Posted on
February 9, 2023
~
min read

Top 36 Fintech Pitch Decks

Maximilian Fleitmann
Maximilian Fleitmann
Co-Founder @ BaseTemplates
Author Twitter

A good pitch deck is key. It's the first impression a VC has of your company, so they need to communicate why they should invest in you. If you don't have a compelling pitch deck, it can be difficult to get investors interested in your business. We've compiled 36 startup pitch decks from top Fintech companies

Fintech Pitch Decks

1. Coinbase

Coinbase is an american based crypto currency trading and exchange platform.In 2012, when only a small number of people knew about cryptocurrency, coinbase was able to succesfully raise $600K in funding.After 9 rounds, Coinbase has almost raised $550M in funding. The company is valued between $1B to $10B.

Amount Raised: $600k

Year: 2012

Stage: Seed

Website : https://coinbase.com


2. Carta

Carta is an ownership management platform that helps companies, investors and employees manage their equity.Carta raised $6.8M funding with this pitch deck in their Series-A round.The company has raised a total of $630M in funding over 10 rounds.

Amount Raised: $6.8M

Year: 2015

Stage: Series-A

Website : https://carta.com/


3. Revolut

Criminals are using increasingly sophisticated techniques to steal money. As fraudsters and scammers get smarter, it becomes harder for customers to identify them, and the risk of being misled increases.

Revolut constantly reviews its fraud and scam prevention systems and is continually developing and deploying new solutions to counter the latest techniques and protect our customers.

You, our customers, also have an important part to play in preventing fraud. This page outlines what to do if you suspect you have been targeted by fraudsters and includes information on the latest scam and fraud techniques, how to protect yourself and details of how Revolut protects you.

Year: 2015

Stage: Seed

Website : https://www.revolut.com


4. Square

Square helps millions of sellers run their business-from secure credit card processing to point of sale solutions.In 2012 Square raised $200M in funding. Unfortunately, the lead investor of this Series-D round remains unknown.The latest of 9 rounds of funding was in 2016 (raised a total of $590.5M).This rebuild deck is a contest entry from UC Berkeley students.

Amount Raised: $200M

Year: 2012

Stage: Later Stage

Website : https://squareup.com/


5. N26

N26 is The Mobile Bank, helping you manage your bank account on-the-go, track your expenses and set aside money in real-time. Open yours in minutes right from your smartphone, and start spending before your physical card arrives.

Year: 2016

Stage: Series-B

Website : https://n26.com


6. Openfin

The largest global financial institutions use OpenFin’s intelligent workspaces and developer platform to help their teams work smarter, faster, and more effectively.

Amount Raised: $17M

Year: 2019

Stage: Later Stage

Website : https://openfin.co/


7. Instamojo

Instamojo is one of the top-rated payment gateways in India that enables entrepreneurs to build, manage, and grow their business online.In 2013 Instamojo raised $500k with the help of this pitch deck.Up until today, Instamojo has raised a total of $8.4M in funding over 6 rounds.

Amount Raised: $500k

Year: 2013

Stage: Pre-Seed

Website : https://www.instamojo.com


8. Monzo

Monzo is a digital bank platform with no local stores.In 2017 Monzo raised £19.3M in funding with this pitch deck.After 14 investment rounds, Monzo has raised a total of £324.7M in funding.

Amount Raised: £19.3M

Year: 2017

Stage: Later Stage

Website : https://monzo.com/


9. Finix

Finix is on a mission to create the most accessible financial services ecosystem in history. To do so, we are building the global operating system for fintech, starting with payments.

Amount Raised: $30M

Year: 2020

Stage: Series-B

Website : https://www.finixpayments.com/


10. Transferwise

TransferWise's service allows private individuals and businesses to send money abroad without hidden charges.In 2012 TransferWise raised $1.3M in fundings using this pitch deck.9 investment rounds later TransferWise has raised over $770M in fundings from famous investors like JP Morgan, Merian Global Investors or Andreessen Horowitz.

