Eligible Companies for Exchange

Selected for their outstanding performance and ability to support Collective's investment methodology, the companies below are eligible for exchange into one of Collective's funds. Learn more about Collective's different funds

Many of the most successful VCs are invested in our Eligible Companies Learn more

Addepar

FinTech
Addepar stock
Founded: 2009Funding to Date: $545M

Addepar is the developer of a multi-product software and data platform that is designed to foster smarter investment decisions and enhance portfolio outcomes. The platform created by Addepar consolidates all financial accounts to provide a unified view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and state-of-the-art technology to make more informed decisions.

Alloy

FinTech
Alloy stock
Founded: 2015Funding to Date: $211M

Alloy is the developer of an identity risk management platform designed to simplify compliance and enhance fraud prevention for financial institutions. The company provides a centralized dashboard that consolidates various data sources for KYC and AML compliance, automates identity verification processes, and boosts fraud detection capabilities. This enables banks and fintech companies to effectively manage customer onboarding, reduce risks, and improve operational efficiency.

Notable investors include:
Bessemer Venture Partners logo
Lightspeed Venture Partners logo

Altruist

FinTech
Altruist stock
Founded: 2018Funding to Date: $459M

Altruist is a financial technology company that offers a commission-free digital platform for investment management and financial planning. Their platform is designed to provide users with access to personalized investment portfolios and financial advice without the high fees typically associated with traditional wealth management services. Altruist aims to democratize access to financial services and help users achieve their long-term financial goals more efficiently.

Notable investors include:
Insight Partners logo

Bilt Rewards

FinTech
Bilt Rewards stock
Founded: 2020Funding to Date: $553M

Bilt Rewards has developed a rewards platform that enables renters to collect points on rent. The platform collaborates with real estate owners and credit card companies to offer renters points for paying their rent. These points can be transferred one-to-one for travel across major airlines and hotel partners, as well as future down payments. Bilt Rewards' platform empowers cardholders to lay the groundwork for future homeownership.

Chainalysis

FinTech
Chainalysis stock
Founded: 2014Funding to Date: $587M

Chainalysis has developed a cryptocurrency investigation and compliance software that is designed to safeguard the intersection of finance and the decentralized web. Their platform facilitates the transfer of value online and introduces innovative methods of data analysis, visualization, and actionable intelligence to preserve the authenticity of cryptocurrency transactions. This enables financial institutions to engage with businesses transacting on the blockchain while maintaining their compliance requirements.

Notable investors include:
Dragoneer Investment Group logo
Benchmark logo
Accel logo

DailyPay

FinTech
DailyPay stock
Founded: 2015Funding to Date: $332M

DailyPay, a financial wellness platform developer, is designed to deliver earned wage access across all industries. The company provides a digital wallet system that features an on-demand pay technology, allowing employees to transfer their money straight to any bank account and purchase goods and services.

HomeLight

FinTech
HomeLight stock
Founded: 2012Funding to Date: $315M

HomeLight is a pioneering online real estate marketplace that aims to streamline and simplify real estate transactions for everyone. The platform supports home buyers and sellers, offering services such as facilitating an all-cash offer, providing liquidity from their current home to purchase a new one, or assuring a seamless modern closing process. This enables customers to buy or sell their properties with ease and certainty.

Notable investors include:
Bessemer Venture Partners logo

Vestwell

FinTech
Vestwell stock
Founded: 2016Funding to Date: $239M

Vestwell is a financial technology company that provides retirement planning and investment solutions for employers, advisors, and employees. Their platform offers automated retirement planning tools, investment options, and administrative services to streamline the process for businesses offering retirement benefits. With a focus on simplicity and efficiency, Vestwell aims to empower employers to efficiently manage retirement plans while providing employees with access to personalized investment options.