MarginEdge is a restaurant management software company that turns the back office paperwork of running a restaurant - invoices, food costs, inventory, vendor payments - into real-time, actionable data. Founded in 2015 by restaurant veterans and technologists, the platform digitizes invoices, tracks theoretical vs. actual food costs, delivers daily profit-and-loss reports, and lets operators pay vendor bills with no added fees. Headquartered in Arlington, Virginia, it now serves more than 10,000 restaurants across the U.S. and Canada.
Mine (formerly Fizz) is a New York-based fintech building an AI-powered personal finance platform for young adults. Its flagship product is a credit-building card that works like a debit card - spending is capped by your bank balance, repaid daily via autopay, and reported to the credit bureaus so users build credit history without interest, fees, or the risk of falling into debt. In January 2026 the company rebranded from Fizz to Mine and launched MoneyGPT, an AI money agent that learns a user's habits and goals to deliver spending, saving, and planning advice.
Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
Orb is a modern billing platform that helps software and AI companies turn raw product usage into revenue. Instead of being built around rigid subscriptions and contracts, Orb starts by ingesting real usage events and lets teams define any pricing logic on top - usage-based, seat-based, token-based, or hybrid. Founded by former Asana engineers who were tired of pricing changes taking months, Orb powers billing for companies like Vercel, Replit, Pinecone, and Perplexity.
Ramp is a finance operations platform that combines corporate cards, expense management, bill pay, procurement, travel, treasury and accounting automation into one system. Built to save businesses time and money, it uses AI to cut manual finance work, enforce spend controls, and surface savings. Founded in 2019 by Harvard friends Eric Glyman, Karim Atiyeh and Gene Lee, Ramp serves 70,000+ organizations and reached a $44B valuation in June 2026.
Sentz (formerly MobileCoin) is a San Francisco-based fintech building a free, self-custodial mobile wallet that lets people send, save, receive and earn in stablecoins. Its dollar-pegged eUSD moves money across borders in seconds for a fraction of a cent, with end-to-end encryption and full user custody. Used in 180+ countries with deep traction in Nigeria, Sentz targets freelancers, remote workers and families sending remittances, and offers up to 8% yield through Sentz Earn.
SmartHop is a Miami-based trucking technology company that gives small fleets and owner-operators a business-in-a-box platform. It pairs AI-driven load recommendations and full-service dispatch with fintech tools - fuel cards, payments, and insurance - so independent truckers can compete with large carriers without drowning in paperwork.
Tenet is a New York fintech building the first lending platform designed exclusively for electric vehicles. It uses the unique attributes of EVs, chargers, and battery storage to offer lower monthly payments, fast 24-hour funding, and a path to home electrification - increasingly as a lending-as-a-service engine that powers credit unions and other lenders.
Paul Meinshausen is the CEO and co-founder of Aampe, a San Francisco company that deploys agentic AI infrastructure so consumer apps can learn from each user's behavior and adapt their messaging in real time. An anthropologist turned data scientist who started his career in US Army Intelligence, he co-founded the Indian fintech PaySense (acquired by PayU for $185M) before building Aampe with collaborators he first met in a military analysis unit. He argues that businesses win not by understanding the past but by making better decisions about the future, and that personalization should be about responsiveness rather than prediction.
Paul Puey is the CEO and co-founder of Edge, a San Diego-based self-custody crypto wallet and security platform. A UC Berkeley electrical engineering and computer science graduate who once shipped 3D graphics at Nvidia, he caught the Bitcoin bug in 2013 and launched Airbitz in 2014, rebranding it to Edge in 2017 as crypto moved beyond Bitcoin. His pitch is stubbornly simple: if you do not hold your keys, you do not own your coins, and security belongs on the edges of the network, in your hands, not on someone else's server.
Qian Liu is a fintech operator and data scientist who helped build the robo investing movement from the inside. A computer scientist by training - PhD in machine learning from Penn, BS from Tsinghua - she was an early member of the Wealthfront founding team and its Director of Research, then Head of Data at GoFundMe, then Chief Data Officer at Guideline, the small-business 401(k) platform. When Gusto acquired Guideline, she moved into a leadership role at Gusto, where the brokerage entity sits inside its HR, payroll and benefits platform serving small and medium businesses. In 2024 she co-authored 'The Little Book of Robo Investing' with Elizabeth MacBride, turning a decade of building automated investing products into a plain-spoken guide for ordinary savers.
