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Precursor Ventures's Financial Services Portfolio

Browse 21 Financial Services companies funded by Precursor Ventures. See funding amounts, founder contacts, and investment details.

Financial Services Companies
21
Total Funding in Financial Services
$94.1M

Financial Services Portfolio Companies (21)

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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

Employee BenefitsFinancial ServicesFinTechWealth Management

Reset is an earned-wage access platform that offers employees financial wellness and increases employee retention across industries.

Menlo Park, United States
June 2026
$6.0M
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Rampa is a fintech company that aims to reduce complexity and revolutionize the way money works in Latam.

Santa Cruz De La Sierra, Bolivia
May 2022
$1.9M
Pre-Seed

Founder Contacts

30,000+ verified contacts

Financial Services

Carbon Collective is a financials services company.

Albany, United States
April 2022
$2.2M
Seed

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesInformation TechnologyMachine Learning

Sawa is building a technology platform that uses behavioral science and machine learning to create a community support system for borrowers.

Castro Valley, United States
April 2022
$3.0M
Seed

Founder Contacts

30,000+ verified contacts

E-CommerceFinanceFinancial ServicesFinTech

Yunit is an online platform which helps users to save money with their friends.

Oakland, United States
March 2022
Seed

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial Services

Cuenca is a developer of an online banking application designed to provide financial services digitally.

Mexico City, Mexico
March 2022
Series A

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesSecurity

Paisa builds a financial security for families who receive remittances.

Mexico City, Mexico
March 2022
$600K
Pre-Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Guava is a financial service firm.

New York, United States
February 2023
$650K
Seed

Founder Contacts

30,000+ verified contacts

BankingCoworkingFinancial ServicesFinTechPaymentsSoftware

Ease is a corporate card and practice operations software for private practices.

Houston, United States
February 2024
Grant

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechWealth ManagementWellness

The Beans offers a software application platform that creates personalized cash flow plans designed for its users.

San Francisco, United States
October 2025
$5.4M
Seed

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesInsuranceInsurTech

ClaimSorted is a insurtech company that develops an AI-powered claims management platform designed to act as a next-generation TPA.

New York, United States
October 2025
$13.3M
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesHuman ResourcesInsurance

Parento is an insurance agency that obtains and sells an insurance product for company-paid maternity and paternity leave policies.

New York, United States
September 2025
$5.9M
Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesPayments

Flex is a financial services company that provides analysis, integration, and management solutions for HSA/FSA payments.

San Francisco, United States
September 2025
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesHealth InsuranceInsurance

StretchDollar is an insurance company that offers custom health benefits for small businesses.

San Francisco, United States
December 2024
$7.8M
Seed

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesInformation TechnologyInternetPaymentsPublishing

AI-driven SMB credit built for LatAm

Mexico City, Mexico
March 2024
$4.3M
Seed

Founder Contacts

30,000+ verified contacts

AccountingFinanceFinancial ServicesSaaS

FlowFi's mission is to help companies operate at peak financial performance.

Santa Monica, United States
February 2024
$9.0M
Seed

Founder Contacts

30,000+ verified contacts

BankingCredit CardsFinancial ServicesFinTechLGBT

Daylight is a digital banking platform in the USA built for LGBT+ people, by LGBT+ people.

West Hollywood, United States
November 2022
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Credrails delivers the infrastructure that connects bank, mobile money, and offline data into a single API.

Nairobi, Kenya
July 2024
$2.0M
Series Unknown

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesWealth Management

Pivo is a financial hub that allows small & medium businesses across Africa access to all the financial services they need in one place.

Wuse, Nigeria
November 2022
$2.0M
Seed

Founder Contacts

30,000+ verified contacts

BankingCredit CardsFinanceFinancial ServicesFinTechPersonal Finance

Zeta is a fintech focused on helping families thrive. Our core products include a modern-day joint account and money manager.

San Francisco, United States
March 2021
Non Equity Assistance

Founder Contacts

30,000+ verified contacts

Explore Precursor Ventures's Full Portfolio

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

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