Bluff Point Associates

Bluff Point Associates is a private equity investment firm founded in 2006 and based in Westport, Connecticut. The firm specializes in investing in lower middle-market growth companies within the information services sector, focusing primarily on those that support the banking, trust, securities, retirement, and wealth management areas of the financial services industry, as well as the healthcare information services sector. By targeting these specific industries, Bluff Point Associates aims to foster the development of innovative technology solutions that enhance operational efficiency and service delivery in their selected markets.

Tyler Condello

Vice President

Kevin Fahey

Managing Director

Neil Q. Gabriele

Managing Director

Thomas McInerney

Co-Founder and CEO

Paula McInerney

Co-Founder and President

John L. McInerney

Managing Director

16 past transactions

JessCo Solutions

Venture Round in 2025
JessCo Solutions is a leader in providing cutting-edge emission control equipment and services for the oil and gas industry. The company specializes in providing high-quality vapor recovery units, combustors, flares, and vapor recovery towers at competitive prices. Designed for durability and ease of maintenance, JessCo’s equipment ensures regulatory compliance while maximizing profitability for its customers. The company offers industry-leading preventative maintenance, repair services, and guidance to minimize downtime and optimize performance. With a reputation for reliability and customer satisfaction, JessCo is the trusted partner for emission control solutions.

True North Networks

Acquisition in 2021
True North Networks is a Managed Security Service Provider that specializes in delivering comprehensive IT support services to independent registered investment advisors (RIAs) and various financial services organizations. The company provides managed services, private cloud hosting, and a robust cybersecurity program, addressing a wide range of technology needs. Their offerings encompass everything from servers and network infrastructure to computers, workstations, and mobile devices. True North Networks aims to ensure that its clients receive end-to-end solutions tailored to their specific requirements, enhancing operational efficiency and security in the financial sector.

AQMetrics

Venture Round in 2018
AQMetrics Limited specializes in providing cloud-based integrated regulatory compliance, risk, and surveillance management software for financial services firms, particularly in the alternative investment and broker/dealer sectors. Founded in 2012 and located in Maynooth, Ireland, AQMetrics offers a comprehensive suite of solutions that encompass global regulatory reporting, including compliance with directives such as MAD II, MiFID II, and the AIFM Directive. Its platform facilitates risk aggregation and includes features for market abuse detection, back testing, stress testing, and sensitivity analysis. By automating traditionally labor-intensive processes, AQMetrics enhances efficiency and accuracy in compliance risk management and regulatory reporting. The software is accessible via various devices, ensuring clients can monitor risk in real-time. Additionally, the company provides historical data services, consultancy, and training to support clients in navigating complex regulatory landscapes.

EazyScripts

Series A in 2017
EazyScripts is a developer of an electronic prescribing platform that streamlines the prescription process for telemedicine providers. The software allows users to submit electronic prescriptions and check prescription fill data efficiently, significantly reducing the time required to complete these tasks. With features such as secure electronic prior authorization and medication adherence options, EazyScripts enhances patient satisfaction and helps providers minimize inefficiencies and errors. By enabling physicians to send prescriptions in 25 seconds or less, the platform allows healthcare professionals to dedicate more time to improving patient health outcomes.

Netgain Technology

Private Equity Round in 2017
At Netgain, They believe there is a “better way” to deliver IT and they closely partner with healthcare organizations to help navigate complex technology challenges and increasing regulations. From designing the solution around your desired outcomes to implementing and maintaining it to your complete satisfaction, we have the people with experience that can take care of it all. Healthcare IT is all they do. Netgain has tailored IT solutions to organizations ranging from small practices to large healthcare systems for nearly 20 years. They serve clients from their headquarters in St. Cloud, Minnesota, and have local offices and distributed data center locations throughout the United States.

Untapt

Convertible Note in 2016
Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.

AQMetrics

Venture Round in 2016
AQMetrics Limited specializes in providing cloud-based integrated regulatory compliance, risk, and surveillance management software for financial services firms, particularly in the alternative investment and broker/dealer sectors. Founded in 2012 and located in Maynooth, Ireland, AQMetrics offers a comprehensive suite of solutions that encompass global regulatory reporting, including compliance with directives such as MAD II, MiFID II, and the AIFM Directive. Its platform facilitates risk aggregation and includes features for market abuse detection, back testing, stress testing, and sensitivity analysis. By automating traditionally labor-intensive processes, AQMetrics enhances efficiency and accuracy in compliance risk management and regulatory reporting. The software is accessible via various devices, ensuring clients can monitor risk in real-time. Additionally, the company provides historical data services, consultancy, and training to support clients in navigating complex regulatory landscapes.

