trade-automation
(4)
Tarifflo
Tarifflo is an AI-driven trade automation platform that classifies products under the Harmonized Tariff Schedule, files customs entries directly with CBP, and audits past import entries to recover overpaid duties. Founded in 2024 in Utah by ex-KPMG trade compliance specialist Bryce Judy and engineer Tanner Helms, it uses agentic AI to do work that traditionally required entire compliance teams and customs brokers, cutting hours of documentation to minutes. The company is a Y Combinator S26 startup.
OpenYield
OpenYield is a New York-based fintech operating an automated, all-to-all bond marketplace that brings an equity-like trading experience to fixed income. A FINRA-registered broker-dealer and SEC-registered alternative trading system (ATS), it offers firm, executable quotes with no minimum trade sizes across corporate bonds, municipal bonds and U.S. Treasurys, connected to brokerages, advisors, asset managers and market makers through API-first infrastructure.
Caspian
Caspian is an AI-native global trade advisory platform that helps importers and exporters recover unclaimed import duties and stay compliant as tariff rules shift. Founded in 2024 by ex-Flexport operators Justin Sherlock and Matt Ebeweber, the San Francisco company is a licensed US customs broker and CBP-approved software vendor. Its platform ingests shipping and inventory data to identify eligible duty drawback and refunds, then files the paperwork with US Customs in days rather than months - replacing the spreadsheet-and-email legacy process that leaves billions of dollars unclaimed every year.
Moment
Moment is a New York fintech building the AI operating system for investment management. Founded in 2022 by former Citadel quants, it unifies trading, portfolio management, research, reporting, and compliance for fixed income and beyond into a single platform with an API layer. In roughly 18 months it grew from powering $300 billion to more than $10 trillion in client assets, working with firms like Edward Jones, LPL Financial, and Hightower Advisors. The company has raised $134 million across rounds led by Index Ventures, with backing from Andreessen Horowitz, Lightspeed, and others.