BNY

BNY Mellon, founded in 1784, is a prominent global leader in investment management and investment services, with a history closely tied to the development of the American financial system. The firm operates in 35 countries and over 100 markets, providing a comprehensive range of services to institutions, corporations, and individual investors. BNY Mellon assists clients in managing and servicing their financial assets throughout the investment lifecycle, offering informed investment management and related services. As a single point of contact, BNY Mellon facilitates the creation, trading, holding, management, servicing, distribution, and restructuring of investments. The firm has a substantial presence in the financial sector, with significant assets under custody and administration, as well as assets under management. Additionally, BNY Mellon manages funds that target investments in various sectors, including capital markets and financial services.

Pankaj Agnihotri

Senior Vice President

Varun P Divadkar

Vice President - Enterprise Risk Management, Data Analytics, AI and ML

John Goodheart

Managing Director

Roman Regelman

CEO of Securities Services and Digital

Darshan Shah

Vice President

Ainslie Simmonds

President

52 past transactions

Reality Defender

Venture Round in 2025
Reality Defender specializes in detecting deepfakes and AI-generated media to address the risks posed by manipulated content. The company offers a platform that utilizes synthetic media detection algorithms to identify and assess the authenticity of various formats, including images, videos, audio, and text, in real time. This capability enables both enterprises and government entities to effectively combat the proliferation of false media. Reality Defender's patented multimodal approach ensures advanced impersonation detection and provides flexible deployment options, allowing seamless integration into existing digital infrastructures for proactive media management.

EquiLend

Corporate Round in 2025
EquiLend is a provider of trading and post-trade services specifically designed for the securities finance industry, with offices located in major financial hubs such as New York, London, Hong Kong, and Toronto. The company operates two primary platforms: EquiLend, which focuses on equities, and BondLend, which caters to fixed income securities. These platforms automate previously manual trading and post-trade processes, enhancing efficiency and transparency in the market. Additionally, EquiLend's DataLend division offers comprehensive market data services, supplying aggregated and standardized information across various asset classes and regions. Backed by ten prominent global financial institutions, EquiLend aims to provide scalable and cost-effective solutions that streamline workflow management and improve operational transparency in the securities lending market.

Proxymity

Venture Round in 2025
Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

BNY Archer

Acquisition in 2024
Archer is a provider of cloud-based technology platforms for investment managers.

AbbeyCross

Seed Round in 2023
AbbeyCross operates a B2B compliance marketplace that enhances the market infrastructure for emerging market currencies. The company connects payment banks with suppliers of trading and settlement services, addressing inefficiencies within the market. By collaborating with global banks and financial service providers, AbbeyCross facilitates improved currency liquidity, price transparency, and access to market data. This approach aims to streamline the fragmented landscape of emerging market currency payments, ensuring that clients benefit from a more efficient and reliable trading environment.

Alpheya

Venture Round in 2023
Alpheya is a software company that delivers cloud-native, AI-powered wealthtech solutions for private banks, and investment houses.

Volante Technologies

Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Volante Technologies

Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

MoCaFi

Series B in 2023
MoCaFi is a developer of a personal finance platform aimed at improving financial behaviors within underbanked communities. The platform provides a range of financial products and services, including check cashing, custom loans, debit cards, and financial literacy tools. Users can access these services through a mobile application and a financial card, allowing them to check balances, cash paychecks, and send money securely without incurring extra costs. MoCaFi's focus is on promoting economic equality by offering affordable, credit-building financial solutions that cater to the unique needs of underserved populations.

W. P. Carey

Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Quantexa

Series E in 2023
Quantexa Limited is a global data and analytics software company based in London, United Kingdom, specializing in Contextual Decision Intelligence. Incorporated in 2016, Quantexa develops advanced entity resolution and network analytics technology that empowers organizations to improve their operational decisions by unifying siloed data and generating a comprehensive view of internal and external information. Its platform leverages artificial intelligence to uncover hidden risks and opportunities, providing critical insights into the relationships between individuals, organizations, and locations. Quantexa's solutions address challenges in areas such as fraud prevention, anti-money laundering, compliance, and customer insights, serving clients across financial services, corporate sectors, and public organizations worldwide. The company has established a strategic alliance with Accenture to enhance its offerings and expand its market reach.

