies related to taxes. Despite being a relatively new entrant in the market, Compound has quickly garnered a customer base of 200 startup employees, reflecting its growing relevance in the financial services sector.

Atomic

Series A in 2021
Atomic is a personalized investment management service API that lets companies offer their end-users a disciplined way to invest with them.

Koshex

Pre Seed Round in 2021
Koshex, pioneer AI-first personal finance system, an intelligent insights-driven product that helps you understand your money movement in real-time. Koshex gives you wings to spend, save, and manage your money in a smart, affordable, and reliable way. It looks into the best financial interests of each customer in a way that embraces the unique individuality of their lives. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money.

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.

Finary

Seed Round in 2021
Finary is a digital wealth management platform based in Europe that enables individuals to track and manage their financial assets effectively. The platform caters to the mass affluent, offering tailored services for personal finance, real estate, cryptocurrencies, insurance, and various securities. Finary provides users with a comprehensive overview of their asset allocation, allowing them to monitor and analyze their investments. This functionality is designed to empower users to make informed decisions and optimize their financial strategies, ultimately enhancing their wealth management experience.

Finary

Seed Round in 2021
Finary is a digital wealth management platform based in Europe that enables individuals to track and manage their financial assets effectively. The platform caters to the mass affluent, offering tailored services for personal finance, real estate, cryptocurrencies, insurance, and various securities. Finary provides users with a comprehensive overview of their asset allocation, allowing them to monitor and analyze their investments. This functionality is designed to empower users to make informed decisions and optimize their financial strategies, ultimately enhancing their wealth management experience.

Weav

Seed Round in 2021
Weav is a fintech infrastructure company.

Quotabook

Seed Round in 2021
Quotabook is a company that specializes in equity management.

Purpose

Pre Seed Round in 2021
Purpose is a financial services provider that focuses on aligning users' financial decisions with their personal values. Through its digital banking platform, it offers a range of financial tools and resources aimed at promoting responsible banking and helping individuals grow their personal wealth. Additionally, Purpose assists businesses in securing the necessary capital and partnerships to connect with audiences that share similar ethical values. By encouraging users to support ethical businesses and brands, Purpose aims to foster a sustainable economy where financial choices reflect individual and collective values.

Titan

Series A in 2021
Titan is a high-quality asset manager that focuses on developing and managing investment strategies specifically tailored for retail investors. The company aims to simplify the investment process by providing clear explanations of its strategies, enabling individuals to make informed decisions. Additionally, Titan offers an email suite designed for businesses, which facilitates scheduling, follow-up reminders, and provides templates for efficient communication. This dual approach combines asset management with tools that enhance productivity, catering to the needs of both individual investors and business clients.

Atomic

Seed Round in 2020
Atomic is a personalized investment management service API that lets companies offer their end-users a disciplined way to invest with them.

Point Card

Series A in 2020
Point Card offers rewards, including additional cash-back on go-to subscriptions like Netflix, Spotify, HBO Max, Hulu, and more. It features an advanced chipset for secure payments, a high-tensile synthetic polymer construction, and comes in your choice of four editions. It was launched in 2018 and is headquartered in San Francisco, California.

Weav

Seed Round in 2020
Weav is a fintech infrastructure company.

wealth42

Grant in 2020
Wealth42 is a robo-advisor mobile application that offers goal-based financial planning tailored to individual user objectives. The platform aims to simplify personal finance management by enabling users to set financial goals and providing personalized investment plans informed by market analysis. Through its gamified approach to investment objectives, Wealth42 encourages effective saving habits, supporting users in their journey toward wealth creation. The application addresses a broad spectrum of financial needs, including loans, investments, savings, taxes, and insurance, ultimately delivering a comprehensive and personalized banking and investing experience.

Compound

Seed Round in 2019
Compound Financial, Inc. specializes in wealth management services for startup employees, assisting them in understanding the implications of their stock options. Founded in 2019 and based in San Francisco, the company offers tools that help clients forecast the potential value of their equity over time while also addressing optimization strategies related to taxes. Despite being a relatively new entrant in the market, Compound has quickly garnered a customer base of 200 startup employees, reflecting its growing relevance in the financial services sector.

