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Bossa Invest's Financial Services Portfolio

Browse 60 Financial Services companies funded by Bossa Invest. See funding amounts, founder contacts, and investment details.

Financial Services Companies
60
Total Funding in Financial Services
$2.3B

Financial Services Portfolio Companies (60)

Export
E-CommerceFinancial ServicesFinTechPayments

Unlock the power of emerging markets: accept and send cross-border payments in Africa, Asia, and Latin America

Montevideo, Uruguay
September 2025
$191.3M
Post-IPO Secondary

Founder Contacts

30,000+ verified contacts

E-CommerceFinancial ServicesPayments

Cherry is a payment solutions company that offers fast and easy payment plans for medical practices.

San Francisco, United States
September 2022
$44.0M
Series B

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesSoftware

Bart Digital is a solution for exchange operations, in a way and in an agile and unbureaucratic way, with greater security.

Londrina, Brazil
September 2022
$953K
Convertible Note

Founder Contacts

30,000+ verified contacts

Asset ManagementBankingBlockchainFinancial ServicesFinTech

SaaS Platform leverages blockchain tech to minimize the need for traditional intermediaries

Nassau, Bahamas
September 2021
$500K
Seed

Founder Contacts

30,000+ verified contacts

E-CommerceFinancial ServicesPaymentsSoftware

Platform for banks, acquirers and PayFacs looking to operate the payments acceptance business through a single end-to-end solution.

Buenos Aires, Argentina
August 2022
$35.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesFinTechInformation TechnologyInsuranceInsurTech

O2OBOTS is an AI-based insurance platform that specializes in selling financial services.

Florianópolis, Brazil
August 2021
$769K
Seed

Founder Contacts

30,000+ verified contacts

BitcoinCryptocurrencyFinancial ServicesFinTechInformation ServicesInformation TechnologyIT Management

Liquid Global is a developer of a cryptocurrency trading platform designed to provide liquidity to the crypto economy.

Tokyo, Japan
August 2021
$120.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechInformation TechnologyMachine LearningProductivity ToolsProperty ManagementSoftware

Proper provides AI-powered accounting and bookkeeping services to property managers and asset managers.

San Francisco, United States
August 2024
Series B

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechImpact InvestingLendingMicro LendingPeer to Peer

IOUU offers a P2P lending platform for small businesses.

São Paulo, Brazil
August 2021
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

AccountingFinanceFinancial Services

ContaÁgil facilitates and reduces bureaucracy in accounting routines of companies.

Canoas, Brazil
July 2022
$327K
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

AdviceFinanceFinancial ServicesInformation ServicesInternetWealth Management

Vincent is an alternative investment search engine offering investors access to private market investing.

New York, United States
July 2021
$6.0M
Series A

Founder Contacts

30,000+ verified contacts

BlockchainFinancial ServicesFinTechMobile PaymentsWeb3

Valora is a mobile wallet that allows you to send, save, and spend crypto as easily as sending a text

San Francisco, United States
July 2021
$20.0M
Series A

Founder Contacts

30,000+ verified contacts

CreditDebt CollectionsFinanceFinancial ServicesFinTech

Quero Quitar is a marketplace of debt negotiating

São Paulo, Brazil
July 2023
Series B

Founder Contacts

30,000+ verified contacts

Financial ServicesMarketplaceProperty InsuranceReal EstateRental Property

Alquilando is an online marketplace for long-term rentals that simplifies the rental process, minimizes risk and guarantees on-time payments

Buenos Aires, Argentina
July 2021
$2.5M
Seed

Founder Contacts

30,000+ verified contacts

Financial Services

Oferecemos aos nossos clientes uma solução completa em meios de pagamentos e parcelamentos de contas.

São Paulo, Brazil
June 2025
Seed

Founder Contacts

30,000+ verified contacts

Asset ManagementFinancial ServicesReal EstateReal Estate Investment

Doorvest is AI native property management

San Francisco, United States
June 2022
$50.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

One stop investment solution for retail investors in Latam

Medellín, Colombia
June 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingBlockchainCrowdfundingFinancial ServicesFinTech

Bloxs Solutions is a b2b techfin powering capital markets digitalization through automation, compliance by design, and smart workflows.

