Reality Defender
Venture Round in 2025
Reality Defender specializes in detecting deepfakes and AI-generated media across various formats such as audio, video, images, and text. Its patented multimodal approach enables real-time detection of advanced impersonations, helping mitigate risks associated with manipulated content. The platform offers flexible deployment options that integrate smoothly into existing infrastructure.
EquiLend
Corporate Round in 2025
EquiLend Holdings LLC, established in 2001, operates a platform for trading and post-trade services in the United States, Canada, and Europe. The company specializes in securities finance, offering BondLend for fixed income trading, and EquiLend for equities. Its services include automated trading solutions like AutoBorrow and Trade2O, post-trade services such as settlement instructions management and billing comparison, and market data provision through DataLend. EquiLend's platform aims to enhance trade-level transparency and automate workflows, serving securities borrowers and lenders globally. The company is headquartered in New York, with additional offices in London, Dublin, Hong Kong, and Toronto. It is backed by 10 global financial institutions.
Proxymity
Venture Round in 2025
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
BNY Archer
Acquisition in 2024
BNY Archer is a technology provider delivering cloud-based platforms for investment managers. The company offers a middle-to-back office technology platform designed for the asset management industry. Its integrated, secure cloud-based platform simplifies the investment management process across channels, enabling management firms to scale efficiently while selectively outsourcing operations. The solution helps clients control costs, gain operational flexibility, and accelerate time to market.
AbbeyCross
Seed Round in 2023
AbbeyCross is a business-to-business platform that operates as a trading and compliance venue for deliverable emerging market currencies. Its primary focus is to enhance the market infrastructure by connecting payment banks with suppliers of emerging market trading and settlement services. The company collaborates with global banks and financial services providers to eliminate inefficiencies within the currency payment industry. AbbeyCross aims to provide clients with improved currency liquidity, price transparency, and access to vital market data, thereby addressing the complexities of a fragmented market.
Alpheya
Venture Round in 2023
Alpheya is a technology company specializing in cloud-based, AI-driven wealth management solutions. It caters to private banks, investment houses, and wealth managers, primarily in the Middle East and North Africa (MENA) region. The company's platform offers a comprehensive suite of AI-powered tools designed to simplify wealth management processes and uncover new business opportunities.
Volante Technologies
Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
Volante Technologies
Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
MoCaFi is a provider of a personal finance platform that uses mobile technology and data analytics to improve financial outcomes for underbanked communities. The platform offers check cashing, custom loans, debit cards, financial literacy resources, and data analytics, delivered through a mobile application and a financial card. It enables users to check balances, cash paychecks, and send money securely at no additional cost. The company focuses on economic inclusion by offering affordable, credit-building financial products designed to help clients build credit and manage everyday finances. The solution combines financial services with education to promote healthier financial behaviors and greater financial resilience.
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 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 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 is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.
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
Access Fintech provides risk management services for financial institutions. It offers a platform that aggregates data from internal systems and external sources, providing users with a unified view of risks associated with financial transactions. The platform enables collaboration across organizations, allowing control functions to adjust priorities based on market conditions and managers to oversee bottlenecks. Access Fintech was founded in 2016 and is headquartered in Tel Aviv-Yafo, Israel.
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 designs and develops anti-money laundering software for cryptocurrency businesses and financial institutions. Its platform offers REACTOR, an interactive investigation tool that identifies offenders, visualizes data, and shares results; Kryptos, a risk assessment tool for understanding cryptocurrency activity and investment opportunities; and an API that provides transaction-based risk scoring with source and destination of funds. The company also provides activity monitoring reports, due diligence tools, and cyber threat intelligence derived from the deep web to help analysts estimate criminal revenues and identify emerging threats. Additional offerings include real-time API access and web-based investigation software for due diligence and customer verification, as well as tools to identify cyber criminals and attribute cyber threats. Chainalysis serves government agencies, banks, exchanges, insurance firms, and other cryptocurrency businesses. Founded in 2014 and headquartered in New York, it maintains offices in Copenhagen, Tokyo, and Singapore.
