Series B Financial Services Companies

Lead is a Banking as a Service platform providing financial solutions for individuals, businesses, and fintech companies.

Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.

ModernFi is a deposit network company that provides extended insurance to depositors through program institutions.

OrangeX is a crypto trading company that offers spot, perpetual, and copy trading services.

M0 provides a universal platform for companies to build, issue, and manage their own stablecoins.

Atlas Consolidated's goal is to use technology to make finance easier to understand and more accessible to all.

Midas is a regulated brokerage firm that offers investment services for equities, mutual funds, and cryptocurrencies.

AND Global is a Financial Technology as a service company that offers the very best of Fintech.

Rillet is an AI-native ERP platform that automates accounting for complex revenue models.

QI Tech is a fintech platform that provides APIs enabling businesses to offer financial products to their customers.

Lightyear is a digital investing platform that provides access to global equity markets, money market funds, and multi-currency savings.

Trovata makes it easy for businesses to automate cash reporting, forecasting, and analysis through direct API connections to most banks.

April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions.

Cover Whale is an insurtech company that offers commercial auto insurance products.

Panacea Financial is a digital bank that provides banking and financial services specifically for doctors and medical practitioners.

Orus provides simple and transparent insurance coverage for small business owners.

Conquest Planning provides financial planning software that supports personalized goal-based advice.

Payabli is a payments infrastructure and monetization platform that helps software companies integrate payments into their business models.

The collaborative FP&A solution empowering Finance teams to deliver strategic insights that make an impact (YC W21)

Pine is a real estate company transforming homeownership by delivering a digital-first, direct-to-consumer platform for mortgages.

Decentro is an API banking platform that provides modular APIs and SDKs for integrating financial products

Simetrik is a no-code solution that offers the right balance between flexibility and robustness for the reconciliation process automation.

Fintech Service Management for Financial Institutions

Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.

Clair is the mission-driven fintech company that's created the first free, compliant, on-demand pay solution backed by a FDIC-insured bank.