Series D Financial Services Companies

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.

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

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

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

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.

Flyhomes provides a real estate brokerage platform that helps clients through the entire home buying process.

Yieldstreet is an alternative investment platform that provides retail investors access to income-generating investment products.

Ethic develops technology that helps wealth advisors.

Vouch is an insurance company that provides business insurance solutions for high-growth companies through a tech-enabled platform.

Kasisto's enables financial institutions to service, engage, and acquire customers.

Aven is a financial services company that offers a unique product known as the Aven HELOC Card.

KCD provides essential services for merchants including business management, customer analysis, POS, and payment services.

Vestwell develops a digital savings platform to create a retirement plan for employees.

Meniga is a digital banking platform that helps banks, businesses, and individuals manage their financial data.

OpenFin provides financial institutions with a unified workspace and developer platform built for productivity.

Finspo is a financial app that provides a consolidated view of banking, loans, credit and smart insights to assist users to save thousands.

Nirvana Insurance offers A-rated commercial trucking insurance using telematics to enhance safety and reduce costs.

Imprint is a co-brand financial platform that designs, configures, and operates financial products in partnership and loyalty experiences.

Southeast is a fintech company that utilizes data and AI to facilitate growth financing for the underserved SME sector.

Stream is a financial wellness platform that allows employees to access a portion of their earned wages before payday.

Alpaca is a financial system platform that allows developers and businesses to build apps, embed investing, and trade algorithms.