Series D Financial Services Companies

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.

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

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.

Lvrch Capital Advisory provides financial advice and management services.

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.

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

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

Lulo Bank is a mobile banking app that provides money transfers and other financial services.

Tally is a financial automation company that helps members in paying off their credit card debt.

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

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

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

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

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

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

Ethos Life is an insurance company that provides ethical life insurance.

Alternative Online Lending, FinTech, online credit, Personal financial management

Ladder is a digital life insurance company that offers flexible term coverage in minutes saving policyholders up to 40%.

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