portfolio
Our Partnered Fintech Innovators
Explore our diverse portfolio of fintech companies.
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Advance Financial
Advance Financial is a line of credit and installment loan fintech company
Executive Search

Affirm
Revolutionizing the credit landscape with flexible, transparent financing solutions for consumers.
Advisory

Ally
Ally is a leading digital financial services company that offers a variety of financial products for their clients.
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Aplazo
Aplazo is a Mexico-based BNPL (Buy Now, Pay Later) company that offers flexible payment solutions and commerce enablement tools to help merchants sell more and grow their brands.
Executive Search

ApplePie Capital
Offers diverse capital options and a streamlined process for franchisees to obtain financing for their businesses.
Advisory

BMG Money
BMG Money provides loan solutions for employees and retirees who are working on improving their credit scores.
Executive Search

Barclays
Barclays is a global financial services company providing a wide range of banking and financial products, including retail banking, credit cards, corporate and investment banking and wealth management.
Executive Search

Billd
Billd offers project-based financing to contractors in the construction industry by offering short term financing solutions.
Executive Search

Bitso
Bitso is Latin America’s leading financial services company powered by crypto that offers borderless, secure, transparent, and accessible financial products.
Executive Search

BlueYield
A Southern California-based direct auto lending platform that was acquired by Ally Financial in 2016.
Advisory

Bluevine
Bluevine is a fintech that empowers small businesses with innovative banking products designed for them.
Executive Search

Capchase
Capchase is the growth partner for ambitious software-as-a-service (SaaS) and comparable recurring-revenue companies.
Executive Search

Capital One
Capital One® offers a broad array of financial products and services to consumers, small businesses and commercial clients.
Advisory

Capitol Meridian Partners
Capitol Meridian Partners is a private equity firm focused on identifying, investing in, and transforming businesses operating at the nexus of government and commercial markets.
Executive Search

Caribou
Caribou is a hyper-growth auto re-finance company built by leaders from the technology, automotive and finance industries
Executive Search

Carmoola
Gives users an immediate pre-approved budget and virtual card for instant purchasing.
Advisory

Citizens Bank
A financial institution offering a broad range of retail and commercial banking products and services to individuals, businesses and institutions.
Advisory

Codoxo
Codoxo builds AI solutions that help healthcare companies and agencies identify problems and act quickly to control costs with artificial intelligence.
Executive Search

Credit Karma
Credit Karma provides credit scores and financial tools to help individuals manage their personal finances
Executive Search

Creditas
Creditas is a consumer lending fintech offering lending, investment, and financing services at lower interest rates
Executive Search

Current
Current is a digital banking fintech company focused on helping Americans create a better financial future
Executive Search

Diamond Resorts International
Diamond Resorts International is a hospitality and vacation ownership company that offers a network of resort locations
Executive Search

DriveTime
DriveTime provides auto loans and sells used cars to people with all types of credit histories
Executive Search

Drizly
Drizly is an alcohol e-commerce platform that facilitates the delivery of alcohol through local retailers
Executive Search

EasyKnock
EasyKnock offers a sell and leaseback program that allows homeowners access to equity in their homes
Executive Search

Empower
Empower is a financial solutions fintech that helps people access credit affordably, improve their credit health, and rewrite their financial story.
Executive Search

FairMoney
FairMoney is a mobile banking platform that builds instant credit scores and gives loans
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Fifth Third
Fifth Third is one of the largest consumer banks in the Midwest, providing a variety of financial services to individuals and businesses
Executive Search

Fundbox
Fundbox is a credit platform that helps small business owners optimize their cash flow
Executive Search

GreenSky
GreenSky provides point-of-sale financing and payment solutions
Executive Search

KLYM
Provides working capital to small and midsize companies in Latin America.
Advisory

KeyBank
KeyBank is the primary subsidiary of KeyCorp, offering a variety of financial services
Executive Search

Keyway
Keyway is a proptech that offers a sell-leaseback solution designed to help small and medium businesses.
No items found.

