| Feb 19, 2026 | Jump AI | $80.0M Series B | Crissy Costa Behrens | Aaron Skonnard, Hans Tung, Ryan Anderson, Eric Thomes, Battery Ventures, Citi Ventures, F-Prime Capital, Pelion Venture Partners, Peterson Partners, Sorenson Capital, TIAA Ventures |
| Dec 4, 2025 | Micruity | $20.0M Series A | Cathy Marasco, Josh Tanenbaum | Collab Capital, Guardian Life, J.P. Morgan, Pacific Life, Prudential Financial, Reinsurance Group of America, SixThirty, State Street Global Advisors, TIAA Ventures, Western & Southern Financial Group |
| May 1, 2025 | Empathy | $72.0M Series C | Thomas Bremner | 10D, 83North, Aleph VC, Brewer Lane Ventures, Entrée Capital Ventures, General Catalyst, Index Ventures, MUFG Innovation Partners, True Global Ventures, Ronald Cohen, Shai Wininger, Aflac Ventures, Citi, Latitude, LionTree Partners, MetLife, Munich Re, New York Life, Securian Financial, TIAA Ventures |
| Feb 8, 2024 | Ezra | $21.0M Other Equity | Rick Heitzmann, Amir Dan Rubin | Anne Wojcicki, Esther Dyson, Lord David Prior, Vlad Tenev, Accomplice, Credo Ventures, Founders Future, Gaingels, LDV Capital, Mana Ventures, Republic, Seedcamp |
| Jul 1, 2023 | MerQube | $22.0M Series B | Intel Capital | F-Prime Capital Partners, Nyca Partners, Citi, J.P. Morgan, Laurion Capital Management, UBS |
| Nov 6, 2022 | FLX Networks | $10.0M Other Equity | Barings | Broadridge Financial Solutions |
| Apr 1, 2022 | Ellevest | $53.0M Series B | Contour Venture Partners, BMO Family Office | Amity Ventures, Astia, TJ Nahigian, Broadway Angels, Canvas Ventures, Cleo Capital, Cultiv8 Funds Management, Flucas Ventures, Greylock, Hustle Fund, Innovation Endeavors, Inspired Capital, Olima Ventures, Pareto Holdings, Piva Capital, Rethink Impact, SciFi VC, SparkLabs Group, The Perkins Fund, Ulu Ventures, Ann Berry, Fanny Surjana, Jake Zeller, Jen Rubio Butterfield, Jonathan Swanson, Michael Stoppelman, Ryan Tedder, Stewart Butterfield, Venus Williams, Elaine Wynn, Eric Schmidt, Valerie Jarrett, Crystal McKellar, AME Cloud Ventures, Astia Angels, Envestnet, Jesse Draper, Khosla Ventures, Morningstar, PayPal Ventures, Melinda Gates, Salesforce Ventures, Stardust Equity, The Venture Collective, Ludwig Schulze |
| Apr 1, 2022 | Covr Financial Technologies | $15.0M Series B | Stone Point Ventures | Connecticut Innovations, M12, Nyca Partners, Sony Innovation Fund, Aflac Ventures, Commerce Ventures, Contour Venture Partners, Fairview Capital, IVG, Tribeca Early Stage Partners |
| Feb 1, 2022 | Micruity | $5.0M Seed | SixThirty | Joe Boerio, Matt Gray, Alpine Meridian Ventures, Altari Ventures, Great North Ventures, Abhinav Dendukuri, James Vance |
| Oct 13, 2021 | Halo Investing | $100.0M Series C | Owl Capital | Abu Dhabi Catalyst Partners, William Blair & Company |
| Jul 1, 2021 | Vestwell | $70.0M Series C | Wells Fargo Strategic Capital | FinTech Collective, NFX, Karim Atiyeh, Commerce Ventures, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures |
| Oct 1, 2020 | Human API | $20.0M Series C | Marco Borges | BlueRun Ventures, CRV, MS&AD Ventures, OurCrowd, Rajan Anandan, Jonathan Boutelle, Noam Bardin, CNO Financial Group, Guardian Life, Moneta VC, Samsung Ventures, Paolo De Martin |
| Mar 1, 2020 | Accern | $13.0M Series A | Fusion Fund | Altalurra Ventures, Abby Kearns, Emily Reitan, Mighty Capital, Vectr Ventures, Viaduct Ventures |
| Jun 6, 2019 | Halo Investing | $12.0M Series B | — | Corey Walther, Jon Zindel |
| Apr 1, 2019 | Vestwell | $31.0M Series B | Timothy O'Neill | FinTech Collective, NFX, Karim Atiyeh, BNY Mellon, Commerce Ventures, F-Prime Capital, Franklin Templeton, Nationwide, Point72 Ventures, Primary Venture Partners |
| Apr 1, 2019 | Gainfully | $6.0M Series A | IA Capital Group | MassMutual Ventures, Western Technology Investment, ManchesterStory |
| Sep 1, 2018 | Covr Financial Technologies | $10.0M Series A | — | Cisco Investments, Forefront Venture Partners, Matrix, Nyca Partners, SciFi VC, Osama Bedier, Emily Reitan, Commerce Ventures, Connectivity Capital Partners, Contour Venture Partners |
| Jul 17, 2018 | Tomorrow | $4.2M Other Equity | Jordan Fudge | Aflac Ventures, Flying Fish Partners, MGV, Plug and Play |
| Jul 23, 2017 | Tomorrow Ideas | $2.6M Seed | — | CFSI, Clocktower Technology Ventures, Curious Capital, Echelon Capital, Flying Fish Partners, Maveron, Plug and Play Ventures |
| Jul 18, 2017 | Tomorrow | $2.6M Seed | — | CFSI, Clocktower Technology Ventures, Curious Capital, Echelon Capital, Flying Fish Partners, Maveron, Plug and Play |
| Feb 6, 2017 | blooom | $9.2M Series B | Commerce Ventures, QED | Industry Ventures, KCRise Fund, Nationwide Ventures, TTV Capital, UMB Financial Corporation |
