Savvy Wealth | Series BJul 2025$72M | $110M |
| Co-investors: Mark Goldberg (Index Ventures), Rebecca Lynn (Canvas Ventures), Kareem Zaki (Thrive Capital), 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: Jon Staenberg (Staenberg Venture Partners), Alexander Lloyd (Accelerator Ventures), Miko Matsumura (Gumi Cryptos Capital), Mark Cuban |
Wagmo | Series AJul 2021$13M SeedDec 2019$3M | $16M |
| Co-investors: Scott Hartley (Everywhere Ventures (The Fund)), Jenny Fielding (Everywhere Ventures (The Fund)), Jarrid Tingle (Harlem Capital), Brandon Bryant (Harlem Capital), Clara Sieg (Revolution), Christopher O'Dore (Touchdown Ventures), Graham Ober (Revolution Ventures) |
Acquire App | SeedJun 2021$3M | $5M |
| Co-investors: Marc Menasé (Founders Future), Aviad Eyal (Entrée Capital Ventures), Ilan Abehassera (Diaspora Ventures), Jean de La Rochebrochard (Kima Ventures), Eduardo Ronzano (#SecretFund), Ben Orthlieb (2.12 Angels), Quentin Nickmans (eFounders), Carlos Diaz (The Refiners), Didier Kuhn (50 Partners), Andrew Nutter, Thibaud Elziere, Frederic Montagnon |
Retirable | SeedSep 2020$5M | $21M |
| Co-investors: Jason Shuman (Primary Venture Partners), Matt Perlman (IA Capital Group), Abby Miller Levy (Primetime Partners) |
TowerIQ | Series AJun 2020$5M SeedJul 2018$2M | $7M |
| Co-investors: David Arcara (Laconia Capital Group) |