Recife, Brazil
May 2024
Secondary Market

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesFinTechLending

Possible Finance is a consumer finance company that provides access to capital and long-term financial health.

Seattle, United States
May 2022
$20.0M
Series C

Founder Contacts

30,000+ verified contacts

Commercial Real EstateFinancial ServicesLending

Erithmitic is a digital and non-bank lending platform that provides CRE borrowers with institutional financing leveraging data and AI.

New York, United States
May 2024
Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechSmall and Medium Businesses

Prospa is an Australian owned and operated online lending service provider for small businesses within the region.

Sydney, Australia
April 2024
$131.6M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

BankingFinancial Services

Divibank is a financing platform offering businesses access to growth capital.

São Paulo, Brazil
April 2025
$8.2M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesLending

Fynn provides education loans and financial assistance to students.

Wilmington, United States
March 2023
$25.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

ConsultingFinancial ServicesMobile Apps

Celero provides automation technology to help small and medium businesses manage their finances.

Curitiba, Brazil
March 2026
$2.8M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesHealth CareHealth InsuranceInsuranceInsurTech

Flume Health is a digital insurance platform that provides health insurance plans for self-insured employers.

New York, United States
March 2022
$30.0M
Series A

Founder Contacts

30,000+ verified contacts

Commercial LendingFinancial ServicesFinTechTrading Platform

Marco provides a tech-enabled financing platform designed for small and medium-sized businesses.

Miami, United States
March 2024
$12.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechLendingPersonal Finance

Stilt offers financial services for immigrants, visa holders, and the underserved.

San Francisco, United States
March 2022
$100.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesInformation TechnologyPayments

Sled is a fintech company that simplifies financial transactions between retailers, customers and banks.

Curitiba, Brazil
February 2022
$94K
Seed

Founder Contacts

30,000+ verified contacts

AgTechArtificial Intelligence (AI)Financial ServicesFinTechGenerative AILendingMachine Learning

Traive is a lending and credit risk assessment platform powered by LLMs and GANs to revolutionize credit, in agriculture and beyond.

São Paulo, Brazil
February 2024
$20.0M
Series B

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesFinTechPersonal FinanceSoftware

Array delivers embeddable, custom-branded credit and identity tools, personalized offers, and more.

New York, United States
February 2023
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinancial Services

Indo is a mobile first technologically advanced neo-bank.

Reykjavík, Iceland
February 2022
$4.5M
Seed

Founder Contacts

30,000+ verified contacts

AppsFinancial ServicesFinTechPayments

Our objective is to transform credit in Brazil so that people can have cheaper money when they need it.

Ceará, Brazil
February 2026
Private Equity

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechPayments

Bold creates financial tools that allow users to increase sales by receiving card payments.

Bogotá, Colombia
October 2025
$40.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

AccountingCRMEnterprise Resource Planning (ERP)Financial ServicesSaaSSoftware

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

S√£o Paulo, Brazil
September 2025
$158.2M
Series D

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechWealth Management

Moneyfarm is a digital wealth manager providing investment solutions and services.

London, United Kingdom
May 2025
$13.4M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechSoftwareWealth Management

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

New York, United States
April 2025
$29.6M
Series B

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesFinTech

Synctera is a banking technology platform that enables community banks and fintech companies to collaborate and provide financial services.

San Francisco, United States
March 2025
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechReal Estate

Valon is a tech-enabled residential mortgage servicer.

New York, United States
October 2024
$100.0M
Series C

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechTransportation

Dgpays provides payment systems for banks, e-money institutions, telecom, and transportation operators.

Sariyer, Turkey
February 2024
$50.0M
Series B

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Secure, High-Return, Liquid Cash Management.