Entrio

Seed Round in 2023
Entrio is the pioneer of Responsible Tech Adoption, helping financial institutions to manage and streamline their use of technology with a Live Solutions Catalog. The company’s innovative approach ensures optimized spending, efficient tech use and reuse, and a transparent tech ecosystem, leading to agility and sustainable growth in the financial sector.

Conquest Planning

Series A in 2023
Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

bondIT

Series C in 2022
BondIT Ltd. is a technology company that operates a software-as-a-service platform specifically designed for bond portfolio managers and advisors. Founded in 2012 and headquartered in Herzliya, Israel, the company addresses challenges in fixed income portfolio management by providing data-driven solutions for portfolio construction, optimization, analysis, and monitoring. The BondIT platform enhances the management lifecycle by delivering analytics and algorithmic recommendations for bond transactions, as well as offering comprehensive analysis of both imported and existing portfolios. With a team that combines expertise in fixed income, data science, and machine learning, BondIT utilizes sanitized data and advanced algorithms to streamline the portfolio management process, enabling financial institutions and asset managers to transform market data into actionable insights efficiently.

Access Fintech

Series C in 2022
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Genesis Global

Venture Round in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Valkyrie

Venture Round in 2022
Valkyrie Investments is a specialized alternative asset management firm.

Chainalysis

Series F in 2022
Chainalysis Inc. is a blockchain analysis company that specializes in anti-money laundering software tailored for cryptocurrency businesses. Founded in 2014 and headquartered in New York, with additional offices in Copenhagen, Tokyo, and Singapore, the company offers a suite of products designed to enhance compliance and security in the cryptocurrency space. Key offerings include REACTOR, an interactive investigation tool that identifies offenders and visualizes data; a transaction-based risk scoring API that assesses the source and destination of funds; and various activity monitoring reports and due diligence tools that help financial institutions understand and mitigate risks associated with cryptocurrency transactions. Chainalysis serves a wide range of clients, including government agencies, banks, exchanges, and other financial institutions, providing them with the necessary tools to navigate the complexities of blockchain technology and ensure compliance with regulatory standards.

Proxymity

Series B in 2022
Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Volante Technologies

Venture Round in 2022
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Proxymity

Series B in 2021
Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

Fundbox

Series D in 2021
Fundbox is an AI-powered financial platform based in San Francisco, established in 2013 by co-founders Eyal Shinar, Tomer Michaeli, and Yuval Ariav. The company provides small businesses with quick and intuitive access to credit, aiming to enhance customer growth within the small business economy. Fundbox utilizes machine learning and deep data analytics to offer invoice financing and lines of credit, allowing small and mid-sized enterprises to efficiently accelerate cash flow against outstanding invoices. This approach not only improves payment terms but also helps increase average order volumes and close rates for its clients.

Quantexa

Series D in 2021
Quantexa Limited is a global data and analytics software company based in London, United Kingdom, specializing in Contextual Decision Intelligence. Incorporated in 2016, Quantexa develops advanced entity resolution and network analytics technology that empowers organizations to improve their operational decisions by unifying siloed data and generating a comprehensive view of internal and external information. Its platform leverages artificial intelligence to uncover hidden risks and opportunities, providing critical insights into the relationships between individuals, organizations, and locations. Quantexa's solutions address challenges in areas such as fraud prevention, anti-money laundering, compliance, and customer insights, serving clients across financial services, corporate sectors, and public organizations worldwide. The company has established a strategic alliance with Accenture to enhance its offerings and expand its market reach.

Fireblocks

Series D in 2021
Fireblocks Inc. is a New York-based company founded in 2018 that specializes in blockchain-based security solutions for digital asset management. Its platform is designed to securely transfer digital assets between exchanges, wallets, custodians, and counterparties, catering primarily to financial institutions such as banks, fintech companies, and hedge funds. The company employs advanced technologies, including a patent-pending chip isolation security and model predictive control (MPC), to enhance the security of assets in transit. Fireblocks enables its clients to manage and streamline their digital asset operations effectively, ensuring the protection of funds while facilitating their movement across various platforms. Additionally, Fireblocks has an operational presence in Tel Aviv, Israel.

Milestone Group

Acquisition in 2021
Milestone Group specializes in providing investment technology solutions tailored for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. With a foundation in consulting and operational expertise, the company has established itself as a recognized leader in developing innovative enterprise solutions for the investment industry. Headquartered in Sydney, Australia, Milestone Group operates globally with additional locations in Boston, London, and Cape Town, serving clients across 15 countries with round-the-clock support. The company focuses on enhancing efficiency and control while driving down costs and mitigating risks through its pControl solutions, which facilitate the rapid and safe launch of new investment products. Milestone Group's team comprises professionals with extensive experience in the financial sector, enabling them to address the complex needs of leading institutions seeking to improve revenues and make informed technology decisions for sustainable growth.

