Finance Startups

Lyon trains a foundation model from scratch on a company's own customer event data, producing per-customer embeddings that power downstream predictions such as churn, credit risk, fraud, collections, income, and cross-sell. The model runs inside the customer's own cloud (AWS, GCP, or Azure) with the customer owning the weights and keeping data isolated.

1 investor

Mesh automates accruals accounting for finance teams by extracting transaction data from accounts payable systems and communication platforms to generate audit-ready entries, reducing manual month-end close work.

1 investor

Metal is an AI context platform that structures company data into a queryable knowledge graph and serves it to AI tools via an open API and Model Context Protocol server. It enables technical teams to build AI features faster by providing a unified, permission-aware foundation connecting existing systems without replacing current tools.

1 investor

Mogara provides software that automates the process of capitalizing software development costs by integrating with engineer workflows, eliminating the need for manual timesheet collection from development teams.

1 investor

Monumint is a conversational AI platform that automates customer interactions across email, SMS, and voice for regulated financial institutions. The platform handles the full borrower lifecycle, integrating with loan systems, CRMs, and credit data while maintaining compliance with lending regulations.

1 investor

Mulligan provides AI automation software for commercial insurance brokers to handle quoting, policy verification, proposals, and related tasks at scale.

1 investor

Octave Wealth provides low-cost retirement plans with bespoke investment solutions for employees and employers. The company aims to address America's retirement savings gap by reducing fees and administrative burden for workplace retirement programs.

1 investor

OpenTrade makes stock market games that use real companies and market stories, allowing players to make investment calls and compare results with friends. The platform is designed for everyday investors who want to learn about market mechanics through gameplay.

1 investor

PathPilot provides specialized AI agents that automate 60–80% of high-volume operational workflows in lending, including onboarding, servicing, and collections, integrating directly into lenders' existing systems to enable revenue growth without proportional staff expansion.

1 investor

Penny was a personal finance application that helped users track income and spending through conversational interactions. The app was acquired by Credit Karma and is no longer available.

1 investor

ProcIndex provides AI agents that automate accounts payable, accounts receivable, reconciliation, and month-end close processes within existing ERP systems like NetSuite, SAP, and QuickBooks. The platform integrates via API to handle invoice capture, coding, approvals, vendor communications, and bank matching for finance teams.

1 investor

Prodigy Research is an AI research lab building a foundation model for quantitative trading, and operates live trading systems in financial markets. It targets the trading and financial-reasoning domain, applying proprietary AI models and agents to equities and delta-neutral strategies.

1 investor

Retape AI builds an AI-native CRM platform for debt settlement operations that automates repetitive, structured workflows while keeping humans in control of judgment and client relationships. The platform uses AI workers to manage settlement automation, data matching, and operational tasks across multiple systems.

1 investor

Rima is an AI agent platform for financial reconciliation tasks including bank statements, accounts payable, payroll, intercompany balances, and credit card transactions. It serves accounting teams at CPA firms and corporate finance departments.

1 investor

Serafis indexes podcasts, interviews, and independent media to extract structured intelligence about companies and themes. The platform provides programmatic access via API, AI agent tools, and data warehouse integrations for financial and investment professionals seeking market-moving narratives.

1 investor

Sharpe provides quantitative traders with AI-powered tools and market data infrastructure to rapidly develop and deploy trading strategies, combining historical market information with high-performance computing resources.

1 investor

Stock Unlock provides institutional-grade investment research and portfolio analysis tools for retail investors, offering fundamentals data, fair value models, and performance tracking across US and global equities.

1 investor

Thrive Agric builds a farmer business network across Africa that provides smallholder farmers with access to capital, agricultural advisory, and market linkages to sell produce at competitive prices. The platform aims to increase agricultural productivity and connect farmers to buyers across the continent.

1 investor

Thyme has partnered with Altruist to create Hazel, an AI product for wealth management professionals.

1 investor

An AI platform that automates investment research production for hedge funds by interviewing analysts, generating reports, and delivering them via subscription.

1 investor

TrustEgg allows parents to establish investment accounts for their children and invite relatives and friends to contribute funds, which are managed through Vanguard until the child reaches age 18.

1 investor

Unstatiq uses AI to help managed care payors review and parse through hundreds of pages of contracts and policy manuals. The platform serves insurance and managed care teams seeking to streamline contract analysis.

1 investor

Zomma Labs builds AI agents that automate repetitive work and system operations, enabling teams to focus on higher-value tasks. The platform is designed for enterprise organizations seeking to augment their workforce capabilities rather than replace workers.

1 investor