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Soma Capital's Financial Services Portfolio

Browse 51 Financial Services companies funded by Soma Capital. See funding amounts, founder contacts, and investment details.

Financial Services Companies
51
Total Funding in Financial Services
$394.1M

Financial Services Portfolio Companies (51)

Export
BlockchainCryptocurrencyFinancial ServicesInfrastructureTrading Platform

Terrace is an all-in-one trading terminal, broker, and portfolio management system for crypto

San Francisco, United States
September 2024
$4.7M
Seed

Founder Contacts

30,000+ verified contacts

E-CommerceFinancial ServicesFinTechPayments

Atrato is a buy now pay later company for omnichannel merchants in Mexico.

Mexico City, Mexico
September 2021
Debt Financing

Founder Contacts

30,000+ verified contacts

AdviceFinancial ServicesPersonal Finance

Alternativ is a financial firm that specializes in wealth advisory with a focus on alternative assets.

Irvine, United States
September 2023
$41.2M
Undisclosed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Facio offers salary-advance to workers in Brazil.

São Paulo, Brazil
August 2024
Series A

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Secure global banking in 40+ markets. US, UK & EU bank accounts. Global payments from 80+ countries. Regulated by FINTRAC & FinCEN.

Middletown, United States
August 2022
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

Credit CardsFinanceFinancial ServicesFinTechTravel

Taekus is a fintech company that provides credit card benefits to travelers.

San Francisco, United States
August 2022
$6.4M
Seed

Founder Contacts

30,000+ verified contacts

BankingCryptocurrencyFinancial ServicesFinTechInformation Technology

Soon is a fully automated cryptocurrency investing platform to help users build wealth without the stress of speculating.

Lehi, United States
July 2023
$699K
Equity Crowdfunding

Founder Contacts

30,000+ verified contacts

CryptocurrencyFinancial Services

Root is a market platform that offers development of prediction, financial, and commerce markets for users to trade in the crypto market.

New York, United States
July 2022
$9.0M
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechSoftware

Banking and savings products designed for couples.

Santa Monica, United States
June 2022
$3.5M
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesMobile PaymentsPaymentsRetail

GrailPay’s embedded machine-learning risk analytics infrastructure safeguards ACH payments, so you can move money faster, safely.

New York, United States
June 2026
$10.5M
Series A

Founder Contacts

30,000+ verified contacts

Credit CardsFinancial Services

Karta offers contactless metal US-issued credit cards to Latin American residents that have assets in a US financial institution.

Miami, United States
June 2026
$125.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

One stop investment solution for retail investors in Latam

Medellín, Colombia
June 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Developer APIsFinancial ServicesFinTech

Mentum is an API for fintech companies that offers investment services.

San Francisco, United States
May 2022
$4.2M
Seed

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)BillingFinancial ServicesFinTechHealth CarePayments

Arrow is the AI operating system for modern revenue cycle teams.

New York, United States
May 2022
Debt Financing

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Enterprise SoftwareFinancial ServicesHealth CareHealth DiagnosticsInsurTechMachine LearningMedicalSaaSTelecommunications

SuperDial uses voice AI to automate high-volume phone calls across healthcare, reducing admin burden and boosting operational efficiency.

San Francisco, United States
May 2026
Series B

Founder Contacts

30,000+ verified contacts

B2BFinancial ServicesFinTech

Trebol is a software development firm that provides business on-boarding automation for banks, lenders, and insurers.

Bogotá, Colombia
May 2023
Seed

Founder Contacts

30,000+ verified contacts

AppsBlockchainFinancial ServicesFinTechWeb3

Fun develops payment infrastructure designed for web3 and digital asset transactions.

San Francisco, United States
May 2026
$72.0M
Series A

Founder Contacts

30,000+ verified contacts

AppsFinancial ServicesFinTechInformation TechnologyLending

Embedded consumer lending platform for LATAM

São Paulo, Brazil
May 2022
$2.3M
Pre-Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesMobile AppsPayments

Palomma helps merchants in the community save money on card fees by allowing customers to pay directly from their bank.

Medellín, Colombia
April 2023
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesMobile AppsMobile PaymentsPaymentsPoint of Sale

Cubo is a financial solutions company that offers payment applications, POS, and card payment services.

San Salvador, El Salvador
April 2025
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechSoftware

Lenk powers the process mortgage origination in Latin America

Santiago, Chile
April 2022
$2.0M
Seed

Founder Contacts

30,000+ verified contacts

Credit CardsFinancial Services

The first travel credit card for Gen Z.

New York, United States
March 2026
$4.0M
Seed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Mono is a fintech company that offers a platform for banking organizations to launch financial products and services.

Bogotá, Colombia
March 2022
Seed

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesFinTech

Kredi is mortgage originator in LatAm.

Monterrey, Mexico
March 2022
Seed

Founder Contacts

30,000+ verified contacts

AccountingFinancial ServicesFinTechInformation TechnologyInternetSaaSSoftware

Konta.com is a tax filing and accounting platform for small businesses in LATAM.

