Refinitiv

Refinitiv US Holdings Inc. is a prominent provider of data, analytics, and technology for the global financial markets, serving over 40,000 institutions across more than 190 countries. The company offers a comprehensive suite of tools that support trading, investment, wealth management, regulatory compliance, and enterprise risk management. Its solutions include trading platforms, financial data analysis products, and governance, risk, and compliance tools. Refinitiv also develops open technology platforms that foster collaboration within the financial market community, enhancing performance in various sectors, including market data management and combating financial crime. With a strong emphasis on delivering accurate and timely data, Refinitiv provides market insights, economic data, and benchmarks, among other resources. Established in 2018 and headquartered in New York, Refinitiv operates as a subsidiary of Refinitiv Parent Limited, continuing the legacy of its predecessor, Thomson Reuters' Financial & Risk segment.

George Bonne

Director of Quantitative Research

Elizabeth Nelson

Vice President, Diversity and Inclusion, Global Diversity and Inclusion Team

Gelu Sulugiuc

Director

80 past transactions

Priori

Series A in 2022
Priori Legal, Inc. develops a legal platform to find, hire, and manage lawyers. The company's platform offers to hire lawyers by submitting a request, receiving matches, hiring the lawyer, and scaling the team. The company's platform also offers document sharing tools, billing and payments, and actionable data insights. Priori Legal, Inc. was incorporated in 2012 and is based in New York, New York.

Ledgible

Series A in 2022
Ledgible, developed by Verady, LLC, is a platform designed for the accounting, verification, and auditing of cryptocurrency and blockchain assets. It serves financial institutions, corporations, and accounting firms, addressing the gaps in traditional accounting systems regarding these innovative assets. Founded in 2016 and based in Atlanta, Georgia, Verady aims to enhance the acceptance and growth of blockchain assets by providing a robust solution that integrates seamlessly with existing financial verification and reporting processes. The Ledgible platform facilitates the necessary oversight and assurance needed in the evolving landscape of cryptocurrency, bridging the divide between traditional finance and emerging digital assets.

Redbird

Pre Seed Round in 2022
Developer of automation platform designed to automate data-intensive work in minutes, without writing code. The company's platform specializes in deeper automation, orchestration across the data lifecycle, and custom applications that solve the specific needs of different stakeholders, enabling technical and non-technical users to automate workflows to eliminate the need for manual tasks, improve productivity, and easy to use point and click interface.

Agolo

Series A in 2022
Agolo, Inc. is a technology company that specializes in developing an artificial intelligence platform designed to create real-time summaries from unstructured data. Founded in 2012 and based in New York, Agolo employs machine learning and natural language processing to analyze vast amounts of information, enabling users to quickly grasp key points relevant to their interests. The platform enhances the efficiency of analysts by summarizing thousands of documents and identifying connections between subjects, thereby facilitating better decision-making in fields such as finance and intelligence. By streamlining the information processing workflow, Agolo allows professionals to focus on strategic actions rather than data interpretation.

Occupier

Seed Round in 2021
Occupier Inc. is a software company that offers transaction and portfolio management solutions specifically designed for commercial tenants and brokers. Founded in 2018 and headquartered in New York, the company provides a centralized lease management tool that aids users in managing real estate portfolios and optimizing transactions. Its software encompasses lease administration, lease accounting, and transaction management, allowing users to track deal pipelines and ensure compliance with lease accounting standards. By streamlining the management of documents and tasks throughout the real estate transaction lifecycle, Occupier enables businesses and their brokers to make more informed lease decisions.

Giact Systems

Acquisition in 2020
GIACT™ has been helping companies verify valued customers since 2004. From financial to insurance, to retail, to solutions for your industry, GIACT offers customer intelligence for complete payment confidence. As the leader in providing real-time data to help companies mitigate payment risk and fraud, our OFAC screening, ID verification, account verification and authentication, and mobile verification solutions enable you to focus on providing unmatched customer experiences. Since our founding, we’ve processed billions of transactions for our more than 1,000 customers.

The Red Flag Group

Acquisition in 2020
We focus on identifying integrity and compliance risks, and then managing those risks.

CaseLines

Acquisition in 2020
CaseLines is a digital evidence management software solution based in Greater London. It provides a platform designed to support police, prosecutors, and lawyers in facilitating paperless hearings for both civil and criminal courts. The platform allows justice and legal teams to efficiently and securely prepare, collate, redact, share, and present documentary and video evidence within a single system. By offering electronic preparation, collaboration, and presentation of evidence and legal bundles, CaseLines enhances the efficiency of legal processes and promotes a streamlined approach to managing evidence in the courtroom.

Advisor Software

Acquisition in 2020
Advisor Partners is a boutique investment manager that specializes in providing tailored portfolio solutions for independent advisors, wealth managers, and family offices. The firm employs a research-driven and systematic methodology to develop equity portfolios, leveraging advanced technology and rigorous processes to enhance investment outcomes. With a team that possesses deep and diverse investment experience, Advisor Partners focuses on creating smart portfolios that align with the specific needs of its clients. The company aims to deliver a high level of service through its commitment to a comprehensive understanding of client objectives and market dynamics.

INTELLLEX

Venture Round in 2020
Intelllex is the knowledge bank for law firms. INTELLLEX helps law firms unlock insights from their dormant data and discover what they really know. To do so, INTELLLEX has built an online workspace which combines an intelligent search engine (SOURCE) with a knowledge management system (STACKS). Their enterprise version, INTLX Enterprise, helps unlock the latent knowledge in documents to allow lawyers to tap on their team-mates’ expertise in an easy manner. This allows law firms to empirically take stock of the work its lawyers have done and have a better understanding of the kind of expertise it has. Take comfort in knowing your institutional knowledge is accounted for and securely stored.

