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Salesforce Ventures's FinTech Portfolio

Browse 27 FinTech companies funded by Salesforce Ventures. See funding amounts, founder contacts, and investment details.

FinTech Companies
27
Total Funding in FinTech
$2.0B

FinTech Portfolio Companies (27)

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Financial ServicesFinTechLending

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

Sydney, Australia
September 2024
$42.7M
Corporate Round

Founder Contacts

30,000+ verified contacts

AppsFinanceFinancial ServicesFinTechGovTechSocial Assistance

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

Brooklyn, United States
August 2024
$3.5M
Grant

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechMobile Apps

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

London, United Kingdom
August 2021
$20.8M
Series A

Founder Contacts

30,000+ verified contacts

Enterprise SoftwareFinancial ServicesFinTechInformation TechnologySoftware

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

Miami, United States
July 2022
$20.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechImpact InvestingWealth ManagementWomen's

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

New York, United States
April 2022
$53.0M
Series B

Founder Contacts

30,000+ verified contacts

Asset ManagementFinancial ServicesFinTech

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

Culver City, United States
April 2025
$152.0M
Series F

Founder Contacts

30,000+ verified contacts

BankingFinanceFinTechPayments

Modern Treasury offers a payment operations platform to simplify and modernize business payments.

San Francisco, United States
March 2022
Series C

Founder Contacts

30,000+ verified contacts

Archiving ServiceComplianceCyber SecurityData StorageEdiscoveryFinTechNatural Language Processing

Theta Lake is a pioneer in Digital Communications Governance and Archiving with cutting-edge compliance, governance, and supervision

Santa Barbara, United States
March 2022
$50.0M
Series B

Founder Contacts

30,000+ 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

30,000+ 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

30,000+ 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

30,000+ 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

30,000+ 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

30,000+ verified contacts

B2BConsultingFinTechPaymentsSoftware

Spenmo is an expense management platform that empowers finance teams to make smarter financial decisions.

Singapore, Singapore
January 2022
$85.3M
Series B

Founder Contacts

30,000+ verified contacts

B2BBankingFinanceFinancial ServicesFinTechSaaSSoftware

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

Wilmington, United States
January 2022
$925.6M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

FinTechFraud DetectionIdentity ManagementInformation TechnologySoftware

Onfido, an Entrust company is a provider of automated digital identity verification.

London, United Kingdom
December 2021
Secondary Market

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesFinTech

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

Sydney, Australia
November 2021
Corporate Round

Founder Contacts

30,000+ verified contacts

B2BE-CommerceFinTechPayments

Balance is a digital payments platform designed to make the B2B online purchasing experience delightful for buyers and vendors alike.

New York, United States
November 2022
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesFinTechMarketplace

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

Surry Hills, Australia
January 2022
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

FinanceFinTechIaaSMobile PaymentsPaymentsVirtual Currency

Runa is the leading global fintech building the global payouts infrastructure that drives growth.

London, United Kingdom
November 2022
$30.6M
Series B

Founder Contacts

30,000+ verified contacts

E-CommerceE-Commerce PlatformsFinancial ServicesFinTechProductivity ToolsSmall and Medium Businesses

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

Cary, United States
October 2024
Seed

Founder Contacts

30,000+ 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

30,000+ 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

30,000+ verified contacts

BlockchainCryptocurrencyDeveloper PlatformDeveloper ToolsFinTech

Digital Asset builds privacy-focused blockchain tools that enable institutions to create, manage, and share tokenized assets.

New York, United States
December 2025
$50.0M
Corporate Round

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechPayments

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

London, United Kingdom
July 2022
Series Unknown

Founder Contacts

30,000+ verified contacts

CrowdfundingFinancial ServicesFinTech

READYFOR is a Japanese crowdfunding platform for the service sector.

Tokyo, Japan
March 2021
$9.1M
Series B

Founder Contacts

30,000+ verified contacts

CRMFinancial ServicesFinTechSaaSWealth Management

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

Sydney, Australia
January 2020
$16.4M
Series B

Founder Contacts

30,000+ verified contacts

Explore Salesforce Ventures's Full Portfolio

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

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