/Investor DB

BrokerTech

Venture capital

West Des Moines · 2 people tracked

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Fund manager profile

BrokerTech is a venture fund manager based in West Des Moines. SEC filings show 1 venture fund on record, most recently BrokerTech Fund, L.P. filed April 2024.

Source: SEC EDGAR Form D filings. Firm website data not yet available.

HQ
West Des Moines, US
Founded
2022
Last 12 months
2 investments
Tracked investments
8

Team · 2 people

from public directories
David W. Miles· General Partner

What they invest in

from 3 of 8 portfolio companies

Fintech ×2AI & Machine Learning ×1Cloud Computing ×1Consumer ×1Enterprise Software ×1InsurTech ×1SaaS ×1

HQs:United States×8

Investments · 8 tracked

founders shown can be your intro path

By year:2026 · 22023 · 12022 · 22021 · 27 dated

FINmktfinmkt.ioin𝕏Dec 2021SEC filingmedium confidence

FinMkt provides an API-driven cloud platform for embedded lending and payments, enabling banks, credit unions, and enterprise partners to offer consumer lending and point-of-sale financing solutions.

Cloud ComputingFintechSaaSNew York, US

Luan Cox(Founder, Chief Executive Officer)inSri Goteti(Founder, Chief Technology Officer)inAlice (Luan) Cox(Executive Officer)Alice (Luan) Tera Cox(Executive Officer)Nathan Barber(Executive Officer)Srikanth Goteti(Executive Officer)

Board seatMatthew P. Kinley· per SEC Form D · $7M raise · filed Dec 2021

Co-investorsESQvestFINTOP CapitalManchesterStory Group, LLCPerot JainVectr Ventures

Float Mefloatme.comin𝕏Dec 2021SEC filingmedium confidence

FloatMe is a personal finance mobile app that provides interest-free cash advances ("Floats") of up to $50-$100 between paydays with no credit checks, along with spending tracking, low-balance alerts, and savings offers.

ConsumerFintechSan Antonio, US

Joshua Sanchez(Founder)inRyan Cleary(Executive Officer, Director)

Board seatMatthew P. Kinley· per SEC Form D · $16.2M raise · filed Dec 2021

Co-investorsFoundryManchesterStory Group, LLCSamsung NextSpringTime VenturesActive CapitalSamsung Ventures

FurtherAIfurtherai.comin𝕏Series A

FurtherAI develops AI software that automates administrative tasks for insurance teams, allowing them to focus on complex decisions and client relationships.

AI & Machine LearningEnterprise SoftwareInsurTechSan Francisco, US

Aman Gour(Founder)inSashank Gondala(Founder)in

Co-investorsAndreessen HorowitzConvergeNFXPioneerY CombinatorNexus Venture Partners+1 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

CNote Group, Inc.Plum Life, Inc.SmartX Technology Solutions Inc.Step Into AI Inc.WriteWise, Inc.

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has BrokerTech made?
BrokerTech has 8 tracked investments, including 2 dated in the last 24 months.
Where is BrokerTech located?
BrokerTech is headquartered in West Des Moines, US.