Point Card

Seed Round in 2019
Point Card offers rewards, including additional cash-back on go-to subscriptions like Netflix, Spotify, HBO Max, Hulu, and more. It features an advanced chipset for secure payments, a high-tensile synthetic polymer construction, and comes in your choice of four editions. It was launched in 2018 and is headquartered in San Francisco, California.

Interprime

Seed Round in 2019
They help you earn the best rate of return on the idle cash currently sitting in your bank account. The securities we buy are always held in your name, and you earn the global U.S Treasury market rate.

SmartPath

Series A in 2019
SmartPath, LLC is dedicated to enhancing financial wellness for individuals and families through a comprehensive range of educational programs and tools. Founded in 2010 and based in Dunwoody, Georgia, the company offers webinars, live seminars, and recorded lessons that cover a wide array of personal finance topics. These include financial strategy, wealth building, budgeting, saving, and investing, as well as specific areas like homeownership, student loans, credit management, and retirement planning. SmartPath aims to provide accessible, objective, and trustworthy financial advice, particularly in light of economic disparities and challenges faced by many individuals. By combining empathetic coaching with targeted education and user-friendly digital tools, SmartPath seeks to empower people to achieve financial stability and success.

Ajaib

Seed Round in 2019
Ajaib is an online wealth management platform based in Jakarta, Indonesia, that facilitates automatic saving and investing for its users. Founded in 1990, the platform enables Indonesians to buy and sell a variety of financial products, including stocks, exchange-traded funds (ETFs), and mutual funds. Ajaib aims to simplify the investment process, making it accessible for a broader audience in Indonesia.

Titan

Seed Round in 2018
Titan is a high-quality asset manager that focuses on developing and managing investment strategies specifically tailored for retail investors. The company aims to simplify the investment process by providing clear explanations of its strategies, enabling individuals to make informed decisions. Additionally, Titan offers an email suite designed for businesses, which facilitates scheduling, follow-up reminders, and provides templates for efficient communication. This dual approach combines asset management with tools that enhance productivity, catering to the needs of both individual investors and business clients.

Ajaib

Seed Round in 2018
Ajaib is an online wealth management platform based in Jakarta, Indonesia, that facilitates automatic saving and investing for its users. Founded in 1990, the platform enables Indonesians to buy and sell a variety of financial products, including stocks, exchange-traded funds (ETFs), and mutual funds. Ajaib aims to simplify the investment process, making it accessible for a broader audience in Indonesia.

Fintual

Seed Round in 2018
Fintual is a digital investment platform that caters to young professionals looking to make informed investment decisions. The company offers financial advisory services that leverage artificial intelligence to assess clients' risk profiles. Based on this analysis, Fintual provides personalized investment recommendations, helping users to navigate the complexities of investing. The platform aims to empower clients with fundamental financial knowledge, enabling them to manage and grow their investments online effectively.

SmartPath

Seed Round in 2016
SmartPath, LLC is dedicated to enhancing financial wellness for individuals and families through a comprehensive range of educational programs and tools. Founded in 2010 and based in Dunwoody, Georgia, the company offers webinars, live seminars, and recorded lessons that cover a wide array of personal finance topics. These include financial strategy, wealth building, budgeting, saving, and investing, as well as specific areas like homeownership, student loans, credit management, and retirement planning. SmartPath aims to provide accessible, objective, and trustworthy financial advice, particularly in light of economic disparities and challenges faced by many individuals. By combining empathetic coaching with targeted education and user-friendly digital tools, SmartPath seeks to empower people to achieve financial stability and success.

OctaveWealth

Seed Round in 2012
A full-service 401(k) provider specialising in plans for SMEs. We strive to be the easiest 401(k) on the market; our plans are fully customisable, we automate maintenance by integrating with payroll, and we offer on-going support to keep plans IRS compliant and avoid hefty penalties. OctaveWealth is operated by Quillu Inc, an SEC registered Investment Advisor.