Amount Raised: $1.3M

Year: 2012

Stage: Seed

Website : https://transferwise.com/


11. Dv01

dv01 is a leading data intelligence platform with integrated loan-level consumer credit data and analytics that drives transparency in lending markets.

Amount Raised: $15M

Year: 2019

Stage: Series-B

Website : https://dv01.co


12. Arcus

Nuestra simplicidad apoya a tu complejidad; una sola conexión, múltiples posibilidades

Amount Raised: $13M

Year: 2019

Stage: Series-A

Website : https://www.arcusfi.com/


13. Mint

Mint.com is a free, web-based personal financial management service for the US and Canada. This budget tool allows users to track bank, credit card, investment, and loan balances and transactions through a single user interface and create budgets and set financial goals.Mint raised over $31 million in Venture Capital funding. The first funding was $4.7 million in series A funding round led by Shasta Ventures.In March 2008, the company received a further $8 million in series B funding by new Investor Benchmark Capital. In August 2014, the company closed a $14 million Series C funding round led by DAG Ventures.

Amount Raised: $4.7M

Year: 2007

Stage: Series-A

Website : https://www.mint.com/


14. Trumid

Trumid brings trading efficiency and market intelligence to credit professionals.Unfortunatly there is no information to which of trumids funding rounds this pitch deck belongs. However, they were able to raise $53M with this deck.Trumid has raised over $200M in fundings over five rounds and is valued between $500M - $1B as the time of writing.

Amount Raised: $53M

Stage: Later Stage

Website : https://www.trumid.com/


15. Dwolla

Dwolla is a 2008 found enterprise payments solution that connects companies and businesses to the banking system.With this pitch deck Dwolla raised about $16.5M in fundings in a Series C round. The leading investor in that round was Andreessen Horowitz.Today, Dwolla has raised about $51.4M in funding over 8 investment rounds. Their latest funding round was in 2018 with about $12M.

Amount Raised: $16.5M

Year: 2013

Stage: Later Stage

Website : https://www.dwolla.com/


16. Wealthsimple

Wealthsimple Inc. is a Canadian online investment management service focused on millennials.In 2014 Wealthsimple has raised $2M in seed funding from four different investors.$267M in funding is the total amount the company has raised to this date.

Amount Raised: $2M

Year: 2014

Stage: Seed

Website : https://www.wealthsimple.com


17. Brex

Brex Inc. is an American financial service and technology company that offers business credit cards and cash management accounts to technology companies. Based in San Francisco, California, Brex is a fintech company that provides a corporate credit card, called the Brex Card, for technology, e-commerce, and life science companies.The company raised $7 million from series A funding in 2017, $50 million from series B funding in June 2018, and a further $125 million from series C funding in October that same year (pre-money valuation of $975 million).

Amount Raised: $57M

Stage: Series-B

Website : https://brex.com/


18. Lunar

Lunar is a digital bank that offers a mobile-based banking app that helps consumers manage their personal finances.

Amount Raised: $448M

Year: 2020

Stage: Later Stage

Website : https://www.lunar.app/


19. mambu

Mambu is a software-as-a-service banking engine provider that powers lending and deposit services. The company provides financial institutions of all sizes to design, launch, service, and scale their banking and lending portfolio. It empowers over 7,000 loan and deposit products which serve over eight million end customers. With more than three million active accounts in over 46 countries, ranging from fintech to traditional banks.

Stage: Later Stage

Website : http://www.mambu.com/


20. soldo

Soldo is a multi-user expense account helping companies manage their budgets.

Stage: Series-C

Website : https://www.soldo.com/


21. Wefox

wefox is a digital insurance company that sells own and third party products via human agents and not via direct channels. Through analytics, wefox achieves better loss ratios than the market. Technology allows wefox to have >90% straight-through-processing and a central product factory that ships product innovations internationally much quicker and more cost-effective than the competition.

