Series A Financial Services Companies

Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

Vouched develops patent-pending visual ID verification for regulated and sensitive industries.

Utila provides a digital asset management platform for institutions to securely store, transfer, and manage digital assets.

Tangany is a regulated crypto custodian based in Germany.

Flex is a financial services company that provides analysis, integration, and management solutions for HSA/FSA payments.

Verdata is a commercial risk data company consolidating diverse data to help businesses assess identity, behavior, and risks.

Digitt creates equitable financial tools to combat predatory lending.

Wisdom is a full-service billing company that allows dental practices to outsource their insurance collections and patient billing.

Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.

Cache is a fintech startup that offers brokerage service for individuals holding large stock positions.

Drivepoint (formerly Bainbridge) is the strategic finance platform for scaling consumer brands.

Olarry provides comprehensive tax services.

Salient is an AI-driven loan servicing platform built specifically for consumer finance and auto lending industries.

Zodia Markets is a digital asset trading platform that provides custody of digital assets, brokerage, trade, investments, and exchange.

Connectd is a product ecosystem that empowers founders, investors and advisors to manage connections.

Alix is a wealth transfer platform that helps individuals simplify document management, asset distribution, and legal processes.

Spiko is a fintech company that focuses on tokenized financial instruments, particularly money market funds.

Heka is the external customer intelligence engine for financial services, powering credit, fraud, and onboarding with audit-ready AI

Dakota Ridge is a fintech firm that provides banking services for crypto businesses.

Two is a fintech startup that is building something akin to buy now, pay later for B2B purchases.

Nominal mission is to empower companies to make the decisions through financial data intelligence.

Gradient Labs builds an AI customer service platform for financial firms, automating support, compliance, and complex operational workflows.

Agora operates as a digital dollar and an asset platform for businesses, fintechs, and trading firms.

Coinstash makes Bitcoin Trading easy, certified by Austrade; Coinstash is Australia's newest trusted Bitcoin Wallet provider.

Yaspa is a fintech company that leverages open banking and AI to deliver instant payment and identity services.