Series C Fintech companies in New York

Taktile enables financial institutions to transform into AI-native organizations that are increasingly powered by autonomous agents. With our Agentic Decision Platform, customers combine AI agents, rules, relevant context, and human oversight to safely automate and optimize their decisions—approving more customers, reimbursing claims instantly, and financing every business worth funding. Founded in 2020, Taktile powers millions of decisions daily for institutions including Mercury, Monzo, Faire, and Pleo. With offices in New York, London, Berlin, São Paulo, and Iași, the company has raised $184M from Goldman Sachs Growth Equity, Index Ventures, Tiger Global, Balderton Capital, and Y Combinator. As AI powers automated decisions, Taktile is how teams ensure every one is the best for business. Learn more at https://taktile.com.

• Series C
• 232 employees
• Founded 2020

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses.Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.

• Series C
• 212 employees
• Founded 2017

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

• Series C
• 194 employees
• Founded 2016

Your financial future shouldn't depend on your race, background, or zip code. Yet 45 million Americans remain "credit invisible," while countless others face denials, evictions, and predatory interest rates regularly. Esusu is changing that.As a financial technology and data platform, we're revolutionizing financial health, identity services, and inclusive decision-making for individuals and businesses alike. Our impact speaks volumes:$50 billion in credit activity facilitated5 million+ rental units in our networkTrusted partnerships with leading real estate companies, government entities, fintechs, banks, and employersThrough our enterprise services, embedded products, and consumer offerings, we're creating a financial system that works for everyone—right when fintech innovation matters most. Join us in building a future where financial systems are inclusive by design, access is standard, and opportunity reaches everyone. Unlock Tomorrow with Esusu.

• Series C
• 172 employees
• Founded 2018

Mesh revolutionizes travel and expense management for modern global enterprises. Our dynamic platform is meticulously designed to align with the unique workflows of finance officers and corporate travel managers, enhancing travel flexibility, ensuring seamless automation, and providing cohesive oversight of expenses. By transitioning from outdated systems, Mesh delivers streamlined, efficient solutions that cater to the specific needs of every stakeholder involved in corporate travel and financial management, from travel managers to finance officers and team members. Discover how Mesh can transform your corporate travel and expense operations into a more efficient and controlled process.

• Series C
• 152 employees
• Founded 2018