Patriot Financial Partners — Full Portfolio

Accrue provides digital lending, account opening, and treasury onboarding solutions built on the Salesforce platform for financial institutions.

Enterprise SoftwareFintechSaaS

Co-investorsFIFINTOP CapitalDIDistributed Capital PartnersGOGood FriendsGRGround Up VenturesKRKraynos CapitalMAMaple VC+4 more

ActiveWorx provides intelligent financial transaction management and business process automation software, specializing in accounts payable automation and invoice processing for banking, insurance, retail, manufacturing, and logistics organizations.

AI & Machine LearningEnterprise SoftwareFintechSaaS

MWMartin W. Michael(President)

Amalgamated Bank offers investment and retirement planning services that emphasize values-aligned investing, including socially responsible portfolios and ESG-focused solutions.

Enterprise SoftwareFintechImpact & Social GoodWellness & FitnessNew York, US

PSPriscilla Sims B.in

Amerant Bank is a community bank headquartered in Florida offering personal, business, and investment banking services to individuals, families, and businesses across South Florida and Tampa.

Enterprise SoftwareFintechFlorida, US

Encore Bank provides banking services tailored for Title & Escrow companies, offering transaction management, fraud prevention, and escrow account optimization.

FintechCentral Arkansas, US

Co-investorsCACadron Capital Partners

Beacon Bank is a community bank offering deposit accounts and home equity lending with personalized service and transparent terms.

FintechCharleston, US

Brooks Melton(President and Chief Executive Officer)Clay Heslop(Chief Financial Officer)Craig Johnson(Chief Operating Officer)

Co-investorsGEGeneral CatalystLILightspeed Venture Partners

FintechEvansville, US

Coastal States Bank is a community bank serving individuals and businesses across South Carolina, Georgia, and beyond, focused on relationship-based banking and local financial services.

FintechHilton Head Island, US

SRStephen R. Stone(President, Chief Executive Officer)in

BoardJames S. MacLeod(Chairman, CoastalSouth Bancshares, Inc. and Coastal States Bank)Patrick M. Frawley(Vice Chairman, CoastalSouth Bancshares, Inc. and Coastal States Bank)

Community West Bank is a regional community bank serving Central California that completed a merger with United Security Bank in 2026, expanding its lending capacity and local branch footprint.

FintechClovis, US

CVNB is a wealth management and trust services provider serving individuals, families, and businesses in Kentucky with investment planning, retirement strategies, college savings plans, and estate planning guidance.

FintechKentucky, US

WGWhitney Greer(Executive Vice President, CV Investments Financial Advisor)in

Dogwood State Bank is a division of TowneBank that provides a range of banking services including checking accounts, savings products, loans, and credit cards for both business and personal customers.

Fintech

Steven W. Jones(Chief Executive Officer)David B. Therit(Chief Financial Officer)inNatasha K. Austin(Chief Operating Officer)inChristopher G. Kwiatkowski(President of Government Guaranteed Lending)Michael C. Johnson(Chief Credit Officer)SPStewart Patch(President)in

DR Bank is a national bank providing lending, payments, and banking services with institutional-grade infrastructure and fintech capabilities.

FintechLegalTechDarien, US

BoardGary Lieberman(Chairman of the Board)

EnFi builds AI agents for commercial lending that automate the deal screening and underwriting workflow, including document collection, financial spreading, credit box matching, term sheet creation, credit analysis, and credit memo generation.

AI & Machine LearningFintechSaaSBoston, US

SWScott Weller(Founder)inJoshuaJoshua Summers(Founder)Michelle Breitman Hipwood(Founder)Michelle Hipwood(Founder)

Co-investorsBOBoston Seed CapitalCOCommerce VenturesFIFINTOP CapitalUNUnusual Ventures

SimplyInvest is a digital wealth management platform that enables individual investors to view and manage their complete investment portfolio through a unified dashboard, with digital advisory tools to customize portfolios based on personal financial situations.

FintechSaaSSalina, US

BEBrad Elliott(Chairman & CEO, Equity Bancshares, Inc.)inRSRick Sems(CEO, Equity Bank)in

A private wealth management firm that provides investment management services and portfolio construction for clients, offering asset allocation strategies and proprietary investment approaches tailored to individual financial goals.

Fintech

Fieldpoint Private is a boutique private bank and wealth management firm providing banking, financial advice, and unified wealth strategies to successful entrepreneurs, executives, business owners, and families with complex or intergenerational wealth.

