Greycroft is a venture capital firm that focuses on technology start-ups and investments in the Internet and mobile markets. With offices in two of the most important business hubs in the world, New York and Los Angeles Greycroft uniquely positioned to serve entrepreneurs who have chosen us as their partners. The firm leverages an extensive network of media and technology industry connections to help entrepreneurs gain visibility, build strategic relationships, bring their products to market, and build successful businesses.  Greycroft manages in excess of $1 billion and has made over 200 investments since its inception in leading companies including Acorns, App Annie, Bird, Botkeeper, Bright Health, Boxed, Braintree, Buddy Media, Everything But The House, Extreme Reach, Huffington Post, Icertis, JW Player, Maker Studios, Plated, Scopely, Shipt, TheRealReal, Thrive Market, Trunk Club, Venmo, WideOrbit, and Yeahka. Greycroft has adopted the Diversity Term Sheet Rider.

Greycroft

Accel is an early and growth-stage venture capital firm that powers a global community of entrepreneurs. Accel backs entrepreneurs who have what it takes to build a business.  Accel’s vision for entrepreneurship and business enables it to identify and invest in the companies that will be responsible for the growth of next-generation industries. Accel-backed companies include Atlassian, Braintree, Cloudera, DJI, Dropbox, Dropcam, Etsy, Facebook, Flipkart, Lookout Security, MoPub, Qualtrics, Slack, Spotify, Supercell, Vox Media, and others.

Accel

Advancit Capital is an early-stage investment firm focused on media, entertainment, and technology companies. The firm seeks the opportunity to form long-term partnerships with talented, focused, and driven entrepreneurs. With its strategic and industry expertise, Advancit Capital provides value-added resources at the critical growth stages of companies.

Advancit Capital

Founded in 2012, LionTree is an independent investment and merchant bank with deep roots in the media, technology, communications, consumer, and creative industries. LionTree's thematic focus and expertise provide a differentiated perspective to help their relationships unlock growth and transformation across key areas of the global digital economy.

LionTree

PLG Ventures is a leading early stage venture capital firm providing pre seed and seed capital to technology enabled startups. PLG Ventures works hands-on with the founding teams developing their leadership skills and emotional intelligence abilities. In addition, we will help your company put in place the best foundation to allow for scalable and successful growth.

PLG Ventures

Counterpart Advisors is a Venture Capital, Private Equity & Consulting firm that engages in highly competitive and visible markets.

Counterpart Advisors

Dreamers VC they invest in early stage companies through the application of emerging technology in seed, A, or B rounds.

Dreamers VC

Founded in 2019 by serial angel and VC investors, Ambridge Capital works with the most daring and ambitious entrepreneurs. Ambridge is built on the pillars of investing early and often, public founder referral network, stage agnostic investment thesis and top-tier network of co-investors.

Ambridge Capital

Lakestar is a venture capital firm investing in technology companies led by exceptional entrepreneurs. Early investments included Skype, Spotify, Facebook, and Airbnb. Since raising the first fund in 2013, Lakestar manages an aggregated volume of over EUR 1bn across three early-stage funds, and more recently a growth fund.  The company has expanded and broadened its portfolio and holds investments in the likes of Opendoor, Oscar, GetYourGuide, Glovo, Sender, Eigen, Five, Revolut, and Hometogo to name a few. Lakestar has a presence in Berlin, Zurich, and London. Lakestar helps companies to identify new markets and expand into them rapidly, with a focus on the US and Europe. The team advises and supports portfolio companies in business development, recruitment, technology, and marketing. The investments range from early-stage companies to those in their growth stage.

Lakestar

Bossa Invest manages investment portfolios and provides asset management services to clients. It analyzes market trends to inform investment decisions. Bossa Invest serves multiple sectors, including finance, technology, and real estate.

Bossa Invest

Mantis is an early-stage fund that invests in consumer tech, media/entertainment, and fintech companies. Mantis VC is a partnership between The Chainsmokers and experienced Venture Capital professionals and entrepreneurs Milan Koch and Jeffrey Evans that focuses on consumer technologies in the areas of Media and Entertainment, Fintech, and Health and Wellness. Founded in 2019, Mantis VC is based in Los Angeles, California.

MANTIS Venture Capital

Founded in 2001, Tiger Global Management, LLC (“Tiger Global”) is a New York-based investment firm pursuing a long-term approach to investing in leading, global public and private companies that leverage technological innovation. Tiger Global’s public equity business includes fundamentally oriented long/short, long-focused and crossover strategies, targeting investments in high-quality, public growth companies. The private equity business invests in early through late stage companies that pursue innovative approaches to new and existing industries, building on over 20 years of experience investing in hundreds of businesses in more than 30 countries with more than 90 portfolio company IPOs. With a strong track record investing across sectors and stages, Tiger Global aims to be a thought partner to companies and their management teams across their lifecycle in public and private markets. The Firm’s mission is to generate world-class returns for its investors and to do so in a way that makes its employees, partners and portfolio companies proud.

