Tagged: brokerage
14 results
Briggs Elwell
Briggs Elwell is the co-founder and CEO of RLTYco, a New York-based specialty finance and services firm built for independent (1099) real estate agents. After more than 15 years in real estate - from sales and asset management at The Related Companies to building the Northeast business for OPTIMAR International - he co-founded RLTYco in 2021 with attorney Daniel Kennedy. The company started by advancing agents their commissions within 24 hours and has grown into a one-stop platform spanning commission funding, tax and financial tools, legal formation, healthcare, and rewards. In January 2025 RLTYco raised a $20 million Series A led by Altriarch and acquired the rewards technology of Zurp.
Lime Trading
Lime Trading (Lime Trading Corp., operating as Lime Financial) is a New York-based broker-dealer that gives independent and institutional traders access to institutional-grade trading technology. Born in 2000 inside a quantitative hedge fund as Lime Brokerage, the firm built low-latency infrastructure for high-frequency trading and now offers direct market access, trading APIs, colocation, and proprietary web and mobile platforms for trading U.S. equities, options, and futures. It positions itself in the gap between bulge-bracket banks and retail apps, serving sophisticated traders and developers who want speed, transparency, and quality execution.
The Freight Data You Already Owned, Finally Talking Back
Pallet Atlas is a data intelligence platform for logistics that ingests operational data from TMS, WMS, ERP systems, email, and documents, then normalizes and connects customers, subsidiaries, facilities, lanes, and contracts into a single network model. It enriches that model with outside signals like spot rates, lane density, distribution center locations, and weather, and lets operators ask plain-English questions to surface hidden revenue opportunities in seconds instead of days.
Nick Solinger
Nick Solinger is President and CEO of FIA Tech, the derivatives market infrastructure company owned by a consortium of clearing firms and the Futures Industry Association. He leads the Trade Data Network, the post-trade processing hub that quietly moves listed derivatives trades among executing brokers, clearing brokers, and end clients. A CFA charterholder with an MIT computer science degree, he spent much of the 2000s and 2010s at Traiana building the Harmony network before taking over FIA Tech in January 2016.
Fennel
Fennel is a New York-based mobile investing app that lets everyday retail investors trade commission-free stocks and ETFs while surfacing digestible ESG data and shareholder-voting information for the companies they own. Founded in 2022 by former physics PhD and dark-matter researcher Daniel Naim, Fennel positions itself as a B Corp-certified brokerage that refuses payment for order flow and does not lend out customer shares - so votes stay with the shares. For a $4.99 monthly subscription, users get 25+ financial metrics, 200+ ESG indicators, AI-powered news sentiment, and tools to follow past and upcoming shareholder ballots.
Hapi
Hapi is a Peruvian-founded, YC-backed fintech that lets people across Latin America invest in U.S. stocks, ETFs and cryptocurrencies from their phones - with zero commissions, no minimums and an account you can open in about five minutes. Built to knock down the high fees and paperwork that historically kept Latin Americans out of the U.S. markets, Hapi has grown from 10,000 users in 2022 to a reported 500,000-plus clients across roughly 20 countries.
Fulcrum
Fulcrum is a San Francisco AI platform that automates the unglamorous backbone of insurance brokerages - policy checking, proposal generation, certificate issuance and carrier sales prep - so account managers can scale their books of business without scaling headcount. Founded in 2023 by Arjun Mangla and Sambhav Anand, it raised $25M in combined Seed and Series A led by CRV in January 2026 and is in use at nearly half of the top 50 U.S. brokerages.
M1
M1 is a Chicago-based personal finance platform that bundles investing, borrowing, and spending into a single app it calls 'The Finance Super App.' Built around customizable 'Pies' that let people design a portfolio of stocks and ETFs and automate contributions and rebalancing, M1 aims to give self-directed investors the kind of automated, low-cost money management once reserved for the wealthy. Founded in 2016 by Brian Barnes, the company has raised more than $300 million and surpassed $10 billion in assets under management.
Brian Barnes
Brian Barnes is the founder and CEO of M1, a Chicago-based personal finance platform that blends investing, borrowing, and spending into one automated 'finance super app.' He started investing in the fifth grade with a real brokerage account opened by his parents, studied economics at Stanford, and launched M1 in 2016 after concluding that the tools for managing money had barely improved in two decades. M1 has raised more than $320 million, reached unicorn valuation, and grown to roughly a million members and billions in assets under management.
dub
dub is America's first regulated copy-trading platform, letting everyday investors mirror the portfolios of top traders, hedge-fund managers, and even politicians with a single tap. Founded by 23-year-old Harvard dropout Steven Wang and headquartered in New York, the SEC-registered, FINRA-member, SIPC-insured app has surpassed 1 million downloads and raised $47M total, including a $30M Series A in May 2025 co-led by Notable Capital and Neo.
Steven Wang
Steven Wang is the founder and CEO of dub, a regulated, SEC-registered copy-trading app that lets everyday investors mirror the portfolios of vetted managers, hedge funds, and members of Congress with one tap. A Detroit-area kid who opened a custodial brokerage account in second grade, he sold a VR company at 17, built Apple Watch software at 18, invested out of a Harvard dorm as a Dorm Room Fund partner, then dropped out to launch dub. The company has crossed 1 million downloads and raised about $47 million, including a $30M Series A in May 2025.
Radius
Radius (legally Agentdesks Inc.) is a San Francisco-based AI-native real estate brokerage platform that helps agents launch and run their own brokerages. It started as a referral and social network for agents in 2015 and has grown into a licensed brokerage operating across eight US states, with an AI supervisor called Mel and a suite of specialist AI agents that handle CRM, marketing, documentation, compliance, and closings.
River
River is a San Francisco-based, bitcoin-only financial services company offering brokerage, custody, mining, and Lightning Network infrastructure. Founded in 2019 by Alex Leishman and Andrew Benson, River serves individuals and businesses who want to buy, hold, earn yield on, and transact with bitcoin from a US-regulated, transparent, full-reserve institution.
Harper Insurance
Harper (YC W25) is an AI-native commercial insurance brokerage that turns the $100B+ industry of email and spreadsheets into a fully autonomous engine for Main Street America. Co-founded by Dakotah Rice and Tushar Nair — two Goldman Sachs alumni who swore they'd never work in insurance — Harper uses its internal AI platform, Harper Hub, to automate form completion, carrier matching across 160+ carriers, underwriter follow-ups, and client communications. The result: 1–2 day quotes instead of 5–7, 85% success rate on traditionally 'uninsurable' cases, 5,000+ businesses covered across 35 states, and 1,000+ customers handled per month versus 20–30 for a typical human brokerage. Backed by $54M in total funding led by Emergence Capital, Peak XV, and Y Combinator. Named after Dakotah's mother's maiden name.