Skip to main content
Back to SV Angel

SV Angel's Financial Services Portfolio

Browse 47 Financial Services companies funded by SV Angel. See funding amounts, founder contacts, and investment details.

Financial Services Companies
47
Total Funding in Financial Services
$2.0B

Financial Services Portfolio Companies (47)

Export
CryptocurrencyFinancial ServicesFinTech

CreatorDAO is a decentralized community that invests in creators by providing capital, technology, and operational support.

Los Angeles, United States
August 2022
$20.0M
Seed

Founder Contacts

30,000+ verified contacts

CreditCredit CardsFinancial ServicesFinTech

Mercantile builds industry specific credit cards for small businesses.

New York, United States
August 2022
$15.0M
Series A

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

New York, United States
August 2021
Secondary Market

Founder Contacts

30,000+ verified contacts

Bookkeeping and PayrollEmployee BenefitsEnterprise SoftwareFinancial ServicesFinTechHuman ResourcesSaaSSoftware

Gusto is an HR and payroll platform that simplifies complex tasks, empowering businesses to focus on what matters most.

San Francisco, United States
July 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BlockchainFinancial ServicesFinTechMobile PaymentsWeb3

Valora is a mobile wallet that allows you to send, save, and spend crypto as easily as sending a text

San Francisco, United States
July 2021
$20.0M
Series A

Founder Contacts

30,000+ verified contacts

CollectiblesFinanceFinancial ServicesFinTechLendingMarketplace

Alt is an online marketplace that enables users to buy, sell, and vault authenticated trading cards.

San Francisco, United States
July 2025
$40.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial ExchangesFinancial ServicesFinTechStock Exchanges

The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors.

New York, United States
June 2022
Series C

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)ContentFinancial ServicesFinTechMachine LearningMarketingTrading Platform

Orann AI is an AI marketing firm that offers complete AI content marketing solutions.

City Of Industry, United States
June 2026
$33.0M
Seed

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesFinTech

Collective offers financial solutions designed for self-employed business owners such as company formation, tax, accounting, & bookkeeping.

San Francisco, United States
June 2025
$71.0M
Undisclosed

Founder Contacts

30,000+ verified contacts

Consumer SoftwareFinancial ServicesFinTechInsuranceProperty InsurancePropTechRental Property

Jetty is a financial services company that develops a real estate insurance platform to simplify the leasing process and improve conversion.

New York, United States
May 2023
$94K
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

B2BCommercial LendingFinanceFinancial ServicesFinTechSmall and Medium Businesses

Parafin is a financial infrastructure company that offers pre-built financial services programs to support small businesses.

San Francisco, United States
May 2026
Debt Financing

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesInsuranceInsurTech

Corgi Insurance is a business insurance provider that focuses on delivering coverage for startup and technology companies.

San Francisco, United States
May 2026
$106.0M
Series B

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechPaymentsSaaS

Capchase is a fintech company that provides AI-driven vendor financing and B2B buy-now-pay-later tools.

New York, United States
May 2026
$174.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

AccountingBankingCredit CardsFinancial ServicesFinTech

Mercury provides digital banking and financial tools tailored for startups and modern businesses.

San Francisco, United States
May 2026
$200.0M
Series D

Founder Contacts

30,000+ verified contacts

CryptocurrencyFinancial ServicesPrediction MarketsPredictive Analytics

Polymarket operates a blockchain-based marketplace where users trade on the outcomes of real-world events through prediction markets.

New York, United States
May 2026
$100K
Corporate Round

Founder Contacts

30,000+ verified contacts

CreditCryptocurrencyFinancial ServicesFinTechSoftware

Set up your company wallet, onboard your team and track your spending with one secure tool.

New York, United States
April 2022
$5.0M
Seed

Founder Contacts

30,000+ verified contacts

AerospaceAir TransportationAsset ManagementAutonomous VehiclesFinanceFinancial ServicesInformation TechnologySoftwareTrainingTransportation

Merlin Labs develops hardware and software solutions that deliver the capability for aircraft to fly useful missions autonomously.

Boston, United States
April 2026
$80.0M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

Decentralized Finance (DeFi)Financial ServicesTrading Platform

Liquid is a decentralized trading platform that offers non-custodial crypto trading options.

New York, United States
April 2026
$18.0M
Seed

Founder Contacts

30,000+ verified contacts

Angel InvestmentFinancial ServicesFinTechInternetVenture Capital

AngelList is a fundraising platform that allows investors to connect with and invest directly in early-stage startups.

San Francisco, United States
April 2022
$44.0M
Series B

Founder Contacts

30,000+ verified contacts

CommercialCyber SecurityFinancial ServicesInsuranceInsurTech

Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.

San Francisco, United States
April 2022
Series D

Founder Contacts

30,000+ verified contacts

Enterprise SoftwareFinancial ServicesInformation TechnologyInsuranceInsurTechSoftware

Socotra is a technology platform that builds a modern cloud-based platform for technology-driven insurers.