Stage: Later Stage

Website : https://www.wefox.com/


22. brightside

Brightside is inventing a new category of financial health company -- Financial Care. Brightside provides employers with a complete platform of financial solutions, focused on the 2/3 of workers who are living paycheck to paycheck and driving the cost of poor financial health (turnover, healthcare costs, productivity, DEI, and safety) for companies with front-line workers. Brightside combines these solutions with tech-powered financial assistants and an app that ties it all together and helps influence employees and their families to better financial health.

Amount Raised: $72,200,000

Year: 2017

Stage: Series-B

Website : https://www.gobrightside.com/


23. changejar

ChangeJar designs mobile payment solutions that keep you in charge of your own money. ChangeJar is driving retail cash payments by making them mobile: as fast and convenient as credit or debit – but without the transaction fees. With the ChangeJar app on their phone, consumers can accumulate the value of change from physical cash transactions and then use it for mobile payment, tipping, and social giving.ChangeJar was founded in 2014 and is headquartered in Ottawa, Canada.

Amount Raised:

Year: 2014

Stage: Seed

Website : http://www.changejar.com/


24. chipper cash

Chipper Cash is a financial services company that features a software application platform that enables free instant cross-border mobile money transfers in Africa as easy as sending a text message. The company was founded in 2017 and is headquartered in San Francisco, California.

Amount Raised: $302,200,000

Year: 2018

Stage: Series C

Website : https://www.chippercash.com/


25. connected analytics thankucash

ThankUCash is a technology company powering rewards and loyalty for African banks and businesses. ThankUCash helps merchants grow revenue by connecting them to customers within and outside of their locations while retaining acquired customers using a data analytics-powered reward system where customers earn cash rewards for every transaction made both offline and online.

Amount Raised: $1,200,000

Year: 2018

Stage: Seed

Website : https://thankucash.com/


26. cover genius

Cover Genius provides an insurance distribution platform designed to protect the customers of e-commerce companies. Its products feature integrated end-to-end insurance and warranty capabilities and offer dynamic product recommendations and pricing optimization, while also undertaking the payment of a customer's claim in real-time, enabling customers to access increased protection against any uncertainty.The company was founded in 2014.

Amount Raised: $165,100,000

Year: 2014

Stage: Later Stage

Website : http://www.covergenius.com/


27. flyhomes

Flyhomes is an end-to-end real estate brokerage and technology company that empowers home buyers, sellers, and agents to win. They are transforming the home buying and selling experience through comprehensive consumer education, segmented expertise, financial innovation, and on-demand technology.

Amount Raised: $310,000,000

Year: 2016

Stage: Series C

Website : https://www.flyhomes.com/

28. lexop

At Lexop, we believe customers should be valued at all times, even when they're late on their bills. Yet, the process of paying an outstanding bill remains complex, rigid, and outdated. Our customer-centric software-as-a-service helps world-class companies remove frictions from collections by offering the most flexible and self-service payment experience to their past-due customers. Lexop is a fast-growing Montreal-based Fintech that's leading a change within the collections industry and impacting the lives of tens of thousands of people everyday. Lexop was launched in 2016 and is based in Montreal. Since then, the company has participated in the world-renowned accelerator programs of 500 Startups and FounderFuel, won numerous awards, and was nominated as “most promising startup”​ by NACO (National Angel Capital Organization).

Amount Raised: $2,300,000

Year: 2016

Stage: Seed

Website : https://www.lexop.com/


29. neighborly

Neighborly is a San Francisco–based startup focused on financing and deploying fiber-optic broadband infrastructure in communities around the U.S. Fiber broadband networks are the 21st century bridges to economic opportunity: critical for the economic and innovation output of the nation, and the essential foundation for every future-ready community. A fast-growing, venture-backed company at the intersection of public infrastructure, tech, and finance, Neighborly delivers critical fiber broadband infrastructure to communities, and opportunities to investors who care about closing the digital divide.

