2023 Q4 Update

During Q4, Helix by HL joined the FINTOP Capital portfolio.

Helix by HL, incubated with TIFIN technology and the proprietary data of Hamilton Lane, is a generative AI assistant to help wealth professionals better understand and allocate to private markets. Helix by HL will be a category-defining product for wealth advisors and institutional investors.

FINTOP Capital led the $6M Seed+ round, with participation from JAM FINTOP Frontier Fund, TIFIN, & Tectonic Ventures. FINTOP Capital’s Managing Partner Rick Kushel joins the Board.

Q4 HIGHLIGHTS

• FINTOP Fund III portfolio company Ampersand, Inc. comes out of stealth, launching publicly as its deposit management business continues to scale.

• Stephanie Miller joins FINTOP Fund III portfolio company Hazeltree as its newly appointed CEO.?
• FINTOP Fund II portfolio company Trovata signed a partnership to deploy Liquidity+ to Australia's largest business bank.
• FINTOP Fund II portfolio Plooto was named a winner of the 德勤 Technology Fast 50? Canada & Fast 500? North America awards.?
• FINTOP Fund III portfolio company Infinant | Grow Your Bank 's CEO Riaz Syed shares his take on benefits of "coreless banking" with Finextra .
• FinTech Cowboys ?? Dave & Tanner Mayo are joined by Managing Partner Joe Maxwell and JAM FINTOP 's Adam Aspes on their recent podcast.

CONFERENCES & EVENTS

Members of the FINTOP team will be on the road during Q1 2024. If you are headed to any of these events, please be sure to connect:

• Jan 16-19 | Nashville Entrepreneur Center x Project FinTech Tennessee Roadshow with stops at Knoxville Entrepreneur Center | UTC Center for Innovation and Entrepreneurship | First Horizon Bank HQ Memphis | theCO Jackson | Learn more & RSVP ??
• Jan 28-31 | Bank Director Acquire or Be Acquired (AOBA) | Phoenix
• March 3-6 | Fintech Meetup | Las Vegas

FINTOP Capital is a venture firm focused on early-stage #fintech companies. With $700 MM+ in committed capital across five funds, the team has decades of industry experience as entrepreneurs, operators, & investors. Together, the FINTOP partners invest in the next generation of #fintech operators, those changing the way our financial institutions and their customers move, track & interact with money.