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BoxGroup's FinTech Portfolio

Browse 14 FinTech companies funded by BoxGroup. See funding amounts, founder contacts, and investment details.

FinTech Companies
14
Total Funding in FinTech
$465.9M

FinTech Portfolio Companies (14)

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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

AnalyticsFinTechHealth CareMedicalSoftware

Turquoise provides a transaction efficiency platform utilized by healthcare organizations to streamline payment processes.

San Diego, United States
March 2026
$40.0M
Series C

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

Auto InsuranceFinTechInsuranceInsurTech

Momento is trying to make life easier for underserved car driver in LatAm

Mexico City, Mexico
August 2025
$10.3M
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

Artificial Intelligence (AI)Document ManagementFinancial ExchangesFinTechSaaS

Heron Data utilizes AI to automate document intake, extraction, and enrichment in the lending, equipment finance, and insurance industries.

New York, United States
July 2025
$16.6M
Series A

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

AccountingAgricultureFinTechPaymentsSoftware

Ambrook provides accounting software for agricultural businesses.

New York, United States
July 2025
$26.1M
Series A

Founder Contacts

19,000+ verified contacts

Employee BenefitsFinTechHealth CareHealth InsurancePayments

Paytient helps people make better healthcare decisions by improving their ability to pay for care.

Columbia, United States
June 2025
$40.0M
Series C

Founder Contacts

19,000+ verified contacts

AccountingFinTech

Nuvo is a modern trade credit platform for B2B commerce.

San Francisco, United States
April 2025
$34.0M
Series A

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

Artificial Intelligence (AI)Consumer SoftwareEnterprise SoftwareFinanceFinTechLegal TechProductivity ToolsSaaSSoftware

Macro is the secure, intelligent document management platform seamlessly integrated with AI to optimize workflow efficiency.

New York, United States
November 2024
$12.0M
Series A

Founder Contacts

19,000+ verified contacts

E-CommerceFinTechMarketplaceTransaction Processing

Dots is a multichannel payouts API that automates manual processes for marketplaces.

San Francisco, United States
February 2026
$8.9M
Series A

Founder Contacts

19,000+ verified contacts

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