Bain Capital
Bain Capital is a Boston-based multi-asset alternative investment firm that sources, funds, and manages investments across private equity, venture capital, credit, and public equity. Founded in 1984, it operates globally with specialized units focused on growth and buyout investments, life sciences, and impact-oriented opportunities. The firm backs companies across sectors including healthcare and life sciences, technology, software and data services, financial services, consumer, manufacturing, and industrials, spanning from early-stage ventures to growth equity and large-scale acquisitions. It emphasizes value creation through strategic support and partnerships, leveraging deep operating experience and a global network. Its life sciences arm targets pharmaceutical, biotechnology, medical device, and diagnostic companies; the Double Impact unit pursues market-rate returns alongside measurable social and environmental benefits; Bain Capital Ventures backs technology-enabled businesses from seed to growth across enterprise software, infrastructure, and services. The firm maintains offices in Boston and major markets worldwide, aiming to deliver competitive returns while supporting innovation and economic development.
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Jennifer Davis
Partner, Private Equity, Consumer and Retail Vertical and Member of the North American Private Equity Team
Phillip Loughlin
Partner, Global Head of the Financial and Business Services Vertical and Member of the Consumer / Retail Vertical
Cara Nealon
Senior Vice President, Portfolio Group and Member of the North American Private Equity Team
Past deals in Wealth Management
Lincoln Financial Group
Post in 2025
Founded in 1905, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions, including investments, asset management, mutual funds, annuities, alternative investments, brokerage solutions, life insurance, retirement planning, and group benefits.
The Openwork Partnership
Private Equity Round in 2024
The Openwork Partnership provides financial advisory and planning services, including mortgage guidance, buy-to-let and equity release options, and assistance with personal finance, savings and investments, retirement planning, pensions, and inheritance planning.
Envestnet
Acquisition in 2024
Envestnet, Inc. is a provider of technology-driven wealth management and financial wellness solutions, operating primarily in the United States and internationally. The company is structured into two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. It offers a range of services including an open architecture wealth management platform, data aggregation and reporting, digital advice capabilities, and software for trading, rebalancing, and client relationship management through its Tamarac platform. Additionally, Envestnet delivers goals-based financial planning solutions via MoneyGuide, and services for advisor-sold retirement plans through Envestnet Retirement Solutions. The company also provides research and consulting services to support financial advisors in developing investment strategies and optimizing portfolios. Envestnet primarily serves banks, wealth management firms, brokerages, and registered investment advisors, facilitating their business operations and enhancing client interactions. Founded in 1999, Envestnet is headquartered in Chicago, Illinois.
CI U.S. Wealth Management
Secondary Market in 2023
CI U.S. wealth management provides financial services.
360 ONE Wealth
Private Equity Round in 2022
360 ONE Wealth is a wealth management firm that specializes in lending solutions, investment products, and estate planning services.
Carson Group
Private Equity Round in 2021
Carson Group provides wealth management services and tools for financial advisors and individual investors through its affiliated units, including Carson Wealth, Carson Group Coaching, and Carson Group Partners. It offers coaching, partnerships, and advisory support to advisor firms, along with straightforward financial guidance for the investing public. Its services span financial planning, estate planning, tax planning, business planning, retirement planning, and investment management, aiming to help clients preserve and grow wealth.
Harness Wealth
Series A in 2021
Harness Wealth is a pioneering wealth management platform designed for entrepreneurs and investors. It combines innovative technology with expert advisory services, providing personalized financial advice and solutions tailored to help users build and manage their wealth effectively.
Acorns
Series E in 2019
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
Lumina
Seed Round in 2018
Lumina Technologies Inc. develops a cryptocurrency trading platform that provides a comprehensive suite of services for managing digital assets. Established in 2018 and based in San Francisco, the company offers portfolio management, accounting, tax services, and trade execution specifically for cryptocurrencies. Lumina's platform is designed to help investment managers, including hedge funds and family offices, navigate the complexities of the digital assets landscape. It enables clients to visualize holdings, track performance, assess risk, and generate reports, thus streamlining operations and enhancing the management of digital asset portfolios. As a subsidiary of BitGo, Inc., Lumina is trusted by leading investment funds and professionals seeking institutional-grade solutions in the evolving financial ecosystem of cryptocurrencies.
SigFig
Series E in 2018
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
Acorns
Series D in 2017
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
SigFig
Series D in 2016
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
L&T Finance Limited
Post in 2015
L&T Finance Limited, a non-banking financial services company, operates in India, offering a range of financial services. It provides loans for two-wheelers, housing, farm equipment, real estate, and infrastructure projects. Additionally, it offers mutual funds, wealth management services, and micro loans. The company operates through various segments, including Rural Finance, Housing Finance, and Infrastructure Finance. It serves customers through 221 branches and 1,532 micro loan meeting centers. L&T Finance Limited is a subsidiary of Larsen & Toubro Limited and was formerly known as Family Credit Limited. It was incorporated in 1993 and is headquartered in Kolkata, India.
L&T Finance Limited
Post in 2015
L&T Finance Limited, a non-banking financial services company, operates in India, offering a range of financial services. It provides loans for two-wheelers, housing, farm equipment, real estate, and infrastructure projects. Additionally, it offers mutual funds, wealth management services, and micro loans. The company operates through various segments, including Rural Finance, Housing Finance, and Infrastructure Finance. It serves customers through 221 branches and 1,532 micro loan meeting centers. L&T Finance Limited is a subsidiary of Larsen & Toubro Limited and was formerly known as Family Credit Limited. It was incorporated in 1993 and is headquartered in Kolkata, India.
SigFig
Series C in 2014
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
SigFig
Series B in 2013
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
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