Series D Financial Services Companies

StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.

Lvrch Capital Advisory provides financial advice and management services.

Willow Wealth provides curated access to private markets across real estate, private credit, private equity, and more.

LIQID Investments is a financial company that offers digital wealth management services.

SMArtX Advisory Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers.

Farther is an intelligent wealth platform that enhances wealth management for clients throughout their financial lives.

Mercury provides digital banking and financial tools tailored for startups and modern businesses.

Bestow is a life insurance SaaS company that utilizes advanced technology and data solutions for the insurance sector.

Rogo.ai is an AI platform for finance that automates research, analysis, and financial workflows for investment banks and investors.

Thunes provides a global payments infrastructure that enables businesses and financial to send and receive funds in various currencies.

Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.

Stax is an all-in-one subscription-based payment technology for growing businesses & SaaS platforms.

FinPay is a patient financial management company that helps patients understand and afford healthcare.

Kredivo Group offers digital financial services through its brands Kredivo, KrediFazz, and Krom.

Upvest is a fintech company that offers an investment API that allows businesses to offer investment services to their customers.

Japanese Fintech startup that offers mobile wallet with Visa prepaid cards to consumers as well as remittance services to businesses

Cadre is an online marketplace that connects investors and operators of real estate.

Curve Pay actively works to save you money and enhance every payment you make through its cutting-edge wallet technology.

Entrepreneurs First runs programs that identify individuals pursuing technology startups and support them during early company formation.

ProducePay is transforming the fresh produce industry through a combination of FinTech services and supply chain integration.

Neo Financial is a FinTech company that provides spending, savings, and rewards programs.

EasyKnock provides sale-leaseback solutions that help homeowners to convert their home equity to cash.

Zeta is a banking technology company that provides credit and debit card issuance, core banking, lending, and digital banking services.

zerohash makes it effortless to bring your business on-chain.

Omie is a software enterprise that develops Native Cloud ERP and CRM for small and medium companies.