Year: 2016
Albert is a financial advisory platform allowing users to track their finances and improve their financial health through practical, actionable recommendations.
Status: Active
Albert is a financial advisory platform allowing users to track their finances and improve their financial health through practical, actionable recommendations.
Wealth Management
Year: 2020
Beam administers universities’ emergency cash grants and provides social service referrals for college students facing financial insecurity.
Status: Active
Beam administers universities’ emergency cash grants and provides social service referrals for college students facing financial insecurity.
Payments
Year: 2017
Blueprint Income was established to create a new way for consumers to ensure they have a reliable and steady personal pension.
Status: Acquired
Blueprint Income was established to create a new way for consumers to ensure they have a reliable and steady personal pension.
Insurance
Year: 2019
Brightside is a personalized financial health platform providing employees one place to go for all their financial needs.
Status: Active
Brightside is a personalized financial health platform providing employees one place to go for all their financial needs.
Personal Finance
Year: 2022
Canary partners with employers to ensure that in times of financial need, their employees can access emergency aid swiftly and with dignity.
Status: Active
Canary partners with employers to ensure that in times of financial need, their employees can access emergency aid swiftly and with dignity.
Payments
Year: 2018
Candidly (formerly FutureFuel.io) is a financial wellness platform that addresses the full lifecycle of education expenses.
Status: Active
Candidly (formerly FutureFuel.io) is a financial wellness platform that addresses the full lifecycle of education expenses.
Lending
Year: 2021
Daylight was a digital banking platform specifically designed for and by the LGBT+ community.
Status: Acquired
Daylight was a digital banking platform specifically designed for and by the LGBT+ community.
Personal Finance
Year: 2015
Digit is an automated savings tool with a SMS interface that uses an intelligent algorithm to identify small amounts of money that can be moved into a Digit account based on spending and income.
Status: Acquired
Digit is an automated savings tool with a SMS interface that uses an intelligent algorithm to identify small amounts of money that can be moved into a Digit account based on spending and income.
Savings
Year: 2016
EarnUp is a consumer-first platform that intelligently automates loan payments and identifies earning opportunities while helping consumers save funds when possible.
Status: Active
EarnUp is a consumer-first platform that intelligently automates loan payments and identifies earning opportunities while helping consumers save funds when possible.
Payments
Year: 2021
Esusu offers a financial technology platform that helps renters build credit while maximizing property outcomes for owners and operators.
Status: Active
Esusu offers a financial technology platform that helps renters build credit while maximizing property outcomes for owners and operators.
Real Estate
Year: 2015
Even helps employees get paid early, automatically budget, grow savings, and improve their financial health.
Status: Acquired
Even helps employees get paid early, automatically budget, grow savings, and improve their financial health.
Lending, Savings
Year: 2016
Everlance is an app that allows freelancers to automatically track their business miles and expenses. Everlance leverages this data to help freelancers make better financial decisions.
Status: Acquired
Everlance is an app that allows freelancers to automatically track their business miles and expenses. Everlance leverages this data to help freelancers make better financial decisions.
Personal Finance
Year: 2017
EverSafe monitors seniors' bank and investment accounts, credit cards, and credit reports — serving as an extra set of eyes to detect fraud, scams, and identity theft.
Status: Active
EverSafe monitors seniors' bank and investment accounts, credit cards, and credit reports — serving as an extra set of eyes to detect fraud, scams, and identity theft.
Personal Finance
Year: 2021
Everyday Life is a life insurance platform for people who want to be smart with their money and protect their family. Clients save money, time, and hassle with expert advice and personalized plans.
Status: Active
Everyday Life is a life insurance platform for people who want to be smart with their money and protect their family. Clients save money, time, and hassle with expert advice and personalized plans.
Insurance
Year: 2022
finEQUITY is a nonprofit that helps build credit profiles for individuals reentering society after being incarcerated.
Status: Active
finEQUITY is a nonprofit that helps build credit profiles for individuals reentering society after being incarcerated.
Lending
Year: 2020
Finli is a leading technology platform that provides integrated financial solutions for neighborhood schools and enrichment programs.
Status: Active
Finli is a leading technology platform that provides integrated financial solutions for neighborhood schools and enrichment programs.
Payments
Year: 2021
Home Lending Pal uses artificial intelligence and blockchain to improve the mortgage lending process for consumers, with a focus on underserved first-time home buyers.
Status: Active
Home Lending Pal uses artificial intelligence and blockchain to improve the mortgage lending process for consumers, with a focus on underserved first-time home buyers.
Real Estate
Year: 2019
HoneyBee is a service that allows employers to provide employees access to an extra week’s pay interest-free, as well as financial coaching.
Status: Active
HoneyBee is a service that allows employers to provide employees access to an extra week’s pay interest-free, as well as financial coaching.
Lending
Year: 2018
Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.
Status: Active
Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.
Personal Finance
Year: 2021
Leap Fund is a nonprofit that helps Americans navigate benefits cliffs, a situation where earning a dollar or two more an hour may result in losing public benefits worth more than the income increase.
Status: Active
Leap Fund is a nonprofit that helps Americans navigate benefits cliffs, a situation where earning a dollar or two more an hour may result in losing public benefits worth more than the income increase.
Personal Finance
Year: 2022
Let’s Get Set empowers hardworking families to secure and deploy their maximum tax benefits and create a path to enhanced financial stability.
Status: Acquired
Let’s Get Set empowers hardworking families to secure and deploy their maximum tax benefits and create a path to enhanced financial stability.
