Principal Financial Group
Principal Financial Group, established in 1879 and headquartered in Des Moines, Iowa, is a leading global investment management firm that provides a comprehensive range of financial products and services. The company specializes in retirement savings, insurance solutions, and asset management for individuals, businesses, and institutional clients. It offers services such as retirement plans, mutual funds, and investment advisory, managing assets across various markets, including public and fixed income, real estate, and currencies. Principal Financial Group operates through a network of subsidiaries, including Principal Global Investors, which focuses on equity and debt investments globally. The firm is dedicated to empowering clients to achieve their financial goals through tailored investment strategies and a diverse portfolio.
Sonder is a company that manages vacation and short-term rental properties, offering hotel-style accommodations to travelers in various cities across North America, Europe, and the Middle East. Headquartered in San Francisco, California, and with a presence in Canada, Sonder provides units that feature modern designs, dining areas, living spaces, and essential amenities, including beds, linens, and towels. Each property is carefully selected, designed, and managed by the company, which also offers concierge services via phone or text. Sonder's portfolio includes a diverse range of assets, such as serviced apartments, apart-hotels, and mixed-use developments, totaling over $2.3 billion in managed projects. The company generates revenue by providing short-term and month-to-month accommodations tailored to the needs of its guests.
HydraFacial is an FDA registered manufacturer of advanced aesthetic technologies and products, delivering high return on investment (ROI) opportunities. Its premier system HydraFacial® serum-based hydradermabrasion system, ranked one level above IPL for skin rejuvenation. The HydraFacial uses the patented HydroPeel® tips to resurface the skin while simultaneously infusing skin enhancing serums, including antioxidants, Hyaluronic Acid, peptide complex, and acid peels.
Wells Fargo & Company - Institutional Retirement & Trust business
Acquisition in 2019
Wells Fargo & Company - Institutional Retirement & Trust business offer comprehensive services for 401(k) and other retirement plans that include a wide range of investment options, participant communication, and fiduciary support.
Limelight Health, Inc. is a developer of a cloud-based platform designed to streamline and automate the quoting, underwriting, and proposal processes for the employee benefits industry. Founded in 2014 and headquartered in San Francisco, California, with additional offices in Redding and Des Moines, the company serves health insurance carriers, general agents, and brokers. Its technology facilitates higher sales by automating manual workflows and enhancing plan distribution. The platform features a comprehensive suite of configurable microservices, including quoting, rating, proposal generation, and enrollment support, all aimed at simplifying user experiences and promoting brand value. Limelight Health also provides seamless integration with various industry systems through its API, allowing for efficient data management and process automation. As of August 2020, Limelight Health operates as a subsidiary of FINEOS Corporation Holdings plc.
RobustWealth LLC, headquartered in Lambertville, New Jersey, is a rapidly growing financial technology company that operates as a subsidiary of Principal Innovations, Inc. The company provides a comprehensive digital wealth management platform designed to assist investment advisors and community banks in optimizing their practices. By integrating various modular features into a unified suite, RobustWealth enables advisors to efficiently manage client interactions and business automation needs. With additional offices in Denver, Colorado, and Woodside, California, RobustWealth is committed to delivering innovative investment services and technology solutions to enhance the operations of its clients.
Cuprum AFP with more than 34 years in the pension system, where we are renowned for delivering service and consulting excellence.
Palisade Systems, Inc. specializes in enterprise content security and data protection solutions, offering a range of products designed to safeguard sensitive information and manage network traffic. Its key offerings include PacketSure, which protects private data; PacketGuard, which secures devices from unauthorized access; PacketDecoy, which intercepts and gathers intelligence on potential intruders; and ScreenDoor, which manages and restricts internet access. These solutions help protect intellectual property and client information, enforce access controls, and ensure compliance with privacy regulations. Palisade serves a diverse clientele, including healthcare, financial services, insurance sectors, and educational institutions across North America and Europe. Founded in 1996 in Ames, Iowa, the company is now headquartered in Des Moines, Iowa.
Palisade Systems, Inc. specializes in enterprise content security and data protection solutions, offering a range of products designed to safeguard sensitive information and manage network traffic. Its key offerings include PacketSure, which protects private data; PacketGuard, which secures devices from unauthorized access; PacketDecoy, which intercepts and gathers intelligence on potential intruders; and ScreenDoor, which manages and restricts internet access. These solutions help protect intellectual property and client information, enforce access controls, and ensure compliance with privacy regulations. Palisade serves a diverse clientele, including healthcare, financial services, insurance sectors, and educational institutions across North America and Europe. Founded in 1996 in Ames, Iowa, the company is now headquartered in Des Moines, Iowa.
Private Equity Round in 2004
LightEdge Solutions, based in Des Moines, Iowa, provides a comprehensive range of IT services tailored to support complex hybrid IT deployments. The company specializes in colocation, cloud computing, disaster recovery, and security services, all designed to meet stringent global security and compliance standards. LightEdge operates four purpose-built data centers that house its industry-leading private Infrastructure as a Service (IaaS) and cloud platforms. By integrating disaster recovery solutions with premium cloud options, LightEdge delivers a true Hybrid Cloud Solution Center model, offering clients exceptional flexibility and control over their mission-critical IT environments.
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