Portag3 Ventures — Full Portfolio

Personal Capital provides wealth management and investment advisory services, offering personalized portfolio strategy, retirement planning, and tax-optimized investment management for individual investors.

FintechSan Carlos, US

WHWilliam H Harris(Executive Officer, Director)Paul Bergholm(Founder)Mike Armsby(Executive Officer)JSJay Shah(Executive Officer, Director)Bill Harris(Founder)Louie Gasparini(Founder)

Board seatPaul Desmarais III· per SEC Form D · $50M raise · filed Aug 2017

Co-investorsCOCorrelation VenturesCRCrosslink CapitalENEnergy Capital VenturesIVIVP (Institutional Venture Partners)NENew York Life VenturesPRPropel Venture Partners+3 more

1Money builds a decentralized payment network for stablecoin and tokenized deposit transfers, designed for global financial settlements.

Crypto & Web3Fintech

Matt Shroder(Founder)inBSBrian Shroder(Founder)inMatthew Shroder(Founder)

Co-investorsA1A100X VenturesBOBorderless VentureCMCMT Digital VenturesDIDigital Currency GroupETEthereal Ventures Management Ltd.F-F-Prime Capital+11 more

24 Exchange operates electronic trading markets, including 24X Equities and 24X Bermuda, offering access to a multi-asset trading offering (equities, FX NDFs, and spot crypto such as Bitcoin) through a single interface.

B2B MarketplacesCrypto & Web3FintechHamilton, BM

Acheel is a French insurtech offering online insurance products for individuals and professionals, including home, auto, health, pet, non-occupant landlord, borrower, school, legal protection, and professional liability coverage.

FintechInsurTechSaaS

RRRalph Ruimy(Founder)inFrancky Défosséin

Co-investorsSESerena

Achieve is a digital personal finance company offering personal loans, home equity loans and HELOCs, debt consolidation programs, and debt resolution programs to U.S. consumers managing debt.

ConsumerFintech

Alloy River provides AI-native software to finance and accounting firms, combining automation, workflow orchestration, and applied AI into their operations to eliminate manual data movement and boost efficiency.

AI & Machine LearningFintechSaaSSan Francisco, US

Co-investorsPOPortage VenturesELElad GilELElectric CapitalHUHustle FundMAMaple VC

Angle Health is an AI-enabled health insurance platform that serves employers and their employees by consolidating carrier, third-party administrator, and managing general underwriter functions into a single integrated experience.

AI & Machine LearningFintechHealthtechInsurTechSaaSSan Francisco, US

TWTy Wang(Founder)inAGAnirban Gangopadhyay(Founder)inT(Tylon (Ty) W(Founder)inBJ ScottMay Babraitis(Head of Talent)Kevin Saunders(Technical Recruiting Manager)

Co-investorsALAloft VCBLBlumberg CapitalCRCrew CapitalGAGaingelsMAMana VenturesMIMighty Capital+16 more

Atomic builds financial infrastructure and open finance solutions used by financial institutions.

Data & InfrastructureDeveloper ToolsFintechSaaSSalt Lake City, US

JWJordan Wright(Co-founder)inSWScott Weinert(Co-founder)inAMAndrea Martone(Co-founder)inLDLindsay Davis(Head of Markets (as of 2021-2022))in

BoardJMJosh McFarland(Greylock Partner (investor contact / board involvement implied))in

Co-investorsAQAquiline Technology GrowthATATX Venture PartnersCOCore Venture CapitalGRGreylock PartnersIMImpatient VenturesKLKlass Capital+7 more

Benepass provides a benefits platform that lets companies fund, track, and manage employee perks—such as commuting, healthcare, and wellness—through a single card and dashboard.

FintechHR TechSaaS

Boosted.ai provides an AI platform for investment research that answers questions on stocks and themes and uses AI agents to generate reports and analysis for investment professionals.

AI & Machine LearningFintechSaaS

JPJoshua Pantony(Founder)inJDJon Dorando(Founder)in

Co-investorsDUDunamu & PartnersPOPortage VenturesRBRBCxFIFidelity InvestmentsHAHarbourVest Partners (Canada)SPSpark Capital+1 more

Champ is an AI-powered sales development platform that identifies interested leads and handles meeting scheduling logistics, allowing sales teams to focus on deal closure.