Proxymity
Series B in 2022
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
Volante Technologies
Venture Round in 2022
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
Proxymity
Series B in 2021
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
Fundbox is an AI-driven financial platform based in San Francisco, California, founded in 2013 by Eyal Shinar, Tomer Michaeli, and Yuval Ariav. The company focuses on providing small and mid-sized enterprises (SMEs) with fast and intuitive access to business credit and cash flow management solutions. By utilizing advanced machine learning and deep data analytics, Fundbox facilitates invoice financing and offers lines of credit, enabling businesses to improve their cash flow by quickly converting outstanding invoices into accessible funds. The platform aims to empower small businesses, fostering customer growth and enhancing their ability to manage payments effectively.
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.
The Milestone Group
Acquisition in 2021
The Milestone Group is a global provider of investment technology solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. The company delivers an investment automation platform that unifies front-, middle-, and back-office capabilities within a single architecture, enabling efficient product management, asset allocation, NAV oversight and unit pricing, with low operating costs and high extensibility. Born from a consulting and operational heritage, it combines industry experience with ongoing research to drive revenues, reduce risk and lower costs. It operates 24x7 follow-the-sun support from locations in Boston, London and Cape Town and Sydney, serving clients across multiple countries and helping them bring new products to market quickly and safely.
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 is a financial technology firm that uses distributed ledger technology to improve liquidity and collateral management in the institutional securities financing markets. The company leverages Corda to enable real-time, secure transfers of securities ownership, driving operational efficiency and regulatory compliance in global finance. Through a strategic partnership with Deutsche Börse Group, HQLAX aims to create a joint operating model that enhances collateral mobility across a fragmented securities settlement ecosystem, facilitating smoother collateral movements for market participants. The platform serves banks and asset managers, supporting efficient repo and securities financing workflows by reducing friction and improving settlement transparency.
Volante Technologies
Venture Round in 2020
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
Proxymity
Corporate Round in 2020
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
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 technology company that specializes in developing a mobile-based platform for nonprofit organizations to streamline volunteer management. Founded in 2019 and headquartered in Bloomington, Indiana, with an additional office in Pittsburgh, Pennsylvania, Civic Champs offers an application that utilizes geofencing technology to monitor volunteer activities by automatically tracking when a volunteer's mobile device enters or exits designated areas. The platform facilitates essential functions such as hour tracking, scheduling, engagement, and analytical insights, enabling nonprofits to efficiently manage volunteer hours while reducing manual data entry. Additionally, it allows for small donations and provides real-time data access, mentorship tracking, and compliance features. Civic Champs aims to enhance volunteer engagement and help nonprofits maximize their impact by simplifying administrative processes. The application is available for download on both the App Store and Google Play.
Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.
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 is a software platform that automates documentation and administrative tasks for home-based and small childcare providers, primarily in Pennsylvania. The company develops tools to automate invoicing and generate required reports for regulatory programs such as the Child and Adult Care Food Program, using voice-assisted input to log daily activities and share information with parents and regulators. The platform aims to reduce time spent on paperwork, improve compliance with rising regulations, and enable providers to focus on child care while maintaining traceable records and transparent communication with families. By leveraging voice-based digital assistants, C.C. Busy streamlines administrative workflows and supports consistent reporting across regulatory requirements.
C.C. Busy is a software platform that automates documentation and administrative tasks for home-based and small childcare providers, primarily in Pennsylvania. The company develops tools to automate invoicing and generate required reports for regulatory programs such as the Child and Adult Care Food Program, using voice-assisted input to log daily activities and share information with parents and regulators. The platform aims to reduce time spent on paperwork, improve compliance with rising regulations, and enable providers to focus on child care while maintaining traceable records and transparent communication with families. By leveraging voice-based digital assistants, C.C. Busy streamlines administrative workflows and supports consistent reporting across regulatory requirements.
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, 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 is a company that develops an equity trading platform. This platform is designed to offer access to clean, natural block liquidity at significantly lower trading costs. By interacting exclusively with venue-approved participants, the platform ensures low-cost trading with minimal information leakage. This allows traders to execute large block trades with reduced market impact.
