/Investor DB

TruStage Ventures — Full Portfolio

40 tracked investments · listed companies and verified rows first

Block Time FinancialinFeb 2026SEC filingmedium confidence

Delafield, US

LOUIS J. MORGAN, II(Executive Officer, Director)MIKE SEIFERT(Executive Officer)BRUCE ROSENHEIMER(Executive Officer, Director)inTHEODORE R. ROLFS(Executive Officer, Director)inRICK REUTER(Executive Officer)in

Board seatBrian Kaas· per SEC Form D · $10M raise · filed Mar 2026

Mortgagehippomortgagehippo.comApr 2017SEC filingmedium confidence

MortgageHippo has rebranded to Revvin; the page states the company now operates under revvin.com.

Chicago, US

Michael Salichs(Executive Officer, Director)Valentin Saportas(Executive Officer, Director)

Board seatBrian Kaas· per SEC Form D · $1.5M raise · filed Apr 2017

Co-investorsHarvard Business Angels of Chicago

Payoffpayoff.comDec 2021SEC filingmedium confidence

Payoff (part of Happy Money) offers fixed-rate personal loans of $5,000–$50,000 aimed at consumers consolidating and paying off credit card debt.

ConsumerFintechCosta Mesa, US

Ralph Scott Saunders(Executive Officer, Director)Scott Saunders(Executive Officer, Director)Matt Wilson(Executive Officer)Eden Warner(Executive Officer, Director)

BoardJoe Saunders(Director)inSean Park(Director)

Board seatBrian Kaas· per SEC Form D · $62.6M raise · filed Mar 2022

Co-investorsInnovate PartnersNat TurnerFirstMark CapitalGreat Oaks Venture CapitalGreen Visor Capital

Arkatechturearkatechture.comin𝕏Feb 2025

Arkatechture provides data analytics and data infrastructure services to credit unions and financial services companies, helping them become more data-driven through strategy, consulting, and technical implementation.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaSMaine, US

Jamie Jackson(Founder & CEO)in

Arrayarray.com

Platform democratizing credit data accessibility while securing privacy and consent, serving as a compliant interface between businesses and consumers.

Co-investorsAngel Collective Opportunity FundBattery VenturesFlucas VenturesFull In PartnersGeneral CatalystLigature VC+4 more

Atlasatlascard.comin𝕏Seed

Atlas is a membership card and app that provides access to reservations at high-end restaurants, luxury hotels, sold-out concerts, and sporting events for members.

ConsumerDirect to ConsumerFintechSan Francisco, US

Patrick Mrozowski(Founder)inSid Parihar(Founder)Kenan Pulak(Founder)inClio Harper(Backend engineer intern)Andrew Harrington(Head of Operations)Sophie Jasinski(Senior Technical Recruiter)

Co-investors01 AdvisorsAccelARA NEA Ventures (Brand: Dmz.Xyz)Chapter OneEvolution VC PartnersFinancial Venture Studio+42 more

Bank BIbankbi.com

Keith Waterman(Founder)in

Co-investorsThe FSE Group

Beemtrybeem.comin𝕏

Beem is a fintech app offering instant cash advances up to $1,000 with no credit checks or income restrictions, personal loans up to $100,000, and AI-powered financial tools for budgeting, price comparison, and job matching.

AI & Machine LearningFintechSan Francisco, US

Co-investorsAlumni VenturesAvesta FundCathay InnovationTechstarsCathay CapitalMassive+1 more

Cariboucaribou.comin𝕏

Caribou offers car loan refinancing services by connecting drivers with lenders and managing the refinancing process, including paperwork and administrative steps.

FintechDenver, US

Co-investorsAccompliceCurql Collective, LLCFlucas VenturesGaingelsHarmonic Growth PartnersInnovius Capital+7 more

CarSavercarsaver.comin

CarSaver is an online car-buying marketplace where consumers compare new and used vehicles across brands, get personalized pricing, financing, leasing, and insurance options, and obtain instant trade-in offers through a network of certified dealers.