AI & Machine LearningEnterprise SoftwareSaaSSales TechSan Francisco, US

MSMatt Sun(Founder)inDWDaniel Wasserlauf(Founder)in

Co-investorsPOPortage VenturesRERedpoint VenturesY Y CombinatorCOCourtyard VenturesPAParticle Future VentureSASAV (Scale Asia Ventures)+1 more

DotAlign builds relationship intelligence software that surfaces a firm's collective network and up-to-date contact information within existing workflows, without manual data entry.

Enterprise SoftwareSaaSSales TechNew York, US

Vincent Scafaria(Executive Officer, Director, Promoter)JBJaspreet Bakshi(Founder)inVince Scafaria(Founder)

BoardRobert Holthausen(Director)Christopher Morin(Director)in

Co-investorsPOPoint72 VenturesPOPortage Ventures

Fresco builds an AI cooking companion and a connected-cooking platform (KitchenOS) that appliance and app brands embed to deliver guided cooking experiences across devices.

AI & Machine LearningConsumerFoodTechIoT

Co-investorsINInnolinks VenturesVTVTF CapitalARAream & Co.DEDecathlon Capital PartnersFFFf Venture CapitalHOHOF Capital+2 more

Toronto-based mobile rewards company whose free app pays users cash-back points on purchases with partner merchants.

Co-investorsCOCoinFundFFFf Venture CapitalARAream & Co.HOHOF CapitalNENew Enterprise Associates (NEA)SISierra Ventures

Fiscal.ai is a financial data platform and research terminal combining institutional-grade fundamentals with an AI copilot.

BDBraden Dennis(Founder)in

Co-investorsPOPortage VenturesTITinySeedSOSocial LeverageVAVanEck

Fondeadora is a financial platform in Mexico offering banking accounts and services for individuals, freelancers, and small businesses.

FintechMexico City, MX

NMNorman Müller(Founder)inRSRene Serrano(Founder)inNorman Muller Vergara(Executive Officer, Director)Rene Omar Serrano Ocampo(Executive Officer, Director)

BoardDSDarian Shirazi(Director)in

Co-investorsFOFoundation CapitalHIHi VenturesIGIGNIAPOPortage VenturesVEVentureSouqY Y Combinator+8 more

GenTwo provides infrastructure and a platform (GenTwo Pro, powered by investOS) for financial institutions and asset managers to turn any investment strategy or asset into a bankable security with an ISIN.

Crypto & Web3FintechSaaS

Patrick Loepfe(Founder)Philippe Naegeli(Founder)

Co-investorsCVCV VCPOPoint72 VenturesPOPortage Ventures

HANetf is a provider of Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs), distributing its funds through regulated investment platforms and brokers rather than directly to individual investors.

Climate TechFintech

Hector McNeil(Founder)Nik Bienkowski(Founder)

Co-investorsPOPoint72 VenturesPOPortage VenturesTHThirdstream Partners

Hellas Direct is an online insurer offering car and home insurance in Greece, with fast claims handling, flexible coverage and payment options, and a network of partner repair shops.

FintechInsurTechMaroúsi, GR

APAlexis Pantazis(Founder)inEMEmilios Markou(Founder)in

Co-investorsETETF PartnersPEPerscitus LLPPOPortage VenturesEBEBRDENEndeavor CatalystEUEuropean Investment Bank+1 more

IntelligentCross is a US equities trading venue that uses AI to optimize price discovery by matching orders near-continuously to achieve maximum price stability.

AI & Machine LearningFintech

RGRoman Ginis(Founder)in

Co-investorsCLClocktower VenturesCTCTC VenturesGRGreycroftINInnovating CapitalMAMango CapitalPOPoint72 Ventures+1 more

Kin is a home insurance provider that offers both self-service and agent-assisted policy purchase and management for homeowners.

ConsumerFintechInsurTechChicago, US

SHSean Harper(Founder)inLWLucas Ward(Founder)inSVSebastian Villarreal(Founder)inBret Bret HarperinJHJason HeidkampinBPBrian Pogrundin

Co-investors50500 GlobalACACTIVATE CAPITAL PARTNERSALAlpha EdisonAUAugust CapitalAVAvanta VenturesBEBetter Tomorrow Ventures+27 more

Kontempo offers B2B payments and credit management software that lets companies extend credit to their business customers, automate collections, and analyze creditworthiness using AI.

