Socially Financed — Full Portfolio

Alto operates a platform for self-directed IRAs, letting individuals fund retirement accounts via IRA transfers, employer-plan rollovers, or cash contributions and invest those funds in private markets.

FintechMarketplacesSaaS

Eric Satz(Founder & CEO)

Co-investorsAcrew CapitalAdvance Venture PartnersAlpha Edisonalphabet angelsAlumni VenturesAtacama Ventures+16 more

AngelList's investor management platform provides tools for venture capital and private equity firms to streamline LP interactions, automate fund operations, and deliver reporting and portfolio updates through a branded digital experience.

Enterprise SoftwareFintechSaaS

Avlok Kohli(CEO)

Co-investorsAccelerator VenturesAccompliceAltra VentureAngel Collective Opportunity FundAtacama VenturesBase Venture Management, Inc.+39 more

Argyle provides a verification platform that automates the collection and verification of income, employment, and asset data using consumer-permissioned, real-time data from payroll, banking, and document sources.

Data & InfrastructureFintechNew York, US

Samuel Fishman(Executive Officer, Director, Promoter)Shmulik Fishman(Founder)inDaniel Yanisse(Director)Christopher Hansen(Executive Officer, Director)

Co-investorsF-Prime CapitalRackhouse Venture Management LpSignalFireBain Capital VenturesSocii Capital

Atomic Vest provides a white-label investment and savings platform for fintechs and financial institutions to offer wealth management, cash management, and brokerage services to their customers.

AI & Machine LearningEnterprise SoftwareFintechSaaSSan Francisco, US

David Dindi(Founder)inEmma Marriott(Founder)Marco Alban-Hidalgo(Founder)in

Co-investorsAnthemis VentureBrewer Lane VenturesCollide CapitalEvolution VC PartnersInnovation Global CapitalKube VC+7 more

Bennie is an employee benefits brokerage that helps companies manage and improve their workplace benefits programs, combining brokerage services with technology.

Enterprise SoftwareHealthtechHR TechInsurTechSaaSNew York, US

Matt Straz(Founder & Chairman (former CEO))in

Co-investorsEscalate Capital PartnersHannah Grey VenturesMotley Fool VenturesPICUS CAPITALSilicon BadiaSilverton Partners+2 more

Doorvest offers a full-service real estate investing platform that lets individuals buy and own single-family rental homes to generate passive income.

FintechMarketplacesPropTechSaaSHouston, US

Andrew Luong(Co-Founder & CEO)inJustin Kasad(Co-Founder & CTO)

Co-investorsDorm RoomFlucas VenturesHoneystone VenturesMucker CapitalSprint Vc

The page shows only generic customer testimonials referencing a "Sinza" financial management platform, with no clear description of the company's own product, team, or offering.

Fintech

Co-investorsCommon Oceanf7 VenturesFrontier VenturesKube VCMontage VenturesThe Council+2 more

Fynn offers private loans to finance trade school education for students entering fields such as electrical work, nursing, welding, and pharmacy.

FintechNew York City, US

Eric Menees(Founder)inEthan Anderson(Founder)inBhavin Gupta(Founder)in

Co-investorsY CombinatorSusa VenturesTenacity Venture CapitalVillage GlobalWatchfire Ventures

Inspectify provides a platform for property inspections, valuations, and underwriting, capturing standardized field data through its reporting software and coordinating inspection services.

InsurTechPropTechSaaS

HOMLI provides software that allows homeowners to list and sell residential properties without hiring traditional real estate agents.

AI & Machine LearningPropTechNew York City, US

Antonis Mitropoulos(Founder)inTim Ioannidis(Founder)inNikos Legbelos(Founder)in

Co-investorsBoost Capital PartnersFiDi VenturesY Combinator

Inspectify provides property inspection, valuation, and underwriting services through a nationwide platform, serving real estate operators, lenders, insurers, and property managers across the property lifecycle.

Data & InfrastructureEnterprise SoftwareMarketplacesPropTechSaaSSeattle, US

Josh Jensen(Founder)inDenis Bellavance(Founder)in

BoardKurt Ramirez(Director)inMatthew McElhattan(Director)

Co-investorsNine Four VenturesY CombinatorFoundation CapitalMunich Re Ventures

Method builds financial connectivity infrastructure that enables software companies and financial services firms to embed banking, payments, and account data capabilities into their platforms.

