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Bossa Invest's Financial Services Portfolio

Browse 9 Financial Services companies funded by Bossa Invest. See funding amounts, founder contacts, and investment details.

Financial Services Companies
9
Total Funding in Financial Services
$418.2M

Financial Services Portfolio Companies (9)

Export
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

19,000+ 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

19,000+ 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

19,000+ 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

19,000+ 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

19,000+ 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

19,000+ 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

19,000+ verified contacts

Financial ServicesFinTech

Secure, High-Return, Liquid Cash Management.

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

Founder Contacts

19,000+ 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

19,000+ verified contacts

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