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Ulu Ventures's Financial Services Portfolio

Browse 16 Financial Services companies funded by Ulu Ventures. See funding amounts, founder contacts, and investment details.

Financial Services Companies
16
Total Funding in Financial Services
$157.8M

Financial Services Portfolio Companies (16)

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FinanceFinancial ServicesFinTech

Suma Wealth is a FinTech company with the mission to engage, educate, and empower the Latinx community.

Los Angeles, United States
November 2025
$5.6M
Venture - Series Unknown

Founder Contacts

41,000+ verified contacts

FinanceFinancial ServicesFinTech

Cerebro Capital is an online platform to source and manage corporate credit facilities.

Baltimore, United States
May 2025
Series A

Founder Contacts

41,000+ verified contacts

FinanceFinancial ServicesFinTech

CapConnect+ is a fintech company that develops cloud-based digital platforms for communication and transactions.

Redmond, United States
May 2024
$1.3M
Venture - Series Unknown

Founder Contacts

41,000+ verified contacts

FinanceFinancial ServicesFinTechImpact InvestingVenture Capital

Novel Capital is a fintech growth platform providing non-dilutive financing to B2B companies.

Overland Park, United States
May 2024
$15.0M
Seed

Founder Contacts

41,000+ verified contacts

Financial ServicesFinTechInsurTechRetirement

NewRetirement is a financial planning platform for employers and individuals.

Mill Valley, United States
March 2024
$20.0M
Series A

Founder Contacts

41,000+ verified contacts

FinanceFinancial ServicesFinTech

Backer is a fintech company that focuses on 529 plans, simplifying education savings for ordinary families with tax-free investing.

San Francisco, United States
December 2023
$9.5M
Series A

Founder Contacts

41,000+ verified contacts

Enterprise SoftwareFinancial ServicesFinTechSaaSScheduling

Nowsta is a technology company that offers scheduling, time tracking, and fintech solutions.

Brooklyn, United States
November 2023
$35.0M
Series C

Founder Contacts

41,000+ verified contacts

Financial Services

Allocate is platform that enables investors to discover and invest in high-quality venture funds.

Menlo Park, United States
September 2023
$10.0M
Venture - Series Unknown

Founder Contacts

41,000+ verified contacts

ComplianceEmploymentFinancial ServicesHuman ResourcesInformation TechnologySaaS

Companies partner with Via to manage payroll, benefits, and compliance for international employees and contractors.

San Francisco, United States
December 2022
Series A

Founder Contacts

41,000+ verified contacts

Financial ServicesFinTechInformation TechnologyMobile AppsPersonal Finance

Snowball Wealth offers a mobile app designed to help users tackle debt and build generational wealth.

San Francisco, United States
October 2022
$1.6M
Seed

Founder Contacts

41,000+ verified contacts

Financial ServicesFinTechInformation Technology

Finalis is platform that helps private securities brokerages to operate legally and compliantly.

New York, United States
July 2022
$10.7M
Seed

Founder Contacts

41,000+ verified contacts

Financial ServicesMachine LearningReal Estate

Rubik is a financial data platform for single family homes.

New York, United States
May 2022
$4.7M
Seed

Founder Contacts

41,000+ verified contacts

FinanceFinancial ServicesFinTech

Onuu ensures financial stability.

Austin, United States
March 2022
$6.3M
Seed

Founder Contacts

41,000+ verified contacts

AccountingAgricultureFarmingFinanceFinancial ServicesFinTech

FarmRaise is a digital platform that offers financial resources for farmers and ranchers to make on-farm improvements.

San Francisco, United States
December 2021
$7.2M
Seed

Founder Contacts

41,000+ verified contacts

Financial ServicesFinTechReal Estate

Landed helps essential professionals buy homes and build financial security near the communities they serve.

San Francisco, United States
September 2021
Series B

Founder Contacts

41,000+ verified contacts

Financial ServicesFinTechPersonal Finance

EarnUp is an intelligent loan payment automation.

San Francisco, United States
March 2022
$31.0M
Series C

Founder Contacts

41,000+ verified contacts

Explore Ulu Ventures's Full Portfolio

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