Series B Financial Services Companies

Bretton is an AI platform for financial crime operations that automates essential workflows in AML, KYC, and risk management.

Rain offers early wage access and financial wellness benefit for mid-market to enterprise employers.

Yendo issues credit cards secured by customer vehicle equity for lending.

Empowering real estate investors to thrive

Finary is a platform that allows everybody to track and manage their wealth online.

Numeral provides a platform that automates the sales tax process for e-commerce and SaaS businesses.

Aleph is a financial software company that provides AI-native financial planning and analysis tools and data management infrastructure.

Rainforest focuses on providing software platforms for payment processing.

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

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

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

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.

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.

NG.CASH is a digital bank for the next generation, helping them master their money and make smarter financial choices every day.

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

Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.

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

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