Overview
Portfolio
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Rebalancecap
New York, United States
Focus on the future of work and wealth, supporting founders who reinvent household earnings and wealth‑building.
Portfolio
10+
Employees
10+
Founded
2020
AUM
N/A
Investment focus
Stages
No stages listed
Industries
No industries listedGeographic scope
United States
Fund details
Funds
Rebalance Capital Ventures I
Vintage 2023
Sources
Rebalancecap
Focus on the future of work and wealth, supporting founders who reinvent household earnings and wealth‑building.
Portfolio
10+
Employees
10+
Founded
2020
AUM
N/A
Funds
Rebalance Capital Ventures I · Vintage 2023
Stages
No stages listed
Industries
No industries listedGeographic scope
United States
Sources
Showing 10 of 10 matched portfolio companies
Circle is an AI-driven data management platform that connects benefit providers, health companies, and communities to streamline customer enrollment and lifecycle tracking. It enables users to identify market opportunities and optimize marketing investments by analyzing member data, usage patterns, and benefit utilization.
CNote provides a secure platform for FDIC-insured deposits and fixed income solutions, connecting investors with a vetted network of Minority Depository Institutions and Community Development Financial Institutions (CDFIs). This approach directly channels capital into underserved communities, creating jobs and supporting BIPOC-owned small businesses while promoting economic and racial justice.
Funding: $16.1M
Rough estimate of the amount of funding raised
Funding: $16.1M
Rough estimate of the amount of funding raised
HoneyBee offers a supplemental financial wellness program that provides employees with no-cost, 0% interest funds for debt management and access to financial education resources. This program addresses the financial insecurity faced by modern workers, helping companies attract talent and improve employee retention.
Funding: $112.7M
Rough estimate of the amount of funding raised
Funding: $112.7M
Rough estimate of the amount of funding raised
Jetty offers renters and property managers a suite of financial products that replace traditional cash security deposits with low‑cost alternatives, report rent payments to credit bureaus to help renters build credit, and provide modern renters insurance. The platform integrates directly with property‑management software to automate approvals, payments, and reporting, reducing move‑in expenses and streamlining the leasing process.
The startup offers an income connectivity platform that enables seamless data sharing among insurers, asset managers, and recordkeepers to enhance retirement income planning. By facilitating efficient integration of financial data, the platform transforms retirement savings into reliable income streams for clients.
Funding: $11.5M
Rough estimate of the amount of funding raised
Funding: $11.5M
Rough estimate of the amount of funding raised
Rhino is a licensed insurance agency that offers renters a financial alternative to traditional security deposits through a subscription-based model. This approach alleviates the upfront financial burden on renters while providing landlords with guaranteed coverage against potential damages.
Funding: $8.1M
Rough estimate of the amount of funding raised
Funding: $8.1M
Rough estimate of the amount of funding raised
This company provides a platform that helps individuals navigate and optimize federal student loan repayment and forgiveness programs. It offers employers and government entities a benefit solution to reduce employee or resident debt burdens through guided assistance and paperwork management. The service aims to decrease financial stress and increase disposable income for users by accessing available debt relief options.
Funding: $28.2M
Rough estimate of the amount of funding raised
Funding: $28.2M
Rough estimate of the amount of funding raised
Upright Education partners with colleges and universities to provide hands-on training in in-demand digital skills, such as software engineering and data analytics, through structured bootcamp programs. This approach addresses the technology skills gap for adult learners, enabling them to secure high-growth careers while ensuring measurable career outcomes and learner satisfaction.
Funding: $3.3M
Rough estimate of the amount of funding raised
Funding: $3.3M
Rough estimate of the amount of funding raised
Vexi offers a suite of credit card products, including the Vexi American Express® and Vexi Carnet, designed to facilitate everyday transactions without annual fees or income verification. The platform provides cashback rewards and flexible payment options, addressing the need for accessible financial tools for consumers in Mexico.
Funding: $35.5M
Rough estimate of the amount of funding raised
Funding: $35.5M
Rough estimate of the amount of funding raised
YellowBird utilizes a technology platform to connect businesses with qualified Environmental, Health, and Safety (EHS) professionals for both short- and long-term projects, eliminating the need for lengthy hiring processes. This service addresses the challenge of finding vetted safety experts quickly, enabling companies to enhance their safety programs while reducing costs associated with full-time employees.
Funding: $8.0M
Rough estimate of the amount of funding raised
Funding: $8.0M
Rough estimate of the amount of funding raised