BrokerTech — Full Portfolio

8 tracked investments · listed companies and verified rows first

FINmktfinmkt.io in 𝕏Dec 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-investorsESQvest FINTOP Capital ManchesterStory Group, LLC Perot Jain Vectr Ventures

Float Mefloatme.com in 𝕏Dec 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-investorsFoundry ManchesterStory Group, LLC Samsung Next SpringTime Ventures Active Capital Samsung Ventures

FurtherAIfurtherai.com in 𝕏Series 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(CEO)inSashank Gondala(CTO)inSukuru Sai Vineet(Engineer)Nathan Wenzel(BrightHire ATS)Deepanshu Chaudhary(Engineer)Logan Krumholz(AI Implementation Specialist)

Co-investorsAndreessen Horowitz Converge NFX Pioneer Y Combinator Nexus 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.