Ameriprise Financial

Ameriprise Financial is a financial services company headquartered in Minneapolis, Minnesota, established in 1894. The company specializes in providing comprehensive financial planning, investments, cash management, insurance, and annuities. With a commitment to helping clients achieve their financial goals, Ameriprise Financial has built a reputation as a leader in the industry, assisting millions of individuals in managing and investing their assets. The firm emphasizes a client-first approach, aiming to instill confidence in their clients regarding their financial futures. Additionally, Ameriprise Auto & Home, a subsidiary, offers property-casualty insurance products, primarily through partnerships with major retailers. With a significant presence across the United States and a workforce dedicated to client service, Ameriprise Financial has positioned itself as a trusted partner in financial management and planning.

Catherine Beck

Vice President, Customer Experience and Analytics

19 past transactions

Rosie's Place

Grant in 2024
Rosie's Place was founded in 1974 as the first women’s shelter in the United States. Their mission is to provide a safe and nurturing environment that helps poor and homeless women maintain their dignity, seek opportunity and find security in their lives. Today, Rosie’s Place not only provides meals and shelter but also creates answers for 12,000 women a year through wide-ranging support, housing and education services. Rosie’s Place relies solely on the generous support of individuals, foundations and corporations and does not accept any city, state or federal funding. Thanks to these donations, 88 cents of every dollar raised goes directly to services for poor and homeless women.

American Corporate Partners

Grant in 2024
American Corporate Partners (ACP) is a national non-profit focused on assisting our returning veterans build their next careers.

Second Harvest Food Bank of Metrolina

Grant in 2024
Second Harvest Food Bank of Metrolina has always prioritized the health and safety of our community, volunteers, and staff.

Seismic Software

Series G in 2021
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

BMO Financial - EMEA asset management business

Acquisition in 2021
BMO Financial - Europe, Middle East, and Africa asset-management unit (EMEA) asset management business is a provider of investment and asset management services.

The Watches of Switzerland Group

Post in 2021
Watches of Switzerland Group operates as a premier retailer of luxury watches and jewelry in the United Kingdom and the United States. The company offers a diverse selection of luxury and fashion watches, classic timepieces, and a variety of jewelry, along with aftercare services for watches and jewelry. With a total of 113 stores in the United Kingdom and 22 in the United States, the company also maintains five transactional websites under various brand names, including Watches of Switzerland and Goldsmiths. Founded in 2019 and headquartered in Leicester, the company has quickly established itself as a leading player in the luxury watch retail market, primarily generating revenue from its operations in the United Kingdom and Europe.

Seismic Software

Series F in 2020
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

Investment Professionals - (IPI)

Acquisition in 2017
Investment Professionals (IPI) is an independent Texas-based investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions across the United States.

Marvell International

Post in 2017
Marvell International, established in 1995, is a leading semiconductor company based in Santa Clara, California. It specializes in designing and manufacturing integrated circuit solutions, primarily for communications, storage, and computing. Marvell's portfolio includes a broad range of innovative products such as processors, optical and copper transceivers, switches, and storage controllers. These solutions cater to diverse end markets, including data centers, carriers, enterprises, automotive, and consumer sectors. Notably, Marvell holds the second-highest market share in the wired networking chip segment. Additionally, Marvell Software Solutions Israel, a subsidiary, develops enterprise networking software, providing core technologies for routing solutions.

Quotient Technology

Post in 2016
Quotient Technology is a digital media and promotions technology company that specializes in creating integrated brand-building and sales-driving opportunities for advertisers, retailers, and consumers. The company offers tailored media amplification through a vast partner network, allowing clients to optimize their promotional spending. Quotient's platforms provide a suite of omnichannel solutions that enable advertisers to plan, target, deliver, and measure both performance and brand marketing efforts. This approach enhances the effectiveness and impact of promotional campaigns. The company’s extensive network encompasses digital properties from retail partners, non-retail publishers, consumer packaged goods (CPG) customers, social media platforms, and its own consumer brand, Shopmium. By leveraging proprietary and licensed data, Quotient aims to drive consumer action and improve sales outcomes for its clients.