E-commerceMarketplacesMobility & TransportationMiami, US

Sean Wolfington(Executive Officer, Director)inSebastian Echavarria(Director)Chadwick J. Collier(Executive Officer, Director)Ernest Bachrach(Director)George D. Crowley, Jr.(Director)C. David Boice(Director)

Clerkieclerkie.ioin

Clerkie is a full-service automation platform powered by machine learning that helps lenders manage, optimize, and recover loan portfolios through AI-driven repayment strategies and multi-currency payment solutions.

AI & Machine LearningFintech

Guy Assad(Founder)Sebastian Wigstrom(Founder)

Co-investorsLeft Lane CapitalVestigo VenturesWellington ManagementCiti VenturesFlourish Ventures

Clutchclutch.ioin𝕏Jan 2025 · $65MAcquired

Clutch is a visual builder platform that enables creation of AI-powered, personalized websites using drag-and-drop agents, component libraries, and integration with existing tools and data.

AI & Machine LearningDeveloper ToolsE-commerceEnterprise SoftwareSaaSSan Francisco, US

Eric Florenzano(Founder)inStephen Seibel(Founder)Eric Maguire(Designer)in

Co-investorsCanaan PartnersMango CapitalY CombinatorAlkeon CapitalAltos VenturesAndreessen Horowitz+11 more

Clutchwithclutch.cominJan 2025 · $65M

Clutch provides origination solutions for credit unions, enabling member-centric digital experiences across deposits, loans, and business accounts.

Enterprise SoftwareFintechSaaS

Nicky Hinrichsen(Founder & CEO)Christopher Coleman(Founder)in

Co-investorsAlkeon InnovationAndreessen HorowitzCurql Collective, LLCFloating PointITERATIVENext Level Ventures+10 more

Clutchclutch.cain𝕏Jan 2025 · $65M

Clutch is an online platform for buying and selling used cars in Canada, offering pricing, inspection, e-contracting, financing, and delivery through software built in-house.

E-commerceMarketplacesMobility & Transportation

Stephen Seibel(Founder & President)inDan Park(Chief Executive Officer)inAnshul Ruparell(Chief Financial Officer)inRichard Ball(Chief Production Officer)

Co-investorsCanaan PartnersAltos VenturesFeldsmith CapitalFJ LabsLightspeed Venture PartnersPanache Ventures+11 more

Currentcurrent.comin𝕏

Current is a mobile-first banking platform offering no-fee spending accounts and integrated financial services to everyday Americans.

Crypto & Web3Fintech

Stuart Sopp(Founder)inTrevor Marshall(Founder)

Co-investorsAAF Management Ltd.Activant CapitalAndreessen HorowitzAvenir Growth CapitalCota CapitalElizabeth Street Ventures+11 more

DataVisordatavisor.comin𝕏

DataVisor provides an AI-based platform for financial crime prevention, using machine learning, adaptive AI agents, and automation to detect and block fraud and money laundering in real time.

AI & Machine LearningCybersecurityFintechMountain View, US

Fang Yu(CPO & Co-Founder)inYinglian Xie(President of Technology and AI & Co-Founder)inPatrick Harr(CEO)in

BoardKevin Fong(Director)inJon Sakoda(Director)inKai Wang(Director)

Co-investorsBrighton Park CapitalNew Enterprise Associates (NEA)Genesis Venture CapitalSequoia CapitalNewView CapitalDecibel Partners+1 more

Ethosethos.comin𝕏

Ethos provides online life insurance that customers can purchase entirely through a digital platform without the traditional lengthy application process.

FintechInsurTechSan Francisco, US

Lingke Wang(Co-Founder, President; Member, Board of Directors)Peter Colis(Co-Founder, CEO; Chair, Board of Directors)inLingke W.(Founder)in

Co-investorsAccelAdit Ventures Management, LlcEvolution VC PartnersFlying Fish VenturesFounders Circle CapitalGeneral Catalyst+18 more

Fair Warrantyfairwarranty.comin

Fair Warranty provides insurance pricing and risk management solutions for the automotive sector.