Global Data Consortium

Series A in 2020
Global Data Consortium Inc. offers a cloud-based electronic identity verification platform known as Worldview, designed to provide businesses with instant access to identity data from multiple countries. This software-as-a-service (SaaS) solution enables users to verify consumer and business identities, contact information, and age, while also facilitating address verification, correction, geo-coding, and standardization. Worldview can be integrated directly into users' systems, allowing for batch data processing or individual record verification through a web-based tool. The company's services cater to a diverse clientele, including e-commerce, shipping, logistics, mapping, and financial services firms across various regions, including Africa, Europe, Asia, Australia, North America, South America, and Antarctica. Founded in 2010, Global Data Consortium is headquartered in Raleigh, North Carolina.

ModuleQ

Corporate Round in 2020
ModuleQ, Inc. specializes in developing artificial intelligence-driven productivity solutions tailored for sales teams. The company's primary offering, ModuleQ, employs personal data fusion technology to distill and condense various data types, including meetings, emails, social media interactions, contact information, and news articles relevant to specific projects. This application analyzes metadata to identify individual work priorities and determine the optimal timing for content delivery. It learns and adapts to user preferences, providing targeted, personalized information to client-facing professionals. By automating the delivery of relevant content, ModuleQ enhances the productivity of sales teams, enabling them to manage their sales funnels more effectively and close deals efficiently. Founded in 2011 and based in Cupertino, California, ModuleQ continues to innovate in the field of sales productivity.

Pondera Solutions

Acquisition in 2020
Pondera Solutions, LLC, founded in 2011 and based in Folsom, California, specializes in developing security software aimed at addressing fraud, waste, and abuse in government programs. The company offers advanced cloud-based solutions, including Fraudcaster, a fraud detection software, and Casetracker, a bi-directional case management system. By integrating program data with third-party consumer and business data, Pondera's systems utilize procedural and predictive models to analyze businesses, beneficiaries, and transactions. This approach has enabled Pondera to assist clients in preventing and recovering hundreds of millions of dollars in improper payments.

Scivantage

Acquisition in 2020
Scivantage, Inc., a financial technology provider, offers cloud based online brokerage, tax and portfolio reporting, and wealth management software and solutions for the financial services industry. The company provides Wealthsqope, a SaaS wealth management solution that allows financial firms to provide investors with transparency into and control of their investments; and Maxit, which provides adjusted cost basis reporting through a configurable platform. It provides solutions in the areas of trade processing, account opening and maintenance, cost basis and portfolio reporting, portfolio rebalancing, mobile, and more applications. The company was founded in 2000 and is based in Jersey City, New Jersey. As of March 2, 2020, Scivantage, Inc. operates as a subsidiary of Refinitiv US Holdings Inc.

Skopos Labs

Seed Round in 2019
Skopos Labs, Inc. is an artificial intelligence technology company based in Brooklyn, New York, founded in 2016. The company focuses on transforming unstructured data into actionable predictions regarding risks and opportunities for businesses and financial markets. Utilizing machine learning and natural language processing, Skopos Labs has developed a proprietary platform that decodes vast amounts of data to provide real-time forecasts of critical events and their potential impacts. This technology specifically anticipates the effects of policy-making on public U.S. companies, enabling investment management and strategic decision-making by quantifying intangible developments into measurable outcomes.

FC Business Intelligence

Acquisition in 2019
Business, technology and policy are changing faster than ever before. We provide our clients with clarity in the chaos. The global economy is changing. Markets are shifting, technology is evolving at high speed, and policy and regulatory frameworks adapt continuously to keep pace. This changing business world provides real opportunities for companies to grow. But in order to succeed, they need clarity of purpose, confidence in their capabilities and the right connections.

HighQ

Acquisition in 2019
HighQ Solutions Limited is a provider of cloud-based enterprise collaboration and content management software, primarily serving professional services organizations globally, including law firms, financial institutions, and government entities. Established in 2001 and headquartered in London, HighQ offers a suite of tools designed to enhance team collaboration and productivity. Its flagship product, HighQ Collaborate, enables secure collaboration and file sharing from any device, while HighQ Publisher facilitates content management and digital publishing for tailored user experiences. The company also provides HighQ Appliance for integration with major document and client relationship management systems. With a client base that includes over 40% of the top global law firms, HighQ combines enterprise-grade security with a user-friendly interface to transform how businesses communicate and share information securely in the cloud. HighQ has additional offices in cities such as New York, Amsterdam, and Sydney, as well as a development center in Ahmedabad, India. As of 2019, HighQ operates as a subsidiary of Thomson Reuters Corporation.

Confirmation

Acquisition in 2019
Confirmation operates a digital platform that streamlines the audit confirmation process for auditors, accounting firms, banks, law firms, and credit managers. Established in 2000, the company was a pioneer in electronic confirmations, revolutionizing how financial data is verified. It offers a range of services, including accounts receivable and payable confirmations, bank confirmations, credit inquiries, employee benefit plan confirmations, and legal confirmations, available in both electronic and paper formats. With nearly 1.5 million users across 170 countries, Confirmation facilitates the confirmation of over $1 trillion in financial data annually. The company's emphasis on security and efficiency helps minimize fraud, while its global network of 200 employees across multiple offices ensures reliable and timely responses for clients. Based in Brentwood, Tennessee, Confirmation also has a presence in key international markets, enhancing its service offerings. As of 2019, it operates as a subsidiary of Thomson Reuters Corporation.

