Portfolio
Companies

The Bankers Helping Bankers Fund invests across banking technology, customer engagement, data and analytics, and regulatory technology companies, which are at the forefront of ensuring community bank competitiveness and growth
RiskScout is a regulatory technology platform, providing a configurable solution that allows banks to streamline their compliance workflow, reporting, and ongoing monitoring.
"The Bankers Helping Bankers Fund’s community financial institution (CFI) ecosystem through IBAT, fintech experience through FedFis, and management team operating experience highly complement RiskScout's veteran team in skill, purpose, and values. We look forward to helping more CFIs, grow, innovate, and bank new entrepreneurs and solidify their community financial needs."
Justin Fisher
RiskScout
Community Capital Technology provides a cost-effective secondary loan marketplace to community banks, enabling them to optimize their balance sheets and minimize risk
"The Bankers Helping Bankers Fund will support Community Capital’s next phase of network growth and expansion into the community bank ecosystem with a technology solution that is transforming how financial institutions manage liquidity and balance sheet risk by bringing efficiencies, price transparency, and access scale to the secondary commercial and consumer loan market."
Garrett Smith
Community Capital Technologies
FinGoal is a digital insights platform, using financial transaction data to provide banks with actional insights and a deeper understanding of customers
"We are thrilled to have the Bankers Helping Bankers Fund invest in FinGoal to help bring personalization to banking. The domain knowledge the BHB Fund and its partners have is invaluable to make it a reality."
David Nohe
FinGoal
Agent IQ offers a personal digital platform, supercharged with artificial intelligence, that improves communication and engagement between financial institutions and their customers.
"The BHB Fund’s investment in Agent IQ provides valuable growth capital and a strategic alliance to help support our current and future clients at a time when digital relationship banking is more important than ever for community banks."
Slaven Bilac
Agent IQ
Privacy Lock is a full-suite compliance and reporting platform for personal identifiable information (PII) including data mapping, consent management, monitoring, and reporting. It is the only privacy solution that does not collect or process PII data.
"Privacy Lock is very excited to partner with the Bankers Helping Bankers Fund to offer industry leading privacy solutions to banks and financial companies. BHB’s incredible team, industry knowledge, and strong market presence are helping us accelerate our growth across the banking ecosystem, by working with banks to future-proof their financial data systems in accordance with state and federal privacy regulations."
David Ritter
Privacy Lock
Inpleo is a fully auditable AI and machine-learning platform to automate data and labor-intensive processes at FIs​ such as procurement, KYC, expenses, and more.
"The BHB Fund is an excellent partner in growing the technology ecosystem and enabling portfolio companies with their profound expertise and wisdom. BHB works hard to bring an invaluable bridge to cutting edge technology to smaller financial institutions typically only available to the large institutions, enabling innovation and portfolio growth in the venture space.” ​
Brian Jeon
Inpleo

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