Monterrey, Mexico
February 2022
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechPayments

Remitee is a digital multi-purpose cross-border payment platform services provider.

Buenos Aires, Argentina
October 2025
$20.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechFreight ServiceGenerative AILogisticsSoftwareSupply Chain ManagementTransportation

AI-Logistics Operating System for Shippers & 3PLs

Monterrey, Mexico
February 2025
$2.0M
Seed

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)FinanceFinancial Services

Arkifi is an artificial intelligence company that develops AI-powered financial analyst tools.

Palo Alto, United States
August 2023
$9.0M
Seed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechMachine LearningProductivity ToolsSoftware

Delt.ai is building a single-stop solution for business finance management.

Mexico City, Mexico
January 2022
Debt Financing

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesFinTech

Kaya Pay is a developer of a materials procurement and financing platform intended for construction projects.

Columbus, United States
January 2025
$5.3M
Pre-Seed

Founder Contacts

30,000+ verified contacts

CryptocurrencyFinancial Services

Ping provides international contractors and freelancers with access to a personal Dollar account in the United States.

Miami, United States
November 2022
$15.0M
Seed

Founder Contacts

30,000+ verified contacts

AccountingB2BBankingFinanceFinancial ServicesFinTechPayments

Float is a global banking and treasury platform for businesses.

New York, United States
January 2022
$10.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

E-CommerceFinanceFinancial ServicesFinTechInternetPayments

White-label fintech infrastructure, ready to scale your business.

Córdoba, Argentina
January 2022
Seed

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Data ManagementEnterprise SoftwareFinancial ServicesFinTech

GoldenBasis is a B2B fintech company that aims to help self-clearing firms receive account transfers with AI.

San Francisco, United States
January 2026
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesInformation Technology

The simplest, most efficient, and securest B2B collections platform for companies in Latin America.

Mexico City, Mexico
November 2021
$3.0M
Seed

Founder Contacts

30,000+ verified contacts

Financial ExchangesFinancial ServicesSportsTrading Platform

Railbird is an events contracts exchange platform, where your opinions matter and can help you earn a profit from your speculation

New City, United States
January 2023
Seed

Founder Contacts

30,000+ verified contacts

Asset ManagementFinanceFinancial Services

Aqua is the turnkey alternative investment platform (TAIP) or the TAMP for alts.

New City, United States
November 2021
$3.8M
Seed

Founder Contacts

30,000+ verified contacts

Credit CardsFinancial ServicesHome Services

Made Card is a credit card firm that offers the service to homeowner, which helps customers to maintain mortgages and financial challenges.

New York, United States
November 2025
$8.0M
Seed

Founder Contacts

30,000+ verified contacts

Asset ManagementBlockchainCryptocurrencyDecentralized Finance (DeFi)Financial ServicesFinTechMobile

Arch - Build your DeFi portfolio with confidence

Brooklyn, United States
October 2022
$5.0M
Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTech

Simplified Banking as a Service for Latam

Panama City, Panama
October 2024
Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTech

Commercial Lending Made Simple

San Francisco, United States
October 2021
$50K
Convertible Note

Founder Contacts

30,000+ verified contacts

Embedded SystemsFinancial ServicesFinTechLendingSmall and Medium Businesses

R2 is an embedded lending platform that offers capital for businesses.

Mexico City, Mexico
October 2025
Corporate Round

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechHuman ResourcesSaaS

Disrupting the way HR is managed at SMEs, while empowering employees in their benefit to financial health.

Mexico City, Mexico
May 2024
$6.0M
Series A

Founder Contacts

30,000+ verified contacts

CreditFinancial ServicesFinTech

BharatX is a Embedded Consumer Credit company that enables Apps & Websites.to give their users, Credit as a Feature.

Bengaluru, India
January 2024
Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)FinanceFinancial ServicesSoftware

Quill AI is an automation software tool for financial analysts and investment firms.

New York, United States
September 2023
$500K
Pre-Seed

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)FinanceFinancial Services

Drift.ai is an artificial intelligence company that develops AI-powered financial analyst tools.

San Mateo, United States
August 2023
$9.0M
Seed

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechPersonal Finance

Swadesh is a digital bank that allows customers to invest, remit, and manage their money in India from abroad.

New Delhi, India
January 2023
Series Unknown

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechTrading Platform

AlgoTest is an investment technology firm that offers full-stack algorithmic testing and execution for trading strategies.

New Delhi, India
August 2022
$500K
Pre-Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesStock Exchanges

Better Opinions is a stock market of opinions platform that allow users to trade their opinion on an outcome of an event.

Gurgaon, India
July 2022
$2.5M
Seed

Founder Contacts

30,000+ verified contacts

Commercial Real EstateFinancial ServicesFinTechProperty ManagementReal Estate Investment

PropReturns is a platform that allows users to build wealth and earn passive income by investing in hand-picked Real Estate investments.

Mumbai, India
July 2022
Seed

Founder Contacts

30,000+ verified contacts

Explore Soma Capital's Full Portfolio

View all companies funded by Soma Capital across every industry and funding stage.

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