Klar
Klar is a digital banking fintech that allows users to manage their money in a secure and personalized way.
Executive Search

Koalafi
Koalafi offers flexible payment plans and credit-building opportunities for the 121M non-prime U.S. consumers who don't qualify for traditional financing options.
Executive Search

Loft
A Brazilian fintech company simplifying the home buying and selling process.
Advisory

M-Kopa
African fintech platform that provides affordable financial and digital products to "everyday earners."
Advisory

MediaMath
Delivers performant digital advertising technology for brands to buy addressable media.
Advisory

Mercury Financial
Mercury Financial is a fintech company that aims to help consumers build better credit.
Executive Search

Merrick Bank
Merrick Bank is a top 20 credit card issuer that specializes in credit programs that help people build or rebuild their credit.
Executive Search

Mission Lane
Revolutionizing access to financial tools in credit, debit, and beyond to pave a clear way forward for Americans.
Advisory
Executive Search

Moniepoint
An all-in-one banking, credit, and cross-border payment solution.
Advisory

Mudflap
The No. 1 Fuel App for Trucking. Get instant diesel discounts at thousands of truck stops nationwide. Mudflap is free, easy to use and built for the road ahead.
Executive Search

OatFi
OatFi is a fintech company that provides working capital infrastructure for B2B payments platforms
Executive Search

Ocrolus
Ocrolus revolutionizes digital lending with AI-driven document automation, providing trusted data and actionable analytics for confident, high-quality credit decisions.
Advisory

Ollo
Ollo provides consumer credit cards designed to meet the needs of hard working Americans who are often inadequately served by large financial brands.
Executive Search

OneMain
OneMain is a financial services company that offers nonprime customers access to credit and insurance
Executive Search

P&G
A multinational consumer goods corporation known for its diverse portfolio of personal health, personal care, and hygiene products.
Advisory

PayPal
PayPal is an online payment system that allows users to send and receive money, shop online and manage their finances through a digital wallet.
Advisory

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Prosper
Prosper is a digital peer to peer lending business that aims to advance consumer financial well being
Executive Search

QED Investors
QED Investors is a leading boutique venture capital focused on investing in early stage, disruptive financial services companies.
Advisory
Executive Search

Quantum
Quantum Lending Solutions is a full spectrum SMB lender providing credit solutions to fund the growth of small businesses.
Executive Search

Quinto Andar
Facilitates the long-term residential rental process from start to finish.
Advisory

Regional Finance
Regional Finance is a financial services company that provides personal loan products to customers with limited access to credit from other lenders.
Executive Search

Remitly
International payments company that leverages digital channels to send money internationally.
Executive Search
Advisory

Renew Financial
Renew Financial provides financing services intended to assist in clean energy home improvement.
Executive Search

Sentry
Elevating software development with real-time error tracking and performance monitoring tools.
Advisory

Silicon Valley Bank
Specializing in financial services and expertise for innovative companies and their investors.
Advisory

Snapsheet
Transforming the insurance claims process with digital solutions that accelerate settlements and enhance customer satisfaction.
Advisory

SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
Executive Search

Solfacil
Solfacil is the leading ecosystem of solar energy generation solutions in Brazil and the first solar fintech platform in Latin America.
Executive Search

Strike Acceptance
Strike Acceptance is a subprime automotive lending service that helps customers establish and rebuild their credit
No items found.

Tandym
Combines a human-centered approach with AI-enabled insights to deliver success to specialized talent solutions.
Advisory

The Muse
Destination for people to research everything they need to know about companies and careers
Advisory

Treasury Prime
Streamlining banking integration with cutting-edge APIs that connect banks and fintechs seamlessly.
Advisory

Tribal credit
Tribal Credit provides corporate credit cards to startups and growing SMEs looking for a better way to pay business expenses and better their financial management.
Executive Search

X1 Card
X1 is a fintech that provides users with a smart credit card, using the power of technology to offer smart credit limits and automated features.
Executive Search

Yape
Yape is the first and largest mobile payment app in all of Peru that allows users to send and receive money for free quickly and safely.
Executive Search
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