Series B Financial Services Companies

Corgi Insurance is a business insurance provider that focuses on delivering coverage for startup and technology companies.

Wealthcome is a wealth management company that offers tools for tracking expenses, optimizing fees, and analyzing investment performance.

Ryft is a payment platform that enables businesses to accept payment from all platforms.

Adaptive Real Estate is an AI-powered project accounting platform for the construction industry.

Kaiko is a provider of market data, analytics, and indices for investors, regulators, and financial services firms.

Carputty is a consumer automotive startup that provides car loan services to its clients.

Split Pay is a fintech payment platform that allows consumers to split bills, like rent, mortgages, and payments, into smaller installments.

Immediate is a fintech company that provides a financial wellness solution that delivers on-demand access to earned wages.

Triver provides invoice finance and working capital solutions that help small businesses access cash from unpaid invoices.

Finster AI is an AI-driven financial research platform designed specifically for the asset management and investment banking sectors.

Provable Markets provides a secure platform for cash and synthetic equity finance trading through its ATS, Aurora.

Kore is an infrastructure platform for regulated intermediaries in the private capital markets.

Augustus builds an AI-native, stablecoin-based clearing and banking platform for financial institutions.

Databento is a SaaS company that offers market data APIs for real-time and historical data.

Forage is a payments technology company that enables merchants to accept SNAP EBT and EBT Cash payments.

SuperDial uses voice AI to automate high-volume phone calls across healthcare, reducing admin burden and boosting operational efficiency.

Powering faster, safer payments for construction.

Pivot helps enterprises manage purchasing workflows, approvals, contracts, budgeting, and supplier operations.

Bunch is a financial technology company that provides software and operational infrastructure for private market fund management.

equipifi provides buy now, pay later software for financial institutions.

Embat develops cloud-based treasury management software to help finance teams manage financial forecasting in real time.

JPYC provides blockchain-based prepaid payment instruments that are denominated in Japanese yen and issued as digital tokens.

Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.

Franq is the pioneer and leading platform for independent brokers to distribute banks and fintech financial services independently.

Clasp is a mission-driven, venture-backed fintech revolutionizing how employers attract and retain critical talent in hard-to-hire fields.