Series A Personal Finance Companies

Xtreme Solution is an AI powered CRM platform where users can create accounts, transactions, customize dashboards and handle card management

Digital solution for fines and taxes payment and for personal financial management

Fruitful is the financial membership helping Americans understand, organize, and optimize their finances.

Column Tax is a platform enabling mobile banks and Fintech companies to offer top tier tax features to their end users.

Reimagining the way Americans manage and pay their bills

Stake is an online brokerage platform that has redesigned investing for Australians.

Summer is an end-to-end student loan workplace benefit solution that helps employees navigate college costs and reduce student debt.

Insurely is an insurance company that offers personal finance and banking services.

Wealthyhood is a wealth-building app that enables individuals to learn, save, and invest in a private manner.

Climb is a FinTech that helps individuals achieve their financial goals by optimizing their taxes and investments.

Sidekick offers expertly-managed portfolios for the modern investor.

Buy Stock Where You Shop

Habitto is a digital banking platform that offers personal wealth advice as well as deposits, investments, and insurance services.

Savvy Wealth is a technology-enabled wealth management firm.

Astra is the platform for moving money instantly and securely

Pando provides entrepreneurs with world-class peer groups and financial tools to supercharge their founder journey.

HyperJar is a Free digital payments, planning and presonalised rewards platform.

StellarFi is a financial technology company that aims to solve credit access problems.

Status Money is a social personal finance app that enables people to compare finances and crowdsource advice from peers.

HeyMax is a platform for travel rewards and loyalty.

AI-enabled financial advice platform, empowering people to make confident decisions & delivering unrivalled AuM growth for advice firms.

Acorn Finance is a provider of home improvement financing plaform to contractors and homeowners.

Pipo Saúde is a Health Care Insuarance firm offering a platform that sells and manages healthcare benefits from healthcare plan.

Lendtable provides income-constrained individuals with wealth-building cash advances.

Tymit is a credit company that offers traditional credit cards and a buy now, pay later service.