Vertex Ventures Israel — 2023 Investments

2 investments dated 2023 · listed companies and verified rows first · show all

Unityunitywealth.aiMay 2023 · $8M

Unity Wealth is an AI-powered platform that orchestrates wealth management workflows end-to-end, connecting CRM systems, external documents, and AI agents to automate compliance checks, document generation, and case management for financial advisory firms.

AI & Machine LearningEnterprise SoftwareFintech

Ed(Chief Strategy Officer & VP of Product (at Peak AI, now shapes product and commercial strategy at Palindrome))Vinit(Leads engineering function)

Co-investorsMount VC Silver Lake Partners UpWest Vertex Ventures

Unity SCMunityscm.com in 𝕏May 2023 · $8M

UnitySCM provides a supply chain visibility and data platform that integrates disparate data sources, cleans and normalizes data, and delivers order, shipment, and inventory insights.

Data & InfrastructureLogistics & Supply ChainSaaSSan Jose, US

Amir Taichman(Founder)inBarak Cohen(Director)Aviad Ariel(Director)in

Co-investorsUpWest Vertex Ventures Vertex Ventures Sea Management Pte. Ltd.

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.