Ameriprise Financial

Founded in 1894, Ameriprise Financial is a leading global financial institution that specializes in financial planning, products, and services. With over $655 billion in assets under management and administration, the company helps clients invest for their future needs while prioritizing their best interests.

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

Series G in 2021
Seismic is a global leader in enablement, providing a unified platform that empowers customer-facing teams with skills, content, tools, and insights to drive revenue growth. Serving over 2,000 organizations worldwide, Seismic automates sales material creation, improves close rates, and enhances marketing impact.

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.

Watches of Switzerland Group

Post in 2021
The Watches of Switzerland Group is a leading retailer of luxury watches and jewellery, operating across the United Kingdom and the United States. With a portfolio of renowned brands including Watches of Switzerland, Mappin & Webb, Goldsmiths, and Mayors, the company offers an extensive range of products through its physical stores and online platforms.

Seismic

Series F in 2020
Seismic is a global leader in enablement, providing a unified platform that empowers customer-facing teams with skills, content, tools, and insights to drive revenue growth. Serving over 2,000 organizations worldwide, Seismic automates sales material creation, improves close rates, and enhances marketing impact.

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 Holdings is a prominent asset management firm based in the U.K., established in 1994. As of the second quarter of 2003, it managed over GBP 48 billion in assets, catering to a diverse clientele that includes insurance companies, private investors, corporations, investment funds, and pension plans. The firm is recognized as the fourth largest retail investment fund manager and the ninth largest segregated pension fund manager in the U.K. Threadneedle specializes in a range of investment strategies, managing equity, fixed income, hedge, and balanced mutual funds. Additionally, it engages in investments across public equity and fixed income markets, extending its operations to Germany and other European regions.

YOUpowered

Series B in 2000
YOUpowered is a prominent provider of permission-based personalization software designed for e-businesses and consumers. The company's innovative software enables users to leverage the Platform for Privacy Preferences (P3P), allowing them to align their privacy preferences with the privacy policies of various websites. By focusing on consumer trust, YOUpowered facilitates webwide profiling that enhances the online experience while respecting individual privacy choices. This approach positions the company as a leader in the personalization software market, catering to the growing demand for privacy-conscious digital solutions.

Equinix

Venture Round in 2000
Equinix is a global data center and interconnection provider that enables digital businesses to connect with customers, employees, and partners. Founded in 1998 and headquartered in Redwood City, California, the company operates 260 data centers across 71 markets. It serves more than 10,000 customers, including 2,100 network providers, across five verticals: cloud and IT services, content providers, network and mobile services, financial services, and enterprise. Revenue is predominantly derived from renting space to tenants and related services, comprising about 70%, with more than 15% from interconnection services that link customers to networks and cloud providers. It focuses on providing secure, scalable infrastructure for digital ecosystems and supports a broad ecosystem of partners and customers worldwide.

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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