Tiger Global Management

All Blue Capital they manage multiple alternative asset classes, including private equity, real estate and blockchain, and through their strategic partners, hedge funds. Leveraging the strength of the team's global presence and network they are able to provide differentiated investment themes across asset classes, industries, and geographies. The Group’s focus on its core values of entrepreneurialism, innovation, and institutionalization has led to a history of delivering excellent risk-adjusted returns. B's Partners currently work across several offices including London, New York, UAE, Singapore, Shanghai and Toronto.

All Blue Capital

Aglaé Ventures is a venture capital firm based in Paris, New York and San Francisco backed by Groupe Arnault, the controlling shareholder of LVMH, global leader in luxury goods. Aglaé invests from € 100k up to € 100m in asset light tech businesses at all stages.  Groupe Arnault-backed companies include Netflix, Spotify, Backmarket, Betfair, Airbnb, Slack, Algolia, Lyft and others.

Aglaé Ventures

Inspired Capital Partners is an early-stage technology venture fund focused on supporting the next wave of exceptional entrepreneurs. Founded in 2019, Inspired Capital is backed by founders with transformative ideas, brilliant teams, and relentless determination.

Inspired Capital Partners

Intuition Capital is an Investment Management firm.

Intuition Capital

Vine Ventures is an early stage, software-focused venture capital fund that invests in the U.S., Latin America, and Israel.

Vine Ventures

Public

Fintor leverages AI agents to automate workflows for fintech and proptech companies, simplifying financial and operational processes. The solution provides a secure, private enterprise platform with a natural language interface that integrates seamlessly into existing operations. By enabling users to describe tasks in plain language, Fintor's AI agents automate everything from financial analysis and reporting to loan processing and compliance checks, reducing the need for specialized tools and manual workflows.

SproutFi is an application that allows investing in the US stock market and works as a social network.

Public.com is an investing platform that helps people be better investors. Members can build a portfolio with any fractional asset -- from stocks, ETFs, and crypto to NFTs, art, and collectibles. On Public, ownership unlocks an experience of content and education, contextual to their portfolio, created by a community of millions of investors, creators, and analysts. Users can trade in stocks, options, bonds, and cryptocurrencies, with an emphasis on multi-asset investment opportunities and AI-powered data analytics.

Public.com offers a social investing platform that allows trading in stocks, ETFs, and cryptocurrencies with the option to invest in fractional shares. The mobile platform offers a social feed where users can follow friends and domain experts to see their investments, and also allows users to invest in stocks and ETFs that are underpinned by “themes” such as industry or social causes.

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

Public.com

Public announces $135M Series D-2 capital raise

Fintor

500 Global

Graphene Ventures

Hustle Fund

VU Venture Partners

Frontier Path Venture Capital

SproutFi

Y Combinator

Investo

Goodwater Capital

Sound Ventures

Liquid 2 Ventures

Quiet Ventures

First Check Ventures

Pareto Holdings

Public.com offers a social investing platform that allows trading in stocks, ETFs, and cryptocurrencies with the option to invest in fractional shares. The mobile platform offers a social feed where users can follow friends and domain experts to see their investments, and also allows users to invest in stocks and ETFs that are underpinned by “themes” such as industry or social causes.The platform does not require a minimum initial deposit and does not charge fees for account maintenance, bank transfers, or incoming Automated Customer Account Transfers (ACAT). It also does not receive payments for order flow from market makers, which the company claims aligns its financial aims with those of its clients. It generates revenue through rebates from the securities lending program operated by its clearing house, Apex Clearing, as well as commissions of 1–2% on cryptocurrency transactions and outgoing ACAT fees of USD 75. Public.com also earns interest on uninvested cash balances in users’ accounts and plans to introduce subscription-based premium features in the future. Further, it allows users to tip the platform when they make a trade.In August 2024, the company launched Bond Accounts, allowing retail investors to purchase corporate bonds with a minimum investment of USD 1,000, much lower than typical platforms. The account features automatic interest reinvestment, recurring investments, and an income hub for tracking bond income.&nbsp;In February 2024, the company announced the&nbsp;<a href="https://sp-edge.com/updates/27226">suspension of its operations</a> in the UK, effective May 3, 2024, with all UK accounts to be permanently closed after April 30, 2024.

