Insight Partners's Financial Services Portfolio

Wisetack is a financial platform that offers SaaS service payment options for roofers, HVAC, and pest control companies.

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

Finix is a full-stack payment processor that develops a payment processing platform for businesses.

Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.

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

IVIX is a platform that helps authorities prevent and reduce tax evasion.

Exactera is an innovative AI-powered corporate tax compliance solution provider.

Moonfare is a digital platform that provides HNWI, family offices, banks and their advisors access to top-tier private markets investments.

Safebooks AI develops a platform for enterprises to automate the quality verification of financial data.

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

Hypercore provides a cloud-based platform that manages loan portfolios from origination through repayment.

Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.

QUASH allows financial institutions to improve their return on prospecting to new and existing borrowers.

Yubi is a fully integrated, unified digital platform that helps discover, trade, execute and fulfill debt solutions for investors.

n3xt is a technology company that offers financial services.

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

Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.

M2P Fintech is a fintech solutions company that provides API infrastructure for payments, lending, and banking services.

NYMBUS is a provider of banking technology solutions for financial institutions to innovate and grow.

Mynt manages Gcash and offers payment handling, money transfers, lending opportunities, and business solutions and platforms.

Flutterwave is a fintech company that provides payment solutions for businesses.

OpenEyes offers commercial automotive insurance aiming to reduce the risk of an accident and aggressive lawsuits.

Banked is a fintech company providing an account-to-account payments platform built on modern banking rails.

Noble helps companies quickly assess the creditworthiness of their customers and monitor it over time.

Qonto is an online bank that provides financial tools for small and medium-sized businesses and freelancers.

Unit helps leading tech companies launch embedded finance in three weeks

Copper is an all-digital bank built specifically for teenagers to teach them in making smart financial decisions.

AI-powered software automating the process of filing a german tax return

Alasco is a digital firm that offers financial management for company stakeholders.

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.