Fireblocks

Series C in 2021
Fireblocks Inc. is a New York-based company founded in 2018 that specializes in blockchain-based security solutions for digital asset management. Its platform is designed to securely transfer digital assets between exchanges, wallets, custodians, and counterparties, catering primarily to financial institutions such as banks, fintech companies, and hedge funds. The company employs advanced technologies, including a patent-pending chip isolation security and model predictive control (MPC), to enhance the security of assets in transit. Fireblocks enables its clients to manage and streamline their digital asset operations effectively, ensuring the protection of funds while facilitating their movement across various platforms. Additionally, Fireblocks has an operational presence in Tel Aviv, Israel.

HQLAx

Series B in 2021
HQLAᵡ is a financial technology firm that specializes in liquidity and collateral management solutions for institutional clients in the global securities financing markets. Utilizing R3's distributed ledger technology, Corda, the company aims to enhance collateral mobility within a fragmented securities settlement ecosystem. In partnership with Deutsche Börse Group, HQLAᵡ has developed a joint operating model that fosters greater efficiency and transparency in liquidity transfers. The firm provides a standardized marketplace designed to reduce systemic risks while offering regulators a digital collateral receipt tracking view. This innovative approach enables market participants to improve collateral fluidity, ultimately creating a more effective and cost-efficient environment for securities lending and repo transactions.

Volante Technologies

Venture Round in 2020
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Proxymity

Corporate Round in 2020
Proxymity Limited is a company that has developed a digital platform for proxy voting and investor communications. Founded in 2017 and based in London, the platform connects issuers, intermediaries, and investors in real-time, enhancing the efficiency and transparency of the voting process for ordinary shares. Proxymity automates the processing of shareholder disclosure requests and responses in compliance with regulatory standards, facilitating the seamless flow of information. By providing a digital proxy voting solution, the platform allows for real-time transmission of meeting data and votes, eliminating the need for manual data entry or paper-based methods. This innovative approach streamlines investor communications and improves overall engagement between companies and their shareholders.

iCapital Network

Venture Round in 2020
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Civic Champs

Grant in 2020
Civic Champs, Inc. is a software development company that provides a mobile-based platform aimed at enhancing volunteer management for nonprofit organizations. Founded in 2019 and headquartered in Bloomington, Indiana, with an additional office in Pittsburgh, Pennsylvania, Civic Champs offers an application that allows nonprofits to digitally track volunteer hours and related information necessary for grant applications. The platform incorporates geofencing technology to facilitate automatic check-ins when a volunteer enters or exits a designated area. Additionally, it supports features such as time tracking, event scheduling, mentorship tracking, and donation acceptance. By automating these processes, Civic Champs helps organizations reduce manual data entry and improve volunteer engagement, ultimately allowing them to focus more on their missions. The application is accessible on both the App Store and Google Play.

Vestwell

Series B in 2019
Vestwell is a developer of a digital savings platform focused on creating retirement plans for employees. The company provides automated retirement investing options tailored for registered investment advisers (RIAs), ensuring compliance with relevant rules and regulations. By streamlining the process of defined contributions for companies and their employees, Vestwell enables advisers to effectively engage with their clients while facilitating automation in retirement planning.

iCapital Network

Venture Round in 2018
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

C.C. Busy

Grant in 2018
C.C. Busy, Inc. is a software and training company based in Pittsburgh, Pennsylvania, that focuses on automating documentation for home-based child care providers in the state. Incorporated in 2018, the company leverages voice assistants to help childcare providers log daily activities for each child, making this information accessible to parents and regulatory bodies. By streamlining paperwork and automating processes such as invoicing, C.C. Busy aims to reduce the administrative burden on childcare providers, allowing them to concentrate on the care and development of children. This approach not only enhances compliance with increasing regulations but also improves communication between providers and parents, ultimately facilitating better childcare services.

