Salesforce Ventures's Financial Services Portfolio

Athena is a home loan platform that offers competitive rates and simplifies the process of applying for and managing home loans.

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

Propel is a consumer technology company that offers a mobile app to improve financial health for low-income Americans

Snoop is a money mobile app that offers consumers to save money on bills and subscriptions.

Genesis Global is a rapid software application development platform purpose built for financial markets firms.

On Deck is a community platform designed to develop different ideas and build companies.

Ellevest provides an engaging investing experience to help women meet their financial goals in life.

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

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

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

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

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

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

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

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

An award-winning tech consulting firm that delivers impeccable solutions for you, your customers, and the community.

nCino provides a cloud banking platform that helps financial institutions modernize their operations and improve the customer experience.

Basiq is an aggregation platform for acquiring financial data that provides access to financial institutions through APIs..

Valiant is a marketplace that offers business and commercial financial services online.

Extend your ecommerce cash flow with capital and banking solutions built specifically for online sellers.

Pipe is a global trading platform for recurring revenue streams.

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

GoCardless provides a bank-payment platform focused on helping businesses collect and manage payments from customers’ bank accounts.

READYFOR is a Japanese crowdfunding platform for the service sector.

Practifi is a CRM and business management platform for financial advisory firms, streamlining client data, workflows, and insights.