AlphaDesk

Acquisition in 2019
AlphaDesk is a provider of real-time order, portfolio, and operations management tools specifically designed for fund managers and buy-side clients. The company offers software that integrates order management and operations management functionalities, facilitating effective data handling and interaction with various systems within the buy-side investment workflow. This software aims to enhance the efficiency of both traders and traditional portfolio managers. AlphaDesk is developed and supported by SGGG Portfolio Systems, which is part of the SGGG group of companies that delivers systems and administrative services to a global network of over 500 alternative investment funds.

Finbourne

Venture Round in 2018
Finbourne Technology Limited, founded in 2016 and headquartered in London, operates LUSID, an investment management platform aimed at transforming investment data handling. LUSID is a cloud-based solution that enables asset management firms, from individual fund managers to large institutions, to manage their investment data more efficiently. By providing a secure storage system that captures the complete history of transactions and adjustments, LUSID enhances transparency and control for its users. The platform is designed to reduce operational costs while simplifying access to critical data, thereby supporting businesses in optimizing their investment processes and driving growth.

Integration Point

Acquisition in 2018
Integration Point, Inc. specializes in developing trade management and compliance software solutions aimed at improving global trade operations. The company's offerings encompass a wide range of tools for import and export management, including solutions for U.S. Customs and Border Protection compliance, automated export systems, denied party screening, and customs warehousing. Additionally, Integration Point provides supply chain compliance tools that focus on assessments, safety tracking, and regulatory adherence. Their software is designed to support various industries such as aerospace, automotive, pharmaceuticals, and consumer goods, facilitating efficient trade practices across North America, Latin America, Europe, and Asia. Founded in 2002 and headquartered in Charlotte, North Carolina, Integration Point aims to enhance trade efficiency by integrating enterprise and regulatory knowledge into its platform, allowing businesses to make informed decisions regarding their supply chain and compliance operations.

Enveil

Corporate Round in 2017
Enveil, Inc. is a data security company that specializes in developing solutions for secure data interactions, allowing enterprises to operate on both encrypted and unencrypted data across various environments, including cloud and on-premises. Founded in 2016 and based in Fulton, Maryland, Enveil offers a platform known as ZeroReveal Compute Fabric, which consists of the ZeroReveal Client and Server applications. This two-party system ensures data remains secure throughout its processing lifecycle. The company also provides ZeroReveal Search and ZeroReveal Machine Learning, enabling secure searches and the application of machine learning models to derive insights from data across different jurisdictions and organizations. Enveil's technology supports applications such as secure data collaboration, regulatory compliance, and cloud security, and serves industries including financial services, healthcare, and government. By leveraging homomorphic cryptography, Enveil enables users to engage with data privately and securely, unlocking new opportunities without compromising sensitive information.

Elsen

Seed Round in 2017
Elsen Inc. is a financial technology company based in Boston, Massachusetts, founded in 2013. It specializes in providing a cloud-based platform-as-a-service designed for large financial institutions. The Elsen platform enables firms to efficiently manage, access, and utilize extensive data sets, facilitating improved decision-making and problem-solving. With its accelerated computing engine and graphical processing unit-based algorithms, Elsen allows businesses to optimize their data and resources, ultimately enhancing insights and return on investment. By simplifying the complexities of data handling, Elsen empowers financial services firms to leverage their information for better outcomes.

Finbourne

Venture Round in 2017
Finbourne Technology Limited, founded in 2016 and headquartered in London, operates LUSID, an investment management platform aimed at transforming investment data handling. LUSID is a cloud-based solution that enables asset management firms, from individual fund managers to large institutions, to manage their investment data more efficiently. By providing a secure storage system that captures the complete history of transactions and adjustments, LUSID enhances transparency and control for its users. The platform is designed to reduce operational costs while simplifying access to critical data, thereby supporting businesses in optimizing their investment processes and driving growth.

Cuebiq

Series A in 2017
Cuebiq Inc. is a New York-based company that specializes in location and data intelligence, focusing on understanding offline consumer behavior through its platform, AudienceQ. Founded in 2011, Cuebiq offers a range of services that assist advertisers in targeting geo-behavioral audiences across various platforms, enabling effective cross-platform advertisement strategies. The company's offerings include offline campaign attribution, performance analytics, and insights into consumer interactions with points of interest. Additionally, Cuebiq provides retail services such as footfall analysis and site selection, as well as audience segmentation and data monetization for publishers. By analyzing anonymous location patterns, Cuebiq delivers actionable insights that help businesses understand real-world consumer trends and behaviors.

Avox Ltd

Acquisition in 2017
Avox Limited, a subsidiary of The Depository Trust & Clearing Corporation (DTCC), is a UK-based supplier of legal entity data on financial entities globally, that matches, enriches and maintains legal entity reference data for its clients, delivering corporate hierarchies, registered address information, industry sector codes and company identifiers. This approach ensures that clients can rely on the most accurate and timely data available to facilitate decision making and regulatory reporting.

Clarient Global

Acquisition in 2017
Clarient Global LLC provides legal entity reference data services through its Entity Hub platform, designed for investment managers, hedge funds, and corporations. This platform allows users to upload, store, maintain, and share legal entity documentation and hierarchy information with counterparties. Clarient Global emphasizes control, standardization, and transparency during both the client onboarding process and ongoing lifecycle events. Additionally, the company offers centralized services to assist firms in complying with various regulatory requirements, including Know Your Customer and Foreign Account Tax Compliance. Founded in 2014 and based in New York, Clarient Global operates as a subsidiary of The Depository Trust & Clearing Corporation.

