Series B Financial Services Companies

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

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.

Crossover Markets is a digital asset trading technology company that meets the liquidity requirements of institutional investors.

RenoFi is a financial technology company that focuses on providing renovation-focused lending solutions and related services.

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

Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.

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

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.