AI & Machine LearningFintechSaaSCiudad De Mexico, MX

Matthew Meehan(Executive Officer)in

Co-investorsBEBerliner Volksbank VenturesCOCovaltoIGIGNIALALatitud VenturesMSMS&AD VenturesPOPolymath Ventures+7 more

LeapXpert provides a platform that lets employees communicate with clients across consumer messaging channels like WhatsApp, iMessage, WeChat, Signal, Telegram, SMS, LINE, and RCS while applying governance, recordkeeping, compliance, and surveillance controls.

CybersecurityEnterprise SoftwareFintech

Co-investorsLILingfeng Capital

Insurtech provider of cloud quoting, rating and underwriting software for group employee benefits carriers; acquired by FINEOS in 2020.

San Francisco, US

MLMichael Lujan(Executive Officer, Director)Jason Andrew(Executive Officer, Director)Jason T. Andrew(Founder)inGarrett Viggers(Director)

BoardMAManish Agarwal(Director)inEEEric Emmons(Director)in

Co-investorsPLPlug and Play VenturesATAtlantic Vantage PointAXAXA Venture PartnersMAMassMutual Ventures

Logicbroker operates a commerce network that automates workflows connecting brands, retailers, suppliers, and distribution partners across dropship, marketplace, wholesale, and AI-driven sales channels.

E-commerceLogistics & Supply ChainRetail TechSaaS

PZPeyman Z.(Founder)in

Co-investorsCOConnecticut InnovationsLOLorimer VenturesPOPortage Ventures

Crypto data, research and disclosure platform covering 40,000+ assets; acquired by Blockworks in June 2026.

RSRyan Selkis(Founder)inDan McArdle(Founder)Eric Turner(Founder)

Co-investorsANAnthemis VentureBLBlockchain CapitalBLBlockchain CoinvestorsCOCoinbase VenturesFAFabric VenturesFEFenbushi Capital+21 more

MX provides financial data connectivity, intelligence, and API tools that enable banks and fintechs to deliver personalized financial guidance and insights to their customers.

Data & InfrastructureFintechSaaSLehi, US

BDBrandon Dewitt(Founder)inRCRyan Caldwell(Founder)in

Co-investorsBABattery VenturesCACapitalGCOCommerce VenturesCOCota CapitalCRCross Creek AdvisorsDGDG Daiwa Ventures+10 more

OatFi operates a B2B credit network that embeds working capital into B2B payments, providing credit at the point of invoicing and payment.

Data & InfrastructureEnterprise SoftwareFintechSaaSNew York, US

JJJohn Jordan(Founder)inMBMike Barbosa(Founder)inMichael Barbosa(Founder)

Co-investorsCRCross River Digital VenturesDUDunbar CapitalEVEvolution VenturesLOLorimer VenturesPIPICUS CAPITALPOPortage Ventures+2 more

Ontop enables companies to hire and pay contractors globally while providing contractors with access to a financial account, card, and spending tools.

Enterprise SoftwareFintechHR TechSaaSMiami, US

JTJulian Torres(Founder)inSASantiago Aparicio(Founder)inJTJulian Torres Gomez(Founder)inJaime Abella(Founder)Jaime Abella Alvarez(Founder)Maria Camila Ramirez(Founder)

Co-investors1717SigmaFUFundersClubHTHTwentyKUKube VCMAMagma PartnersOPOpen Opportunity Fund+18 more

PayEngine provides payment processing solutions enabling merchants to accept contactless payments through Tap to Pay on iPhone via a no-code companion app or through API and SDK integration.

Developer ToolsFintechSaaS

Rashid Kamran(Founder)Spartak Buniatyan(Founder)

Co-investorsBABAM VenturesMUMucker CapitalPOPoint72 VenturesPOPortage VenturesK5K5 Global

EdTechLewisham, AU

Co-investorsPOPortage VenturesSESE VenturesTETechstarsAXAxel Springer Digital VenturesBLBloomberg BetaPRPrecursor Ventures+2 more

Proton Health operates Symphony, an AI-powered platform that helps people with chronic skin conditions (acne, eczema, psoriasis, topical steroid withdrawal) identify triggers by analyzing data on symptoms, lifestyle, diet, stress, and products.

