Fintech

The Financial Services incumbents will develop against four key consumer trends: Simplification, Transparency, Analytics, & Reduce Friction.

I want to extend our congratulations to our friends at Lennar, and to Max and his newly enlarged States Title team!

Points of View

Congrats to the CoverWallet team for being chosen as a CNBC Upstart 100 Company-- one of the most promising startups in the world!

News

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Date

February 2018

Investor

Rodolfo Gonzalez

Website

agentero.com

Agentero

Grow your agency with happy clients. A mobile app for prospects and clients to easily manage their insurance.

Date

February 2018

Investor

Rodolfo Gonzalez

Website

agentero.com
Date

April 2014

Investor

Charles Moldow

Website

auxmoney.com

Auxmoney

auxmoney is a leading digital-lending platform for consumer credit in Europe. Through AI-powered risk models and truly digital processes, auxmoney improves access to affordable credit and thus promotes financial inclusion.

Date

April 2014

Investor

Charles Moldow

Website

auxmoney.com
Date

September 2019

Investor

Charles Moldow

Website

www.ourbranch.com

Branch

Bundled home and auto insurance that’s simple to buy and built for savings.

Date

September 2019

Investor

Charles Moldow

Website

www.ourbranch.com
Date

June 2016

Investor

Charles Moldow

Website

branch.co

Branch

Branch’s mobile application is designed to deliver world-class financial services to the mobile generation, using data science to reduce the cost of delivering financial services in emerging markets.

Date

June 2016

Investor

Charles Moldow

Website

branch.co
Investor

Charles Moldow

Website

canopyservicing.com

Canopy

A fast and flexible loan management system, Canopy provides a powerful set of tools and features to help partners service their customers in a modern way. Canopy's platform enables FinTechs to innovate new financial products by allowing ultimate flexibility in account servicing.

Investor

Charles Moldow

Website

canopyservicing.com
Date

October 2022

Investors

Charles Moldow

Nico Stainfeld

Website

www.coincover.com

Coincover

Coincover is the leading institutional-grade digital asset protection platform.

Date

October 2022

Investors

Charles Moldow

Nico Stainfeld

Website

www.coincover.com
Date

September 2017

Investor

Charles Moldow

Website

www.coverwallet.com

CoverWallet

CoverWallet is reinventing insurance for small businesses combining deep analytics, thoughtful design and state of the art technology. CoverWallet delivers a seamless user experience while offering savings, customized coverage and best-in-class service to their customers. In a matter of minutes, any business can get peace of mind, buying and managing their insurance, all through CoverWallet’s online platform.

Date

September 2017

Investor

Charles Moldow

Website

www.coverwallet.com
Date

May 2020

Investor

Angus Davis

Website

current.com

Current

Current is creating better financial outcomes for people and their unique lives.

Date

May 2020

Investor

Angus Davis

Website

current.com
Date

March 2000

Website

envestnet.com

Envestnet

Envestnet, Inc. [ENV] is a leading provider of technology-enabled investment and practice management solutions to financial advisors. Envestnet, Inc. is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors.

Date

March 2000

Website

envestnet.com
Date

June 2019

Investor

Charles Moldow

Website

evolutioniq.com

EvolutionIQ

AI-powered claims guidance for workers’ compensation helps more people recover and return to work

Date

June 2019

Investor

Charles Moldow

Website

evolutioniq.com
Date

July 2022

Investor

Charles Moldow

Website

www.fairmatic.com

Fairmatic

AI-powered fleet insurance for the light commercial trucking industry

Date

July 2022

Investor

Charles Moldow

Website

www.fairmatic.com
Date

March 1997

Website

www.corp.financialengines.com/

Financial Engines

Financial Engines [FNGN] is an online investment manager providing retirement account services for individuals. Financial Engines is a fast-growing company dedicated to making high-quality retirement help available to everyone—regardless of how much money they have. They’re proudly independent, which means they don’t make money or earn commissions based on their investment recommendations. Instead, they offer their advisory services to a number of Fortune 500 companies. They, in turn, offer their services to their workers as a valuable employee benefit.