FintechGreenwich, US

GOGina Omolon(Executive Officer)inH. Russell Holland(Executive Officer, Director)Rodney Whitwell(Executive Officer, Director)inDavid Bagatelle(Executive Officer)inUri Ivron(Executive Officer)inIan Cox(Executive Officer)in

Finexio helps companies automate accounts payable and payment processes, replacing paper-based and manual workflows with digital payment solutions.

Enterprise SoftwareFintechSaaSOrlando, US

ERErnest Rolfson(Founder and CEO)inCWChris Wyattin

Co-investorsADAdvection Growth CapitalFLFlorida FundersLOLoeb.nycALAlpine MeridianINInovia CapitalMEMendon Venture Partners+2 more

The FirstBank Charitable Foundation is a 501(c)(3) nonprofit established in 2008 that awards grants to organizations serving communities in New Jersey, Pennsylvania, and Florida.

FintechImpact & Social GoodNew Jersey, US

PLPatrick L. Ryan(President & CEO)in

BoardLeslie E. Goodman

First Internet Bank is a state-chartered, FDIC-insured financial institution that operates entirely online, providing banking services without physical branches.

FintechIndianapolis, US

DBDavid Becker(Founder, Entrepreneur, Chairman and Chief Executive Officer)in

F.N.B.

Fintech

First National Bank of America offers deposit accounts, note purchasing, and Non-QM mortgage lending services.

FintechEast Lansing, US

Fortis Bank provides commercial banking products and services, aiming to build long-term client relationships.

Fintech

Chris Luce(Founder)in

Freedom Bank is a community bank serving individual, business, and mortgage clients in Northern Virginia, offering banking solutions and financial products through relationship-based service.

FintechNorthern Virginia, US

A financial services company offering treasury management solutions for businesses, including digital payment tools, cash flow management, and working capital optimization.

FintechGeorgia, US

BMBartow Morgan, Jr.(CEO)

Grasshopper Bank is a technology-focused digital bank serving venture-backed businesses and the innovation economy.

FintechSaaSNew York, US

JEJudith Erwin(President and CEO)inMichael Lenahan(Chief Financial Officer)MBMike Butler(Chief Executive Officer)in

BoardDADaniel Altscher(Director)Boris Gutin(Director)JMJonah Marcus(Director)in

Co-investorsGOGolden SeedsTETemerity Capital PartnersARARC VENTURES

The page is a crypto casino affiliate/comparison site that ranks and reviews offshore crypto gambling operators for US players.

Citizens Business Bank is a regional financial institution serving small to medium-sized businesses throughout California, offering comprehensive banking products and relationship-based services.

FintechChino Valley, US

George A. Borba Sr.(Founder)

Independent Bank is a Michigan-based regional bank serving consumers and small businesses with retail banking services including checking accounts, mortgages, and business lending since 1864.

FintechIonia, US

Libertas Funding provides short-term, revenue-based financing for small and medium-sized businesses on growth trajectories in the $500k–10M range.

Fintech

GKGary Katcher(Founder)in

Midland States Bank offers investment advisory services and personalized wealth management to clients, with over a century of banking experience.

FintechMidland, US

Monarch FTS provides investment banking technology consulting and platform services for advisory firms, helping them manage client relationships, track deals, and integrate market data into their workflows.

Enterprise SoftwareFintechSaaS

LFLee Farabaugh(CEO)in

Narmi provides digital banking technology and tools to community banks and credit unions, enabling them to compete with larger financial institutions.

FintechSaaSNew York City, US

NLNikhil Lakhanpal(Founder)inCGChris Griffin(Founder)inSGSean Gray(COO & President)

BoardJCJill Castilla(CEO & President)

Co-investorsCOContour Venture PartnersFIFiDi VenturesGRGreycroftNENew Enterprise Associates (NEA)PIPICUS CAPITALTETechstars

Newtek Bank is a publicly traded financial institution that provides banking services and business solutions directly to companies, with offerings including digital dashboards and core financial tools designed to support business growth.

Fintech

Numerated (now part of Moody's Lending Suite) provides a digital loan origination platform that automates the commercial loan life cycle, from application and document collection to credit analysis, deal structuring, and closing.

AI & Machine LearningFintechSaaSNew York, US

Co-investorsFEFenway Summer VenturesHYHyperplane Venture CapitalVEVenrockFIFINTOP Capital

NYDIG combines bitcoin mining operations with financial infrastructure services, leveraging low-cost energy from its parent company Stone Ridge's natural gas assets.

Crypto & Web3EnergyFintechInsurTechNew York, US

RSRoss Stevens(Founder)Tejas Shah(CEO)Robert Gutmann(Founder)

Co-investorsBEBessemer Venture PartnersCACamp One VenturesF-F-Prime CapitalSTStone Ridge Asset ManagementTHThirdstream Partners

Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.

