Series B Personal Finance Companies

Get funding to exercise your options, plus an upfront payment, all while retaining ownership.

Origin is a financial planning platform that manages compensation, benefits, and personal finances for employees.

Kore is an infrastructure platform for regulated intermediaries in the private capital markets.

Ownwell is a property tax monitoring company that helps owners reduce real estate tax overpayments.

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

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

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

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

Candidly is an AI-driven platform for student debt and savings optimization.

Alto Solutions delivers an easy-to-use, automated process for investing in alternatives with IRA savings.

Gorila is a Fintech that help users take control of their investments.

Wirex is a digital payment platform that aims to make crypto and traditional currencies equal and accessible to everyone.

Smart Bank is a softawre firm that has developed an application for money spending management.

Gohenry is a developer of a kids money management application helping young people to take part in the digital economy.