Personal Finance
Year: 2019
Manifest makes 401(k) transfers seamless as employees switch positions by standardizing the process and linking providers to dramatically reduce administrative costs, compliance liabilities, and time.
Status: Active
Manifest makes 401(k) transfers seamless as employees switch positions by standardizing the process and linking providers to dramatically reduce administrative costs, compliance liabilities, and time.
Wealth Management
Year: 2015
Neighborhood Trust is a nonprofit that provides financial coaching to workers. They partner with small businesses, nonprofits, unions, government agencies, and credit unions to distribute services.
Status: Active
Neighborhood Trust is a nonprofit that provides financial coaching to workers. They partner with small businesses, nonprofits, unions, government agencies, and credit unions to distribute services.
Wealth Management
Year: 2017
Nova Credit provides a credit scoring solution that facilitates immigrants' access to financial services and credit without having a U.S.-based credit history.
Status: Active
Nova Credit provides a credit scoring solution that facilitates immigrants' access to financial services and credit without having a U.S.-based credit history.
Lending
Year: 2019
Onward is a nonprofit employer-sponsored mobile savings and credit app that enables workers of all income levels to build financial security.
Status: Acquired
Onward is a nonprofit employer-sponsored mobile savings and credit app that enables workers of all income levels to build financial security.
Lending, Savings
Year: 2018
Petal offers a no-fee credit card with underwriting based on cash flow, providing credit access and management tools to individuals without an established credit history.
Status: Acquired
Petal offers a no-fee credit card with underwriting based on cash flow, providing credit access and management tools to individuals without an established credit history.
Lending
Year: 2022
Pie for Providers is a nonprofit that streamlines and automates government funding for child care providers, increasing providers’ incomes and helping families access affordable care.
Status: Acquired
Pie for Providers is a nonprofit that streamlines and automates government funding for child care providers, increasing providers’ incomes and helping families access affordable care.
Payments
Year: 2017
Point’s technology platform makes it easy for homeowners to make smart financial decisions about unlocking the wealth trapped in their homes, without taking on new debt.
Status: Active
Point’s technology platform makes it easy for homeowners to make smart financial decisions about unlocking the wealth trapped in their homes, without taking on new debt.
Real Estate
Year: 2015
Prism is a comprehensive bill payment and presentation app that helps the millions of millennials across the country better manage their personal finances and pay their bills from their smartphones.
Status: Acquired
Prism is a comprehensive bill payment and presentation app that helps the millions of millennials across the country better manage their personal finances and pay their bills from their smartphones.
Payments
Year: 2015
Propel focuses on financially underserved populations in the U.S. by providing a tool that drastically enhances transparency and better management and budgeting of vital government subsidies.
Status: Active
Propel focuses on financially underserved populations in the U.S. by providing a tool that drastically enhances transparency and better management and budgeting of vital government subsidies.
Personal Finance
Year: 2016
SaverLife (formerly EARN) is a national nonprofit leveraging technology to solve America’s savings crisis.
Status: Active
SaverLife (formerly EARN) is a national nonprofit leveraging technology to solve America’s savings crisis.
Savings
Year: 2021
Sigo Seguros enables Latinx, immigrant, and working-class populations to purchase affordable auto insurance via a bilingual mobile platform.
Status: Active
Sigo Seguros enables Latinx, immigrant, and working-class populations to purchase affordable auto insurance via a bilingual mobile platform.
Insurance
Year: 2022
Stackwell delivers automated financial tools and education through a digital investment platform to help people in the Black community stack and build wealth.
Status: Active
Stackwell delivers automated financial tools and education through a digital investment platform to help people in the Black community stack and build wealth.
Wealth Management
Year: 2020
Summer helps student loan borrowers save on their loans by identifying and enrolling users in the best repayment and forgiveness programs.
Status: Active
Summer helps student loan borrowers save on their loans by identifying and enrolling users in the best repayment and forgiveness programs.
Personal Finance
Year: 2022
Sunny Day Fund automates and rewards employees' savings behavior, driving better financial health and preserving retirement assets against emergencies.
Status: Active
Sunny Day Fund automates and rewards employees' savings behavior, driving better financial health and preserving retirement assets against emergencies.
Savings
Year: 2017
Token Transit enables underbanked users of public transit to purchase transit passes by mobile phone using a credit, debit, or prepaid debit card.
Status: Active
Token Transit enables underbanked users of public transit to purchase transit passes by mobile phone using a credit, debit, or prepaid debit card.
Payments
Year: 2017
Tomorrow offers free will and trust creation and serves as an insurance broker, providing families with a path to long-term financial planning and security.
Status: Acquired
Tomorrow offers free will and trust creation and serves as an insurance broker, providing families with a path to long-term financial planning and security.
Insurance
Year: 2021
Upsolve is a nonprofit that empowers low-income and working-class families navigating financial distress to file for bankruptcy using a free online web app, without needing a lawyer or legal fees.
Status: Active
Upsolve is a nonprofit that empowers low-income and working-class families navigating financial distress to file for bankruptcy using a free online web app, without needing a lawyer or legal fees.
Personal Finance
Year: 2016
WiseBanyan is a free financial advisor that builds and manages tailored investment plans to help clients reach financial milestones such as retirement, creating a rainy day fund, or purchasing a home.
Status: Acquired
WiseBanyan is a free financial advisor that builds and manages tailored investment plans to help clients reach financial milestones such as retirement, creating a rainy day fund, or purchasing a home.
Wealth Management
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