View our portfolio

Our team is building a portfolio as diverse as the clients and communities we serve. With more than 50 years of venture investing experience, we’re pushing boundaries, redefining financial services, and championing the growth of our partners

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29 resources

29 resources
Current Portfolio

Current Portfolio

Current Portfolio

Current Portfolio

Apiture

Apiture

Apiture

Stage at investment: Growth round

Investment type: Direct investment

Investment theme: Digitalization

Sector: Digital banking services, software as a service

Apiture is a provider of digital banking services based on advanced cloud-based banking technologies across multiple platforms—enabling customers to make digital payments and transfer funds.

Apiture

Apiture is a provider of digital banking services based on advanced cloud-based banking technologies across multiple platforms—enabling customers to make digital payments and transfer funds.

Azimuth GRC

Azimuth GRC

Azimuth GRC

Stage at investment: Growth round

Investment type: Direct investment

Investment theme: Automation and self-service tools

Sector: Compliance

Azimuth GRC is a regulatory technology company that helps companies in heavily regulated industries comply with applicable laws. Azimuth GRC is the only company to codify every state and federal law into one platform, changing the culture of compliance by taking manual compliance processes, normally done on spreadsheets, and fully automating and managing them across the enterprise.

Azimuth GRC

Azimuth GRC is a regulatory technology company that helps companies in heavily regulated industries comply with applicable laws. Azimuth GRC is the only company to codify every state and federal law into one platform, changing the culture of compliance by taking manual compliance processes, normally done on spreadsheets, and fully automating and managing them across the enterprise.

Enigma

Enigma

Enigma

Stage at investment: Series C extension

Investment type: Direct investment

Investment theme: Automation and self-service tools

Sector: Artificial intelligence and machine learning, big data, software as a service

Enigma enables organizations to access and apply data to derive operational value. It makes data connected, open, and actionable—so it can be applied to real world problems by linking public and private data into repeatable decision workflows. Enigma's products support user cases such as B2B onboarding, marketing qualification, and compliance.

Enigma

Enigma enables organizations to access and apply data to derive operational value. It makes data connected, open, and actionable—so it can be applied to real world problems by linking public and private data into repeatable decision workflows. Enigma’s products support user cases such as B2B onboarding, marketing qualification, and compliance.

GoTab

GoTab

GoTab

Stage at investment: Series A

Investment type: Direct investment

Investment theme: Consumer Software, Hospitality, Mobile Payments

Sector: fintech, payments

GoTab is a Restaurant Commerce Platform (RCP) helping large- and mid-sized restaurants, breweries, bars, hotels, and other venues run lean, profitable operations.

GoTab

GoTab is a Restaurant Commerce Platform (RCP) helping large- and mid-sized restaurants, breweries, bars, hotels, and other venues run lean, profitable operations.

Greenlight

Greenlight

Greenlight

Stage at investment: Series A

Investment type: Direct investment

Investment theme: Other

Sector: Fintech, mobile

Greenlight is the developer of a smart debit card designed to help parents track and monitor their child’s financial decisions. The company’s smart debit card helps parents pick the exact stores where their kids can spend, freeze the card if lost or stolen, receive instant spending alerts, and automate allowances.

Greenlight

Greenlight is the developer of a smart debit card designed to help parents track and monitor their child’s financial decisions. The company’s smart debit card helps parents pick the exact stores where their kids can spend, freeze the card if lost or stolen, receive instant spending alerts, and automate allowances.

Method

Method

Method Financial

Stage at investment: Series A

Investment type: Direct investment

Investment theme: Embedded finance

Sector: Digital banking, personal financial management software

Method Financial offers a universal debt API for lenders that enables borrowers to engage with all their debts in a single interface.

Method

Method Financial offers a universal debt API for lenders that enables borrowers to engage with all their debts in a single interface.

Miri Systems

Miri Systems

Miri Systems

Stage at investment: Strategic Growth Round

Investment type: Direct investment

Investment theme: Automation and self-service tools

Sector: Fintech, payments

Miri Systems provides enterprise security and payment option applications for architectural planning, testing, validation, and support.