Enterprise SoftwareInsurTechSaaSSilicon Valley, US

William Betteridge(Founder, CEO)Stephen Bates(Founder, Chief Risk Officer)inWill B(Founder)

Co-investorsAntlerBlue CollectiveCopper Sky CapitalIdealabRender CapitalBMW i Ventures+2 more

Goalsettergoalsetter.co𝕏

Goalsetter provides a financial literacy and goal-setting platform designed for K-12 schools, colleges, universities, and financial institutions.

AI & Machine LearningEdTechFintechSaaS

Tanya Van Court(Founder & CEO)in

Co-investorsAstiaBackstage CapitalElevate CapitalEntrepreneurs Roundtable Accelerator (ERA)PortfoliaRemarkable Ventures+4 more

Happy Moneyhappymoney.comin𝕏

Happy Money is a consumer finance company that provides a fully digital loan origination platform for personal loans, serving both consumers and financial institutions like credit unions, banks, and asset managers seeking to scale their lending programs.

ConsumerFintechSaaS

Co-investorsConconi Growth PartnersGreat Oaks Venture CapitalInnovate PartnersToba CapitalSparkLabs Global Ventures

Harnessharnessfi.comin

Harness turns financial institutions' raw transaction and member data into real-time, personalized engagement campaigns for card and rewards programs.

Data & InfrastructureFintechMarketing Tech

Co-investorsAlkeon CapitalBAM ElevateBattery VenturesCapital One VenturesCiti VenturesDeepgram+9 more

Maticmatic.comin𝕏Oct 2023 · $20M

Matic is a digital insurance marketplace that connects homeowners and auto insurance seekers with 60+ A-rated carriers through an embedded digital experience offered to distribution partners.

B2B MarketplacesFintechInsurTechColombus, US

Aaron Schiff(Director)inBenjamin Madick(Founder)inStuart Rhodes(Executive Officer, Director)Andrew Lerner(Director)Ronald Hess, Jr.(Director)Jeff Snyder(Executive Officer)

Co-investorsAnthemis VentureBase Venture Management, Inc.Clocktower VenturesIA Capital GroupManchesterStory Group, LLCMTECH CAPITAL+5 more

Maxwell Financialhimaxwell.comin

Maxwell provides software solutions for mortgage lenders, including point-of-sale, loan fulfillment, and due diligence tools designed for small to midsize community lenders.

Enterprise SoftwareFintechPropTechSaaSDenver, US

Evan Einhorn(President & Founder)John Paasonen(Co-founder & CEO)inRutul Dave(Co-Founder / CTO)in

Co-investorsAssurant VenturesCohen CircleCurql Collective, LLCMatchstick VenturesNext Level VenturesPrudence+5 more

Momntmomnt.comin𝕏

Momnt is a fintech platform that enables merchants to offer point-of-sale financing to customers and helps consumers access installment loans for purchases.

AI & Machine LearningFintechSaaS

Tom Anderson(Chief Executive Officer)

Co-investorsFinTech VenturesYamaha Motor Ventures

Pestogetpesto.comin𝕏Series A

Pesto Mastercard offers affordable credit for people with poor or limited credit history, positioning itself as an alternative to high-cost pawn loans.

FintechSan Francisco, US

James Savoldelli(Founder)inMonica Dean(Chief Compliance Officer and General Counsel)Gabriel Dorsch(Senior Software Engineer)Tim Richey(Head of Operations)Wes Berry(Software Engineer)Morgan Jefferson(Hiring Manager)

Co-investorsActivant CapitalCommerce VenturesCore Venture CapitalSoma CapitalY CombinatorAccel+12 more

Pierepiere.com

Piere is a personal finance management platform that aggregates financial accounts and transactions through integrations with multiple data providers, allowing users to track net worth, budgets, and spending across various financial institutions.

AI & Machine LearningConsumerFintech

Yuval Shmul Shuminer(Founder)in

Co-investorsGrand VenturesSamvid VenturesFabric VCSelah Ventures

PLACEplace.comin𝕏

A platform serving home buyers, sellers, renters, investors, and landlords, along with real estate professionals such as agents, teams, brokerages, MLS, title, mortgage, inspection, and home services providers.

