Fintech Portfolio Companies

Acorns is an Irvine, California app for automated saving and micro-investing, including round-ups, retirement and checking accounts. It is privately held after a 2021 SPAC merger was called off.

Addepar is a wealth data and analytics platform used by advisors, family offices and banks to aggregate and report on portfolios. Founded in 2009, it is private and was valued at $3.25B in 2025.

Affirm, founded in 2012 by Max Levchin and co-founders, offers buy now, pay later loans, the Affirm Card and merchant payment tools. It is public on Nasdaq as AFRM, listed January 2021.

Alloy is a New York identity decisioning and risk platform that banks, credit unions and fintechs use for onboarding, fraud, compliance and credit decisions. It is private and was valued at $1.55 billion in 2022.

AngelList is a San Francisco platform for venture funds, syndicates and SPVs, founded in 2010. It is private and was valued at $4 billion in a 2022 Series B led by Tiger Global and Accomplice.

Better.com is a New York digital mortgage lender that went public on Nasdaq (BETR) in August 2023 through a merger with the SPAC Aurora Acquisition Corp. after a $6B private valuation in 2021.

Betterment is a New York automated investing and retirement platform founded in 2008. Still private, it manages more than $70 billion for over 1 million customers and was valued at $1.3 billion in 2021.

Brex is a corporate card, spend management and business banking platform founded in 2017. Capital One acquired it on April 7, 2026 in a cash and stock deal valued at $5.15 billion.

Carta (legally eShares, Inc.) makes cap table, valuation and fund administration software for private companies and investors. It is a venture-backed private company based in San Francisco.

Cedar is a New York healthcare billing and patient payments company that sells to hospitals and health systems. It is private, last valued at $3.2 billion after a 2021 Series D led by Tiger Global.

Chime is a San Francisco consumer financial technology company offering fee-free mobile banking through partner banks. It listed on Nasdaq under the ticker CHYM in June 2025.

Circle Internet Group issues the USDC and EURC stablecoins and provides payment infrastructure for them. It has traded on the NYSE as CRCL since its June 2025 IPO at $31 per share.

Credit Karma offers free credit scores, credit monitoring and personalized financial product offers, earning fees from lenders. Intuit acquired it for about $7.1 billion in December 2020.

Creditas is a São Paulo digital lender offering secured loans backed by homes, cars and payroll, plus insurance. It is private, profitable since 2024, and valued at $3.3 billion in its 2025 Series G.

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Episode Six were an English rock band formed in Harrow, London in 1965. The band did not have commercial success in the UK, releasing nine singles that all failed to chart, but they did find minor success in Beirut at the time.

FalconX is an American cryptocurrency prime brokerage and digital asset trading platform headquartered in San Mateo, California.

Indian fintech company providing digital payment cards and financial services specifically designed for teenagers.

Farmers Business Network (FBN) is a North American farmer-to-farmer network, e-commerce and fintech platform based in San Carlos, California.

Al Fazz is a village in Makkah Province, in western Saudi Arabia.

Figure Technology Solutions, Inc. is a financial technology company in Reno, Nevada, United States.

A Toronto-based fintech company providing financial analytics and data intelligence solutions for the financial services industry.

A Singapore-based fintech company specializing in analytics solutions and data insights for financial institutions and fintech companies.

A Lagos-based fintech company providing technology solutions for financial services in the Nigerian and West African markets.

A Singapore-based fintech startup focused on financial process optimization and workflow solutions, having raised $2M in pre-seed funding.

A New York-based fintech company leveraging AI technologies for financial services applications.

A London-based fintech company that has raised $8M and reached Series B funding stage.

Digital asset infrastructure platform providing secure custody, transfer, and settlement services for institutions managing cryptocurrencies.

Flutterwave is an African payments infrastructure company, headquartered in San Francisco with operations centered on Lagos, serving merchants across Africa. It is private and was valued at over $3 billion in 2022.

GoCardless is a London bank payments company for recurring and one-off payments used by over 100,000 businesses. Mollie completed its acquisition of the company on September 1, 2026.

Cookie Jar Group, commonly known as simply Cookie Jar and formerly known as CINAR, was a Canadian animation studio, media production and distribution company that existed from 1976 until it was folded into DHX Media, now WildBrain, on December 25, 2014.

Klarna is a Swedish payments and consumer credit company known for buy now, pay later. Backed by Sequoia since 2010, it listed on the NYSE (KLAR) in September 2025 at $40 a share.

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Mercury is a San Francisco fintech providing banking, cards and finance software to startups and small businesses. It raised a TCV led $200M Series D at a $5.2B valuation in May 2026.

N26 is a Berlin based mobile bank founded in 2013 that holds a full German banking license. It last raised $900 million in 2021 at a $9 billion valuation and remains private.

Nubank (Nu Holdings) is a São Paulo digital bank serving Brazil, Mexico and Colombia. Listed on the NYSE as NU since December 2021, it ended 2025 with 131 million customers.

New York-based fintech company providing payment and financial technology solutions.

A Singapore-based fintech company developing digital payment solutions and financial services.

Pipe (Pipe Technologies Inc.) provides embedded working capital and spend tools to small businesses through software platforms such as Uber Eats. It is private, last valued at $2 billion in 2021.

Plaid connects consumer bank accounts to fintech apps through its data network. Visa's $5.3 billion purchase was abandoned in 2021, and Plaid remains private at an $8 billion valuation (2026).

Ramp sells corporate cards, expense management, bill pay and procurement software to businesses. It is private and was valued at $44 billion in June 2026, with more than $1 billion in annualized revenue.

Razorpay is a Bengaluru-based payments and business banking company that lets Indian businesses accept, process and disburse payments. It is private, last valued at $7.5 billion in December 2021.

Revolut is a London based digital bank and financial app founded in 2015. It is privately held, profitable, and was valued at $75 billion in a November 2025 capital raise.

Robinhood, founded in 2013 by Vladimir Tenev and Baiju Bhatt, runs a commission free brokerage, crypto and banking app. It went public on Nasdaq as HOOD in July 2021 and is in the S&P 500.

Endemol Shine Group B.V. (stylized as EndemolShineGroup) was a Dutch production and distribution company of scripted and non-scripted content, responsible for programmes such as Big Brother, Deal or No Deal, The Money Drop, Fear Factor, MasterChef, Your Face Sounds Familiar, Peaky Blinders, Black...

Square, renamed Block, Inc. in December 2021, is the payments company founded by Jack Dorsey and Jim McKelvey in 2009. It listed on the NYSE in November 2015 and trades as XYZ.

A digital wealth management platform offering robo-advisory services across Southeast Asia and the Middle East.

Stripe builds payments and financial infrastructure software used by more than 5 million businesses. It remains privately held and was valued at $159 billion in a February 2026 tender offer.

French fintech providing digital employee benefits and expense management solutions via mobile app and payment cards.

Tala is a Santa Monica fintech, founded in 2011 by Shivani Siroya, that uses smartphone data to lend to underbanked people in Kenya, Mexico and the Philippines. It is private and has over 10 million customers.

Customer engagement platform designed for financial services, providing marketing automation and CRM solutions for banks and credit unions.

Unit is an embedded finance and banking-as-a-service platform that lets software companies offer accounts, cards, payments and lending. It is private and was valued at $1.2 billion in its 2022 Series C.

Vise is a New York investment technology company that builds and manages personalized portfolios for financial advisors and institutions. It is private and was valued at $1 billion in a 2021 Series C.

Wise, formerly TransferWise, is a London-based money transfer and multi-currency account company. It direct-listed in London in 2021 and moved its primary listing to Nasdaq in May 2026.