Trade-PMR
Acquisition in 2024
Trade-PMR provides independent financial advisor services.
Chartr
Acquisition in 2023
Chartr is a publisher of free visual newsletters that focuses on delivering data-driven insights across various sectors, including business, technology, entertainment, and society. By utilizing compelling visuals and storytelling techniques, Chartr aims to present complex information in an engaging and accessible manner. The company's newsletters are designed to inform and engage audiences by highlighting relevant trends and statistics, thereby fostering a deeper understanding of contemporary issues.
X1 is a financial services company that offers an innovative credit card designed to enhance the shopping experience. The X1 Card is crafted from stainless steel and features advanced technology that allows for smart credit limits and an attractive rewards program. Cardholders can earn points for every purchase, which can be redeemed for various benefits. The card is backed by Visa Signature, giving users access to over 46 million merchants globally. Co-founded by former Twitter employees Deepak Rao and Siddharth Batra, X1 has attracted notable investors, including PayPal co-founder Max Levchin and others with significant experience in technology and finance. Through its unique offerings, X1 aims to transform traditional credit card usage and improve the way consumers shop and spend.
ErisX
Venture Round in 2022
ErisX is a Chicago-based company founded in 2018 that operates an online trading platform focused on the digital asset market. It offers both spot and futures contracts, facilitating easy access for users to exchange cryptocurrencies. The platform integrates advanced technology to create a reliable and compliant environment for trading, deposits, and withdrawals. By leveraging its digital asset exchange and clearinghouse capabilities, ErisX aims to streamline capital markets workflows, providing clients with a robust infrastructure for their trading needs.
Ziglu is a fintech company dedicated to promoting fairness and financial inclusion in the world of cryptocurrencies. It offers an intuitive digital platform providing transparent pricing and access to various cryptocurrencies, including Bitcoin, Bitcoin Cash, Ether, and Litecoin.
Infina is an investment platform that focuses on making financial services accessible and user-friendly. It offers a digital application that allows individuals to invest small amounts in various opportunities, including real estate and fund certificates. By simplifying the investment process, Infina enables users to participate in the market without the need for significant capital, thus promoting financial inclusion. The platform is designed to provide a safe and frictionless experience for investors, facilitating their ability to derive profits from diverse investment options.
Cove Markets
Acquisition in 2021
Cove Markets is a fintech startup focused on providing a trading platform designed for active traders and financial professionals seeking optimal execution in the cryptocurrency market. Founded by experienced professionals from notable firms in the financial industry, the company offers a comprehensive suite of trading functions, including tools for analyzing technical data, exchange aggregation, and advanced routing algorithms. Their platform aims to facilitate frictionless trading for a diverse array of digital assets, emphasizing transparency, user-friendliness, and security. By combining sophisticated technology with a focus on professional needs, Cove Markets seeks to enhance the trading experience for its users.
Quant
Pre Seed Round in 2021
Quant is a premier quantitative research and investment fund led by engineering, mathematics, and business students at the University of Illinois Urbana-Champaign. We employ state-of-the-art analysis tools like deep learning and natural language processing to gain an edge on financial markets across the globe.
Say is a technology company based in New York that has developed a platform to enhance communication between companies and their individual shareholders. Founded in 2017, Say's platform empowers shareholders to exercise their full ownership rights by facilitating open dialogue outside traditional shareholder communication channels. It features various services, including proxy processing, fund reports, trade confirmations, post-sale prospectus delivery, and the management of voluntary corporate actions and class actions. By connecting individual shareholders with one another and providing tools to aggregate and authenticate their voices, Say aims to level the playing field with institutional investors and transform the experience of stock ownership.
Binc is a staffing and recruiting company that offers technical recruiting solutions.
MarketSnacks
Acquisition in 2019
MarketSnacks is a business that publishes a free daily newsletter aimed at making complex Wall Street news more accessible and engaging for its subscribers.
WonderFi is a technology company dedicated to enhancing access to decentralized finance (DeFi) through simplicity and education. Its platform serves as a trusted gateway to the new financial system, empowering individuals to use DeFi in a streamlined manner.