Consolo Services

Private Equity Round in 2015
Consolo Services is a developer and provider of web-based software specifically tailored for hospice and palliative care. The company's flagship product offers a fully customizable solution for electronic health records, billing services, and care coordination. This software is designed to streamline operations for hospice units while maintaining cost efficiency. Its accessibility across various devices, including desktops, laptops, tablets, and mobile phones, enhances usability, making it easy for healthcare professionals to manage patient care efficiently. Consolo Services focuses on ensuring that its software meets the unique needs of the hospice sector, facilitating improved operational effectiveness and patient outcomes.

The Vision Lab

Debt Financing in 2015
The Vision Lab, founded in 2014 and based in New York, NY, specializes in idea crowdsourcing to facilitate sustainable growth for businesses. By utilizing advanced AI and deep learning, the company has created an innovative platform that allows organizations to efficiently gather and analyze employee feedback and ideas at scale. This platform ranks and organizes thousands of suggestions in real-time, enabling companies to harness the collective wisdom of their workforce and drive actionable transformation. Through its streamlined communication methods, The Vision Lab empowers businesses to address internal challenges and implement effective solutions based on employee insights.

DocuTAP

Series B in 2013
DocuTAP formerly known as Integrity On Site LLC, DocuTAP provides urgent care practices with an innovative approach to workflow management. Its flagship product, DocuTAP's EMR and Practice Management software, fully integrates practice management and electronic medical records capabilities in one complete system. DocuTAP software features automated and customizable tools that enhance healthcare providers' ability to deliver and manage patient care. Its experienced, knowledgeable staff is committed to improving the delivery of high-quality healthcare.

PEX Card

Series B in 2012
PEX Card offers a corporate prepaid card solution designed for small and medium-sized businesses to manage employee spending effectively. The service combines Visa prepaid cards with a cloud-based spending management platform, allowing companies to establish robust controls over how and where employees can use their cards. Managers can set individual spending limits and categories for each employee, facilitating real-time oversight and minimizing the risk of overspending. The platform enables quick funding adjustments to employee cards and streamlines expense reporting, providing valuable insights into spending patterns. PEX Card simplifies the onboarding process, requiring only business validation without credit checks, making it accessible to various organizations seeking better control over their workforce expenditures.

SocialVest Ventures

Private Equity Round in 2012
SocialVest is a shopping platform that enables consumers to support causes they care about while shopping online at over 800 participating retailers. Users can set up an account and shop through the SocialVest online mall or use registered credit cards for in-store purchases at affiliated merchants. Each transaction contributes a percentage of the purchase price to a personal Giving Account, allowing users to allocate funds to any of the 1.5 million registered non-profit organizations. By connecting consumers, retailers, and non-profits, SocialVest transforms everyday purchases into significant contributions for social causes.

Phoenix ET

Venture Round in 2012
Phoenix Energy Technologies, Inc. specializes in developing software that focuses on enterprise energy management for smart buildings and connected machines. The company provides solutions that monitor, control, and manage assets such as heating, ventilation, and air conditioning (HVAC), lighting, refrigeration, and other industrial and consumer-facing equipment. Its software offers features that alert users, measure performance, and automatically correct or predict maintenance needs, thereby enhancing operational efficiency and reducing energy costs. Serving a diverse range of clients including retailers, universities, grocery stores, and theaters, Phoenix Energy Technologies aims to help organizations achieve their energy savings goals with minimal additional hardware. Founded in 2004 and based in Aliso Viejo, California, the company was previously known as Phoenix ESG, LLC and became a subsidiary of Duke Energy Corporation in 2015.

DocuTAP

Series A in 2012
DocuTAP formerly known as Integrity On Site LLC, DocuTAP provides urgent care practices with an innovative approach to workflow management. Its flagship product, DocuTAP's EMR and Practice Management software, fully integrates practice management and electronic medical records capabilities in one complete system. DocuTAP software features automated and customizable tools that enhance healthcare providers' ability to deliver and manage patient care. Its experienced, knowledgeable staff is committed to improving the delivery of high-quality healthcare.

Office Practicum

Private Equity Round in 2011
Office Practicum is a leading provider of electronic health record (EHR) technology and practice management solutions specifically designed for pediatricians. Developed by pediatricians for their peers, the software aims to enhance the connection between healthcare providers and their young patients, thereby promoting best practices and healthier outcomes. Office Practicum’s offerings include customizable templates, reporting tools, revenue cycle management, and comprehensive practice management services tailored for pediatric care. These features enable pediatricians to streamline their daily operations, ultimately improving both clinical and financial results. The company's commitment to providing the best resources and technology supports pediatricians in delivering high-quality care to their patient population.

SocialVest Ventures

Series A in 2011
SocialVest is a shopping platform that enables consumers to support causes they care about while shopping online at over 800 participating retailers. Users can set up an account and shop through the SocialVest online mall or use registered credit cards for in-store purchases at affiliated merchants. Each transaction contributes a percentage of the purchase price to a personal Giving Account, allowing users to allocate funds to any of the 1.5 million registered non-profit organizations. By connecting consumers, retailers, and non-profits, SocialVest transforms everyday purchases into significant contributions for social causes.
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