ForwardLane

Pre Seed Round in 2017
ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

Axoni

Series A in 2016
Axoni is a New York-based technology firm focused on capital markets, specializing in distributed ledger solutions. Founded in 2013 by experts in distributed ledger technology and cryptography, Axoni serves major financial institutions and capital markets service providers. The company's offerings include the deployment of distributed ledger technology, custom smart contract development, and advanced analytics tools. Their software integrates traditional financial technologies with blockchain capabilities, providing market information and in-depth trend analysis. This comprehensive approach enables investment funders, exchange operators, and professional traders to enhance their systems for managing legal records, lifecycle events, and cash flow calculations.

Funderbeam

Venture Round in 2016
Funderbeam is an equity crowdfunding platform established in 2013, with its main office in Tallinn, Estonia, and a subsidiary based in Zagreb, Croatia. It offers a unique marketplace for early-stage investments, allowing investors to buy and sell equity stakes in private companies. Utilizing blockchain technology, Funderbeam provides transparency and security in transactions, enabling founders to raise capital while granting early-stage investors access to liquidity. The platform serves as a vital resource for high-growth private companies by facilitating investment opportunities and helping clients manage their private market portfolios. Through its innovative approach, Funderbeam has positioned itself as a significant player in the global startup ecosystem.

Redi

Acquisition in 2016
REDI Holdings, LLC, based in New York, develops and operates a financial execution management platform known as REDIPlus. This platform serves as a comprehensive trading tool for equities, derivatives, and global portfolios, facilitating order routing across electronic exchanges in the Americas, EMEA, and Asia-Pacific. REDIPlus supports a range of trading activities, from straightforward single stock trades to more complex strategies, enabling users to manage risk throughout the trade lifecycle. In addition to its trading technology, the company also offers security brokerage services. REDI Holdings became a subsidiary of Thomson Reuters Corporation in January 2017.

Airside

Seed Round in 2015
Airside Mobile, Inc. is a technology company based in Arlington, Virginia, that focuses on enhancing the travel experience through innovative digital identity products and mobile applications. Founded in 2009, the company offers a platform that allows users to download mobile boarding passes and check flight status, departure and arrival gates, and weather updates. One of its key applications, Airside Express, helps travelers navigate the airport by providing access to services such as express security queues and on-site dining options. Additionally, the award-winning Mobile Passport app, developed in collaboration with U.S. Customs and Border Protection and other partners, streamlines the customs entry process for visitors arriving in the U.S. at nearly 30 major airports and cruise ports. Airside Mobile prioritizes data privacy and security while working with both private and public entities to create seamless travel experiences.

Hijro

Seed Round in 2015
Fluent Network develops enterprise blockchain network for financial institutions and global enterprises. It also provides solutions and applications that are used in the areas of global payment platform, supply chain financing platform, receivables marketplace, supply chain market place, and API and developer platform. The company is headquartered in New York, New York.

Business Integrity

Acquisition in 2015
Business Integrity Ltd. specializes in developing and marketing contract management and document assembly solutions tailored for various platforms including Intranet, Extranet, SharePoint, and cloud applications. The company's flagship products, such as ContractExpress for SharePoint and ContractExpress DealBuilder, facilitate the automation of drafting, reviewing, and managing legal contracts and documents, significantly reducing the time and costs associated with these processes. ContractExpress Cloud offers a software-as-a-service platform for document assembly, while additional tools like ContractExpress author and ContractExpress Drafter enhance document creation and editing capabilities. Serving a diverse clientele that includes blue-chip corporations, in-house legal departments, law firms, and legal publishers across North America and Europe, Business Integrity has established a strong reputation in the industry since its incorporation in 1998, with headquarters in London and offices in New York and San Mateo, California.

Agolo

Seed Round in 2015
Agolo, Inc. is a technology company that specializes in developing an artificial intelligence platform designed to create real-time summaries from unstructured data. Founded in 2012 and based in New York, Agolo employs machine learning and natural language processing to analyze vast amounts of information, enabling users to quickly grasp key points relevant to their interests. The platform enhances the efficiency of analysts by summarizing thousands of documents and identifying connections between subjects, thereby facilitating better decision-making in fields such as finance and intelligence. By streamlining the information processing workflow, Agolo allows professionals to focus on strategic actions rather than data interpretation.

Tamr

Series B in 2015
Tamr is an enterprise data unification company that is cost-effective, scalable, and accessible to any enterprise. Following the success of initial research at MIT CSAIL, the Tamr team began building a commercial-grade solution designed to tackle the challenge of connecting and enriching diverse data at scale, quickly and cost effectively. Launched in the spring of 2014 and backed by a series of investors, such as Google Ventures and New Enterprise Associates, Tamr is deployed in production at a variety organizations, including information services providers, pharmaceutical firms and retailers. Tamr, based in Cambridge, Massachusetts, was founded in 2013 by database industry veterans Andy Palmer, Mike Stonebraker and Ihab Ilyas with George Beskales, Daniel Bruckner and Alex Pagan.

Elsen

Seed Round in 2015
Elsen Inc. is a financial technology company based in Boston, Massachusetts, founded in 2013. It specializes in providing a cloud-based platform-as-a-service designed for large financial institutions. The Elsen platform enables firms to efficiently manage, access, and utilize extensive data sets, facilitating improved decision-making and problem-solving. With its accelerated computing engine and graphical processing unit-based algorithms, Elsen allows businesses to optimize their data and resources, ultimately enhancing insights and return on investment. By simplifying the complexities of data handling, Elsen empowers financial services firms to leverage their information for better outcomes.