JHS Capital

Acquisition in 2015
JHS Capital Advisors, LLC, a securities broker dealer and investment advisor, provides financial products and services for investors in the United States.

Columbia Management

Acquisition in 2010
Columbia Management Investment Advisers is a privately owned investment manager. The firm provides its services primarily to investment companies. It also caters to individuals, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and corporations. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm was founded in 1962 and is based in Boston, Massachusetts with additional offices in Greenwood Village, Colorado, San Francisco, California, New York City; Menlo Park, California, El Segundo, California, Alpharetta, Georgia, Boston, Massachusetts, Princeton, New Jersey, San Clemente, California, and Cambridge, Massachusetts. Columbia Management Investment Advisers, operates as a subsidiary of Ameriprise Financial, Inc.

H&R Block Financial Advisors

Acquisition in 2008
H&R Block Financial Advisors offers investment services operating segment provides investment advice, brokerage services

J & W Seligman

Acquisition in 2008
J & W Seligman specializes in money management services, offering a diverse range of investment products tailored to meet various client needs. The firm is recognized for its innovative approach to investment, having introduced the first growth mutual fund in the nation and pioneering single-state municipal funds. Their expertise extends to retirement planning solutions, including 401(k) plans, rollover IRAs, and traditional IRAs, alongside fixed income and balanced mutual funds. A key element of Seligman’s strategy is the Seligman Time Horizon Matrix® which redefines the relationship between risk and reward, providing clients with a structured approach to asset allocation. This ongoing research into investment risk has positioned Seligman as a comprehensive asset manager, capable of supporting clients in achieving financial goals ranging from college savings to retirement planning.

Threadneedle Asset Management Holdings

Acquisition in 2003
Threadneedle Asset Management is a leading asset management organization based in the U.K., established in 1994. With over GBP 48 billion in assets under management, it serves a diverse clientele, including insurance companies, private investors, corporations, investment funds, pension plans, and affiliated group companies. The firm specializes in managing a variety of investment vehicles, including equity, fixed income, hedge funds, and balanced mutual funds, catering to both individual and institutional investors. Additionally, Threadneedle has a presence in Germany and other European markets, positioning itself as a significant player in the asset management sector.

YOUpowered

Series B in 2000
YOUpowered is a prominent provider of permission-based personalization software designed for e-businesses and consumers. The company's software facilitates web-wide profiling while ensuring consumer trust by aligning users' privacy preferences with website privacy policies through the Platform for Privacy Preferences (P3P). By enabling businesses to deliver tailored experiences that respect user privacy, YOUpowered positions itself as a leader in the personalization market, catering to the growing demand for transparency and trust in online interactions.

Equinix

Venture Round in 2000
Equinix is a global internet company that specializes in data center services, enabling businesses and organizations to connect with customers, employees, and partners through its robust software application platform. Founded in 1998 and headquartered in Redwood City, California, Equinix operates 260 data centers across 71 markets worldwide. The company serves over 10,000 customers, including 2,100 network providers, spanning various sectors such as cloud and IT services, content, network and mobile services, financial services, and enterprise. Approximately 70% of Equinix's revenue is derived from renting space to tenants and related services, while more than 15% comes from interconnection services. The company generates significant revenue across different regions, with 44% from the Americas, 35% from Europe, the Middle East, and Africa, and 21% from Asia-Pacific.

Gorp.Com

Series B in 2000
GORP is the largest and most trafficked Web site dedicated to outdoor recreation and adventure travel.

Securities America

Acquisition in 1998
Securities America Inc., founded in 1984 and headquartered in La Vista, Nebraska, is a prominent investment advisory firm that offers a range of financial services to financial advisory firms and individual clients. The firm specializes in areas such as cash flow management, investment planning, taxation, insurance review, retirement planning, and estate planning. With a network of over 1,700 financial professionals across the nation, Securities America focuses on enabling these professionals to provide independent, objective financial counsel tailored to their clients' needs. The firm is dedicated to fostering the independence of its advisors by offering user-friendly technology, professional development resources, and exceptional service, thereby enhancing the ability of its advisors to deliver quality financial products and services.
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