Miri Systems

Miri Systems provides enterprise security and payment option applications for architectural planning, testing, validation, and support.

MoCaFi

MoCaFi

MoCaFi

Stage at investment: Series B

Investment type: Direct investment

Investment theme: Digitalization

Sector: Analytics, Fintech

MoCaFi is a developer of a personal financial platform that improves the financial behaviors of underbanked communities.

MoCaFi

MoCaFi is a developer of a personal financial platform that improves the financial behaviors of underbanked communities.

Rogo

Rogo

Rogo

Stage at investment: Strategic Round

Investment type: Direct Investment

Investment theme: Artificial Intelligence

Sector: Fintech

Rogo developed an enterprise-ready generative AI platform for investment banks and private equity investors.

Rogo

Rogo developed an enterprise-ready generative AI platform for investment banks and private equity investors.

Savana

Savana

Savana

Stage at investment: Convertible note

Investment type: Direct investment

Investment theme: Digitalization

Sector: Fintech, software as a service

Savana provides a banking process orchestration platform that enables omnichannel client delivery and facilitates end-to-end digital transformation on the Finxact Core. The company’s platform offers a unified digital experience—seamlessly linking business, regulatory, and servicing processes with all bank channels with automating operations, enabling financial and insurance companies to increase productivity and reduce costs.

Savana

Savana provides a banking process orchestration platform that enables omnichannel client delivery and facilitates end-to-end digital transformation on the Finxact Core. The company’s platform offers a unified digital experience—seamlessly linking business, regulatory, and servicing processes with all bank channels with automating operations, enabling financial and insurance companies to increase productivity and reduce costs.

SecureSave

SecureSave

SecureSave

Stage at investment: Strategic Growth Round

Investment type: Direct investment

Investment theme: Automation, Embedded Finance

Sector: Financial Software

SecureSave is a benefits solution for emergency savings delivered through an employer sponsored benefits program. The firm was co-founded by Devin Miller, Bassam Saliba, and Suze Orman.

SecureSave

Stage at investment: Strategic Growth Round

Spectral

Spectral

Spectral

Stage at investment: Strategic Growth Round

Investment type: Direct Investment

Investment theme: Data Intelligence

Sector: fintech, blockchain

Spectral is a protocol for programmable creditworthiness.

Spectral

Stage at investment: Strategic Growth Round

Stratyfy

Stratyfy

Stratyfy

Stage at investment: Series A

Investment type: Direct investment

Investment theme: Automation and self-service tools, Data intelligence

Sector: Analytics , Artificial Intelligence, Fintech, Machine Learning

Stratyfy provides predictive analytics and decision management solutions to financial institutions that combine the benefits of AI with IQ.

Stratyfy

Stratyfy provides predictive analytics and decision management solutions to financial institutions that combine the benefits of AI with IQ.

Veem

Veem

Veem

Stage at investment: Series C

Investment type: Direct investment

Investment theme: Other

Sector: B2B payments, blockchain, fintech, software as a service

Veem is a next generational cross-border financial exchange payment solution for small and medium businesses (SMBs). The company’s platform allows SMBs to send and receive payments in local currency in a frictionless manner leveraging multiple rails—including instantaneous blockchain settlement—using only an email address. It also offers value-added products, including working capital loans, FX lock, and virtual cards. Veem currently supports 50 currencies across 150 countries.

Veem

Veem is a next generational cross-border financial exchange payment solution for small and medium businesses (SMBs). The company’s platform allows SMBs to send and receive payments in local currency in a frictionless manner leveraging multiple rails—including instantaneous blockchain settlement—using only an email address. It also offers value-added products, including working capital loans, FX lock, and virtual cards. Veem currently supports 50 currencies across 150 countries.

Fund Investments Category

Fund Investments Category

Fund Investments

Fund Investments Category

Aperture Venture Capital

Aperture Venture Capital

Aperture Venture Capital

Stage at investment: Limited partner

Investment type: Indirect investment

Investment theme: Social impact, other

Sector: Fund, fintech

Aperture Venture Capital is a seed-stage venture fund that invests in Black, Latin, and female founders building the future of fintech and enterprise software. Aperture Venture Capital’s investors are leading corporations, endowments, and other institutions committed to building an inclusive economy through partnership and collaboration.