GenoSpace

Series A in 2014
GenoSpace, LLC is a precision medicine software company based in Cambridge, Massachusetts, founded in 2011. It specializes in providing decision support and reporting tools for clinical labs and healthcare providers, enabling the secure storage and interpretation of extensive genomic and health data. The company's platform includes various applications tailored for different user communities, such as GenoSpace for Labs and GenoSpace for Clinical, which facilitate actionable insights and report generation in precision medicine. Additionally, GenoSpace for Research offers dynamic analysis and visualization tools, while GenoSpace for Patient Communities focuses on enhancing personalized medicine through patient engagement. The company serves a diverse clientele, including research organizations, clinical labs, life sciences companies, and health systems. As of March 31, 2017, GenoSpace operates as a subsidiary of Sarah Cannon Research Institute, LLC.

Omnesys

Acquisition in 2013
Omnesys is a leading provider of software for Securities markets worldwide. Omnesys products range from multi-asset, multi venue trading systems, market data and connectivity solutions to buy-side and sell-side firms, consumer oriented trading terminals and websites. The main product suite Omnesys NEST is available as a firm or broker hosted model, and in a Software As a Service (SaS) Model. Omnesys NEST is a platform of choice for leading institutions, exchanges and brokers in India. OMNESYS NEST™ is used by more than 200 of the top institutions in India as well as various exchanges which provide OMNESYS NEST™ as a front office service to their customers. The software as a service model is available to all the members of the exchanges and covers the entire trading community. Omnesys NEST is a fully integrated eco-system for securities including Order Management System, comprehensive pre-trade risk management systems, supports various types of front ends, automated trading systems, and Algos. Omnesys NEST also provides FIX execution capabilities and APIs for both buy and sell side firms. With exceptional throughput and scalability capabilities, NEST has captured significant market share in the Indian markets within a short period of time. A substantial percentage of the volumes on the markets happen through Omnesys NEST automated trading systems and algos.

RedGear Technologies

Acquisition in 2013
A Software company.

Softway

Acquisition in 2013
Softway is a company that specializes in foreign trade software solutions, catering primarily to small and medium-sized enterprises (SMEs). Established in 1996 and based in Campinas, Goias, Softway's platform facilitates the execution of export and import processes. By offering tools that enhance control and management, the company aims to streamline foreign trade operations for its clients, ensuring they can navigate international markets more effectively.

Practical Law

Acquisition in 2013
Practical Law is a legal publishing company that provides legal know-how for business lawyers.

FX Alliance

Acquisition in 2012
FX Alliance, a subsidiary of Thomson Reuters, operates as a leading independent electronic foreign exchange platform that serves over 1,300 institutional clients. It specializes in providing a comprehensive trading and workflow management solution designed for active traders, asset managers, corporate treasurers, market makers, broker-dealers, and prime brokers. The platform offers a neutral and flexible environment that facilitates access to various execution strategies and liquidity, regardless of market conditions. By streamlining foreign exchange workflows, FX Alliance enables users to efficiently execute a diverse portfolio of trades across multiple allocations, currencies, and forward dates. The company is supported by a global team of over 160 professionals who prioritize service and expertise in meeting the needs of its clients in a conflict-free setting.

MarkMonitor

Acquisition in 2012
MarkMonitor is a leading provider of enterprise brand protection services based in San Francisco, California. The company specializes in safeguarding brands, reputation, and revenue from online threats such as fraud, brand abuse, and unauthorized distribution channels. MarkMonitor delivers comprehensive solutions that include domain management and monitoring to prevent online brand abuse and combat the illegal distribution of pirated digital content. By utilizing its exclusive data access and patented real-time prevention and response capabilities, MarkMonitor effectively addresses the evolving online risks faced by businesses, helping to protect them from phishing, malware attacks, and other digital threats.

Fxall

Acquisition in 2012
FXall is a foreign exchange aggregator providing electronic trading to banks and brokers using an electronic communication network with headquarters in New York

Zawya

Acquisition in 2012
Zawya is a business intelligence platform focused on the Middle East and North Africa (MENA) regions, founded in 2000 and based in Dubai, United Arab Emirates. The company provides a range of membership solutions that include detailed profiles of public and private sector companies, comprehensive reporting on MENA markets and asset classes, and insights into regional projects. These resources are designed to support investors and business professionals in making informed decisions and fostering profitable relationships. Additionally, Zawya offers access to live news and industry research, serving as a valuable online network for connecting with relevant business and investment opportunities within the region.

Apsmart

Acquisition in 2012
Apsmart is a London-based mobile innovation company who work with startups and established brands that are looking to drive innovation via unique mobile solutions. Their core offering is consultancy, design and development services. They also develop their own products. Apsmart was founded in 2009 by Rahul Powar, the creator of the Shazam iPhone application, which is now installed on over 100 million handsets worldwide. He has collect together a team who have deep experience in finance, telecommunications, FMCG, technology, entertainment, arts & travel and a Board comprised of some of the most experienced and respected executives in the industry.

Checkpoint FISCOSoft

Acquisition in 2012
Checkpoint FISCOSoft is a Brazilian provider of online solutions for tax and legal information. It aims to keep clients constantly updated, informing them and serving as an instrument of consultation through our website for the management of their tax, social security, labor, customs, and business activities.