San Francisco, United States
August 2023
$7.5M
Series A

Founder Contacts

30,000+ verified contacts

Asset ManagementBlockchainCryptocurrencyFinanceFinancial ServicesFinTech

VegaX Holdings is a cryptocurrency index platform providing actionable crypto-indexes & index-based asset management products for investors.

Seoul, South Korea
April 2023
$4.4M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Consumer SoftwareFinancial ServicesPersonal Finance

Financial Choice allows consumers to invest their checking account funds for market returns while retaining instant cash access.

Seattle, United States
January 2024
Secondary Market

Founder Contacts

30,000+ verified contacts

E-CommerceFinancial ServicesFinTechMobile AppsSoftware

Kafene is a mission driven startup with the goal of empowering flexible ownership.

New York, United States
January 2024
$15.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechInformation TechnologySaaSSoftware

Finmark is financial planning software for startups; making it simple for companies to manage their runway, hiring, and cash.

Raleigh, United States
January 2022
$6.5M
Seed

Founder Contacts

30,000+ verified contacts

BankingCollaborationFinancial ServicesFinTechOnline PortalsReal Estate InvestmentWealth Management

Tribevest is OS and banking platform for Investor Groups

Columbus, United States
January 2022
$2.5M
Seed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Tyme Group provides digital banking services for consumers and SMEs in emerging markets.

Singapore, Singapore
December 2024
$250.0M
Series D

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Zingeroo is a fintech startup building a social trading experience aiming to make stock trading social, educational and accessible.

Duxbury, United States
December 2021
$8.5M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)E-CommerceFinancial ServicesFinTech

SellesFi employs AI credit scoring and integrates with major e-commerce platforms, providing working capital for merchant growth.

New York, United States
December 2023
$135.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingCreditCredit CardsDebit CardsFinanceFinancial ServicesMobile AppsMobile PaymentsSoftwareWireless

From spending and saving to borrowing and building better financial habits, OnePay brings people’s financial needs together in one place.

New York, United States
December 2024
$300.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

B2CConsultingFinancial ServicesFinTech

Plano brings financial education for people to achieve financial goals.

São Paulo, Brazil
January 2024
$446K
Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ExchangesFinancial ServicesFinTechVenture Capital

Endeavor Catalyst is the co-investment fund set up to invest exclusively in led companies.

New York, United States
January 2022
$150K
Undisclosed

Founder Contacts

30,000+ verified contacts

BankingCredit CardsFinancial ServicesFinTechLGBT

Daylight is a digital banking platform in the USA built for LGBT+ people, by LGBT+ people.

West Hollywood, United States
November 2022
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesFinTech

Transfeera is a platform that generates savings with each transfer between banks and also allows its customers to reduce errors.

Joinville, Brazil
January 2023
$1.4M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

WeBro Pay is a fintech company that provides digital financial solutions.

São Paulo, Brazil
November 2022
$1.3M
Pre-Seed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechMobile PaymentsPayments

Satispay is a fintech company that provides a bank account enabled mobile payment platform.

Milan, Italy
November 2024
$64.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

AdviceFinanceFinancial ServicesWealth Management

Facet provides financial planning and advice tailored to individual needs and goals.

Baltimore, United States
October 2024
$25.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInsuranceInsurTech

Sure is an AI-first insurtech platform that powers insurance programs for Fortune 500 brands and global insurance carriers.

Dallas, United States
October 2021
$100.0M
Series C

Founder Contacts

30,000+ verified contacts

Auto InsuranceAutomotiveFinancial ServicesInsuranceInsurTechLending

Vehicle insurance and mobile app

Bogotá, Colombia
October 2023
Debt Financing

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechInformation TechnologyMobile AppsMobile Payments

Nelo increases the buying power for consumers in LatAm. Backed by Two Sigma Ventures, Homebrew, Susa Ventures, and more.

Mexico City, Mexico
October 2022
$100.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

AppsBankingFinancial ServicesFinTech

North One has created the best mobile and desktop business banking app for American businesses

New York, United States
October 2022
$67.0M
Series B

Founder Contacts

30,000+ verified contacts

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