Series B Financial Services Companies

73 Strings provides financial advisory services using artificial intelligence and technology solutions.

InvestNext is a real estate investment management platform that offers administrative expenses and portfolio management for investors.

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Swan is a banking service platform that enables businesses to integrate embedded finance platform that integrates banking services.

Clutch transforms Credit Unions into FinTechs, enhancing loan and deposit onboarding.

Method Financial is a financial connectivity API for consumer liability data and payments.

Komainu is a regulated digital asset custodian that offers decentralized and secure custody services tailored for institutional clients.

Nelly provides a tool for medical practices that simplifies patient onboarding and payments.

OnPay is an HR software company that provides payroll, human resources, and benefits solutions for small and medium-sized businesses.

Atlas is a designer of spending products for explorers.

Interlace smoothly combines the bitcoin ecosystem with conventional financial services.

Safewill offers digital estate planning services for end-of-life arrangements.

Reinventing financial navigation

The Smart Market for Institutional Investors

minu revolutionizes the financial health of Mexican employees, offering them access to their already worked salary when they need it.

Wyden is a fintech company that provides digital asset trading services for institutions, funds, and asset managers.

Parker offers corporate credit cards to help e-commerce businesses pay expenses and manage their finances.

Cognitive Credit offers credit analytics, financial data integrity, and systematic update services.

Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and data management for asset managers.

Finture is the challenger bank fintech company that provides credit payment & credit card services to SEA market

Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.

Capitalize locates and transfers retirement assets for financial institutions and consumers.

RDC AI Platform supports banks who serve business and commercial customers with decisioning and insights at a customer and portfolio level.

DirecFunds is a financial services technology company that focuses on Good Funds Secure Digital Payments.

Leanpay is an omni-channel POS financing company that aims to disrupt consumer loans segment, and help consumers buy products they need.