BizActions

Acquisition in 2012
BizActions is a leading provider of digital newsletters and web marketing services specifically tailored for accounting firms in North America. Utilizing a Software as a Service (SaaS) platform, the company delivers comprehensive online marketing solutions designed to enhance client engagement and communication for its clients. By focusing exclusively on the needs of accounting professionals, BizActions has established itself as a significant player in the digital marketing landscape for this sector.

Web Builder CS

Acquisition in 2011
Web Builder CS websites for accountants are tailored to meet the unique needs of tax and accounting firms.

Manatron

Acquisition in 2011
Manatron is a company specializing in software solutions for state and local governments, with a focus on property management and tax administration. With 40 years of experience, it develops and supports a range of web-based and client-server applications that facilitate back-office processes, helping governments meet the needs of taxpayers, industry professionals, and businesses through eGovernment solutions. Manatron’s software encompasses the entire property life cycle, handling functions such as deed recording, land records management, GIS integration, valuation, assessment administration, and tax billing and collection. In addition to its software offerings, Manatron provides various professional services including data conversion, installation, training, project management, hardware maintenance, and appraisal consulting to ensure accurate property valuations.

Mastersaf

Acquisition in 2011
Mastersaf is a software development company specializing in solutions for tax and accounting. Founded in 1998, it provides a range of products including MASTERSAF DFe, MASTERSAF DW, MASTERSAF GF, MASTERSAF Smart, and MASTERSAF Tax Analyser. The company's offerings include legal, tax, and accounting software, as well as a compliance suite designed to process taxes and generate necessary data for tax authorities. Additionally, Mastersaf provides e-invoicing software and an online tax information portal to assist businesses in managing their tax responsibilities. The company was acquired by Thomson Reuters in May 2011.

Pangea3

Acquisition in 2010
Pangea3 LLC, acquired by Ernst & Young LLP in 2019, is a leading provider of legal process outsourcing (LPO) services, catering to Fortune 1000 companies and Am Law 200 law firms around the globe. Established in 2004 and headquartered in New York City, with additional operations in Mumbai, New Delhi, and Dallas, Pangea3 specializes in a range of services including corporate transactional support, litigation assistance, intellectual property solutions, and governance, risk, and compliance services. The company is known for enhancing operational efficiency, minimizing legal and business risks, and reducing legal costs through its structured processes and experienced team of attorneys and professionals. Pangea3 has positioned itself as the largest pure-play LPO provider worldwide, delivering high-quality services that allow clients to remain competitive in the legal landscape.

Serengeti Law

Acquisition in 2010
Serengeti Law specializes in legal matter management, e-billing, and analytics solutions for clients in the United States and internationally. The company offers Serengeti Tracker, a software-as-a-service system designed to facilitate the management of legal matters, streamline e-billing processes, and deliver performance analytics for both corporations and law firms. In addition to its software offerings, Serengeti Law provides professional services that include optimization, technical solutions, and training to enhance client operations. Its clientele spans a diverse range of sectors, including corporate legal departments, law firms, universities, and government agencies, ensuring a broad impact across the legal landscape.

CaseLogistix, Inc.

Acquisition in 2010
Case Logistix is an ediscovery document review solution that helps you organize and review ESI more efficiently. They provides evidence and litigation management software for the legal community. It offers CaseLogistix, a document viewer that provides viewing, annotation, search hit highlighting, and redaction of PDFs, tiffs, email, video, and native files, such as Word and Excel, including Unicode support and split-screen ability, without having to have external third party viewers.

Complinet

Acquisition in 2010
Complinet, Ltd. provides risk and compliance solutions to the financial services industry. The company offers information and technologies to track and connect external events, such as regulatory updates or sanction changes, with internal policy management and screening activities. Its solutions include Regulatory Insight that combines created and contributed news services, which are analyzed and contextualized through guidance and connected to existing and upcoming rules and regulations; and Policy Manager, an enterprise-wide content management and governance tool. The company also provides Global Screening that provides an end-to-end anti-money laundering solution, which alerts to relevant external changes and risks; and an e-learning solution that comprises a catalogue of e-learning courses, custom e-learning development, and a learning management system. It serves securities and banking, retail, asset management, insurance, and legal sectors. The company was founded in 1997 and is based in London, the United Kingdom with additional offices in New York and Dubai. Complinet, Ltd. is a subsidiary of Complinet Group, Ltd.

Discovery Logic

Acquisition in 2010
Discovery Logic, now a Thomson Reuters business, "connects the dots" across scientific and business databases to inform R&D investment decisions, visualize trends, locate experts and evaluate project and portfolio performance. We specialize in mining and refining knowledge from large scientific databases and have a rich history of accomplishment, achieving new technical and scientific breakthroughs with virtually every project. Our latest data platform, ScienceWire® v3, combines Discovery Logic's search and data mining technology, advanced algorithms and inter-source linkages among real-time open-source and proprietary databases including cross-agency R&D grant data, patents, citations, journals and news. We maintain and update these databases, create and apply algorithms to extract and link information across the databases, and deliver custom solutions that allow clients to apply the data to address their business needs. Discovery Logic is agile, flexible, fast, and open to new challenges. We maintain an open organizational structure and free flows of communication. We hire extraordinarily talented individuals and give them the freedom to innovate. We pursue new opportunities quickly, challenging ourselves and our clients to think boldly

Sabrix

Acquisition in 2009
Sabrix, Inc. specializes in transaction tax management solutions that help businesses of all sizes navigate the complexities of tax compliance. The company's offerings enable finance, tax, and IT professionals to ensure accurate and timely compliance with various tax types, including sales tax, use tax, Value Added Tax (VAT), and excise tax. The Sabrix Application Suite integrates seamlessly with financial applications, serving a range of global enterprises such as Amazon, BASF, and IBM. Additionally, Sabrix provides a Managed Tax Service (MTS) designed for small and medium-sized businesses, which simplifies the tax compliance process by managing tasks such as tax rate maintenance, determination, returns preparation, and audit support. This service acts as an extension of a company's finance department, helping to reduce costs and mitigate audit risks while ensuring comprehensive tax compliance.

