Bread is a tech-forward financial services company that provides simple, personalized payment, lending, and saving solutions.
  • 2014 - Founded
  • 2017 - Partnered, Series B
  • 2020 - Acquired by Alliance Data

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Betterment

Betterment is a financial robo-advisor dedicated to helping people reach their investment goals.
Betterment is a financial robo-advisor dedicated to helping people reach their investment goals.

Milestones

  • 2008 - Founded
  • 2012 - Partnered, Series B

Leadership

Sarah Levy
CEO

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

Fintool

Fintool is building the financial copilot for public equity investors, helping discover financial insights beyond the reach of human analysis, summarize annual reports, and compute numbers.
Acquired by Microsoft
Fintool is building the financial copilot for public equity investors, helping discover financial insights beyond the reach of human analysis, summarize annual reports, and compute numbers.

Milestones

  • 2024 - Founded
  • 2025 - Partnered, Seed
  • 2026 - Acquired by Microsoft

Leadership

Nicolas Bustamante
Co-Founder & CEO
Edouard Godfrey
Co-Founder & CTO

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

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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