9
Funding Rounds
$307.0m
Money raised
Forge, formerly Equidate, is a company that offers a marketplace for private stock liquidation.
Industries:
Location:
Key people:
- Sohail Prasad ******@forgeglobal.com
- Gil Silberman ***@equityllp.com
- Samvit Ramadurgam ******.**********@forgeglobal.com
3
Funding Rounds
$93.0m
Money raised
Personetics' self-driving finance platform for banks to anticipate a customer's personalized banking needs through artificial intelligence.
Industries:
Location:
Key people:
- David Govrin *****.******@personetics.com
- David Sosna *****.*****@personetics.com
8
Funding Rounds
$646.9m
Money raised
Socure is a New York City-based developer of an identity verification and fraud risk solution.
Industries:
Key people:
- Johnny Ayers ******@socure.com
- Sunil Madhu *****@socure.com
4
Funding Rounds
$146.0m
Money raised
SirionLabs provides a contract lifecycle management (CLM) platform for enterprises.
Industries:
Location:
Key people:
- Aditya Gupta ****@gem.com
- Claude Marais ******.******@sirionlabs.com
- Kanti Prabha *****.******@sirionlabs.com
2
Funding Rounds
$15.3m
Money raised
Alloy is a San Francisco-based software company developing a platform for inventory and shipment visibility, including sell-in and sell-through analytics.
Industries:
Location:
Key people:
- Zack Reynolds ********@alum.mit.edu
- Evan Goldenberg linkedin
- Joel Beal ****@alloy.ai
5
Funding Rounds
$365.2m
Money raised
Unqork is a software company that offers a no-code, software as a service (SaaS) development platform for creating and managing enterprise applications for companies providing insurance and financial services.
Location:
Key people:
- Gary Hoberman ****.********@unqork.com
22
Funding Rounds
$1.4b
Money raised
BlockFi is a blockchain platform for high-interest crypto accounts and low-cost credit products.
Industries:
Location:
Key people:
- Flori Marquez *****.*******@blockfi.com
- Zac Prince ***@blockfi.com
3
Funding Rounds
$30.6m
Money raised
A federally regulated financial exchange that allows investors to trade directly on the anticipated outcome of future events. It was founded in 2019 and is located in New York, New York.
Industries:
Location:
Key people:
- Luana Lopes Lara *****@kalshi.com
- Tarek Mansour *****.*******@kalshi.com
9
Funding Rounds
$1.4b
Money raised
Ramp is a New York-based company focusing on a finance automation platform.
Industries:
Location:
Key people:
- Eric Glyman ****@ramp.com
- Karim Atiyeh *****@ramp.com
- Gene Lee ****@ramp.com
8
Funding Rounds
$161.4m
Money raised
SmartAsset is a financial technology company that provides automated personalized financial advice. It participated in the S12 cohort of Y Combinator.
Industries:
Location:
Key people:
- Michael Carvin (co-founder of SmartAsset) *******@smartasset.com
- Philip Camilleri **********@smartasset.com
6
Funding Rounds
$324.5m
Money raised
MoneyLion is a mobile banking platform for borrowing, saving, and investing.
Industries:
Location:
Key people:
11
Funding Rounds
$588.7m
Money raised
Branch offers microloans through a free-to-download Android app in emerging markets.
Industries:
Location:
Key people:
- Random Bares ******@prevail.io
- Matt Flannery ****@branch.co
- Daniel Jung ******@branch.co
9
Funding Rounds
$136.0m
Money raised
Abra offers a cryptocurrency trading application created to streamline online cryptocurrency transfers and investments.
7
Funding Rounds
$1.5b
Money raised
Dataminr is a company providing a real-time AI platform delivering information on high-impact events and breaking news.
Industries:
Location:
Key people:
- Jeff Kinsey ****.******@dataminr.com
- Sam Hendel ******.******@aya.yale.edu
- Theodore Bailey *******@dataminr.com
7
Funding Rounds
$918.0m
Money raised
AlphaSense is a technology company that has developed an artificial intelligence platform for market intelligence and analysis. It was founded in 2011 and is located in San Francisco, California.