Cutwater Asset Management
Acquisition in 2015
Cutwater Asset Management is an investment advisory firm based in Armonk, New York, established in 1993. The firm specializes exclusively in fixed income investments, providing client-focused solutions to a diverse range of clients, including state and local governments, financial institutions, pension funds, unions, insurance companies, corporations, and consultants. Recognized as one of the largest institutional fixed-income investment managers globally, Cutwater combines extensive investment expertise and risk management capabilities with exceptional client service and in-depth consultations. The firm's investment philosophy emphasizes delivering consistent, top quartile risk-adjusted portfolio performance throughout market cycles. In 2015, Cutwater was acquired by BNY Mellon and now operates as a subsidiary of Insight Investment, one of BNY Mellon's premier investment firms.
FastMatch
Venture Round in 2013
FastMatch is an electronic communication network specializing in foreign exchange trading. The company provides a trading platform that caters to both sell-side and buy-side market segments, including retail brokers, institutions, banks, hedge funds, and proprietary trading firms. FastMatch aims to deliver access to extensive pools of diversified liquidity, ensuring high-speed transactions and complete transparency for its customers. By focusing on these key aspects, FastMatch positions itself as a significant player in the foreign exchange trading landscape.
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 Solutions is a provider of enterprise wealth management services based in New Jersey, established in 1993 by Susan Stevens. The company specializes in portfolio accounting and offers a comprehensive suite of services, including consolidated reporting, compliance, operations, data management, and distribution analytics. Albridge’s technology consolidates and reconciles client account information from various data sources, which encompass mutual funds, banking, brokerage, insurance, retirement, and managed accounts. In addition to its core services, Albridge also provides business consulting to assist clients in optimizing their wealth management processes.
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 is a London-based, privately-owned investment management firm that serves a diverse range of clients, including pension funds, insurers, sovereign wealth funds, and private individuals. It offers tailored investment solutions across equity, fixed income, alternative investments, and multi-asset strategies, with a focus on liability-driven investment and risk management. The firm manages over £256.1 billion in assets, employing a combination of in-house and external research to make investment decisions. It operates as a subsidiary of Insight Investment Management Limited.
GlobeImmune
Series C in 2007
GlobeImmune, Inc. is a biopharmaceutical company based in Louisville, Colorado, specializing in the development of therapeutic products for cancer and infectious diseases utilizing its proprietary Tarmogen platform. Founded in 1995 as Ceres Pharmaceuticals, the company focuses on creating targeted molecular immunotherapies. Its product pipeline includes GS-4774, currently in Phase 2 trials for chronic hepatitis B infection, and GI-6301, aimed at cancers expressing the brachyury protein. Additionally, GlobeImmune is advancing GI-6207 for medullary thyroid cancer and GI-4000 for resected pancreatic cancer, with multiple Phase 2 clinical trials for various other cancers, including non-small cell lung cancer and colorectal cancer. The company is also developing several candidates targeting infectious diseases, including GI-19000 for tuberculosis, GI-2010 for HIV, and GI-18000 for hepatitis D, which are in preclinical stages. GlobeImmune has established strategic collaborations with notable organizations, enhancing its research and development efforts.
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 is a specialized asset management firm focusing on the intersection of traditional finance and cryptocurrency sectors. Led by industry veterans with extensive experience at firms like Guggenheim Partners and UBS, Valkyrie aims to create and manage portfolios that include exposure to digital assets and other frontier investments. The company's platform provides access to alternative assets, professionally managed by seasoned asset managers, aiming to generate enhanced returns for investors while promoting economic prosperity and technological innovation.
Snorkel AI, Inc. is a technology company that specializes in developing an end-to-end machine-learning platform designed to facilitate the creation, management, and monitoring of AI applications. Founded in 2016 and based in Palo Alto, California, the company offers Snorkel Flow, a platform that enables programmatic data labeling, augmentation, and curation. This platform supports the clean integration and management of data for AI, as well as the training and deployment of various models. Snorkel AI's technology is particularly adept at extracting entities, relationships, and structured information from complex documents and forms, while also ranking content based on relevance and other factors. The company serves diverse sectors, including finance, government, telecommunications, insurance, healthcare, and e-commerce, and is recognized for its contributions to AI research through peer-reviewed publications.