Finance Services

AdvicePay

Operational

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AdvicePay is a financial technology platform specifically designed for financial advisors to manage fee billing, compliance, and payments for professional services. It streamlines financial advisory billing and payment processes.

Airbase

Operational

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Airbase is a spend management platform that helps companies control and automate their corporate spending, expense tracking, and accounts payable processes.

Avalara

Operational

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Avalara provides automated tax compliance software that helps businesses calculate, file, and remit sales taxes across multiple jurisdictions. Their cloud-based solution integrates with various e-commerce and accounting platforms to streamline tax management.

Brex

Operational

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Brex is a financial technology company that provides corporate credit cards, spend management, and financial services tailored for startups and technology companies. They offer integrated banking, expense tracking, and financial management solutions for businesses.

CaptivateIQ

Operational

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CaptivateIQ is a sales commission management software that helps companies automate and streamline their commission calculation and reporting processes for sales teams.

Carta

Operational

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Carta is a comprehensive equity management and valuation platform for startups, venture capital firms, and investors, providing cap table management, 409A valuations, and equity compensation tools.

Carta Europe

Degraded

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Carta Europe provides equity management, cap table software, and valuation services for startups and investors, helping companies manage their ownership and equity compensation.

Coinbase Prime

Operational

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Coinbase Prime is a specialized cryptocurrency trading and custody platform designed for institutional investors, offering advanced trading tools, secure asset storage, and professional-grade financial services for large-scale crypto investments.

CoinTracker

Operational

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CoinTracker is a cryptocurrency portfolio tracking and tax reporting platform that helps users manage and analyze their crypto investments across multiple exchanges and wallets.

Currencycloud

Operational

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Currencycloud is a global payment technology platform that enables businesses to send, receive, and manage international payments across multiple currencies with APIs and banking infrastructure.

Curve

Operational

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Curve is a financial technology platform that offers a smart card and app which allows users to combine multiple bank cards into one and manage their spending across different accounts.

Emburse Professional

Operational

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Emburse Professional is an expense management and corporate spending solution that helps businesses track, control, and optimize their financial transactions and employee spending.

eToro

Operational

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eToro is a social trading and multi-asset investment platform that allows users to trade stocks, cryptocurrencies, and other financial instruments while also enabling social trading and copying other investors' strategies.

Expensify

Operational

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Expensify is a cloud-based expense management platform that helps businesses and individuals track, report, and reimburse expenses, automate receipt tracking, and streamline financial workflows.

Intrinio

Operational

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Intrinio provides financial data, stock market information, and API services for investors, analysts, and developers to access comprehensive financial datasets and market intelligence.

Jenji

Operational

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Jenji is a cloud-based expense management platform that helps businesses digitize, track, and analyze corporate spending through automated receipt capture and reporting tools.

LMAX

Operational

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LMAX is a global financial technology company that provides a digital asset exchange and trading platform for institutional and professional traders. They specialize in electronic trading solutions for cryptocurrencies and foreign exchange markets.

LoanMAPS

Operational

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A web service potentially related to loan management, mapping, or financial tracking for loan-related processes.

Monzo Bank

Operational

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Monzo Bank is a digital, mobile-first bank offering personal and business banking services with a fully online platform and innovative financial management features. It provides current accounts, savings, loans, and advanced budgeting tools through a user-friendly mobile app.

MX - Platform

Operational

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MX is a financial data platform that provides financial management, aggregation, and analytics tools for banks, credit unions, and fintech companies.