Location:
Key people:
- Jack Kokko ******@alpha-sense.com
- Raj Neervannan ***********@alpha-sense.com
2
Funding Rounds
$26.3m
Money raised
An insurance company using analytics and technology to offer insurance premiums to small businesses.
4
Funding Rounds
$42.5m
Money raised
Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors.
Location:
Key people:
- Aaron Schumm *****@vestwell.com
9
Funding Rounds
$251.6m
Money raised
Sure is an insurance technology company that powers digital insurance programs.
6
Funding Rounds
$110.0m
Money raised
T-REX is a cloud-based SaaS company which combines big data and asset class expertise to provide solutions and enhance performance of complex investments, including renewable energy and structured credit markets.
3
Funding Rounds
$260.0m
Money raised
Ocrolus is a solution provider of automated document reviews in the financial services industry.
6
Funding Rounds
$61.0m
Money raised
Messari is a cryptocurrency data and analytics firm. It's mission is to promote transparency and smarter decision-making in the cryptoasset community. Their open-source data library helps researchers, investors, and regulators make sense of the industry.
Location:
Key people:
8
Funding Rounds
$210.5m
Money raised
A company offering mobile digital identity solutions for businesses.
2
Funding Rounds
$3.1m
Money raised
Moon is a crypto payment platform.
8
Funding Rounds
$217.3m
Money raised
A blockchain and cryptocurrency development company developing blockchain based business solutions for investment funds, administrators, trading firms, exchanges and accounting firms.
5
Funding Rounds
$1.3b
Money raised
Public.com is a New York City and Copenhagen-based developer of an investing and social media platform which offers commission free investing with a social community around it.
Industries:
Location:
Key people:
- Sean Hendelman
- Jannick Malling *******@public.com
- Matt Kennedy linkedin
6
Funding Rounds
$230.6m
Money raised
Leader in delivering real-world evidence (RWE) and outcomes-based analytics solutions to life science companies and payers.
Industries:
Location:
Key people:
- Sebastian Schneeweiss *********.***********@aetion.com
- Jeremy Rassen ******.******@aetion.com
4
Funding Rounds
$115.4m
Money raised
Lithic is a financial technology company that builds payments infrastructure for businesses and consumers.
Industries:
Location:
Key people:
- David Nichols *****@privacy.com
- Boling Jiang ******@privacy.com
- Jason Kruse *****@privacy.com
1
Funding Rounds
Authy is a company providing an API for developers for customizing authentication for applications and authentication platform for enterprises.
6
Funding Rounds
$525.0m
Money raised
Forter is a E-Commerce fraud detection platform founded in 2013 by Michael Reitblat, Liron Damri and Alon Shemesh.
Industries:
Location:
Key people:
- Alon Shemesh linkedin
- Michael Reitblat *******.********@forter.com
- Liron Damri *****.*****@forter.com
6
Funding Rounds
$275.6m
Money raised
Petal is a credit card company based in New York.
Industries:
Location:
Key people:
- David Ehrich *****.******@aspeninstitute.org
- Jason Gross linkedin
- Andrew Endicott
4
Funding Rounds
$31.8m
Money raised
AdvisorEngine is a CRM.
Industries:
Location:
Key people:
- Rich Cancro *******@advisorengine.com
- David Scalzo linkedin
- Lex Sokolin **********@gsb.columbia.edu
4
Funding Rounds
$94.9m
Money raised
Rho is a New York-based digital banking service for entrepreneurs.
Industries:
Location:
Key people:
- Alex Wheldon
- Damian Kimmelman ******@batelle.com
- Everett Cook *******@rho.co
3
Funding Rounds
$17.0m
Money raised
Boost Insurance is a New York-based insurance technology and infrastructure-as-a-service company founded in 2017.
6
Funding Rounds
$24.8m
Money raised
An insurance technology company offering a platform for cleaning relevant data for the insurance industry.