Robby Knight is the co-founder and CEO of evermore (formerly Soda Health), a healthtech company that turns supplemental health benefits into a Smart Benefits platform connecting Medicare Advantage members, health plans, and retailers like CVS, Walgreens, and Kroger. A social worker by training who spent nearly eight years architecting consumer health at Walmart, Knight built the company on a simple frustration: people's first-order needs (food, OTC medicine, transportation) were being met through a patchwork of inefficient programs. evermore has raised roughly $100 million, including a $50M Series B led by General Catalyst in December 2024.
Robert Huntsman is the Chief Data Officer at iCapital, the platform that powers much of the world's alternative-investment marketplace. He runs the teams, technology, and governance that let the firm ingest, protect, and analyze data across private equity, hedge funds, and private credit. A Stanford-trained quantitative economist with CFA and FRM credentials, he previously ran a 150-plus-person data science group at Prudential Financial. His current obsession: pointing large language models at messy, unstructured fund documents so private markets can finally move at the speed of public ones.
Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.
Robert Smithson is the founder and CEO of Just (just.insure), a Los Angeles pay-per-mile auto insurer that prices drivers on how they actually drive instead of credit scores and zip codes. A Cambridge philosophy graduate and former fund manager, he previously built Genius Sports (sold for $280M in 2018) and the Python platform PythonAnywhere before turning telematics and AI loose on the $300-billion car-insurance market - aiming squarely at making coverage fairer for lower-income drivers.
Khalid Kabeer is a fintech and financial-inclusion executive with more than two decades of leadership in microfinance and MSME lending across Pakistan, the Middle East, Europe and Africa. A Fellow Chartered Accountant who started in audit and textiles, he helped build Kashf Microfinance Bank as its first CFO, ran global operations and then led Vitas Group as CEO, steering it toward a data-centric, digital-first lending model and founding its early-stage fintech investment arm, Vitas Ventures. He is now Chief Product Officer at AdalFi, a Lahore-based credit-scoring and lending-technology company taking instant, pre-approved digital credit to scale.
Talal Naseem Janjua is a growth and product operator working at the seam where payments, analytics, and behavior meet. He is Head of Growth at Ace Money Transfer, a UK-regulated remittance company, after building growth and product functions at two of Pakistan's biggest digital-finance players, JazzCash and Zindigi. His specialty is turning channel planning, advanced analytics, and automation into measurable movement in the numbers that matter.
Abacum is an AI-native financial planning and analysis (FP&A) platform built for the office of the CFO. Founded in 2020 by former finance operators Julio Martinez and Jorge Lluch, it pulls financial and operational data into one place so finance teams can forecast revenue, model scenarios, plan headcount, automate reports, and trade spreadsheet drudgery for strategic decision-making. Backed by Scale Venture Partners, Atomico, Y Combinator and others, Abacum has raised over $90M and serves hundreds of mid-market companies across 31 countries, including Strava, Aiven, JG Wentworth and Mastercam.
Argyle is a consumer-permissioned verification platform that pulls real-time income, employment, and asset data straight from the source - payroll systems and bank accounts - through an API and no-code console. Instead of faxed pay stubs and HR phone calls, lenders, background screeners, and tenant screeners get instant, direct-source verifications covering roughly 90% of the U.S. workforce. Founded in 2018 and headquartered in New York, the company has raised over $100M from Bain Capital Ventures, Rockefeller Asset Management, Mastercard, Checkr, and SignalFire.
Castellum.AI is a New York-based regulatory technology company that automates anti-money-laundering and know-your-customer compliance for banks, credit unions, fintechs and crypto firms. Its platform pairs in-house risk data drawn from 200,000+ global sources with explainable AI agents that screen for sanctions, politically exposed persons and adverse media, cutting alert volume by 94% and review time by 83% out of the box. Founded by a former U.S. Treasury sanctions officer, the company raised an $8.5M Series A in July 2025 led by Curql.