ASSET4

Acquisition in 2009
ASSET4 AG provides investment research information on economic, environmental, social, and governance (ESG) aspects of corporate performance. The company provides a database containing ESG information of publicly listed companies, countries, local authorities, state-owned companies, and supranational entities in a Web based architecture. It also provides equity-focused solutions and fixed income solutions for professional investors and corporate executives; extra-financial information for fixed income investments; and carbon data and estimates. In addition, the company provides assetmasterExecutive solution that enables corporate executives, board members, CSR managers, investor relations, and corporate communication professionals to reduce risk, enhance corporate governance, increase accountability and transparency, attract investment, and monitor ESG news. It serves financials, consumer, technology/telecommunication, healthcare, and industrials/energy/materials/utilities sectors in Switzerland and inernationally. ASSET4 AG was founded in 2003 and is headquartered in Zug, Switzerland. As of November 30, 2009, ASSET4 AG operates as a subsidiary of Thomson Reuters Corporation.

XMLAW

Acquisition in 2009
XMLAW was the leading provider of SharePoint-based products and services to the legal market. Acquired by Thomson Reuters in 2009.

Breakingviews

Acquisition in 2009
Breakingviews.com is the world's leading source of agenda-setting financial insight. Breakingviews.com has 22 correspondents and columnists based in London, New York, Hong Kong, Paris, Washington, San Francisco and Madrid. Their aim is to become the lingua franca for the global financial community.

Hugin

Acquisition in 2009
Hugin Group is a prominent European provider of Investor Relations and Public Relations services, specializing in communication and distribution for listed companies. Since its inception in 1995, Hugin has established itself as a leader in regulatory and news distribution, offering innovative solutions that help companies connect with their target audiences while ensuring compliance with market regulations. The company provides a comprehensive suite of services, including financial, regulatory, and media news distribution, as well as online and broadcast services. Hugin's distribution channels facilitate direct connections to a vast network of journalists, analysts, and institutional investors, making it a preferred partner for communication professionals in the industry.

Vhayu Technologies

Acquisition in 2009
Vhayu Technologies Corp. specializes in enterprise tick data solutions, catering to financial institutions with a focus on efficient market data capture and analysis. Its product suite includes the Velocity platform, which offers tailored solutions for equities, fixed income, and options, enabling users to manage, analyze, and process real-time and historical market data effectively. Alongside its software offerings, Vhayu provides data feed handlers, programming tools, and consulting services to enhance the data management capabilities of its clients. Founded in 1998 and based in Los Gatos, California, with additional offices in New York, Tokyo, and London, Vhayu Technologies operates as a subsidiary of Thomson Reuters PLC.

Streamlogics

Acquisition in 2009
Streamlogics is dedicated to improving the way our customers communicate by offering innovative and flexible solutions that enable them to better achieve their desired business outcomes, whilst being supported by the highest quality, care & experience in the industry.

Indlaw

Acquisition in 2009
INDLAW is a business-to-business Internet provider of research modules relating to Indian legal, tax, business and regulatory issues. Indlaw is part of the Indianlawonline project which was launched in April 1997 as a collaborative exercise between professionals and academicians based in U.K. and in India to build an electronic legal library to enable solicitors, advocates, students and clients to have access to information on various primary and secondary legal documents like the constitutional texts, parliamentary debates, case law, Parliamentary and State enactments and delegated legislation in both India and the U.K. Indlaw is today a leading provider of easy-to-use comprehensive and cost-effective legal, tax and regulatory information on the Internet. Rating agencies like Alexa have confirmed that Indlaw is the most trafficked Indian legal and regulatory resource base online.

Planitax

Acquisition in 2009
Planitax, Inc. provides corporate tax software and services to enable corporate tax departments to manage the data. The company offers Data Collector, which automates the error prone and time consuming task of tax package data collection; Tax Positions that manages FIN 48 related tax positions; Provision Manager, which enable companies to manage and control tax information and documentation to calculate the tax provision; Workflow Manager to automates repeatable tax processes; and R&D Tax Credit Manager that is designed for companies to file federal and state R&D tax credits, as well as to automate survey distribution, monitors survey responses, and calculates federal and state credits. It also provides Audit Manager, which tracks audit information and provides rapid access to supporting documentation; Tax Operations and File Manager, a document storage and tracking solution for corporate tax, project management, and tax calendaring; and Global Entity Manager that tracks entity attributes, including governance information, mergers and acquisition activity, tax jurisdictions, registered agents, transfer pricing agreements, and inter-company transactions. Planitax, Inc. was founded in 1999 and is based in Alameda, California.

m35 Limited

Acquisition in 2009
As of April 14, 2009, m35 Limited was acquired by Thomson Reuters PLC. m35 Limited operated as financial software and services provider. m35 Limited was formerly known as E-finance Consulting Limited and changed its name in April, 2003. The company was incorporated in 2001 and was based in London, United Kingdom.

