Series C Financial Services Companies

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

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

Treasury Prime is a Banking-as-a-Service company that connects banks and FinTechs through an API.

Mesh provides a centralized and automated spend platform that helps finance teams with visibility and control.

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.

Ocrolus is an AI-powered data and analytics platform that enables faster and more accurate financial decision-making.

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

CANDIS is Berlin-based company that offers an intelligent platform for automated accounting.

Alloy is a developer of an identity verification platform used to detect fraud and make identity management effective and simple for banks.

Oddup is a data-driven research platform that provides analytical information on startups.

Own Up is a technology company that helps consumers shop for a mortgage

Toranotec is an asset management firm that offers user-friendly investment and advisory services.

Polly is a digital insurance marketplace for automotive retailers.

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.

Lithic is a financial technology startup that provides virtual cards and a card issuing platform for businesses and consumers.

SuperAtom is a financial technology company that provides traditional financial services.

Soldo is a multi-user expense account helping companies manage their budgets.

Warren is an investment brokerage and wealth management firm that provides access to the best investments in the market.

Codat is a financial platform that builds integrated software for small business customers.

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