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Menlo Ventures's Financial Services Portfolio

Browse 23 Financial Services companies funded by Menlo Ventures. See funding amounts, founder contacts, and investment details.

Financial Services Companies
23
Total Funding in Financial Services
$1.6B

Financial Services Portfolio Companies (23)

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Agentic AIArtificial Intelligence (AI)CRMFinancial ServicesMarketing Automation

Relcu is an intelligent lead-to-revenue lead management and CRM platform that is transforming the financial services industry.

Saratoga, United States
August 2025
Seed

Founder Contacts

30,000+ verified contacts

CryptocurrencyFinancial ServicesFinTechWeb3

Rocketplace is a cryptocurrency trading platform that charges 0% commission to buy and sell crypto.

Palo Alto, United States
August 2022
$9.0M
Seed

Founder Contacts

30,000+ verified contacts

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware

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

San Francisco, United States
August 2021
$500.0M
Series G

Founder Contacts

30,000+ verified contacts

BillingFinanceFinancial ServicesFinTechInformation TechnologyPaymentsSoftware

Airbase is a software company that offers spend management, bill payments, and invoice processing services.

San Francisco, United States
July 2022
$150.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Developer APIsFinancial ServicesFinTechIdentity ManagementLending

Truework is a one-stop platform that helps banks, lenders, and others verify income and employment.

San Francisco, United States
June 2023
$24.0M
Corporate Round

Founder Contacts

30,000+ verified contacts

Financial ServicesHealth CareInformation TechnologyMedicalSoftware

Rivet is a healthcare revenue acceleration platform that provides tools for medical practices to manage contracts, claims, and revenue.

Sandy, United States
May 2023
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesFinTechSmall and Medium Businesses

Bluevine empowers small businesses with innovative banking products designed for them.

Redwood City, United States
May 2023
Undisclosed

Founder Contacts

30,000+ verified contacts

AnalyticsArtificial Intelligence (AI)Business DevelopmentBusiness IntelligenceContact ManagementCRMEnterprise SoftwareFinancial ServicesLead Generation

Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM.

San Francisco, United States
April 2024
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechPayments

Slash provides a financial technology platform that allows businesses to manage financial operations through a unified digital system.

San Francisco, United States
April 2026
$41.0M
Series C

Founder Contacts

30,000+ verified contacts

Electronic Health Record (EHR)FinanceFinancial ServicesFinTechHealth CareHealth InsuranceMedicalPayments

Enter gets doctors paid MORE than anyone from insurance and patients.

San Francisco, United States
March 2022
$5.7M
Seed

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

Artificial Intelligence (AI)Financial ServicesFraud DetectionPayments

Sapiom gives AI agents trusted access to the API economy.

San Francisco, United States
February 2026
$15.8M
Seed

Founder Contacts

30,000+ verified contacts

AgricultureAgTechFarmingFinancial ServicesPayments

ProducePay is transforming the fresh produce industry through a combination of FinTech services and supply chain integration.

Los Angeles, United States
February 2024
$38.0M
Series D

Founder Contacts

30,000+ verified contacts

BankingCreditFinancial ServicesFinTech

Neon is a digital bank that offers credit cards, personal loans, and investment products, among other services.

São Paulo, Brazil
July 2025
$25.0M
Series E

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation TechnologyPersonal Finance

Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.

Covina, United States
May 2025
$75.0M
Series B

Founder Contacts

30,000+ verified contacts

Big DataComputerEnterprise SoftwareFinancial ServicesFinTech

Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability.

San Francisco, United States
September 2024
$25.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesSoftwareWeb3

Pay any bill or merchant with Web3 assets

Palo Alto, United States
January 2024
$1.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInsuranceInsurTech

Sure is an AI-first insurtech platform that powers insurance programs for Fortune 500 brands and global insurance carriers.

Dallas, United States
October 2021
$100.0M
Series C

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation ServicesInformation TechnologySaaSSoftware

The modern business planning and decision-making platform for enterprise companies.

Mountain View, United States
October 2021
$20.0M
Series A

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Data IntegrationFinancial Services

Trove AI s made up of professional and financial services.

San Francisco, United States
October 2025
$7.1M
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesLoyalty ProgramsMarketingMobile AppsPaymentsPoint of Sale

Five Stars is a payment and loyalty platform that offers marketing, point of sale, and business development services to local businesses.

San Francisco, United States
October 2020
$52.2M
Series D

Founder Contacts

30,000+ verified contacts

Data VisualizationFinancial ServicesInformation TechnologyInsurTechRisk Management

Insurdata uses advanced technology to map risks and improve pricing, underwriting, and portfolio choices.

Denver, United States
July 2020
Convertible Note

Founder Contacts

30,000+ verified contacts

CrowdfundingFinancial ServicesPropTechReal EstateReal Estate Investment

RealtyShares, a real estate investment platform, gives investors direct access to quality commercial real estate investment opportunities.

San Francisco, United States
September 2017
$28.0M
Series C

Founder Contacts

30,000+ verified contacts

Explore Menlo Ventures's Full Portfolio

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

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