Elio Mortgage
Operates a mortgage brokerage using AI to handle loan-origination administration while loan officers advise borrowers.
$5.1MPre-seed
LeadMP
Motive Partners
motivepartners.com ↗Activity from announced rounds
Activity in this selectionsimplyhealth-ventures-98030ada
An investment firm whose venture platform backs technology transforming financial and professional-service workflows.
Technology within industry workflows
Motive Partners’ venture investment accounts emphasize vertical software and embedded finance. The firm looks at how AI and software can change the operating systems and routine processes of complex industries.
Activity recorded by RoundOS
The recorded history includes LawX, which develops operational software for law firms, and Limetax, which combines a tax-practice group with its own AI platform. In its investment accounts, Motive connects both businesses with the opportunity to modernize professional-service operations. The table below shows the financing events recorded in this database.
- Rounds participated in
- 11
- Confirmed lead rounds
- 2 8 roles undisclosed
- New companies
- 11 First participation on record · 0 follow-on
- Funding in participating rounds
- $629.8M 11 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
11 in this selectionLimetax
Limetax combines a network of tax advisory firms with its own DATEV-based AI platform and central services that help German tax firms automate routine work and scale client advice.
€36MPre-seed equity and acquisition facility
LeadFNZ
FNZ provides an end-to-end wealth-management platform to banks, wealth managers, insurers and asset managers. Its technology connects customer and adviser experiences with investment products, account administration and operational services, enabling financial institutions to launch and run digital saving and investing propositions for end investors.
$450MEquity funding
ParticipantCordant
A command center for payments companies, fintechs and banks operating across fragmented financial infrastructure
$8MSeed
Role not disclosedLawX
Develops AI-driven platform for law firms and notaries to automate operational processes
€7.5MSeed
Role not disclosedVersana
Provides digital infrastructure and data for broadly syndicated loan and private credit markets
$43MUndisclosed
Role not disclosedObin AI
Builds agentic workforce for financial institutions
$7MSeed
Role not disclosedSteward
Automates AML and KYC workflows for investor onboarding and compliance
$5MPre-Seed
Role not disclosedfinperks
Provides API infrastructure for prepaid payments
$4MPre-Seed
Role not disclosedZocks
Provides AI-powered automation for financial advisors
$45MSeries B
Role not disclosedMonnai
Provides global identity and risk data infrastructure for real-time decisioning
$12MEquity
Role not disclosed