Financial Services & Wealth Management Companies
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CAPITAL ON TAP
Tidalwave, co-founded by Diane Yu, raised $22 million in a Series A funding round led by Permanent Capital, with participation from D.R. Horton and Engineering Capital. The company uses AI to streamline the mortgage process, aiming to process over 200,000 loans annually, addressing borrower fears and improving transparency.
TIDALWAVEInvestors: Permanent Capital, D.R. Horton, Engineering Capital
Modern Life has secured $20 million in Series A funding, led by Thrive Capital, with participation from New York Life Ventures, Northwestern Mutual Future Ventures, and Allegis. The company offers an AI-driven life insurance brokerage to assist financial advisors in navigating a complex industry, bringing total funding to $35 million.
MODERN LIFEInvestors: Thrive Capital, New York Life Ventures, Northwestern Mutual Future Ventures, Allegis
Made Card, a NYC-based fintech company, secured over $8 million in seed funding led by Jump Capital, Village Global, and others. The company offers a Visa card designed for homeowners, providing rewards on mortgage payments and home expenses, addressing financial burdens in homeownership.
MADE CARDInvestors: Jump Capital, Village Global
Revenium, a Herndon, VA-based financial intelligence platform for managing AI spending, raised $13.5 million in seed funding led by Two Bear Capital, with participation from Westwave Capital. The funds will support the company's go-to-market strategy and enhance its engineering and product management teams.
REVENIUMInvestors: Two Bear Capital, Westwave Capital
Revenium has secured a $13.5 million seed round led by Two Bear Capital, with Westwave Capital also participating. The company focuses on enhancing financial intelligence to manage and optimize AI spending, addressing the growing need for efficient resource allocation in AI investments.
Investors: Two Bear Capital, Westwave Capital
Kaaj, a San Francisco-based fintech, raised $3.8 million in seed funding led by Kindred Ventures, with participation from Better Tomorrow Ventures. The company develops an AI credit intelligence platform to enhance small business lending, addressing a $3 trillion market in annual lending volume.
KAAJInvestors: Kindred Ventures, Better Tomorrow Ventures
BARKER
Infracost raised $15 million in a Series A funding round led by Pruven Capital, with participation from Y Combinator, Sequoia Capital, and others. The platform helps engineers manage cloud infrastructure costs within their workflows, addressing cost visibility issues. Key investors include notable angels Paul Copplestone and Timothy Chen.
INFRACOSTInvestors: Pruven Capital, Y Combinator, Sequoia Capital, Paul Copplestone, Timothy Chen
ELMBLUE EQUIPMENT FINANCE
Kaaj, a San Francisco-based provider of an AI credit intelligence platform for small business lending, raised $3.8 million in seed funding led by Kindred Ventures, with participation from Better Tomorrow Ventures. The funds will be used to accelerate product development and expand the company's reach.
KAAJInvestors: Kindred Ventures, Better Tomorrow Ventures
Modern Life, an AI-powered life insurance brokerage, raised $20 million in Series A funding led by Thrive Capital, with participation from New York Life Ventures, Northwestern Mutual, and Allegis, bringing total funding to $35 million. The company aims to modernize the $175 billion U.S. life insurance market by streamlining the advisor-client relationship and reducing complexity through automation, enabling faster policy generation and cost savings for clients.
Investors: Thrive Capital, New York Life Ventures, Northwestern Mutual, Allegis
San Francisco-based fintech startup Kaaj has secured $3.8 million in seed funding, led by Kindred Ventures, with participation from Better Tomorrow Ventures. Kaaj's AI-driven platform streamlines small business loan underwriting, addressing slow processing times and inconsistent decisions, having analyzed over $5 billion in applications.
Investors: Kindred Ventures, Better Tomorrow Ventures
Dost, an AI-powered financial automation platform, secured £6 million in Series A funding led by Octopus Ventures to expand in the UK. The company addresses inefficiencies in invoice processing for mid-market businesses, having processed over 4 million transactions since 2021. Other investors include TQ Ventures, Draper B1, Born Capital, and Eoniq.fund.
Investors: TQ Ventures, Draper B1, Born Capital, Eoniq.fund
KEYZY
London-based dost, an AI-driven financial automation platform, raised £6 million in a Series A round led by Octopus Ventures, with participation from TQ Ventures and continued support from Draper B1, Born Capital, and Eoniq.fund. The platform automates financial document processing for mid-market enterprises, addressing challenges like manual invoice processing and data errors.
Investors: Octopus Ventures, TQ Ventures, Draper B1, Born Capital, Eoniq.fund
Dost, an AI-powered financial automation platform from Barcelona, raised £6 million in a Series A round led by Octopus Ventures. The fintech automates financial document processing for mid-market enterprises, addressing inefficiencies in invoice processing. Other investors include TQ Ventures, Draper B1, Born Capital, and Eoniq.fund.
Investors: TQ Ventures, Draper B1, Born Capital, Eoniq.fund
London-based dost, an AI-powered financial automation platform, has raised £6 million in a Series A round led by Octopus Ventures, with participation from TQ Ventures and existing investors. The platform automates financial document processing for mid-market enterprises, addressing challenges like manual invoice processing and data entry errors.
Investors: Octopus Ventures, TQ Ventures