Discover Financial Health Improvement Fund Portfolio Companies
Portfolio Overview

Discover Financial Health Improvement Fund Portfolio Companies

Get to know the Fund’s portfolio companies and learn about the innovations they’re building to help people, communities, and small businesses thrive.

Overview
Status
Fintech Focus
Alice is a B2B2C software platform that provides real-time contribution-free benefits to hourly workers.
Status:  Active
Alice is a B2B2C software platform that provides real-time contribution-free benefits to hourly workers.
Benefits
Chaiz is a D2C digital marketplace for comparing extended auto warranty products that help drivers weather significant one-time costs.
Status:  Active
Chaiz is a D2C digital marketplace for comparing extended auto warranty products that help drivers weather significant one-time costs.
Insurance
Coral empowers HVAC/electrical contractors to offer upfront incentives and instant low-cost financing at the point of sale—cutting customer sticker price and increasing contractor sales.
Status:  Active
Coral empowers HVAC/electrical contractors to offer upfront incentives and instant low-cost financing at the point of sale—cutting customer sticker price and increasing contractor sales.
Credit
EarlyBird helps parents save for their children’s futures by making investing easier to navigate, supporting families to establish strong savings habits, and leveraging social and emotional components that result in more money being invested in their communities. Together, these features promote intergenerational asset building for American families. *In May of 2025, EarlyBird was acquired by Acorns, a leading fintech and financial wellness platform focused on helping individuals and families build long-term savings and investing habits with over five million active paid subscribers.
Status:  Acquired
EarlyBird helps parents save for their children’s futures by making investing easier to navigate, supporting families to establish strong savings habits, and leveraging social and emotional components that result in more money being invested in their communities. Together, these features promote intergenerational asset building for American families. *In May of 2025, EarlyBird was acquired by Acorns, a leading fintech and financial wellness platform focused on helping individuals and families build long-term savings and investing habits with over five million active paid subscribers.
Personal Finance
Forecastr is an FP&A software platform that helps small and early-stage businesses improve forecasting, budgeting, cash flow management, and investor reporting through live data integrations, dashboards, and optional expert finance support.
Status:  Active
Forecastr is an FP&A software platform that helps small and early-stage businesses improve forecasting, budgeting, cash flow management, and investor reporting through live data integrations, dashboards, and optional expert finance support.
Business Finance
Foyer Savings helps first-time home buyers plan and save for an initial down payment. Foyer makes it easy for users to understand the all-in costs of buying a new home and puts users on a customized savings path to achieve their goals with a substantial amount of financial and advisory support.
Status:  Active
Foyer Savings helps first-time home buyers plan and save for an initial down payment. Foyer makes it easy for users to understand the all-in costs of buying a new home and puts users on a customized savings path to achieve their goals with a substantial amount of financial and advisory support.
Real Estate
GreenLyne helps local lenders offer home equity loans to people with lower or moderate incomes. It shows lenders who qualifies, then helps them handle the loan process from start to finish, including underwriting, structuring, marketing, and insurance.
Status:  Active
GreenLyne helps local lenders offer home equity loans to people with lower or moderate incomes. It shows lenders who qualifies, then helps them handle the loan process from start to finish, including underwriting, structuring, marketing, and insurance.
Credit
iink is a B2B digital payments network that helps speed insurance reimbursements when natural disasters hit, helping accelerate the time by which homes can be repaired, contractors can get paid, and lives affected can return to normalcy.
Status:  Active
iink is a B2B digital payments network that helps speed insurance reimbursements when natural disasters hit, helping accelerate the time by which homes can be repaired, contractors can get paid, and lives affected can return to normalcy.
Insurance
Mirza works through employers and Medicaid Managed Care Organizations to help employees and members learn about relevant childcare benefits, identify eligible benefits programs, and apply for those benefits.
Status:  Active
Mirza works through employers and Medicaid Managed Care Organizations to help employees and members learn about relevant childcare benefits, identify eligible benefits programs, and apply for those benefits.
Benefits
OS Benefits provides affordable health insurance and wellness benefits that are designed to meet the specific needs of small, independent hospitality businesses and their employees.
Status:  Active
OS Benefits provides affordable health insurance and wellness benefits that are designed to meet the specific needs of small, independent hospitality businesses and their employees.
Benefits
Parento is an insurance and technology platform that makes paid parental leave affordable for small and mid-sized businesses by converting unpredictable employee leave costs into a manageable insurance premium.
Status:  Active
Parento is an insurance and technology platform that makes paid parental leave affordable for small and mid-sized businesses by converting unpredictable employee leave costs into a manageable insurance premium.
Insurance
PartnerSlate is a B2B digital marketplace that provides small businesses in the food and beverage consumer packaged goods (CPG) space connections with contract manufacturers as well as working capital loans to help those businesses get their products to market and generate revenue.
Status:  Active
PartnerSlate is a B2B digital marketplace that provides small businesses in the food and beverage consumer packaged goods (CPG) space connections with contract manufacturers as well as working capital loans to help those businesses get their products to market and generate revenue.
Credit
Piñata is a rent reporting and rewards platform that helps renters build credit by reporting on-time rent payments to credit bureaus while giving property managers tools to improve resident engagement and payment behavior.
Status:  Active
Piñata is a rent reporting and rewards platform that helps renters build credit by reporting on-time rent payments to credit bureaus while giving property managers tools to improve resident engagement and payment behavior.
Credit
Prado is a fintech infrastructure company that enables medically necessary nutrition to transact within healthcare, employer benefits, and tax-advantaged payment systems, allowing patients to purchase qualifying food using HSA/FSA funds or employer-sponsored subsidies.
Status:  Active
Prado is a fintech infrastructure company that enables medically necessary nutrition to transact within healthcare, employer benefits, and tax-advantaged payment systems, allowing patients to purchase qualifying food using HSA/FSA funds or employer-sponsored subsidies.
Benefits
Rosarium Health is a tech-enabled aging-in-place platform that coordinates medically necessary home modifications for Medicaid and Medicare populations, managing assessments, approvals, contractors, and project completion.
Status:  Active
Rosarium Health is a tech-enabled aging-in-place platform that coordinates medically necessary home modifications for Medicaid and Medicare populations, managing assessments, approvals, contractors, and project completion.
Healthcare
Sisu is a real estate business intelligence platform that delivers real-time insights and data-driven decision-making tools for agents and teams. The platform also empowers real estate professionals to launch and grow affiliated businesses in mortgage, insurance, and title, helping them diversify and expand their revenue streams.
Status:  Active
Sisu is a real estate business intelligence platform that delivers real-time insights and data-driven decision-making tools for agents and teams. The platform also empowers real estate professionals to launch and grow affiliated businesses in mortgage, insurance, and title, helping them diversify and expand their revenue streams.
Real Estate
Suma Wealth is a financial education and wealth-building platform focused on serving the 30 million Gen Z and Millennial Latinos in the United States.
Status:  Active
Suma Wealth is a financial education and wealth-building platform focused on serving the 30 million Gen Z and Millennial Latinos in the United States.
Personal Finance
Tugboat is an AI-based platform that helps homeowners and renters navigate property insurance claims after disasters by organizing documentation, interpreting policy language, and guiding communications with insurers.
Status:  Active
Tugboat is an AI-based platform that helps homeowners and renters navigate property insurance claims after disasters by organizing documentation, interpreting policy language, and guiding communications with insurers.
Insurance