ClearTax Revenue, Valuation, Funding & Investors

INDmoney is an Indian mobile application for investing in U.S. stocks, mutual funds, and digital savings accounts. Its Super Saver feature provides high-interest banking options, helping users manage portfolios and plan finances through a seamless app interface.

Monarch Money is a subscription platform for personal finance management based in San Francisco. The app aggregates transactions from bank accounts and credit cards, generates budgets, and tracks net worth. Launched in 2021, it serves U.S. consumers with features for goal setting, investment monitoring, and partner sharing.

Omie is a São Paulo-headquartered SaaS provider of cloud ERP and financial management software for Brazilian SMEs. The platform integrates accounting, invoicing, payroll, and CRM features tailored for entrepreneurs and accountants. Through its ecosystem of certified consultants, Omie facilitates sales and implementation nationwide. Founded in 2013, it processes transactions compliant with Brazilian tax regulations like NF-e and eSocial.

Check is a payroll platform enabling companies to embed payroll features into their software. The Chicago-headquartered service provides APIs and infrastructure for vertical SaaS providers in workforce management. Launched publicly in 2021, it supports partners serving businesses across the United States and is backed by Stripe, Thrive Capital, Index Ventures, and Bedrock.

Zeller is a Melbourne-headquartered fintech company that delivers integrated payment acceptance, expense management, and payout solutions for Australian businesses. The platform supports EFTPOS terminals, online payments via Visa and Mastercard, and automated reconciliation through its app. Businesses complete instant online onboarding without contracts, accessing features like next-day payouts and virtual cards. Founded in 2018, Zeller processes billions in annual transactions for over 20,000 merchants ranging from cafes to construction firms, holding an Australian Financial Services Licence.

Wrapbook is a New York-headquartered production payroll platform automating payments, timecards, and expense tracking for film, TV, and advertising projects. It ensures union compliance for cast and crew, integrates with accounting software, and provides real-time reporting for studios and agencies.

Agicap is a SaaS platform for cash flow forecasting and treasury management tailored to small and medium-sized enterprises. Lyon-headquartered and founded in 2018, the company integrates bank data to deliver real-time visibility into cash positions and automated forecasts. Agicap facilitates financing access by sharing insights with banks and helps mitigate bankruptcy risks through predictive analytics. It serves clients across Europe, including France, Spain, and Germany, with tools for scenario planning and payment tracking.

Khatabook is a Bengaluru-headquartered SaaS platform digitizing accounting for micro, small, and medium enterprises in India. Launched in 2018, it supports ledger management, payments, and invoicing in 11 Indian languages through its Android app used by merchants nationwide. The platform received the Best Innovative Mobile App award at India Digital Awards in 2020.

Virtuous Software is a Phoenix-based provider of fundraising and donor management software for nonprofits, founded in 2014. Its cloud platform combines CRM, marketing automation, payments, and donor engagement analytics to help nonprofit organizations build donor relationships and grow giving. Virtuous serves mid-market to enterprise nonprofits across North America, with expanding operations in Europe, Asia, and Australia.

Digits is a fintech company building accounting and business finance software for accountants, CPAs, and finance professionals. Its proprietary Living Model uses machine learning to understand a business's finances in real time, analyzing customers, suppliers, bank accounts, employees, and the transactions between them at an object level. Products such as Digits Reports and its Report Builder sit on top of existing accounting platforms like QuickBooks, giving accounting firms real-time financial reporting they can activate across their client portfolios in a few clicks.

Fi.Money is a neobanking app offering an integrated savings account and VISA debit card in partnership with Federal Bank, licensed by the Reserve Bank of India. The platform enables users to track spending, automate savings, invest in mutual funds, and manage insurance through its mobile interface. Launched in India, Fi.Money processes transactions via UPI and provides tools for budgeting, credit scores, and family accounts, serving millions of users with FDIC-equivalent insurance up to specified limits.

Smart is a London-headquartered digital pensions platform offering workplace pension schemes and custom software for retirement savings. It manages auto-enrolment programs, master trusts, and international pension administration through cloud-based tools that handle contributions, investments, and compliance for employers worldwide.

Vivid is a Berlin-headquartered neobank founded in 2019 serving SMEs and individuals across Germany and Europe. It offers business accounts with IBAN, savings at 4 percent interest, virtual cards, and integrations with Xero accounting. Backed by Greenoaks and DST Global, Vivid processes payments in 28 currencies for 200,000 customers.

Teamshares Inc is a tech-enabled company that acquires and operates small and medium-sized businesses. It uses a software platform to support activities across the acquisition lifecycle, including sourcing, evaluation, and transaction execution. After acquisition, the platform is used to integrate financial and operational data and to monitor performance across its portfolio companies. The company has two reportable segments: Small Business Acquisitions and Real Estate. The majority of revenue is derived from the Small Business Acquisitions, which includes all of the Operating Subsidiaries owned by the company.

Abaxx Technologies Inc is a financial technology company engaged in developing and deploying trust-enabling internet protocols. The company operates with two distinct lines of business: Abaxx Technologies and Abaxx Exchange. Abaxx Technologies develops software tools that enable commodity traders and finance professionals to communicate, trade, and transact faster and more securely. Abaxx is building Smarter Markets - markets empowered by financial technology and market infrastructure to address challenges, including the energy transition.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Leonteq AG is a Swiss fintech company with a marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services. Leonteq acts as both a direct issuer of its products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has a presence in its home market of Switzerland and other parts of Europe, as well as an established footprint in Asia and other regions.