HR TechMarketplacesPropTechSaaS

Chris Suarez(Founder)inBen Kinney(Founder)

Co-investorsCurql Collective, LLCThirdstream PartnersVIEWPOINT VENTURES3L CapitalGeekdomGoldman Sachs

Posh AIposh.aiin

Posh provides secure, explainable AI solutions for IT teams at financial institutions through voice, chat, and knowledge platforms governed by a single control interface.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsCanapi VenturesCurql Collective, LLCFINTOP CapitalHuman CapitalNext Level VenturesREMUS Capital+1 more

Pulsatepulsatehq.com

Pulsate is a digital engagement platform that helps community financial institutions grow account holder product adoption and usage.

Co-investorsCurql Collective, LLCDelta PartnersNext Level Ventures

Renofirenofi.comin𝕏

RenoFi is a fintech platform that enables credit unions to offer home equity loans and HELOCs based on after-renovation property values to homeowners financing renovation and construction projects.

FintechPropTechPhiladelphia, US

Justin Goldman(Founder)inRobert Shedd(Founder)inLee Miller(Founder)in

BoardSamanttabhiram Das(Director)Brendan Dickinson(Director)in

Co-investorsAlumni VenturesCanaan PartnersComcast VenturesCurql Collective, LLCFirst Round CapitalNext Level Ventures+4 more

Rippleshotrippleshot.cominAug 2018

Rippleshot offers a cloud-based (SaaS) platform that uses machine learning and predictive analytics to help financial institutions detect card fraud, identify merchant data breaches, and manage fraud risk proactively.

AI & Machine LearningCybersecurityFintechChicago, US

Canh Tran(Executive Officer, Director, Promoter)inRandal Cox(Director, Promoter)inYueyu Fu(Executive Officer, Director, Promoter)in

BoardLon Chow(Director)Christopher Capps(Director)

Co-investorsBaleon CapitalIU VenturesMethod CapitalService Provider CapitalKGC CapitalSixThirty Ventures

SmartAssetsmartasset.comin𝕏Series C

Fisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients.

ConsumerFintechMarketplacesSaaSNew York City, US

Michael Carvin(CEO)inPhilip Camilleri(CTO)Sheree Ryan(Director of Recruiting)Sam Gelwan(Recruiter)Jamie Stevenson(Senior Technical Recruiter)Melissa Kraus(Senior Recruiter)

Co-investorsContour Venture PartnersEvolution VC PartnersFitz Gate VenturesFJ LabsGray VenturesIA Capital Group+14 more

splash financialsplashfinancial.comin𝕏

Splash Financial operates an online lending marketplace that connects U.S. borrowers with lending partners for student loan refinancing, medical resident/fellow loans, and personal loans.

FintechMarketplacesCleveland, US

Steven Muszynski(Executive Officer, Director)inArnold Pravinata(Executive Officer)inShavaugn Lewis(Executive Officer)inPatrick Leimkuehler(Executive Officer)in

BoardDave Bovenzi(Director)Samanttabhiram Das(Director)

Co-investorsCurql Collective, LLCDetroit Venture PartnersCiti Ventures

Union Creditunioncredit.appin

Union Credit operates a marketplace that connects consumers with credit unions, presenting them with firm, pre-approved loan offers that can be activated in a few clicks without a traditional loan application.

FintechMarketplacesSaaSSanta Rosa, US

Dave Buerger(Co-Founder & Chief Executive Officer)inBarry Kirby(Co-Founder & Chief Revenue Officer)in

BoardMike Kraus(Director)in

Co-investorsMSIVWP Global Partners

Zirtuezirtue.comin𝕏

Zirtue provides bill-pay loans designed to serve millions of people seeking financial assistance.

FintechDallas, US

Dennis Cailin

Co-investors100 Black Angels & Allies FundReinventure CapitalRevolutionTechstarsRise of the Rest SeedSixThirty Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

ForeverCar HoldingsHappy Money Holdings, Inc.Jenny LifeBlocktimeEltropy

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.