Ellevest is a hybrid investment management platform that specifically targets women, with an algorithm that takes into account gender-specific factors such as career breaks, longer life expectancy, and income differences.Ellevest offers a single plan at USD 12 per month. This plan includes investing and educational resources as well as up to 50% off all financial planning sessions. Unlike some investing companies that charge separate advisory fees based on a percentage of invested assets, Ellevest incorporates investment advice into the plan fee. For clients with USD 1 million or more to invest, Ellevest provides Private Wealth Management services with fees based on total assets under management, covering both financial planning and investment management. The company's investment portfolios incur fund fees or expense ratios, which are built into the purchase price of investments. For Ellevest core (non-Impact) portfolios, ETF fund fees range from 0.05% to 0.10% per year, while Ellevest Impact Portfolios have ETF and mutual fund fees ranging from 0.13% to 0.19% per year.Ellevest reported assets under management (AUM) of USD 2 billion as of March 2024.

Ellevest

ComposedPro is a digital investment advisor that handles clients’ investment accounts at their employers (such as employer-sponsored accounts) as well as private investment accounts, focusing on low cost Employer-Coordinated Portfolios. The company oversees USD 25 million in total assets over 181 customer accounts as of the company’s Q2 2020 filing. ComposedPro manages half of the company’s accounts on a discretionary basis, meaning an investment advisor has the discretion to make buy and sell decisions for a client’s account. ComposedPro also has 46 non-discretionary accounts totalling USD 7.9 million in assets. The average investment account size is USD 138,222 placed across exchangeable assets such as exchange-traded funds (ETFs), equities, bonds, and options.

ComposedPro

Guideline provides automated investment management services for employer-sponsored retirement accounts. The services also include plan set-up and administration, enrollment and education, recordkeeping, compliance with Retirement Income Security Act, and reporting.The company stated that it is the only provider that does not charge plan participants (i.e. employees) with any fees. Guideline charges the employers with a straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry (i.e. fee is charged on account balances).Guideline offers three subscription tiers for a 401(k) plan service: Starter, Core, and Enterprise. The Starter plan costs USD 39/month plus USD 4/month per active participant, offering basic features with a USD 6,000 employee contribution limit. The Core plan, priced at USD 89/month plus USD 8/month per active participant, provides more robust features including a USD 23,000 employee contribution limit, Safe Harbor or Traditional 401(k) options, employer contributions, and profit-sharing capabilities. The Enterprise plan, at USD 149/month, offers the most customization with exclusive pricing options, premium support, and access to Participant Perks. The higher tiers incrementally add features such as flexible plan design, vesting schedules, 401(k) loans, and support for plan transfers. All plans include basic administration services, while the Enterprise tier provides additional benefits like dedicated support, priority assistance, and exclusive pricing options.Key customers and partnershipsAs of August 2024, the company had invested USD 15 billion dollars for retirements.

Guideline

Based in Plano, Texas, AssetBuilder is a robo-advisory company that develops investment portfolios based on the Fama/French school of thought, using low-cost active index funds. It has Dimensional Fund Advisors (the eighth largest fund company in the world as of September 2019) as its funding partner. Human advisors are available to provide investing guidance. As of April 2019, the firm’s assets under management (AUM) amounted to USD 765.9 million. The firm’s business model relies on a fee-only structure, meaning a customer solely pays AssetBuilder to create and manage investments (the company does not receive product-specific commission). The minimum investment for AssetBuilder is USD 50,000 with an asset management fee ranging from 0.24% to 0.45%; the higher the investment, the lower the fee. Though the firm does not have a setup fee, it requires a custodial cost for setting up a portfolio of USD 11.95 per trade for each recommended mutual fund. Most of the platform’s portfolios require about 11 to 14 mutual funds, costing about USD 131.45 to USD 167.30 to open an account.

AssetBuilder

Based in Canada, Smart Money Invest provides portfolio management services to individual clients, advisors, and employers (such as group saving plans for retirement). Human advisors are available to serve individual investors.The company provides financial tools to develop a long-term financial strategy by calculating net worth, setting a budget, managing investment accounts, and planning for retirement.

Smart Money Invest

Robo advisory startups that offer automated investment services directly to individuals solely via digital platforms.

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Provide solutions for financial advisors/asset managers to automate wealth management and administration functions.

Robo advisory startups that offer automated investment services to businesses via both digital platforms and human financial advisors.

Provides solutions for financial institutions to set up their own robo-advisory function and offer services to clients.

Startups that offer online platforms for investors to trade various securities such as stocks, ETFs, and options directly via the platform

Operates a B2B SaaS model to support financial institution in offering various investment related services

Leverages AI/ML to automate allocation and management of investment funds to cater to retail investors

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 An online trading platform, Public.com, has successfully secured a funding of USD 135 million, which includes USD 105 million in equity financing and USD 30 million in debt, under the leadership of Accel.
 They plan on utilizing the funding to enhance their platform by introducing a variety of asset classes and account types. Furthermore, they will also develop AI-powered features that will facilitate investors in creating portfolios and acquiring a better understanding of markets.
 Public.com has revealed that there has been a consistent quarterly growth in its gross profit per user for the past three years. Not only this, but the platform's assets under management have also expanded into billions.
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Public.com

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