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Salesforce Ventures's Financial Services Portfolio

Browse 10 Financial Services companies funded by Salesforce Ventures. See funding amounts, founder contacts, and investment details.

Financial Services Companies
10
Total Funding in Financial Services
$638.2M

Financial Services Portfolio Companies (10)

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AppsFinancial ServicesPayments

Pagaleve is a fintech company that offers an installment payment platform.

S√£o Paulo, Brazil
October 2025
$29.8M
Series A

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechInsuranceInsurTechInternet

Wefox is an insurtech platform that connects insurance companies, brokers, businesses, and customers to deliver digital insurance solutions.

Berlin, Germany
July 2025
$89.4M
Venture - Series Unknown

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechWealth Management

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Calgary, Canada
January 2025
$20.0M
Series B

Founder Contacts

19,000+ verified contacts

CharityFinancial ServicesNon Profit

Overflow is an online donation platform that helps charities accept online donations of publicly-traded stock.

San Jose, United States
February 2024
$20.0M
Series B

Founder Contacts

19,000+ verified contacts

BankingDigital MarketingFinancial ServicesFinTechSaaSSmall and Medium Businesses

Digital Onboarding provides digital onboarding for financial services products that drives bank profits by increasing new customer rates.

Boston, United States
January 2024
$58.0M
Venture - Series Unknown

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechSaaSSalesSales Automation

Spiff is a compensation platform for revenue and sales organizations that helps automate complex commission processes and motivate sales.

Sandy, United States
May 2023
$50.0M
Series C

Founder Contacts

19,000+ verified contacts

Financial ServicesFinTechPersonal Finance

Candidly is an AI-driven platform for student debt and savings optimization.

New York, United States
March 2023
$20.5M
Series B

Founder Contacts

19,000+ verified contacts

FinanceFinancial ServicesFinTechTrading Platform

Pipe is a global trading platform for recurring revenue streams.

San Francisco, United States
January 2026
$14.0M
Series Unknown

Founder Contacts

19,000+ verified contacts

FinanceFinancial ServicesFinTechPayments

Airwallex is a global payments and financial platform that provides business accounts, payment solutions, and spend management tools.

Singapore, Singapore
December 2025
$330.0M
Series G

Founder Contacts

19,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesProductivity Tools

Covecta completes mission critical activities through AI agents and workflows for Front, Middle and Back Office Teams.

London, United Kingdom
September 2025
$6.5M
Seed

Founder Contacts

19,000+ verified contacts

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Salesforce Ventures Financial Services Portfolio - 10 Companies | VCBacked