Amount Raised: $30,700,000

Year: 2012

Stage: Series-A

Website : https://neighborly.com/


30. pulley

Pulley is a San Francisco-based company that provides a platform to help startup founders and employees figure out their equity. It also offers a cap table management product for startups to provide employee and investor equity information and maintain accurate ownership records. The platform is used to issue employee and investor equity and maintain accurate ownership records as the company scales. Pulley manages the cap table and runs the client's business with a clear understanding of the ownership of the business. Founded in 2019 and is headquartered in San Francisco, CA, USA.

Amount Raised: $50,200,000

Year: 2019

Stage: Series-B

Website : https://pulley.com/


31. sable

Their US banking partner ensures that you can send & receive US domestic transfers without worry. All merchants (think Netflix, Amazon or Apple) will see you as an American customer. They know how important a good credit score is to your professional success in the US. But how can you start building credit, if you can’t open an account - and how can you open a credit account without a good credit history? Sable solves this.

Amount Raised: $4,700,000

Year: 2019

Stage: Seed

Website : http://sablecard.com/


32. so sure

Sure, an insurance technology company, powers digital insurance programs for the world's most recognized brands and carriers. Its enterprise SaaS Platform and APIs accelerate digital transformation and embedded insurance distribution without the need for additional IT resources. Sure streamlines all aspects of digital insurance sales and service with features designed for each phase of the insurance lifecycle.

Amount Raised: $123,100,000

Year: 2015

Stage: Later Stage

Website : http://www.sureapp.com/


33. yay pay

YayPay builds modern accounts receivables management software powered by data science for finance, credit and collections teams. It serves mid-market and enterprise customers through automation of the credit to cash process with credit assessment, invoicing, collections management, online payment portal, cash application and predictive analytics.The company was founded in 2015 and is headquartered in New York.

Amount Raised: $13,800,000

Year: 2015

Stage: Series-A

Website : http://www.yaypay.com/


34. yapily

Yapily enables fairer and better financial services for everyone through Open Finance. Yapily enables companies around the world to share financial data and access payment infrastructure. They connect businesses to thousands of banks through a secure open API. Taking care of the complexity and management of connections, saving businesses time and money. As the world moves towards an open economy, the company exists to power the innovative solutions that will ultimately transform the way they all interact with financial products and services.

Amount Raised: $69,400,000

Year: 2017

Stage: Other

Website : https://www.yapily.com/


35. zoe financial

Zoe Financial helps its customers find an independent and fiduciary financial advisor. Zoe Financial screens the experts to ensure that they will provide the client with the right advice in the right manner. Because financial help extends beyond just the numbers. It is headquartered in New York City, United States.

Amount Raised: $16,300,000

Year: 2018

Stage: Later Stage

Website : https://zoefin.com/


36. zyudly labs

Rather than simply providing a technology platform, they wanted to work collaboratively with companies to solve their cybersecurity and fraud challenges end-to-end, using best-in-class data science. They truly believe in the power of deep learning + AI and it’s ability to be a force multiplier in combating fraud and cybersecurity incidents.They know that it can be a game changer but also a complex beast. They know the daunting struggles of figuring out where to start and also the scariness of scaling up. Most companies provide one piece of the analytics puzzle, be it the infrastructure, technology, people, or data science models - they focus on bundling all of the above into a cohesive solution to solve fraud and cybersecurity challenges effectively, efficiently and economically.

Year: 2016

Stage: Seed

Website : http://www.zyudlylabs.com/

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Maximilian Fleitmann
Maximilian Fleitmann
Co-Founder @ BaseTemplates
Author Twitter LinkAuthor LinkedIN

Maximilian Fleitmann is a passionate founder and entrepreneur. For the last 12+ years he has successfully launched several businesses in the areas of education and digitalization. Max purpose is to enable growth and therefore he shares his experience in building startups.

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