Patriot Financial Partners โ Full Portfolio
83 tracked investments ยท listed companies and verified rows first
Atlanta, US
H. Ross Arnold, III(Director)Bartow Morgan, Jr.(Executive Officer, Director)Mark Scheinfeld(Director)Sunny K. Park(Director)R. Lee Tucker, Jr.(Director)Michael W. Clarke(Director)
Board seatJames F. DeutschJames F Deutschยท per SEC Form D ยท $38.8M raise ยท filed Jul 2026
Accrue provides a banking platform for financial institutions to automate treasury onboarding, commercial and consumer account opening, and commercial loan origination.
Enterprise SoftwareFintechSaaS
Co-investorsFINTOP CapitalKraynos CapitalMaven 11Tiger Global Management
ActiveWorx provides cloud-based, AI-enabled automation software for accounts payable and accounts receivable, connecting legacy systems and multiple ERPs to handle invoice processing, payments, and supplier management.
Enterprise SoftwareFintechSaaS
Amalgamated Bank is a socially responsible bank offering personal and business financial products including checking accounts, certificates of deposit, money market accounts, and digital banking tools.
FintechImpact & Social Good
Amerant Bank is a bank offering personal, business, commercial, and private banking services, including checking and savings accounts, loans (CRE and C&I), online and mobile banking, and investment, trust, and retirement services.
Fintech
Ampersand is a cash management platform that places large business deposits across a network of FDIC- and NCUA-insured banks and credit unions, extending deposit insurance coverage and providing competitive yields on idle cash.
Enterprise SoftwareFintechSaaS
Co-investorsFINTOP CapitalFlagship Pioneering
Co-investorsBonaventure Capital
Encore Bank is a private, boutique commercial bank offering personal banking services to clients through a concierge, relationship-focused approach.
Fintech
Co-investorsCadron Capital Partners
Coastal States Bank (CSB) is an FDIC-insured bank offering commercial and personal banking services, including digital banking tools, to commercial real estate owners, small businesses, and nonprofits.
Fintech
Community West Bank is a community bank serving businesses and individuals in Central California, offering banking services such as deposit accounts, lines of credit, and property and business financing.
Fintech
Dogwood State Bank is a financial institution offering banking services, including person-to-person payments through Zelleยฎ for sending and receiving money.
Fintech
EnFi builds multi-agent AI software for commercial lending workflows, converting unstructured documents into structured data for deal screening, underwriting, portfolio monitoring, and risk analysis.
AI & Machine LearningFintechSaaSBoston, US
Scott Weller(Founder)
Co-investorsBoston Seed CapitalCommerce VenturesFINTOP CapitalUnusual Ventures
Equity Bank provides personal banking services including spending, saving, borrowing, investing, and money protection.
FintechSalina, US
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
Gina Omolon(Executive Officer)H. Russell Holland(Executive Officer, Director)Sahay Rudrabhishek(Director)B. Ian McMahon(Executive Officer)Daniel T. Napoli(Director)Donald M. Ullmann(Director)
Finexio provides fully managed accounts payable payments as a service, handling delivery, supplier enablement, fraud prevention, exceptions, and reporting from a single payment file.
Enterprise SoftwareFintechSaaS
Co-investorsAdvection Growth CapitalFlorida FundersAlpine Meridian
First Bank is an FDIC-insured bank offering personal and business banking products, including checking accounts, personal and business lending, credit cards, merchant services, and online and mobile banking.
Fintech
FNB operates eStore, an online and mobile platform where customers can shop for banking products and financial services, open accounts, apply for loans, and schedule appointments with banking experts.
Fintech
Fortis Bank provides commercial banking products and services, aiming to build long-term client relationships.
Fintech
Freedom Bank provides business, commercial, personal, and mortgage banking products and services, including loans and deposit accounts.
Fintech
GBC offers mobile banking services that let customers view account balances, review transaction history, transfer funds between accounts, and pay bills.
Fintech
Grasshopper Bank is a technology-focused digital bank serving venture-backed businesses and the innovation economy.
FintechSaaSNew York, US
Judith Erwin(President and CEO)Michael Lenahan(Chief Financial Officer)Michael Butler(President and Chief Executive Officer)Mike Butler(Chief Executive Officer)
BoardDaniel Altscher(Director)Boris Gutin(Director)
Co-investorsGolden SeedsTemerity Capital Partners
The page is a crypto casino affiliate/comparison site that ranks and reviews offshore crypto gambling operators for US players.
A full-service commercial and business bank offering financial services with local decision-making, serving businesses and individuals across California.
Fintech
Independent Bank is a community bank offering checking and savings accounts, loans, home equity lines of credit, and other financial services to consumers and small businesses.
Fintech
Libertas Funding provides capital financing to businesses, offering funding amounts starting as low as $100k to help companies fund their next stage of growth.
Fintech
Monarch provides technology consulting and delivery servicesโimplementation, configuration, optimization, and managed servicesโfor platforms used by private capital markets firms, including private equity, credit, real assets, and family offices.
Enterprise SoftwareFintechSaaS
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
Nikhil Lakhanpal(Co-Founder and Co-President)inChris Griffin(Co-Founder and Co-President)inSean Gray(COO & President)
BoardJill Castilla(CEO & President)
Co-investorsContour Venture PartnersFiDi VenturesGreycroftNew Enterprise Associates (NEA)PICUS CAPITALTechstars
Newtek Bank is a business-focused bank offering checking accounts, ACH/wire transfers, and business loans ranging from $5K to $15M with terms of 10 to 25 years.
Fintech
AI & Machine LearningEnterprise SoftwareFintechNew York, US
Co-investorsHyperplane Venture CapitalVenrock
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
Ross Stevens(Founder and Executive Chairman)Tejas Shah(CEO)
Co-investorsBessemer Venture PartnersCamp One VenturesF-Prime CapitalStone Ridge Asset ManagementThirdstream Partners
Old Second is a bank offering personal and wealth management services, including fraud protection guidance and financial newsletters for its customers.
FintechAurora, US
Richard Gartelmann(Executive Officer)Gary Collins(Executive Officer, Director)Donald Pilmer(Executive Officer)
BoardBilly J. Lyons(Director)Barry Finn(Director)Edward Bonifas(Director)
Irvine, US
Todd Watts(Executive Officer, Director)Joe Ranieri(Executive Officer)Jon Roberts(Executive Officer)Derrick Hoag(Executive Officer)
BoardH. Bradley Sloan(Director)Tom Cestare(Director)
Co-investorsCurql Collective, LLCNext Level VenturesQuesta Capital
Peoples Bank offers consumer and business banking products including savings accounts, CDs, auto and vehicle loans, mortgages, online banking with eStatements, and merchant services.
FintechInsurTech
Primis is an FDIC-insured bank offering personal and business banking products including fee-free checking, high-yield savings, and mortgages, along with a 24/7 in-house customer care center.
Fintech
Prosperity Bank is a retail bank offering personal checking, savings, and money market accounts with interest, along with online banking services.
Fintech
United Community (operating on the reliantbank.com domain) is a retail and consumer bank offering checking, savings, mobile banking, credit cards, and loans to individuals in the Southeastern United States.
Fintech
FirstBank is a community bank offering full-service local banking products to retail customers, operating branches across Tennessee cities including Nashville and Memphis.
Fintech
Co-investorsBonaventure Capital
United Business Bank provides banking services aimed at labor and business communities, offering products to save, borrow, and protect money.
Fintech
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
David Taylor(Founder, President & CEO)
Fintech
Rows marked โSEC filingโ are inferred from directors named on the company's SEC Form D โ public regulatory data, not a portfolio list published by the firm.