C.C. Busy

Grant in 2018
C.C. Busy, Inc. is a software and training company based in Pittsburgh, Pennsylvania, that focuses on automating documentation for home-based child care providers in the state. Incorporated in 2018, the company leverages voice assistants to help childcare providers log daily activities for each child, making this information accessible to parents and regulatory bodies. By streamlining paperwork and automating processes such as invoicing, C.C. Busy aims to reduce the administrative burden on childcare providers, allowing them to concentrate on the care and development of children. This approach not only enhances compliance with increasing regulations but also improves communication between providers and parents, ultimately facilitating better childcare services.

iCapital Network

Series B in 2017
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

DBV-X

Acquisition in 2016
DBV-X, a new EU regulated marketplace for collateral and secured deposits, will go live in Europe later this year. Focused solely on funding and collateral needs, DBV-X will offer market participants cost-efficient and rapid access to a diverse range of counterparties and high-quality liquid assets. All participants sign a single standard legal agreement to join the platform and have full control over the products and counterparties used, thereby enabling a peer-to-peer market to flourish.

iCapital Network

Series B in 2015
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Luminex Trading & Analytics

Venture Round in 2015
Luminex Trading & Analytics develops an equity trading platform that facilitates access to clean, natural block liquidity at reduced trading costs. By exclusively engaging with venue-approved participants, the platform ensures low-cost trading while minimizing information leakage. This design enables traders to execute large block trades with decreased market impact, enhancing efficiency in the trading process.

Cutwater Asset Management

Acquisition in 2015
Cutwater Asset Management, based in Armonk, New York, is a client-focused investment advisor specializing exclusively in fixed income investments. Established in 1993, it serves a diverse clientele including state and local governments, financial institutions, pension funds, unions, insurance companies, corporations, and consultants. Cutwater combines investment expertise and risk management with a commitment to exceptional client service, facilitating in-depth consultations and close interactions between clients and the investment team. Its investment philosophy aims to achieve consistent, top quartile risk-adjusted portfolio performance through various market cycles. In 2015, Cutwater was acquired by BNY Mellon and operates as a subsidiary of Insight Investment, enhancing its capabilities within BNY Mellon's multi-boutique investment framework.

FastMatch

Venture Round in 2013
FastMatch is an electronic communication network designed for foreign exchange trading. The company provides a trading platform that caters to both sell-side and buy-side market participants, including retail brokers, institutions, banks, hedge funds, and proprietary trading firms. FastMatch focuses on delivering access to significant pools of diversified liquidity with a strong emphasis on speed and transparency, ensuring that its customers benefit from optimal trading conditions.

I3 Advisors

Acquisition in 2010
3 Advisors is an independent investment counselling firm dedicated to the development, execution and maintenance of our clients' effective and independent portfolio strategies. They are a trusted advisor to both wealthy families and institutional clients and, through our work, have earned the reputation as Canada's independent investment counsellor of choice in this highly specialized field.

Albridge Solutions

Acquisition in 2010
Albridge is a provider of enterprise wealth management services based in New Jersey. Founded in 1993 by Susan Stevens, the company offers a comprehensive suite of services that includes portfolio accounting, consolidated reporting, compliance, operations, data management, and distribution analytics. Albridge's technology consolidates and reconciles client account information from diverse data sources, which encompass mutual funds, banking, brokerage, insurance, retirement, and managed accounts. Additionally, the company provides business consulting services to further assist its clients in managing their wealth effectively.

PNC Global Investment Servicing

Acquisition in 2010
PNC Global Investment Servicing provides processing, technology, and business intelligence services to asset managers, broker/dealers, and financial advisors. It offers fund accounting and administration, wealth management reporting, subaccounting, transfer agency and shareholder, marketing and distribution, managed account, integrated banking transaction, accounting and administration, custody and securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer support, financial planner support, health savings account, and bill payment and presentment services. PNC Global Investment Servicing was formerly a subsidiary of PNC Financial Services until being acquired by BNY Mellon in 2010.

Insight Investment

Acquisition in 2009
Insight Investment Management (Global) Limited is a privately owned investment manager based in London, United Kingdom. The firm specializes in providing tailored investment solutions to a diverse clientele, including private investors, pension funds, sovereign wealth funds, insurance groups, local governments, and charities. Insight manages a variety of client-focused portfolios, encompassing equity, fixed income, and alternative investments, as well as mutual funds and fund of funds. Its investment strategy spans public equity and fixed income markets globally, with a focus on government, corporate, and index-linked bonds. The firm employs a blend of in-house and external research to inform its investment decisions, ensuring that it meets the unique needs of its clients while aiming for consistent and repeatable performance.

