fintech-startup
(4)
Hyperbots Inc.
Hyperbots is an agentic AI company building finance and accounting co-pilots for mid-market enterprises. Its platform automates core workflows - procure-to-pay, order-to-cash, expense management and analytics - by converting unstructured financial documents into structured, ERP-ready data. Founded in 2023 and headquartered in Dover, Delaware with engineering in Bengaluru, the company reports 99.8% document accuracy and up to 80% straight-through processing, and in 2025 raised a $6.5M Series A co-led by Arkam Ventures and Athera Venture Partners to expand in the U.S. and launch HyperLM, a large language model trained specifically on finance data.
Transient.AI
Transient.AI is a New York-based fintech startup building what it calls a Trusted AI Operating System for capital markets - a compliant, explainable intelligence layer that unifies fragmented legacy systems for hedge funds, asset managers, RIAs, and sell-side trading desks. Founded by former traders and technologists from Goldman Sachs, Credit Suisse, UBS, and McKinsey, the company ships a suite of enterprise SaaS platforms (Caddie.AI, ClarityRIA, CapFlo.AI, Sales+) plus specialized AI agents for trade ideas, surveillance, AML, and term sheets. In May 2026 it raised its Series A led by NEXT Investors to scale deployment inside regulated financial institutions.
Cashmere
Cashmere is a Los Angeles-based AI company building a data layer for financial services. It started as an AI-powered client-acquisition platform that helps wealth management firms spot high-net-worth prospects at the moment they experience a wealth-triggering life event - an inheritance, a business sale, a liquidity event - and then matches those prospects with the best-fit advisor and automates personalized outreach. The product has since expanded into resolving fragmented customer records across disconnected banking systems into a single, continuously updated 'golden profile' enriched with internal and external signals. Founded by Farbod Nowzad and Eshan Govil, Cashmere raised a $3.6M seed round led by Canapi Ventures in September 2024 and counts RIAs, banks and wirehouses among its customers.
Copilot Money
Copilot Money is a subscription personal finance app for the Apple ecosystem that pulls all of your accounts - checking, credit cards, investments, loans - into one private, ad-free dashboard. Its standout feature is AI-powered transaction categorization that learns from your corrections, plus net worth tracking, budgets, recurring-expense detection and investment monitoring. Founded by Chilean engineers Andres Ugarte and Gabriel Dieguez Franzani, the app launched in January 2020, reached profitability in 2023, crossed 100,000 subscribers, and raised a $6M Series A in March 2024 led by Adjacent.