FintechAurora, US

Richard Gartelmann(Executive Officer)inGary Collins(Executive Officer, Director)Donald Pilmer(Executive Officer)

BoardBilly J. Lyons(Director)Barry Finn(Director)Edward Bonifas(Director)

Origin Bank is a regional financial institution serving businesses, municipalities, and personal clients across the southern United States.

FintechUnknown - not explicitly stated on page, US

Drake Millsin

PatientFi offers monthly payment and financing plans that let patients pay for elective medical and aesthetic procedures over time, with quick applications and instant approvals.

Digital HealthFintechHealthtechIrvine, US

TWTodd Watts(Executive Officer, Director)inJoe Ranieri(Executive Officer)Jon Roberts(Executive Officer)inDerrick Hoag(Executive Officer)in

BoardHBH. Bradley Sloan(Director)inTCTom Cestare(Director)in

Co-investorsCUCurql Collective, LLCNENext Level VenturesQUQuesta Capital

Peoples Bank is a community bank offering personal, business, and commercial banking services, lending, wealth management, and insurance solutions across seven U.S. states.

FintechInsurTechMarietta, US

PG Bank provides investment banking and corporate advisory services to middle market companies and their owners, offering mergers and acquisitions support, capital structuring, succession planning, and direct lending solutions.

Enterprise SoftwareFintechNew York, US

Primis is a bank offering digital banking solutions and financial services including mortgage and warehouse lending products.

FintechRichmond, US

DJDennis J. Zember Jr.(Chief Executive Officer)

BoardJohn Biagas(Chairman of the Board of Directors)

Co-investorsCACastle Creek

Prosperity Bank USA is a regional bank offering savings accounts, certificates of deposit, and business banking services including treasury management and online/mobile banking capabilities.

FintechHealthtech

New York, US

Stefan Wolf(Executive Officer)Ricardo Velez(Executive Officer)John Ogle(Director)Lance Emanuel(Executive Officer, Director)James Chonko(Executive Officer)Michael Green(Executive Officer)

United Community is a consumer bank offering checking, savings, credit cards, loans, money market accounts, CDs, and a mobile banking app to individuals in the southeastern United States.

Fintech

Webster Bank, a division of Santander Bank, N.A., provides personal checking, savings, and lending, small business banking, commercial banking with dedicated relationship managers, and investment and wealth management services.

Fintech

Primis Bank is an FDIC-insured bank offering personal and business banking, including fee-free checking, high-yield savings, and mortgage services, with a 24/7 in-house customer care center.

Fintech

FirstBank is a community banking institution that provides retail and commercial banking services across the South, with headquarters in Tennessee.

FintechTennessee, US

Thread Bank is a technology-enabled community bank offering digital-first banking solutions for individuals and businesses, combining streamlined technology with traditional banking services.

FintechNashville, US

Chris Black(Chief Executive Officer, President and Director)

Co-investorsPOPortage Ventures

Towne Bank is a publicly traded financial services company providing banking, insurance, wealth management, trust, and mortgage services to personal and business customers.

FintechHampton Roads, US

A community bank operating branches across California, Colorado, Nevada, New Mexico, and Washington, providing retail and commercial banking services.

FintechSeattle, US

George Guarini(Founder)in

U.S.

FintechMiami, US

Anita Aedo(Executive Officer)inAlexander Fortich(Executive Officer)inKenneth R. Gentile(Executive Officer)inCarlos J. Davila(Executive Officer, Director)MLMaricarmen Logrono(Executive Officer)inGary J. Laurash(Executive Officer)

VersaBank is a digital, branchless bank that gathers deposits and provides financing through third-party financial intermediaries ("partners") using its own cloud-based technology.

Cloud ComputingFintech

DTDavid Taylor(Founder, President & CEO)in

Tompkins Bank & Trust is a regional bank providing personal and business banking services, including deposits, loans, mortgages, and digital banking solutions to customers in Pennsylvania and New York.

FintechUnknown - serving NY and PA but specific HQ not stated, US

Capital Bancorp, Inc. is a bank holding company that owns Capital Bank, N.A. and provides strategic direction, capital management, and governance for financial services businesses.

FintechCapital Bancorp is incorporated under Maryland law; the leadership page references Maryland in the Capital Bank branding, but no specific city is stated on this page., US

Edward Barry(Chief Executive Officer)

BoardSteven J. Schwartz(Chairman of the Board)James F. Whalen(Vice Chairman & Secretary)