Skip to main content
Back to Index Ventures

Index Ventures's Financial Services Portfolio

Browse 12 Financial Services companies funded by Index Ventures. See funding amounts, founder contacts, and investment details.

Financial Services Companies
12
Total Funding in Financial Services
$483.1M

Financial Services Portfolio Companies (12)

Export
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
Series C

Founder Contacts

19,000+ verified contacts

AnalyticsFinanceFinancial ServicesFinTechRisk ManagementSoftware

Moment develops AI software for investment management and wealth management operations.

New York, United States
May 2026
$36.0M
Series C

Founder Contacts

19,000+ verified contacts

AccountingArtificial Intelligence (AI)Financial ServicesFinTechPayments

Adfin is a fintech company that develops an agentic money movement platform to automate and accelerate how businesses get paid.

London, United Kingdom
May 2026
Series A

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechInformation TechnologyLogisticsPaymentsSaaS

Loop provides a platform that manages logistics and supply chain data through automation and analytics tools.

San Francisco, United States
April 2026
$35.0M
Series C

Founder Contacts

19,000+ verified contacts

Financial ServicesHealth CareHealth InsuranceInsurance

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

Paris, France
March 2026
$115.6M
Series Unknown

Founder Contacts

19,000+ verified contacts

ComplianceFinancial ServicesSaaSSoftwareTax Preparation

Anrok is a global sales tax solution platform that automates sales tax compliance for modern commerce.

San Francisco, United States
October 2025
$55.0M
Series C

Founder Contacts

19,000+ verified contacts

BankingFinanceFinancial ServicesInformation Technology

Capitolis is the financial technology company helping to create safer and more vibrant financial markets.

New York, United States
August 2025
$36.0M
Venture - Series Unknown

Founder Contacts

19,000+ verified contacts

BlockchainFinancial ServicesFinTech

Spiko is a fintech company that focuses on tokenized financial instruments, particularly money market funds.

Paris, France
July 2025
$21.5M
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

Financial ServicesFinTechInsuranceLendingSoftware

Taktile is a software platform that helps users create automated risk management decisions.

New York, United States
February 2025
$54.0M
Series B

Founder Contacts

19,000+ verified contacts

FinanceFinancial ServicesInsuranceInsurTech

Vouch is an insurance company that provides business insurance solutions for high-growth companies through a tech-enabled platform.

San Francisco, United States
February 2025
Series D

Founder Contacts

19,000+ verified contacts

CryptocurrencyDeveloper ToolsFinancial ServicesFinTechSoftware

Bridge is developer of an application programming interface for money movement within the financial technology sector.

San Antonio, United States
August 2024
$58.0M
Series A

Founder Contacts

19,000+ verified contacts

Explore Index Ventures's Full Portfolio

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

View Full Index Ventures Portfolio