Our Portfolio

Visionary founders. One thesis.

Showing 19 companies

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Acorns,Consumer fintech app that automatically invests users' spare change from everyday purchases into diversified portfolios, plus retirement, banking, and family financial products.
AdditionEmployer-provided financial wellness platform combining personalized planning tools, on-demand expert advice, and content to help employees navigate complex financial decisions.
AprilEmbedded tax software that platforms can integrate to give their users a fast, personalized tax filing experience directly inside payroll, banking, or wealth apps.
Array,Embeddable suite of credit, identity, and financial management tools that banks, fintechs, and brands can plug into their products to drive engagement and growth.
BloomaAI-powered platform that automates underwriting, portfolio monitoring, and origination workflows for commercial real estate lenders.
Brigit,Consumer financial health app offering small-dollar cash advances, credit-building tools, budgeting, and side-income features designed for working Americans living paycheck to paycheck.
CertificialReal-time, verified proof of insurance platform that replaces static certificates of insurance with always-current, machine-readable coverage data shared between businesses, brokers, and carriers.
CoverdashEmbedded commercial insurance agency that lets platforms, marketplaces, and software providers offer business insurance to their SMB and startup customers in seconds.
EmbrokerDigital business insurance platform offering tailored coverage - like cyber, EPLI, and D&O - to startups and modern companies through an end-to-end online experience.
EthicTech-driven asset manager that builds personalized, separately managed portfolios aligned with each investor's sustainability and values preferences.
Fido EstatesSoftware for trust, estate, and POA administration that streamlines workflows for legal and financial professionals.
MiradorProvides custom fixed-income portfolio construction, trading, and reporting services to wealth managers, RIAs, and family offices.
PersoneticsAI-driven personalization engine that banks embed in their digital channels to deliver proactive insights, financial guidance, and product recommendations to customers.
Point.meTravel search engine that finds and books the best ways to use loyalty points and miles for award flights and hotels across hundreds of programs.
PropelMobile platform that helps low-income Americans manage their SNAP and government benefits, check balances, find savings, and access financial services.
SaviConsumer platform that helps borrowers navigate student loan repayment options, lower payments, and pursue forgiveness programs like Public Service Loan Forgiveness.
SummitModern wealth management technology platform powering portfolio construction, performance, and client experience for advisors.
SymperaAI platform built for community and regional banks, automating workflows across lending, operations, and customer service.
TandemsBuilds AI agents that work alongside finance teams to handle reconciliations, accruals, and reporting tasks end-to-end.

Visionary founders. One thesis.

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