AI & Machine LearningDigital HealthHealthtechLondon, GB

Dr. Niall Jawad(Founder)in

Co-investorsENEnspire CapitalPOPortage VenturesTETechstars

Sanlo provides monetization and payment infrastructure for game developers and publishers, including a D2C web shop builder, web checkout, and native Unity checkout to accept payments across web shops, web games, and alternative app stores.

E-commerceFintechGamingSaaS

Olya Caliujnaia(Founder)William Liu(Founder)

Co-investorsGFGFR FundINIndex VenturesCHChemistryFIFin CapitalGOGokul RajaramLOLondon Venture Partners+2 more

Socotra is a cloud-native insurance core platform that provides configuration-only deployments, open APIs, and real-time data access for insurers across personal, commercial, and life insurance lines.

AI & Machine LearningCloud ComputingInsurTechSaaSPalo Alto, US

DWDan Woods(Founder)inEAEkine Akuiyibo(Chief Operating Officer)inSPSonny Patel(Chief Product and Technology Officer)in

BoardBenny Peretz(Director)

Co-investors8V8VCACActivant CapitalMSMS&AD VenturesPOPortage VenturesTUTuesday CapitalULUlu Ventures+2 more

Sproutfi is a Latin American investment platform that lets users buy US stocks and ETFs with minimal capital requirements and no fees, while connecting investors through social features for idea-sharing and learning.

FintechSão Paulo, BR

TRTyler Richie(Founder)inRuben GuerreroHelio Padrao(Head of Mobile)Caitlin Ramalho(Director of VP \u0026 Culture)

Co-investorsFIFirst Check VenturesPOPortage VenturesWAWavemaker PartnersY Y CombinatorGEGeometryHOHOF Capital+8 more

Street Contxt provides email intelligence and communication tools for capital markets participants, helping brokers, banks, and buy-side firms manage research distribution, identity, and client interests.

Enterprise SoftwareFintechSaaSSales Tech

Co-investorsCOCommunitas Capital PartnersGAGarage Capital8V8VCJOJoe LonsdalePAPalm Drive CapitalPOPoint72 Ventures+1 more

Tesouro provides embedded banking infrastructure, money movement, bill pay, invoicing, and underwriting tools for banks to deploy through their existing systems and serve SMB customers.

Enterprise SoftwareFintechSaaSMiami, US

Sean Donovan(Founder)inAngela Ammon(Executive Officer, Director)Angie Ammon(Founder)

BoardSugam Sarin(Director)COChris Olsen(Director)in

Co-investorsDRDrive CapitalEGeGateway CapitalPAPage One VenturesPOPoint72 VenturesPOPortage Ventures

Ray is an AI suite within ThetaRay's Investigation Center that automates and standardizes anti-money-laundering (AML) case investigations, generating structured end-to-end investigation reports and providing an on-demand AI assistant for analysts.

AI & Machine LearningCybersecurityFintechNew York City, US

AAAmir Averbuch(Founder)inBLBrad Levy(Chief Executive Officer)inLRLaure Richmond(Chief Financial Officer)inMSMoshe Siman-Tov(Chief Operating Officer)inBGBrian Gilman(Chief Marketing Officer)inMGMoran Goldwein(Chief People Officer)in

Co-investorsBEBenhamou Global VenturesBGBGVJEJerusalem Venture Partners (JVP)LILIP Ventures BoutiquePOPortage VenturesR1R136 Ventures+2 more

Tilt is an AI-powered leave management platform designed for HR leaders and teams.

AI & Machine LearningHR TechSaaSFort Collins, US

JHJen Henderson(Tilt Founder and CEO)in

Co-investorsBRBramalea PartnersGOGolden VenturesKOKokopelli CapitalOROrigin VenturesPOPortage VenturesPOPortland Seed Fund+3 more

Tunic Pay builds fraud detection and risk assessment technology for payments, helping financial institutions and consumers identify suspicious transactions and restore confidence in online payments.

AI & Machine LearningCybersecurityFintechLondon, GB

NGNicky Goulimis(Founder)inNBNico Barawid(Founder)inNicky Goulimis Nico Barawid(Founder)

Co-investorsAVAvid VenturesBOBoxGroupLOLocalGlobePOPortage VenturesSTSterling RoadFLFlourish Ventures