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BoxGroup's Financial Services Portfolio

Browse 11 Financial Services companies funded by BoxGroup. See funding amounts, founder contacts, and investment details.

Financial Services Companies
11
Total Funding in Financial Services
$313.0M

Financial Services Portfolio Companies (11)

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Financial ServicesFinTechPaymentsSaaS

Capchase is a fintech company that provides AI-driven vendor financing and B2B buy-now-pay-later tools.

New York, United States
May 2026
Debt Financing

Founder Contacts

19,000+ verified contacts

AnalyticsArtificial Intelligence (AI)Business IntelligenceFinancial ServicesFinTechGenerative AIMarket Research

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

New York, United States
April 2026
$75.0M
Series D

Founder Contacts

19,000+ verified contacts

AerospaceAir TransportationAsset ManagementAutonomous VehiclesFinanceFinancial ServicesInformation TechnologySoftwareTrainingTransportation

Merlin Labs develops hardware and software solutions that deliver the capability for aircraft to fly useful missions autonomously.

Boston, United States
April 2026
Post-IPO Equity

Founder Contacts

19,000+ verified contacts

Agentic AIFinancial Services

Balerion AI specializes in an agentic AI platform designed specifically for the mortgage lending industry.

San Francisco, United States
April 2026
Seed

Founder Contacts

19,000+ verified contacts

ConstructionFinancial ServicesReal EstateSaaSSoftware

Adaptive Real Estate helps construction teams save time and money.

New York, United States
March 2026
$25K
Grant

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechPayments

Rainforest focuses on providing software platforms for payment processing.

Atlanta, United States
September 2025
$29.0M
Series B

Founder Contacts

19,000+ verified contacts

FinanceFinancial ServicesRetirementWealth Management

Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.

New York, United States
August 2025
$25.0M
Series A

Founder Contacts

19,000+ verified contacts

AccountingArtificial Intelligence (AI)Enterprise Resource Planning (ERP)FinanceFinancial ServicesFinTechSaaS

Rillet is an AI-native ERP platform that automates accounting for complex revenue models.

Palo Alto, United States
August 2025
$70.0M
Series B

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechInformation TechnologyPersonal FinanceWealth Management

Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.

New York, United States
July 2025
$72.0M
Series B

Founder Contacts

19,000+ verified contacts

BankingFinanceFinancial ServicesMobile Apps

Maza is a mobile app that offers financial products and digital banking services.

Los Angeles, United States
April 2025
$10.0M
Venture - Series Unknown

Founder Contacts

19,000+ verified contacts

FinanceFinancial ServicesFinTech

The Smart Market for Institutional Investors

New York, United States
November 2024
$32.0M
Series B

Founder Contacts

19,000+ verified contacts

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