Restive Ventures

Three weeks ago we hosted go restive in SF AI native financial infrastructure is being built at an incredible rate Conversations centered on speed, scale, and where the opportunity is heading The next wave of AiFi is here, and we're here to back it.

Today we're launching one of our most requested features: Portfolio Analyst. Aggregate all your investment accounts into one view and test alternative portfolios side-by-side. All supported by Hiro's AI that analyzes, explains, and recommends changes.

Proud to see Flex listed by Fast Company’s Most Innovative Companies in 2026 list with great company like Nvidia, Anthropic, Robinhood, Bilt, Plaid, and Circle. Day 1. @FlexSuperApp

"How do you design for trust when the thing you're trusting may not be a person? The questions we're asking are genuinely new, which means the person who designs and builds all this isn't just making aesthetic choices—they're helping define how a new category of software gets understood." Read more from our founding designer @devannpatel on why there’s never been a more exciting time to be this early: natural.co/blog/unmapped

Crossmint has applied for a Payment Institution license under PSD2 with the Bank of Spain. Here's what that means and why it matters. 🧵

Smart contract wallets are the unlock for stablecoin payments at scale. @crossmint breaking it down in their new 101 series — worth following if you're building in this space. x.com/crossmint/stat…

This is what we mean when we say stablecoins are going mainstream. Our portfolio company @crossmint is powering wallet and payment infrastructure behind @WesternUnion's USDPT stablecoin on @solana — tens of thousands of on/off ramps worldwide. x.com/crossmint/stat…

Mastercard acquiring BVNK for $1.8B is the clearest signal yet that stablecoin infrastructure isn't a crypto bet anymore—it's a payments bet. The acquirers aren't crypto funds. They're the same incumbents that bought payment processors in the 2010s. Same playbook, new rails.

@JTylerGriffin restive.com/blog/a-novel-w…

the saaspocalypse is real and the escape route isn't another feature drop. our partner @JTylerGriffin just wrote abot why better, simpler products are the only sustainable moat left in SaaS. Link in comments

we've known @bykahlil for a long time, and when we first saw @naturalpay we knew today they're coming out of stealth and announcing the payments infrastructure layer for the agentic era. proud to have backed them early. this is exactly why we do this.

@cameronpeake so much fun!

Thank you to everyone who came to our Go Restive event this week! It was a reminder of how far AI has come since our first conference just last year: agents can now replace human actions, machines can communicate (and socialize!) with one another, and we're at the cusp of a new paradigm in payments. A few takeaways from this week: - There was a buzz among everyone building - from hallway conversations to statements on stage - about the massive infrastructure shift we're undergoing that is unlike any we've seen in decades. It's a great time to be building. - With Erik Reppel (@programmer), @bykahlil , and Charlie Wilson, we discussed the future of agentic payments. The use cases are here, and there have already been an impressive number of transactions. The only thing that is standing in the way of a major platform shift is greater awareness and empowerment of agents. This feels inevitable. - With @Eden__Ovadia, @ebloch, and Marco Mahrus, we discussed wealth management and AI, and its impact on legacy industries. As much as I tried to tee the conversation up to be about human-in-the-loop vs. fully autonomous models ( 😉 ), the conversation actually became much more interesting as we broke apart the advantages of human vs. agentic involvement and how different customer segments were better served by each. Finally, the standout moment in @Ryan_Falvey's conversation with Jason Wilk was Jason's story about how Dave.com rebounded from their rollercoaster run in the public markets. By battening down and rearchitecting much of the company with AI, Jason was able to build a much more resilient company and produce much more value for his employees and shareholders. We'll be sharing video and summaries in the coming weeks. Thanks again to all of our speakers, sponsors, and attendees. And we're always thrilled to discuss these topics, and invest with founders building in these areas!

Awesome partnership with @restivevc co Onshore! Congrats to Onshore and @puzzlefin teams. On the heels of announcing $31m raise, Onshore is crushing it

On Wednesday we’re getting the CEOs of Mercury, Dave, and Flex in the same room (and many more) these conversations don’t happen in public very often we’re changing that

Left block recently, want to start a company? Give us a shout @restivevc - we invest up to $5m pre-seed and seed in AI infra and apps for financial services

Our annual event, Go Restive, is at capacity - but we've opened up a handful of additional founder-only spots. If you want to meet the leading operators in this industry, the partners who can help you scale, and the VCs that are funding the future, you can still apply!

Go Restive sold out faster than expected. We're opening a few more founder spots because we hate telling builders no. Free. One day. SF. March 4th. Speakers include the CEOs of Mercury, Dave, Flex, FINNY, Natural, Hiro and more. If you're building in fintech or thinking about it → gorestive.com

@reed @Waymo sweet

today we’re starting full autonomous operations with the @waymo 6th gen platform

Love this! Congrats to Onshore on the $31M Series B