Plug and Play is a seed and early-stage investor focused on great teams leading emerging growth companies.  Plug and Play runs 12 industry-specific accelerator programs twice a year, that acts as a platform for major corporations and high quality startups to connect and collaborate.  Located in the heart of Silicon Valley, Plug and Play participates in Seed, Angel and Series A funding where they often co-invest with their strategic partners. Through years of experience and as part of their network, Plug and Play has put together a world-class network of serial entrepreneurs, strategic investors, and industry leaders who actively assist the firm with its successful and growing investment portfolio.  SEED ROUND. Plug and Play participates in seed round investing through a program called Startup Camp. Startup Camp is a 10-week program based in Silicon Valley for top-notch entrepreneurs to work intensively on building out their business model. Select startups will refine their business models and prototypes with help from a combination of structured workshops, speaker series and mentorship sessions, as well as active coaching from their investment team. At the culmination of Startup Camp, founders will have crystalized their business plans and pitched their company to the venture capital community at EXPO Demo Day.''  ANGEL ROUND Plug and Play makes angel round investments throughout the year, sourced from their monthly Plug and Play Angels (PAPA) sessions. They are partnered with local angel investors in Silicon Valley who participate in PAPA to find the most promising startups and best new technologies.  SERIES A. Series A typical Series A round is in the range of $2 million to $10 million, and is intended to provide operating capital for the company for six months to two years. This round capitalizes the company as it develops its products, performs initial marketing and branding, acquires talent, and conducts other early-stage business operations. It is in this stage that Plug and Play will co-invest with over 180 venture capital partners.  Plug and Play has helped grow market leaders such as PayPal, Danger, Google, DropBox, LendingClub, Zoosk, SoundHound, CreditSesame, Skytree, and has over 400 more early-stage startups in its portfolio.

Plug and Play

AltaIR Capital manages funds that invest in the world's most promising companies with disruptive ideas and great return potential. They invest in early and growth stage startup companies in various sectors. Its portfolio companies represent key players of the startup industry, top incubator graduates, and promising teams.

AltaIR Capital

Oriza Ventures is a venture capital fund that primarily invests in early stage technological companies in the United States.   Our partners were previously series entrepreneurs, angel investors, and are current professional venture capitalists; thus, we fully understand the startup process, unique culture, and the specific set of skills needed in order to successfully grow a start-up company. Oriza was founded through the philosophy of nurturing business founders through the ups and downs of starting a company with our own experiences and resources.    Oriza seeks to back talented entrepreneurs with emerging, innovative, and disruptive technological pursuits, or creative business ideas. We pride ourselves in our long-term approach to investment, and we invest in the entrepreneurs who deeply understand their market, are passionate about their product, and have the drive to cultivate their businesss towards success.    Our team brings together a unique combination of a strong operating background, extensive investment experience, cross-border business development ecosystems, and well-connected networks in China and Silicon Valley.

Oriza Ventures

Global Millennial Capital, founded by Andreea Danila, is an award-winning venture capital fund that uses a data-driven, AI and NLP-enabled approach to invest in technology companies globally that have the potential to change the way consumers and institutions interact in the digital economy, with an emphasis on the trend of decentralization within the financial ecosystem. As an active investor in the global fintech sector, which comprises companies operating in the robo-advisory, data analytics and blockchain verticals referred to as the “new economy technologies”. Our focus is investing at early and growth stages, using a diversified investment strategy targeting risk-adjusted returns and seeking alpha returns with downside protections. We are long-term partners with entrepreneurs. We deploy value-creation strategies across cycles for our portfolio companies to enhance key drivers of scalability and profitability, such as access to capital and global markets.

Global Millennial Capital

Family investment firm based out of Washington, DC Metro Area.

4G Capital

The ICBA ThinkTech Accelerator 2.0 is the only community bank-focused fintech accelerator in the world. The program provides mentorship from fintech experts, including in-depth access to the ICBA executive network, and hundreds of their community bank members.

