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Coatue's Financial Services Portfolio

Browse 39 Financial Services companies funded by Coatue. See funding amounts, founder contacts, and investment details.

Financial Services Companies
39
Total Funding in Financial Services
$8.0B

Financial Services Portfolio Companies (39)

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Financial ServicesFinTechMobile PaymentsPayments

Rapyd is a financial technology company that provides payment processing and fintech infrastructure for businesses.

London, United Kingdom
September 2025
Series F

Founder Contacts

30,000+ verified contacts

CreditEmployee BenefitsFinancial ServicesFinTechMobile Payments

EarnIn is an earnings management company that provides access to earned wages and financial wellness tools.

Palo Alto, United States
September 2025
$150.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Employee BenefitsFinancial ServicesImpact InvestingLegal TechPersonal Finance

Origin is a financial planning platform that manages compensation, benefits, and personal finances for employees.

Boston, United States
August 2021
$56.0M
Series B

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechWealth Management

M1 Holdings provides a personal finance platform offering automated investing, high-yield savings, loans and wealth management tools.

Chicago, United States
July 2021
$150.0M
Series E

Founder Contacts

30,000+ verified contacts

Financial ServicesRenewable EnergySolar

Sunlight Financial is a premier, technology-enabled point-of-sale financing company.

New York, United States
July 2021
$250.0M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

Financial ServicesHealth CareHealth InsuranceInsurance

Alan provides online digital insurance services that modernizes the way individuals access and manage their healthcare.

Paris, France
June 2026
$544.6M
Series G

Founder Contacts

30,000+ verified contacts

ComplianceDeveloper APIsFinancial ServicesFinTechSaaSTax Consulting

Fonoa s a tax automation platform that utilizes AI to track tax rules, automate calculations, and maintain compliance.

Dublin, Ireland
May 2026
$110.0M
Series C

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation TechnologyMobile PaymentsPayments

Pleo provides smart payment cards for employees to buy work-related products while giving employers control and oversight over the spending.

Copenhagen, Denmark
May 2024
$42.9M
Debt Financing

Founder Contacts

30,000+ verified contacts

AccountingBusiness TravelFinancial ServicesFinTechPaymentsSoftwareTravel

Navan provides travel, expense, and corporate card management to automate manual processes and drive spend visibility.

Palo Alto, United States
April 2025
Convertible Note

Founder Contacts

30,000+ verified contacts

Credit CardsFinancial ServicesFinTech

The interplanetary payment network

São Paulo, Brazil
April 2026
$1.1B
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial ExchangesFinancial ServicesFinTechPrediction MarketsPredictive Analytics

Kalshi is a regulated prediction market where users trade event-based contracts tied to real-world outcomes.

New York, United States
March 2026
$1.0B
Series Unknown

Founder Contacts

30,000+ verified contacts

BlockchainCryptocurrencyDecentralized Finance (DeFi)Financial ServicesFinTechInfrastructureMobile PaymentsPayments

MoonPay is a fintech company providing payment infrastructure for converting fiat currencies into cryptocurrencies and NFTs.

Dover, United States
March 2025
$200.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechMobile Apps

Chime is a financial technology company that offers mobile banking services.

San Francisco, United States
March 2025
$475.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingCreditFinancial ServicesFinTechMobile

Upgrade is a fintech company that offers mobile banking, credit, and payment products to mainstream consumers.

San Francisco, United States
October 2025
$165.0M
Series G

Founder Contacts

30,000+ verified contacts

BankingCryptocurrencyFinanceFinancial ServicesFinTech

Lead is a Banking as a Service platform providing financial solutions for individuals, businesses, and fintech companies.

Kansas City, United States
September 2025
$70.0M
Series B

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation TechnologyPayments

Silverflow is a payment processing technology company that provides direct card-network access to payment service providers.

Amsterdam, The Netherlands
November 2023
$16.3M
Series A

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesFinTechPayments

Fero uses predictive AI to customize the payment process and pathway uniquely for every individual customer.

Amsterdam, The Netherlands
November 2023
$3.0M
Seed

Founder Contacts

30,000+ verified contacts

Content CreatorsCredit CardsFinanceFinancial Services

Karat Financial offers business credit cards for digital creators and influencers.