4
Funding Rounds
$270.0m
Money raised
Better Mortgage offers an online mortgage application which promises faster preapproval and a better rate.
8
Funding Rounds
$71.8m
Money raised
Alpaca is a company that supplies a trading platform designed for investors and traders. It was founded in 2015 and is located in San Mateo, California.
Location:
Key people:
- Yoshi Yokokawa *****@alpaca.markets
- Hitoshi Harada *******@alpaca.markets
- Yuki Hayashi (entrepreneur) linkedin
4
Funding Rounds
$140.3m
Money raised
Novo focuses on giving a banking option to startups and small business owners, founded by Michael Rangel and Tyler McIntyre.
Industries:
Location:
Key people:
- Tyler McIntyre *****@banknovo.com
- Michael Rangel (entrepreneur) *******@bit.ly
10
Funding Rounds
$210.6m
Money raised
Alloy is a technology company that develops identity verification API for banks and financial institutions.
Industries:
Location:
Key people:
- Tommy Nicholas *****@alloy.com
- Laura Spiekerman *****@alloy.com
- Charles Hearn (entrepreneur)
2
Funding Rounds
$5.0m
Money raised
Alkymi is an artificial Intelligence company founded in 2017 by Harald Collet and Adam Kleczewski.
12
Funding Rounds
$1.1b
Money raised
Founded in 2013 in NYC, iCapital Network is the leading global financial technology company powering the world's alternative investment marketplace. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital's solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers and banks leverage iCapital's technology to streamline and scale their private investments operational infrastructure. Additionally, the iCapital 'flagship' platform offers financial advisors and their high-net-worth clients access to a curated menu of private equity, private credit, hedge funds, and other alternative investments to help meet their investing needs for return and diversification. iCapital's research and diligence team offers robust analysis alongside the firm's extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital was recognized on the Forbes FinTech 50 list in 2018, 2019, 2020 and 2021, the Forbes America's Best Startup Employers in 2021, and MMI/Barron's Industry Awards as Solutions Provider of the Year in 2020. As of May 31, 2021, iCapital Network has more than 400 employees and services $75 billion in global client assets across more than 750 funds.
Industries:
Location:
13
Funding Rounds
$819.0m
Money raised
DailyPay is a financial solutions company that allows employees to control when and how often they receive their pay.
7
Funding Rounds
$444.5m
Money raised
Papaya Global is a New York-based financial technology company developing tools for payroll, payments, and workforce management.
Industries:
Location:
Key people:
- Ofer Herman ****@papayaglobal.com
- Ruben Drong *****@papayaglobal.com
- Eynat Guez ******@papayaglobal.com
5
Funding Rounds
$380.0m
Money raised
An insurance technology company offering an online platform for purchasing and comparing insurance.
Industries:
Location:
Key people:
5
Funding Rounds
$351.0m
Money raised
Cedar is a company founded in 2016 by Arel Lidow.
Location:
Key people:
- Florian Otto *******@cedar.com
- Arel Lidow
3
Funding Rounds
$49.2m
Money raised
A financial services company with a knowledge platform that has information to educate users about investments. It is located in New York City and was founded in 2018.
Location:
Key people:
- Edward Lando ******@pareto20.com
- Eric Shoykhet linkedin
2
Funding Rounds
$59.0m
Money raised
A company offering live streaming and on-demand fitness classes for users in their homes that is headquartered in New York City.
7
Funding Rounds
$80.9m
Money raised
OpenFin is a web-technology operating platform designed for enterprise application development.
Industries:
Location:
Key people:
5
Funding Rounds
$13.9m
Money raised
YayPay is an easy-to-use, cloud-based predictive accounts receivable automation solution that leverages machine learning and automatic payment communications to accelerate collections. This enables finance and AR teams to eliminate and streamline the manual effort associated with following up on late invoices and reporting on AR metrics. YayPay integrates with multiple accounting, ERP, billing, and CRM applications, for a complete look into the collections process, and helps organizations better predict cash flow and increase revenue. YayPay makes collecting money, fast, easy and highly predictable. Headquartered in New York, New York, YayPay has employee across the U.S. with additional locations in Detroit, Michigan, MI and San Francisco, CA.
