BoxGroup's Financial Services Portfolio

Valur democratizes access to advanced tax-mitigation strategies that historically have been limited to well-established family offices.

Mercantile builds industry specific credit cards for small businesses.

Novo provides a digital banking platform for small business owners, entrepreneurs, and freelancers.

An easy-to-use cap table platform designed for growing teams.

Alt is an online marketplace that enables users to buy, sell, and vault authenticated trading cards.

Airbase is a software company that offers spend management, bill payments, and invoice processing services.

Proper is a financial operations platform offering reconciliation, ledgers, and financial workflow tools through software and APIs.

The corporate credit card built for your entire spend.

TrueAccord uses behavioral analytics, machine learning and an omni-channel digital approach to collections.

Ramp is a financial technology company that develops software for corporate spend management, finance operations, and business payments.

Level is a technology company that makes financial products for employers.

Orann AI is an AI marketing firm that offers complete AI content marketing solutions.

Pine is a real estate company transforming homeownership by delivering a digital-first, direct-to-consumer platform for mortgages.

Jetty is a financial services company that develops a real estate insurance platform to simplify the leasing process and improve conversion.

SuperDial uses voice AI to automate high-volume phone calls across healthcare, reducing admin burden and boosting operational efficiency.

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

Ornn AI Inc. builds cash-settled derivatives and benchmark indices for GPU compute and AI infrastructure pricing.

Mayfair helps you earn yield on your idle cash—no maturity dates, lockup periods, or market risk.

Creative Juice is a banking and financial network for content creators.

Set up your company wallet, onboard your team and track your spending with one secure tool.

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

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

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

Adaptive Real Estate helps construction teams save time and money.

Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.

Rainforest focuses on providing software platforms for payment processing.

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

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

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

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

The Smart Market for Institutional Investors

Coast is a financial services platform that provides fleet fuel cards and expense management solutions for various industries.

Canopy Servicing is the most configurable loan management and servicing platform.

Rightfoot enables developers to quickly and easily add debt repayment to any application.

The database for money.

Boxed is an online bulk grocery retailer used to offer wholesale club experience for modern shoppers.

Truemed operates an HSA and FSA marketplace enabling eligible individuals to purchase evidence-based lifestyle health interventions with.

Clara is a spending management company that provides an end-to-end spend management platform for businesses.

Pomelo provides a financial technology platform that enables businesses to issue, process, and manage payment cards and related services.

Accrue Savings rewards people who save and helps retailers attract new customers.

Ponto provides regulated payment services for global enterprises to offer financial services to their customers.

Titan is a modern wealth management platform that solves urgent money problems for ambitious individuals.

ElectronX is an energy exchange focusing on managing short-term price volatility in the electricity market.

Haven is a technology and marketplace platform that unlocks homeowner engagement for mortgage servicers.

Tunic Pay is a startup that solves APP fraud with recipient verification and payment conditionality.

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