GlobeImmune

Series C in 2007
GlobeImmune, Inc. is a biopharmaceutical company based in Louisville, Colorado, dedicated to developing therapeutic products for cancer and infectious diseases through its proprietary Tarmogen platform. The company’s pipeline includes GS-4774, currently in Phase 2 trials for hepatitis B virus treatment, and various candidates targeting cancer, such as GI-6207 for medullary thyroid cancer, GI-6301 for tumors expressing the brachyury protein, and GI-4000 for resected pancreatic cancer. Additionally, GlobeImmune is advancing several candidates for infectious diseases, including GI-19000 for tuberculosis, GI-2010 for HIV, and GI-18000 for hepatitis D virus, currently in preclinical stages. The Tarmogen platform also includes products designed to address challenges in cancer therapy, such as preventing the emergence of mutated escape variants. The company has established strategic collaborations with Gilead Sciences and Celgene Corporation. Originally founded as Ceres Pharmaceuticals in 1995, GlobeImmune changed its name in 2001 to reflect its focus on innovative immunotherapy solutions.

Shoes for Crews

Venture Round in 2004
Shoes For Crews, LLC, founded in 1984 and based in West Palm Beach, Florida, specializes in designing and manufacturing slip-resistant footwear. The company offers a diverse range of products, including athletic shoes, casual shoes, clogs, work boots, and other footwear for men and women across various sectors such as foodservice, healthcare, hospitality, and industrial environments. Additionally, Shoes For Crews provides shoe accessories like socks, insoles, shoe fresheners, and tread cleaners. The company markets its products through distribution centers in the United States, Canada, and Ireland, as well as retail locations in Orlando and Las Vegas, and an online platform. With a commitment to safety and comfort, Shoes For Crews has established itself as a leader in the safety footwear industry, utilizing advanced outsole technology to prevent slip and fall accidents while ensuring customer satisfaction through a flexible return policy.

iSolve

Venture Round in 2000
iSolve is the IT solution for small and medium-sized businesses. It offers data and network protection, data security, and connectivity. They assess the software for accounting, client relationship management, office production, networking, and product management.

Cycore

Venture Round in 2000
Cycore AB, founded in 1996 and headquartered in Uppsala, Sweden, is a privately held company specializing in interactive 3D graphics software for e-business applications. The company's flagship product, Cult3D, is a multi-platform 3D rendering engine that enables businesses to create and display interactive 3D animations on websites and in electronic documentation. This technology is designed to be compatible with various devices, including PCs and handheld devices such as PDAs and smartphones. With a team of creative engineers and a global presence that includes offices in France, Germany, North America, and Asia, Cycore caters to a diverse clientele, offering solutions not only for the internet but also for special effects and animation in the film and design industries.

Net Value Holdings

Venture Round in 2000
Net Value Holdings is a virtual incubator focused on early-stage e-commerce businesses. Founded in 1998 and headquartered in San Francisco, with additional offices in New York, Boston, and Philadelphia, the firm aims to build a collaborative network by identifying promising e-commerce opportunities. It supports new companies by providing access to experienced executives, high-profile advisors, and essential services. Net Value Holdings currently holds interests in nine internet-based businesses at various stages of development.

Valkyrie Investments

Valkyrie Investments is an alternative asset management firm that bridges traditional finance with the emerging cryptocurrency sector. The firm focuses on creating and managing diverse portfolios and products that include exposure to digital assets and other innovative investments. With a team of seasoned professionals who have extensive experience in leading financial institutions, Valkyrie Investments offers a platform designed to make investing in alternative assets both accessible and secure. The firm emphasizes the development of unique investment products, aiming to enhance returns for investors while fostering economic growth and technological advancement.

Snorkel AI

Snorkel AI, Inc. is a company that develops a comprehensive machine-learning platform designed to facilitate the creation, management, and monitoring of AI applications. Its primary offering, Snorkel Flow, allows users to programmatically label and augment training data, manage and integrate various datasets, and deploy machine learning models, while also providing tools for data analysis and monitoring. The platform is particularly effective in extracting structured information from complex documents and forms, as well as ranking content based on relevance. Founded in 2016 and based in Palo Alto, California, Snorkel AI serves a diverse range of industries, including finance, government, telecommunications, insurance, healthcare, and e-commerce. The technology was developed at Stanford AI Lab and employs innovative methods such as weak supervision to enhance data preparation, thereby streamlining the AI development process for enterprises.
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