ICBA ThinkTECH Accelerator 2.0

Hard Yaka makes early round investments in exchange space startups. Candidates are either verticals in particular categories of exchange markets or horizontals providing services (i.e. messaging or payments) across exchange sectors.

Hard Yaka

The Shop Your Way ® program rewards you for buying the products and services you want every day. Through an extensive network, you can shop thousands of your favourite brands and earn points to use on future purchases. As a member you also have access to special pricing, sales and digital coupons that can be loaded directly into your account. Start shopping today and watch the points and savings add up.

Shop Your Way

White Bay Group is a multi-asset investment firm that focuses on systematic investing and unique opportunities.

White Bay Group

Unifimoney

A turn key digital wealth management platform for Community Banks and Credit Unions. With over 70 cryptocurrencies, passive and active investing in over 10K equities and ETF's and precious metals.  Unifimoney integrates with FI's existing digital banking infrastructure with Q2 and Jack Henry Banno already fully integrated and more in the roadmap. Unifimoney is a low cost, fast and easy way for FI's to offer a full service money management solution to customers.

Unifimoney offers a virtual trading platform for investors and a digital wealth management solution servicing institutional clients such as community banks and credit unions with digital infrastructure to serve retail customers. The platform provides digital solutions to clients who offer financial products that meet the saving, spending, and investing needs of their customers.

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

Retail Trading Infrastructure

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Unifimoney offers a virtual trading platform for investors and a digital wealth management solution servicing institutional clients such as community banks and credit unions with digital infrastructure to serve retail customers. The platform provides digital solutions to clients who offer financial products that meet the saving, spending, and investing needs of their customers.The platform allows users to trade equities, American depository receipts (ADR), and exchange-traded funds (ETFs) without commission charges. It also allows for fractional investing and requires a minimum account balance of USD 1. Unifimoney’s automated investing account charges a 0.15% management fee per annum. In addition, it allows users to trade precious metals like gold, silver, and platinum and charges 0.25%–0.50% trading fees as well as other fees (e.g., delivery and storage). The company also offers cryptocurrency trading in partnership with listed cryptocurrency exchange and custodian Gemini.In April 2022, Unifimoney raised USD 10 million in seed <a href="https://sp-edge.com/updates/9628?industryIds=28">funding </a>. The company was to use the funds to expand its product offering by adding support for alternative assets such as collectibles, sports memorabilia, NFTs, and a range of retirement accounts.

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 currently offers services under three categories: Ellevest Essential (at a monthly fee of USD 1), Ellevest Plus (USD 5 per month), and Ellevest Executive (USD 9 per month). All three offerings include portfolio customization, banking services (spending and savings accounts), access to human advisors, and on-demand learning for subjects such as investing, career, and money. Ellevest Plus is more costly because it handles retirement accounts for clients. Meanwhile, Ellevest Executive handles both retirement accounts and investment management for multiple goals. The company also offers private wealth management services for clients who wish to invest USD 1 million or more through the platform. A dedicated advisor will work together with clients to create investment plans to meet their goals.Ellevest reported assets under management (AUM) of USD 1.4 billion as of December 2021, growing 44% during the year.In April 2022, Ellevest raised USD 53 million in Series B <a href="https://sp-edge.com/updates/9622?industryIds=28">funding </a>co-led by BMO and Contour Venture Partners. The company planned to use the funds to expand its product offering and provide personalized coaching.

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.As of July 2023, Guideline had assets under management (AUM) of over USD 9 billion and over 350 employees. 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). The standard service has a base fee of USD 49 per month and an additional USD 8 per participant. The standard service includes unlimited phone/email support to both plan participants and employers. For prime service, access to a dedicated account manager is available at a higher base fee of USD 129 and an additional fee of USD 8 per participant. In addition, the company stated that it has a low mutual fund expense ratio, at 0.08%. It purchases mutual funds from Vanguard and other fund providers.Funding and financialsIn June 2021, Guideline raised USD 200 million in funding led by General Atlantic. The company intends to utilize the funding to broaden its 401(k) offerings and introduce new retirement plan solutions.

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

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

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

Unifimoney

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