Date

March 1997

Website

www.corp.financialengines.com/
Date

August 2013

Investor

Charles Moldow

Website

finxera.com

Finxera

Finxera builds apps that move money. Online transactions are complex. Money runs a maze of separate services for card processing, accounting, bill payment, and collection. And the rules that govern it all change constantly. Finxera handles all of these problems with one incredible platform made up of three specialized layers. Our Core Enginedoes the heavy lifting, covering everything from security and compliance to money movement and account management.

Date

August 2013

Investor

Charles Moldow

Website

finxera.com
Date

December 2014

Investors

Steve Vassallo

Rodolfo Gonzalez

Website

www.forusall.com

ForUsAll

ForUsAll is fixing retirement in America, one small company at a time. We’re a well-funded Series A financial technology shop that’s expanding hard-working Americans’ access to 401(k) plans. We’re helping the underserved – and the dreadfully served – get good, honest retirement plans at work.

Date

December 2014

Investors

Steve Vassallo

Rodolfo Gonzalez

Website

www.forusall.com
Date

November 2013

Investor

Charles Moldow

Website

www.lendinghome.com/

Kiavi

The best way for borrowers to get a mortgage. Flexible, simple, fast, transparent, and reliable. We’re your lender. Not a bank. We brought together the best technology, operations, and data to build the next generation mortgage platform. This meant rethinking customer acquisition, user experience, credit analysis, algorithmic underwriting, operational efficiency, loan servicing, capital markets, financial automation, consumer brand, and more.

Date

November 2013

Investor

Charles Moldow

Website

www.lendinghome.com/
Date

April 2010

Investor

Charles Moldow

Website

www.lendingclub.com/

Lending Club

Lending Club [LC] works to create an alternative to banks that offers both borrowers and investors a great rate. Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors so that both can benefit financially. We replace the high cost and complexity of bank lending with a faster, smarter way to borrow and invest.

Date

April 2010

Investor

Charles Moldow

Website

www.lendingclub.com/
Date

April 2020

Investor

Angus Davis

Website

www.lili.co

Lili

Lili is building mobile banking designed for freelancers. The Lili checking account and mobile experience are created to help balance work & life with real time expense management and tax savings. In the same way freelancers are reimagining what it means to make a living, we’ve reimagined banking.

Date

April 2020

Investor

Angus Davis

Website

www.lili.co
Date

February 2020

Investor

Charles Moldow

Website

www.onefinance.com/

One Finance

Meet One, the better way to bank. One account, one card, one app—all designed to maximize the power of your paycheck.

Date

February 2020

Investor

Charles Moldow

Website

www.onefinance.com/
Date

December 2014

Investor

Steve Vassallo

Website

stripe.com

Stripe

Stripe offers payment processing software and application programming interfaces for e-commerce websites and mobile applications.

Date

December 2014

Investor

Steve Vassallo

Website

stripe.com
Date

June 2008

Investor

Steve Vassallo

Website

www.sunrun.com

Sunrun, Inc.

Sunrun [RUN] is a United States-based provider of residential solar electricity and solar power services for homeowners. It invented a model known as solar service allowing homeowners to pay for the power, not the panels. It owns, maintains, and monitors the system while homeowners pay for the electricity it produces at a low, locked-in rate, saving them money over time.

Date

June 2008

Investor

Steve Vassallo

Website

www.sunrun.com
Date

April 2020

Investor

Angus Davis

Website

tradeledger.io

Trade Ledger

Trade Ledger is a lending-as-a-service platform for global bank and non-bank lenders to automate lending processes, with a particular focus on applications like supply chain finance, asset-based lending, and structured finance.

Date

April 2020

Investor

Angus Davis

Website

tradeledger.io

A Local’s Guide to Fintech Investing

Charles Moldow

03.27.2023

Over the past five years, everyone could—and did!—make money in fintech investing. When valuations are skyrocketing, and seed to Series…

Points of View

A Trillion Dollar Market By the People, For the People

Charles Moldow

01.01.2014

A Trillion Dollar Market By the People, For the People. How Marketplace Lending Will Remake Banking As We Know It.…

Points of View

Addi raises $75M to advance ‘buy now, pay later’ in LatAm, nearly triples valuation

Published on TechCrunch

09.08.2021

News

An unmatched record of investing in financial innovation.