Betterment is a financial robo-advisor dedicated to helping people reach their investment goals.
  • 2008 - Founded
  • 2012 - Partnered, Series B

Leadership

Sarah Levy
CEO

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Bread

Bread is a tech-forward financial services company that provides simple, personalized payment, lending, and saving solutions.
Acquired by Alliance Data
Bread is a tech-forward financial services company that provides simple, personalized payment, lending, and saving solutions.

Milestones

  • 2014 - Founded
  • 2017 - Partnered, Series B
  • 2020 - Acquired by Alliance Data

Chime

Chime helps members avoid bank fees, save money automatically, and lead healthier financial lives.
NASDAQ: CHYM
Chime helps members avoid bank fees, save money automatically, and lead healthier financial lives.

Milestones

  • 2012 - Founded
  • 2018 - Partnered, Series C
  • 2025 - IPO; NASDAQ: CHYM

Leadership

Chris Britt
Co-Founder & CEO
Ryan King
Co-Founder & CTO

Credit Sesame

Credit Sesame helps people take control of their credit and save money with smarter loans.
Credit Sesame helps people take control of their credit and save money with smarter loans.

Milestones

  • 2010 - Founded
  • 2011 - Partnered, Series B

Partners

Monarch

Monarch is a money management platform that helps users create a financial plan, budget, and track their goals.
Monarch is a money management platform that helps users create a financial plan, budget, and track their goals.

Milestones

  • 2018 - Founded
  • 2021 - Partnered, Series A

Leadership

Val Agostino
Co-Founder & CEO
Jon Sutherland
Co-Founder & Head of Design
Ozzie Osman
Co-Founder & Head of Engineering

Town

Town is a personal AI assistant that manages your inbox, schedules your meetings, and handles the busywork—working quietly in the background for you.
Town is a personal AI assistant that manages your inbox, schedules your meetings, and handles the busywork—working quietly in the background for you.

Milestones

  • 2024 - Founded
  • 2026 - Partnered, Series B

Leadership

Jean-Denis Greze
Co-Founder & CEO
Tony Vincent
Co-Founder & CPO

Upstart

Upstart is an AI lending platform that partners with banks and credit unions to provide consumer loans using non-traditional variables, such as education and employment, to predict creditworthiness.
NASDAQ: UPST

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