Location:
Key people:
1
Funding Rounds
$3.2m
Money raised
Carefull is an app-based service for financial caregivers that monitors and protects the money of aging loved ones.
2
Funding Rounds
$3.0m
Money raised
Blueprint Income is a company that provides pre-determined retirement options
5
Funding Rounds
$139.6m
Money raised
Ellevest is a New York-based financial management firm for women founded in 2014 by Sallie Krawcheck.
Industries:
Location:
Key people:
- Sallie Krawcheck **********@ellevest.com
- Charlie Kroll ******@ellevest.com
1
Funding Rounds
$35.0m
Money raised
Brigit is a financial technology company founded in 2017 by Hamel Kothari.
Industries:
Location:
Key people:
1
Funding Rounds
$2.5m
Money raised
CompIQ is a company that provides compensation bench-marking founded by RC Willenbrock.
Industries:
Location:
Key people:
- RC Willenbrock ******.*.***********.**@dartmouth.edu
- Adam Zoia linkedin
4
Funding Rounds
$44.7m
Money raised
Gauntlet is a New York-based software development company and DeFi-native economic research firm.
4
Funding Rounds
$36.0m
Money raised
Curv, Inc. is an institutional Wallet Service powered by MPC cryptography founded in 2018 by Dan Yadlin.
Location:
Key people:
6
Funding Rounds
$406.0m
Money raised
Investment platform for financial advisors for alternative investment funds and products.
Industries:
Location:
Key people:
1
Funding Rounds
Mercantile provides a financial technology solution to help small businesses compete against larger competitors.
3
Funding Rounds
$35.5m
Money raised
Slice Labs is a company offering an on-demand insurance marketplace founded in 2015 by Tim Attia.
2
Funding Rounds
$18.9m
Money raised
Fundera is a company founded in 2013 by Jared Hecht.
Location:
Key people:
4
Funding Rounds
$232.5m
Money raised
Stable is a risk management platform that helps businesses manage their exposure to volatile commodity prices.
Industries:
Location:
Key people:
- Richard Counsell *******@stableclub.com
- Jamie Schiel *****@stable.auto
- Rohan Puri *****@stable.auto
4
Funding Rounds
$85.5m
Money raised
Easyknock is a real-estate tech company on a mission to provide homeowners with a new way to release their equity, without having to move.
6
Funding Rounds
$46.3m
Money raised
FutureFuel.io provides a platform to help employees pay down their student debts.
5
Funding Rounds
$105.0m
Money raised
Axoni is a blockchain and software development company offering the creation of blockchain infrastructure, distributed applications, and workflow automation tools.
1
Funding Rounds
$32.8m
Money raised
Dash is a company founded in 2019 by Prince Boakye Boampong.
Industries:
Key people:
3
Funding Rounds
$37.5m
Money raised
A technology company offering a mobile wallet that enables users to manage Ethereum-based assets.
3
Funding Rounds
$106.3m
Money raised
Bubble is a software company allowing users to build web apps without code
Industries:
Location:
Key people:
- Emmanuel Straschnov ********.**********@bubble.io
- Josh Haas ****.****@bubble.io
1
Funding Rounds
A company providing equity crowdfunding platform to people to collect and invest with art world assets
Industries:
Location:
Key people:
9
Funding Rounds
$50.0m
Money raised
Teampay's distributed spend management platform aims to give users total control and visibility over spending while empowering employees with purchasing power.
Location:
Key people:
- Andrew Hoag ******.****@teampay.co
6
Funding Rounds
$262.2m
Money raised
Digital Asset Holdings is a New York City-based blockchain technology company.
Industries:
Location:
Key people:
- Yuval Rooz *****@digitalasset.com
- Don Wilson ***@drw.com
- Eric Saraniecki ****@digitalasset.com