San Francisco, United States
March 2022
$50.0M
Series C

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
February 2022
Series G

Founder Contacts

30,000+ verified contacts

FinanceFinancial ServicesMarketplacePropTech

Morty is an online mortgage platform.

New York, United States
February 2025
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)B2BFinancial ServicesFinTechPaymentsSoftware

Fundbox provides the capital infrastructure to power platforms and support their customers’ growth.

Plano, United States
February 2026
Debt Financing

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

FinanceFinancial ServicesRetirementWealth Management

Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.

New York, United States
August 2025
$25.0M
Series A

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesMobile Apps

Maza is a mobile app that offers financial products and digital banking services.

Los Angeles, United States
April 2025
$10.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechLendingPayments

Method Financial is a financial connectivity API for consumer liability data and payments.

Austin, United States
January 2025
$42.0M
Series B

Founder Contacts

30,000+ verified contacts

AppsFinanceFinancial Services

Aven is a financial services company that offers a unique product known as the Aven HELOC Card.

San Francisco, United States
July 2024
$142.0M
Series D

Founder Contacts

30,000+ verified contacts

Credit CardsDebit CardsFinancial Services

Fizz is building the financial ally for young adults, starting with a debit card that helps college students build credit.

Cambridge, United States
June 2024
$14.4M
Seed

Founder Contacts

30,000+ verified contacts

CryptocurrencyFinanceFinancial ServicesFinTech

Goldfinch is a credit platform that offers crypto loans without collateral.

Walnut, United States
January 2022
$25.0M
Series A

Founder Contacts

30,000+ verified contacts

Credit CardsDebit CardsFinancial Services

Mine is building the financial ally for young adults, starting with a debit card that helps college students build credit.

Cambridge, United States
January 2026
$14.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial Services

A seamless and secure platform to invest in both stocks and cryptocurrencies.

New York, United States
January 2022
$33.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

ConsumerFinanceFinancial ServicesFinTechInsuranceInsurTechLife Insurance

Ethos Life is an insurance company that provides ethical life insurance.

Austin, United States
January 2022
$7.5M
Series D

Founder Contacts

30,000+ verified contacts

Credit CardsFinancial ServicesFinTech

X1 manufactures a smart credit card made with 17 grams of sleek, stainless steel.

San Francisco, United States
December 2022
$15.0M
Series B

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

Dave is a banking app that offers customers banking, financial insights, overdraft protection, and building credit products.

Los Angeles, United States
January 2026
Undisclosed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechMortgageReal EstateReal Estate Investment

Point is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan.

Palo Alto, United States
November 2025
$390.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTechProcurementSoftware

MainStreet is a financial platform that helps startups and small businesses discover and claim tax credits and government incentives.

San Jose, United States
November 2025
Series A

Founder Contacts

30,000+ verified contacts

BankingBusiness TravelCredit CardsFinancial ServicesFinTech

Brex is a financial service and technology company that provides business credit cards and cash management accounts.

San Francisco, United States
January 2025
Debt Financing

Founder Contacts

30,000+ verified contacts

Financial Services

Vesto is a treasury management platform that makes it easy for companies to connect, view and control all of their financial accounts.

New York, United States
November 2022
$2.8M
Seed

Founder Contacts

30,000+ verified contacts

AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware

Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.

San Francisco, United States
January 2022
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

BlockchainFinanceFinancial ServicesFinTechPayments

Celo is an open platform that makes financial tools accessible to anyone with a mobile phone.

San Francisco, United States
November 2022
Pre-Seed

Founder Contacts

30,000+ verified contacts

Financial ServicesInsuranceLife Insurance

Signal Advisors is an evolution in annuity and life insurance distribution company.

Detroit, United States
October 2021
Series B

Founder Contacts

30,000+ verified contacts

BankingCloud ComputingFinanceFinancial ServicesFinTechMobilePaymentsPersonal FinanceSoftware

Wise is a financial technology company that offers low-cost, fast international money transfers and multi-currency accounts.

London, United Kingdom
October 2022
$346.9M
Post-IPO Debt

Founder Contacts

30,000+ verified contacts

BlockchainDecentralized Finance (DeFi)FinanceFinancial ServicesInternet

New Protocols for New Markets

North Richland Hills, United States
October 2021
$32.0M
Series A

Founder Contacts

30,000+ verified contacts

Financial ServicesHealth CareInformation Technology

Lively is a modern Health Savings Account (HSA) platform for employers and individuals.

San Francisco, United States
October 2021
Series C

Founder Contacts

30,000+ verified contacts

BankingFinancial ServicesFinTech

nsave is a fintech company that offers digital banking and multi-currency payment solutions for individuals.

London, United Kingdom
January 2025
$18.0M
Series A

Founder Contacts

30,000+ verified contacts

Explore SV Angel's Full Portfolio

View all companies funded by SV Angel across every industry and funding stage.

View Full SV Angel Portfolio