Catch is a benefits platform built for the more than 50 million Americans who work for themselves and have no employer to hand them a health plan. It helps freelancers, contractors, gig workers and solopreneurs find, compare and enroll in health, dental and vision insurance, applying tax credits instantly so coverage costs less. The service is free to users. Founded in 2019 as a Y Combinator startup, Catch raised about $20M, was wound down by its original founders in early 2023, then bought and relaunched the same year by two operators who personally believed independent workers deserved a real safety net.
Clair is a New York-based embedded fintech that lets employees access wages they have already earned before payday, at no cost to their employer. Built directly into payroll and workforce-management platforms like Gusto and TriNet, Clair offers no-interest, non-recourse wage advances backed by partner bank Pathward, N.A. The company positions itself as a compliance-first alternative to payday lenders, aiming to break the traditional two-week pay cycle for America's frontline workforce.
Coast is a New York-based fintech building modern payments and expense-management software for businesses that run vehicle fleets and field teams. Its Visa-backed fuel and fleet card pairs hardware-grade spend controls with software that auto-codes receipts, matches transactions to GPS and tank data, and kills the monthly expense report. Founded in 2020 by Bread co-founder Daniel Simon, Coast has raised nearly $100M in equity plus significant debt capital, and serves thousands of fleets across construction, HVAC, landscaping, transportation and other field-heavy trades.
Común is a New York-based digital bank built Spanish-first for immigrants in the United States. It offers an FDIC-insured checking account, a Visa debit card, low-cost cross-border remittances, Zelle access, and one of the largest cash-deposit networks in the country - all openable without a Social Security number. Founded in late 2021 by Mexican immigrants Andrés Santos and Abiel Gutiérrez, Común set out to fix the financial exclusion they experienced firsthand, and it has grown into one of the fastest-growing consumer fintechs serving the Latino community.
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.
Equi is part hedge fund, part technology platform - an alternative investment manager that gives high-net-worth individuals, wealth advisors and family offices access to the kind of uncorrelated, absolute-return strategies that were historically reserved for institutions and billionaires. Founded in 2020 by Tory Reiss, Itay Vinik and Jeremy Smith, the company pairs Wall Street investing expertise with Silicon Valley software, screening thousands of private funds to build diversified portfolios designed to perform across market cycles. Equi reached roughly $100M in assets under management within its first year and has raised about $25M in venture funding.
Finhabits is a bilingual financial wellness platform built by Latinos, for Latinos, that turns small, automatic deposits into diversified investment portfolios. Founded by MIT-trained engineer Carlos Garcia, the New York fintech pairs low-minimum Roth and Traditional IRAs with Spanish-and-English financial education to close the wealth gap for first-time investors, serving hundreds of thousands of members who often start with as little as a few dollars a week.
Fun (fun.xyz) is a payments infrastructure company that moves money on and off blockchains for modern fintech apps. Its rails power deposits, withdrawals, orchestration, and checkout for platforms like Polymarket, Aave, and Lighter - processing more than $18 billion a year. Founded in 2022 by Stanford dropout Alex Fine, the company raised a $72 million Series A in early 2026 led by Multicoin Capital and SignalFire, aiming to be 'the front door' to the new digital economy.
Kaiko is a global provider of cryptocurrency and digital asset market data, analytics, indices, and surveillance built for institutions. Founded in Paris in 2014 and led by CEO Ambre Soubiran since 2016, the company turns raw data from 200+ exchanges, 20+ blockchains, and 20,000+ digital assets into clean, regulated, institutional-grade feeds used by banks, asset managers, exchanges, and regulators. After acquiring Amberdata in June 2026, Kaiko positions itself as the only independent, globally regulated data and analytics company spanning crypto and tokenized assets.
Kalshi is a New York-based, CFTC-regulated financial exchange where people trade contracts on the outcomes of real-world events - elections, economic data, sports, weather, corporate events and culture. Founded in 2018 by MIT classmates and former quant traders Tarek Mansour and Luana Lopes Lara, it became the first U.S. exchange federally approved to list event contracts. By 2026 it accounts for the large majority of U.S. prediction-market activity, has raised roughly $2.6 billion across its rounds, and was valued at $22 billion after a $1 billion Series F.