Aperture Venture Capital

Aperture Venture Capital is a seed-stage venture fund that invests in Black, Latin, and female founders building the future of fintech and enterprise software. Aperture Venture Capital’s investors are leading corporations, endowments, and other institutions committed to building an inclusive economy through partnership and collaboration.

Canapi Ventures

Canapi Ventures

Canapi Ventures

Stage at investment: Limited partner

Investment type: Indirect investment

Investment theme: Fund, fintech

Sector: B2B payments, blockchain, fintech, software as a service

Canapi Ventures is a venture capital firm based in Washington, D.C. It seeks to invest in early to growth-stage fintech companies offering disruptive alternatives to outdated business models and technologies.

Canapi Ventures

Canapi Ventures is a venture capital firm based in Washington, D.C. It seeks to invest in early to growth-stage fintech companies offering disruptive alternatives to outdated business models and technologies.

Future Perfect Ventures

Future Perfect Ventures

Future Perfect Ventures

Stage at investment: Limited partner

Investment type: Fund

Investment theme: Other

Sector: Blockchain

Future Perfect Ventures is an early stage venture fund that invests in next generation crypto assets and blockchain technology with focus on DeFi. The Firm was founded by Jalak Jobanputra in 2014.

Future Perfect Ventures

Future Perfect Ventures

Pantera

Pantera

Pantera

Stage at investment: Limited partner

Investment type: Fund

Investment theme: Other

Sector: Blockchain

Pantera Capital is a premier, global investment firm focused exclusively on blockchain technology and crypto investments. The firm was founded in 2003 by Dan Morehead.

Pantera

Pantera Stage at investment: Limited partner

Vesey Ventures

Vesey Ventures

Vesey Ventures

Stage at investment: Limited partner

Investment type: Indirect Investment

Investment theme: Fund

Sector: Fintech, Commerce, Enabling infrastructure

Vesey Ventures is an early-stage venture capital firm backing exceptional founders in fintech, commerce and enabling infrastructure. The firm was founded by Lindsay Fitzgerald, Dana Eli-Lorch and Julia Huang.

Vesey Ventures

Vesey Ventures is an early-stage venture capital firm backing exceptional founders in fintech, commerce and enabling infrastructure. The firm was founded by Lindsay Fitzgerald, Dana Eli-Lorch and Julia Huang.

Zeal Capital Partners

Zeal Capital Partners

Zeal Capital Partners

Stage at investment: Limited partner

Investment type: Indirect investment

Investment theme: Social impact, other

Sector: Fund, fintech

Zeal Capital Partners is a venture capital firm based in Washington, DC. It seeks to invest in high-growth early-stage, tech-enabled companies led by exceptional diverse management teams focused on narrowing wealth and skills across the fintech and future of work sectors.

Zeal Capital Partners

Zeal Capital Partners is a venture capital firm based in Washington, DC. It seeks to invest in high-growth early-stage, tech-enabled companies led by exceptional diverse management teams focused on narrowing wealth and skills across the fintech and future of work sectors.

Acquisitions Category

Acquisitions Category

Acquisition

Acquisitions Category

long-game

long-game

Long Game

Stage at investment: Acquired

Investment type: Acquisition by Truist

Investment theme: Other

Sector: Digital banking services, fintech

Long Game is a personal finance app that uses gamification to empower Gen-Z and millennials to develop healthy financial habits. The app uses best-practices from mobile gaming, and a behavioral economics strategy called prize-linked savings, to increase savings and financial education.

long-game

Long game

Zaloni

Zaloni

Zaloni

Stage at investment: Acquired

Investment type: Acquisition by Truist

Investment theme: Data intelligence; Automation and self-service tools

Sector: Big Data

Zaloni is an award-winning data technology solution. Zaloni’s Arena data governance platform delivers low code data integration, metadata management, and advanced analytics across hybrid and multi-cloud infrastructures, leveraging machine learning in workflow automation.

Zaloni

Zaloni

Exited portfolio

Exited portfolio

Exited Portfolio

Exited portfolio

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