Data & InfrastructureFintechSaaSNew York City, US

Jose Bethancourt(Founder)inJesus Marco del Carmen(Founder)inMit Shah(Co-founder, COO)in

Co-investorsAbstract VenturesAndreessen HorowitzArdent VentureCameron VenturesEmergence Capital PartnersLeonis Capital+7 more

Modernbanc provides accounting software that helps businesses manage their finances through an accessible and configurable platform.

AI & Machine LearningFintechLondon, GB

Gregory Gevorkyan(Founder)in

Co-investorsAdapt VenturesY Combinator

Moment provides an AI operating system for investment management, serving large wealth management firms and their financial advisors to manage assets and client relationships.

AI & Machine LearningEnterprise SoftwareFintech

Ammer S.(Founder)in

Co-investorsAndreessen HorowitzContraryEvolution VenturesIndex VenturesLightspeed Venture PartnersVenrock+1 more

Omella provides in-person card readers and payment tools for schools to accept payments for concessions, fundraisers, dances, and club/sports activities, with features like ID validation, check-ins, goal bars, and cash tracking.

EdTechFintechSaaS

Co-investorsStand Together Ventures LabEdovate Capital

Opkit offers AI-powered telephone agents that handle administrative tasks like patient intake, benefits verification, and scheduling for medical practices and telehealth providers.

HealthtechSaaSNew York City, US

Sherwood Callaway(Co-founder/CEO)inJustin Ko(Founder)in

Co-investorsY CombinatorGlobal Founders CapitalMischief

Pave provides AI-powered cashflow analytics, attributes, and scores that lenders integrate into their risk models to assess consumer and SMB credit risk.

AI & Machine LearningData & InfrastructureFintech

Raymond Rouf(Co-Founder, CEO)Ema Rouf(Co-Founder, President)

Co-investorsBetter Tomorrow VenturesData TechLorimer VenturesStreamlined VenturesValuestream Ventures

Pylon provides an API-based mortgage origination platform that automates and digitizes the mortgage lending process.

AI & Machine LearningFintech

Trent Hedge

Co-investors500 GlobalRavelin CapitalVillage GlobalBoxGroupGeneral CatalystMontage Ventures+2 more

Rho offers a business savings account that spreads idle cash across 400+ FDIC-insured banks (via American Deposit Management) for up to $75M in deposit coverage and yield.

Enterprise SoftwareFintechSaaSNew York, US

Everett Cook(Founder & CEO)in

Co-investorsClaritas CapitalClocktower VenturesFlucas VenturesHelium-3 VenturesInspired CapitalRecall Capital+6 more

StellarFi offers an app-based Visa credit card that uses AI-guided tips and a user's full credit picture to help them build credit, earn higher limits, and gain better rewards over time.

AI & Machine LearningConsumerFintechAustin, US

Lamine Zarrad(Executive Officer, Director)

BoardChristopher Shonk(Director)Richard Blankenship(Director)

Co-investorsAcrew CapitalATX Venture PartnersEvolution VenturesHilltop Venture PartnersSprint VcInterplay Ventures Early Stage Management Llc+1 more

Step is a commission-free investment platform that allows users to buy and sell stocks and ETFs with fractional shares starting at $1.

EdTechFintech

CJ MacDonald(Founder)inAlexey Kalinichenko(Founder)in

Co-investors3cubed VenturesA-Rod CorpBreyer CapitalCoatue ManagementCrosslink CapitalDreamers VC+5 more

Talos provides white-label cryptocurrency trading infrastructure and technology for retail investment platforms and digital asset brokerages.

Crypto & Web3Data & InfrastructureFintechSaaS

Anton Katz(Founder & CEO)in

Co-investors10SQ Capital (TenSquared)a16z cryptoAndreessen HorowitzCastle Island VenturesCoinbase VenturesElefund+12 more

Zero Hash provides API-based infrastructure for banks, brokerages, and fintechs to embed crypto trading, stablecoin payments, and tokenized financial assets into their platforms.

Crypto & Web3Data & InfrastructureFintechChicago, US

Edward Woodford(Chief Executive Officer)Brian Liston(Executive Officer, Director)Adam Berg(Chief Financial Officer)Stephen Gardner(Chief Legal Officer and Secretary)Adam Leaman(Chief Commercial Officer)

BoardTom Sosnoff(Director)

Co-investorsNycaNyca PartnersPoint72 VenturesStruck CapitalBain CapitalJump Crypto+1 more