Savvy Wealth | Series BJul 2025$72M | $110M |
| Co-investors: Mark Goldberg (Index Ventures), Kareem Zaki (Thrive Capital), Rebecca Lynn (Canvas Ventures), Laura Rippy (Alumni Ventures ), Jeremy Fiance (The House Fund), Brian Langner (Industry Ventures) |
FinQore | SeedDec 2022$6M | $6M |
Eaglebrook Advisors | Series AJan 2022$20M | $20M |
| Co-investors: Marty Bicknell (Flyover Capital), John Kim (Brewer Lane Ventures) |
ZenLedger | Series AAug 2021$6M SeedDec 2019$3M SeedSep 2018$2M | $11M |
| Co-investors: Miko Matsumura (Gumi Cryptos Capital), Jon Staenberg (Staenberg Venture Partners), Alexander Lloyd (Accelerator Ventures), Mark Cuban |
Wagmo | Series AJul 2021$13M SeedDec 2019$3M | $16M |
| Co-investors: Jenny Fielding (Everywhere Ventures (The Fund)), Scott Hartley (Everywhere Ventures (The Fund)), Jarrid Tingle (Harlem Capital), Brandon Bryant (Harlem Capital), Clara Sieg (Revolution), Graham Ober (Revolution Ventures), Christopher O'Dore (Touchdown Ventures) |
Acquire App | SeedJun 2021$3M | $5M |
| Co-investors: Carlos Diaz (The Refiners), Aviad Eyal (Entrée Capital Ventures), Didier Kuhn (50 Partners), Marc Menasé (Founders Future), Ilan Abehassera (Diaspora Ventures), Jean de La Rochebrochard (Kima Ventures), Eduardo Ronzano (#SecretFund), Ben Orthlieb (2.12 Angels), Quentin Nickmans (eFounders), Frederic Montagnon, Andrew Nutter, Thibaud Elziere |
Retirable | SeedSep 2020$5M | $11M |
| Co-investors: Abby Miller Levy (Primetime Partners), Jason Shuman (Primary Venture Partners) |
TowerIQ | Series AJun 2020$5M SeedJul 2018$2M | $7M |
| Co-investors: David Arcara (Laconia Capital Group) |