K

Fin Capital logo

Fin Capital

Crunchbase
Pitchbook

Deals on record

13

Common Fundraising Type

Equity

Healthee logo
Healthee

AI-powered • Health benefits

Key1 Capital logo
Group11 logo
Glilot Capital Partners logo
Fin Capital logo

Healthee provides an AI-powered platform to simplify and improve healthcare benefits management for employees.

Series B
$50M
04/23/2025
Article
OneVest logo
OneVest

Financial technology • Wealth management

TIAA Ventures logo
Salesforce Ventures logo
Pivot Investment Partners logo
OMERS Ventures logo

OneVest is a financial technology company that provides a modular wealth management platform with customizable solutions for financial institutions.

Series B
$20M
01/29/2025
Article
OpenYield logo
OpenYield

Alternative Trading System • Bond market

Canapi Ventures logo
TD Bank logo
Flow Traders logo
Fin Capital logo

OpenYield Inc. operates an Alternative Trading System (ATS) that modernizes the bond market by providing a platform for trading corporate bonds, munis, and Treasurys with real-time liquidity and scalable fixed income solutions.

Equity
Undisclosed
11/21/2024
Article
Elevate logo
Elevate

AI-powered • Benefits administration

Fin Capital logo
SaaS Ventures logo
Anthemis logo

Elevate provides an AI-powered platform to modernize and automate benefits administration for benefits administrators and employees.

Equity
$20M
10/29/2024
Article
VRGL logo
VRGL

Wealth management software • Client acquisition

MissionOG logo
FINTOP Capital logo
Northwestern Mutual logo
Flyover Capital logo

VRGL provides software solutions that enhance client acquisition and portfolio analysis efficiency for wealth management firms.

Equity
Undisclosed
08/29/2024
Article
Vestwell logo
Vestwell

Fintech • Workplace Savings Programs

Primary Venture Partners logo
Lightspeed Venture Partners logo
HarbourVest logo
FinTech Collective logo

Vestwell is a fintech company that provides a cloud-native platform for financial institutions, state governments, and payroll companies to offer workplace savings programs such as 401(k), 403(b), IRA, and 529 Education plans.

Equity
$125M
12/21/2023
Article
SumUp logo
SumUp

Fintech • Small Business Services

Sixth Street Growth logo
Liquidity Group logo
Fin Capital logo
Bain Capital Tech Opportunities logo

SumUp is a fintech company that provides payment processing solutions and financial services to over 4 million small businesses worldwide, and is expanding its product offerings and global reach through organic growth and strategic acquisitions.

Equity
$306.8M
12/11/2023
Article
Entrio logo
Entrio

Tech Adoption Platform • Financial Institutions

Selah Ventures logo
Fin Capital logo
American Family Ventures logo
Alicorn logo

Entrio is a tech adoption platform for financial institutions, offering a Live Solutions Catalog to manage technology efficiently and promote sustainable growth.

Equity
$11M
11/14/2023
Article
Refine Intelligence logo
Refine Intelligence

Financial Crime Prevention • AI Technology

Refine Intelligence develops AI technology to help financial institutions identify legitimate customer activities and reduce the time and resources spent on investigating false anti-money laundering alerts.

Seed
$13M
11/14/2023
Article
Ternary logo
Ternary

Cloud spend management • FinOps

RiverPark Ventures logo
Jump Capital logo
Great Oaks Venture Capital logo
Gaingels logo

Ternary is a cloud spend management startup that helps companies manage their spending on cloud resources across multiple public cloud providers.

Series A
$12M
10/23/2023
Article
Beluga logo
Beluga

Crypto • FinTech

Fin Capital logo
Anagram logo
W11 Capital logo
UDHC logo

Beluga is a trusted crypto platform that aims to address the lack of confidence in crypto by providing users with tools to navigate the dynamic cryptocurrency ecosystem, helping them find the right products across various areas such as DeFi, NFTs, web3 games, staking, and financial products.

Seed
$4M
10/19/2023
Article
Carefull logo
Carefull

Fintech • Elderly Financial Protection

TTV Capital logo
Montage Ventures logo
Fin Capital logo
Commerce Ventures logo

Carefull is a fintech platform that helps banks protect older customers from fraud, scams, and financial mistakes by scanning their financial accounts for issues unique to aging and developing models to identify anomalous financial and behavioral patterns.

Series A
$16.5M
10/11/2023
Article
Certa logo
Certa

Compliance and Risk Management • Data Privacy

Vertex Ventures logo
Tru Arrow Partners logo
Point72 Ventures logo
Mantis VC logo

Certa is a compliance and risk management startup that provides a platform for firms to manage third-party risks, offering features like risk scoring reports, templates, modules, third-party validations, and a no-code studio for personalizing risk-exposed business processes.

Series B
$35M
09/07/2023
Article