Credit Sesame helps people take control of their credit and save money with smarter loans.
creditsesame.com
  • 2010 - Founded
  • 2011 - Partnered, Series B

Partners

john_jarve-HEADSHOT
John Jarve

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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.
betterment.com

Milestones

  • 2008 - Founded
  • 2012 - Partnered, Series B

Leadership

Sarah Levy
CEO

Partners

Shawn Carolan headshot
Shawn Carolan
john_jarve-HEADSHOT
John Jarve
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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.
breadfinancial.com

Milestones

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

Milestones

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

Leadership

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

Partners

Shawn Carolan headshot
Shawn Carolan
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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.
monarchmoney.com

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

Partners

Shawn Carolan headshot
Shawn Carolan
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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.
town.com

Milestones

  • 2024 - Founded
  • 2026 - Partnered, Series B

Leadership

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

Partners

Shawn Carolan headshot
Shawn Carolan
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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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