Los Angeles, United States
July 2023
$40.0M
Series B

Founder Contacts

30,000+ verified contacts

CreditCredit CardsFinanceFinancial ServicesFinTechLendingWealth Management

SoFi is a finance company that offers a range of lending and wealth management services.

San Francisco, United States
December 2025
$1.5B
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

Business DevelopmentFinancial ServicesLast Mile TransportationLogisticsRestaurantsSoftware

Valsoft specializes in the acquisition and growth of vertical-market software enterprises.

Montréal, Canada
December 2024
$150.0M
Private Equity

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation TechnologySoftware

Pinwheel is the market-leading payroll data connectivity platform building the income layer that will power a fairer financial system.

New York, United States
January 2022
$50.0M
Series B

Founder Contacts

30,000+ verified contacts

CryptocurrencyE-Commerce PlatformsFinancial ServicesFinTechMobile PaymentsPayments

Meld is a "Fintech as a Service" platform that enables developers to embed any financial experience into their product.

Los Altos, United States
January 2026
$7.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechFraud DetectionIdentity ManagementPaymentsTransaction Processing

Checkout.com is a global provider of payment solutions that help businesses and communities thrive in the digital economy.

London, United Kingdom
January 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechMobile Payments

Revolut is a financial technology company that offers banking services, money transfers, foreign exchange, and spending analytics.

London, United Kingdom
November 2025
Secondary Market

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

Financial ServicesFinTechStock ExchangesTrading Platform

Commonstock social network for stocks and crypto built on top of every existing brokerage

San Francisco, United States
October 2021
$25.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInsuranceInsurTech

Boost’s API-driven infrastructure makes it easy for any company to increase customer value by offering embedded insurance.

New York, United States
October 2023
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

B2BFinancial ServicesFinTechPayments

Melio is a fintech company that delivers a digital accounts payable and receivable platform tailored for small and medium-sized businesses.

New York, United States
October 2024
$150.0M
Series E

Founder Contacts

30,000+ verified contacts

BankingCryptocurrencyFinanceFinancial ServicesFinTech

N26 is a financial services company that offers mobile banking solutions.

Berlin, Germany
October 2021
$900.1M
Series E

Founder Contacts

30,000+ verified contacts

AppsBankingFinanceFinancial ServicesFinTech

Step is a financial services company that builds mobile-based banking for teenagers.

Palo Alto, United States
October 2022
$300.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Mercury provides online banking solutions for startups and technology-focused businesses.

San Francisco, United States
December 2025
Series C

Founder Contacts

30,000+ verified contacts

AppsFinancial ServicesFinTechPaymentsQR Codes

BharatPe is a financial services platform that processes payments via UPI and POS, and provides credit or loans to their merchants.

New Delhi, India
September 2025
Secondary Market

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechLendingSoftware

Blend is a digital lending platform that facilitates the entire lending process, from application to underwriting to closing.

San Francisco, United States
April 2024
$150.0M
Private Equity

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechSoftware

Axoni is a real-time data replication technology company serving the world’s largest financial institutions.

New York, United States
April 2023
$20.0M
Series Unknown

Founder Contacts

30,000+ verified contacts

CreditFinanceFinancial ServicesFinTechPersonal Finance

Kikoff provides credit building services through secured cards and rent reporting.

San Francisco, United States
June 2021
$30.0M
Series B

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechMobile Apps

PrizePool is a savings startup that offers savings account that makes saving money fun and even exciting.

San Mateo, United States
May 2021
$10.0M
Series A

Founder Contacts

30,000+ verified contacts

BankingFinancial Services

Quanto is a transactional API platform for all financial service providers.

São Paulo, Brazil
September 2020
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

CollaborationFinancial ServicesFinTechInformation TechnologyMachine LearningSoftware

Stratify Technologies provides real-time and collaborative budgeting and forecasting solution.

Seattle, United States
August 2020
$4.9M
Seed

Founder Contacts

30,000+ verified contacts

Customer ServiceDeliveryFinancial ServicesLogisticsPublic TransportationRide SharingTransportation

Careem is building the Everything App for the Middle East, making it easier to move around, order food & groceries, manage payments, & more.

Dubai, United Arab Emirates
October 2018
$200.0M
Series F

Founder Contacts

30,000+ verified contacts

Explore Coatue's Full Portfolio

View all companies funded by Coatue across every industry and funding stage.

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