Series C Financial Services Companies

Jeeves is a global finance platform that saves businesses time & money by simplifying their financial operations.

Numeral is a tax compliance software company that helps businesses manage sales tax, VAT, and GST obligations.

Qupital provides data-driven financing solutions for e-commerce businesses.

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

Kapital is a financial institution offering bank accounts, investments, and credit products for individuals.

Helcim provides payment processing and business management software that helps merchants accept payments, send invoices, and manage sales.

Rillet is an AI-native ERP platform that automates accounting for complex revenue models.

ApartmentIQ offers automated market survey solutions for multifamily real estate, leveraging public data for accurate analysis.

Gauntlet develops quantitative risk management and yield optimization solutions for DeFi protocols and institutional participants.

EDX Markets provides cryptocurrency spot trading, clearing, and settlement services.

Taktile is an AI decision platform for financial institutions, aiding them in automating and enhancing their risk management strategies.

Float offers a corporate card and spend management solution that allows corporate cards, reimbursements, approvals, and invoices management.

Interchecks is a payment platform for businesses to manage both deposits and payouts through a single API.

TONIK is a digital bank that provides retail financial products, including savings deposits, loans, current accounts, payments, and cards.

Fonoa s a tax automation platform that utilizes AI to track tax rules, automate calculations, and maintain compliance.

Daloopa provides comprehensive financial data to enhance investment research workflows and AI capabilities.

Moment develops AI software for investment management and wealth management operations.

Reserv develops an AI-powered insurance claims platform to manage and optimize property and casualty claims.

toggle is the social implementation of technology in real estate, real estate, construction, and finance.

Kashable is a financial technology company that provides employer-sponsored lending and financial wellness solutions to employees.

HQLAx is an innovative FinTech firm that leverages DLT to bring game-changing efficiencies to the securities finance and repo industry.

Loop provides a platform that manages logistics and supply chain data through automation and analytics tools.

Slash provides a financial technology platform that allows businesses to manage financial operations through a unified digital system.

Plata is a financial technology platform that provides a credit card and a customized rewards program through its buy‑now‑pay‑later service.

MerQube is a fintech company that provides technology solutions for rules-based investment strategies and passive index design.