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Felicis's Financial Services Portfolio

Browse 13 Financial Services companies funded by Felicis. See funding amounts, founder contacts, and investment details.

Financial Services Companies
13
Total Funding in Financial Services
$1.2B

Financial Services Portfolio Companies (13)

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AnalyticsAsset ManagementCRMDocument PreparationFinancial ServicesFinTechSoftware

Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs.

San Francisco, United States
September 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)FinanceFinancial ServicesFinTechPersonal Finance

Bright Money offers a personalized financial management platform to help individuals manage their finances effectively.

San Francisco, United States
September 2023
$50.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

B2BComplianceCreditFinancial ServicesFinTechFraud DetectionIdentity ManagementSaaS

Alloy is a developer of an identity verification platform used to detect fraud and make identity management effective and simple for banks.

New York, United States
September 2022
$52.0M
Series C

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

Financial ServicesFinTechInsuranceInsurTechProperty Insurance

Hippo offers tailored home insurance and uses a hybrid fronting carrier to diversify risk across personal and commercial lines.

San Jose, United States
August 2021
$550.0M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

AnalyticsCRMDebt CollectionsFinanceFinancial ServicesFinTechInformation TechnologyMachine Learning

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

Lenexa, United States
June 2022
$49.1M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Enterprise SoftwareFinancial ServicesLife ScienceSaaS

Condor Software is a financial intelligence platform that connects clinical, operational, and financial data in real time.

San Diego, United States
March 2026
$24.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechPayments

Nilus is a cash management platform that automates reconciliation and payment workflows.

New York, United States
January 2025
$10.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial Services

Puzzle Financial is a modern data platform for startups

San Francisco, United States
November 2023
$30.0M
Series A

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechInformation TechnologySaaSSoftware

Groundswell is a new sort of financial business that makes use of cutting-edge technology to help people give more effectively.

Los Angeles, United States
January 2023
Seed

Founder Contacts

30,000+ verified contacts

Bookkeeping and PayrollEmployee BenefitsEnterprise SoftwareFinancial ServicesFinTechHuman ResourcesSaaSSoftware

Gusto is an HR and payroll platform that simplifies complex tasks, empowering businesses to focus on what matters most.

San Francisco, United States
July 2025
Series A

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Employee BenefitsFinancial ServicesImpact Investing

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

Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.

San Mateo, United States
June 2021
$200.0M
Series E

Founder Contacts

30,000+ verified contacts

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