Series B Financial Services Companies

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.

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

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

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.

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

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.

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)

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

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.

FinCom ensures business from small to large to meet the regulatory demands, avoiding the extremely high financial fines & penalties.

Wingspan is a platform for freelancers to manage income, benefits, and taxes.

BVNK unifies banks and blockchains in a single platform, so innovators can launch new payments products quickly.

Aspora help users bank seamlessly across countries, invest in diverse assets, access credit and insurance services.

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

Navro is a payment curation platform that offers tools for businesses to gain real-time insights into payments and track money movements.

Pliant is a fintech company that provides modular, API-first B2B payment solutions to help businesses.

Windfall is a people intelligence platform that provides AI workflow solutions to identify their audiences through automation.