Paisley

Acquisition in 2008
Paisley specializes in governance, risk, and compliance (GRC) solutions tailored for enterprises. The company offers a range of software products, including Paisley Enterprise GRC and GRC on Demand, designed to enhance financial controls management, internal auditing, operational risk management, compliance, IT governance, and enterprise risk management processes. In addition to its software offerings, Paisley provides professional services that integrate methodology and technology, ensuring a practical and effective approach to GRC convergence for its clients.

Liquid Engines

Acquisition in 2008
Liquid Engines specializes in software and services designed for corporate tax professionals, aiming to enhance their operational efficiency and effectiveness. The company is recognized as a leader in corporate tax technology, offering a comprehensive Enterprise Tax Management software suite that assists tax teams in analyzing, optimizing, and managing the tax implications of business and regulatory changes. By transitioning tax operations from manual processes to automated workflows, Liquid Engines enables organizations to improve collaboration, increase data accuracy, and enhance overall tax management. Its solutions are utilized by Global 1000 companies across various sectors, including retail, financial services, and manufacturing.

Movea

Venture Round in 2008
Movea is a provider of motion sensing and data fusion software, firmware, and IP for the consumer electronics, particularly smart phones and tablets, sports and fitness and eHealth industries. Movea's proprietary SmartMotion™ technology - unique motion processing capabilities - enable customers and partners to quickly add motion intelligence to their products, providing reduced risk, cost, and time-to-market advantages for delivering compelling new motion-based features that create more value and a more exciting user experience for the consumer. Movea has a global presence with headquarters in Grenoble, France, a U.S. subsidiary in Silicon Valley, California, as well as technology and manufacturing partners and distributors around the world. The company was recently named a “Cool Vendor for 2012” by leading analyst firm Gartner Inc. Movea, Inc. was formerly known as Gyration, Inc. and changed its name to Movea, Inc. in January 2008. The company was founded in 1989 and is based in Milpitas, California. As of December 21, 2007, Movea, Inc. operates as a subsidiary of Movea SA.

LiveNote

Acquisition in 2006
LiveNote is the legal industry's benchmark for evidence management software and services. Its flagship transcript management software is used by 83 percent of the top-200 U.S. law firms.

NexCura

Acquisition in 2005
NexCura specializes in online decision support services tailored for patient communities, offering applications and custom services through an application service provider model. The company's platforms facilitate the collection of comprehensive clinical data, enhancing communication between patients and their physicians. It provides valuable resources such as patient education and market research services. Additionally, NexCura's NexProfiler tools assist in pre-treatment decision-making by integrating clinical evidence with personal concerns and the unique clinical circumstances of individual patients. This aggregated data serves to benefit healthcare organizations, pharmaceutical companies, physicians, and patients alike.

KnowledgeNet

Acquisition in 2004
KnowledgeNet specializes in providing e-learning solutions tailored for the information technology training sector. Founded in 1998 and based in Scottsdale, Arizona, the company offers a comprehensive suite of both synchronous and asynchronous content delivery options, which are customized to accommodate various individual learning styles. Its clientele includes prominent blue-chip companies and institutions, reflecting its commitment to quality and relevance in the industry. KnowledgeNet was later acquired by Thomson NETg Inc. In 2005, it was rebranded as The Live Learning Company and relocated to Chandler, Arizona, continuing to operate within the software industry and compete with similar companies in the e-learning space.

Information Holdings

Acquisition in 2004
Information Holdings Inc. provides an array of databases, information products, software, and complementary services for intellectual property (IP) and regulatory professionals through four units: MicroPatent, Master Data Center (MDC), IDRAC, and Liquent. MicroPatent offers information products and services primarily related to the search, retrieval, and analysis of IP information, as well as a trademark search service that enables users to search U.S. Federal, U.S. State, domain name, common law, and foreign trademarks over the Internet. MDC provides a service that organizes and assists owners of IP, including corporate and legal clients, with the payments of patent annuities and trademark ...

CCBN

Acquisition in 2004
CCBN provides Web-based investor communications solutions for the investment community. It offers services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. CCBN's investor relations website hosting, webcasting, and disclosure services are utilized by corporate communications professionals at over 3,000 companies to deliver critical information via interactive and multi-media solutions. CCBN's StreetEvents service offers institutional and individual investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool subscribed to by over 15,000 Wall Street professionals. Headquartered in Boston, MA, CCBN has additional offices in San Francisco and London. As of March 12, 2004, CCBN.com, Inc. was acquired by Thomson Financial.

Visible Markets

Acquisition in 2001
Visible Markets is bringing Internet technology to the fixed-income markets. We are uniting a wide and diverse community of fixed-income institutional investors to enhance liquidity, reduce transaction costs, and improve price transparency for all market participants in what are now highly fragmented and illiquid markets. Founded in 1999, Visible Markets has incorporated input from numerous buy-side and sell-side institutions to develop its marketplace. Our growing staff combines experience from leading financial institutions and Internet companies including: Amazon.com, BARRA, Bear Stearns, Fidelity, Freddie Mac, Lehman Brothers, Merrill Lynch, Morgan Stanley Dean Witter, NASD, PlanetAll, Reuters, Salomon Smith Barney, State Street and Trilogy. Visible Markets is funded by several prominent Wall Street angel investors as well as Greylock Management, one of the nation's most successful early-stage venture firms.

Engenia Software

Series C in 2000
Engenia Software, developer of an XML-based, Web-enabled, out-of-the-box "Intelligent Dashboard" for the computer desktop.

Entegrity Solutions

Venture Round in 2000
Entegrity Solutions provides the industry’s most complete Trust Platform, Trust Solutions and Trust Services to enable trusted B2B e-commerce. Entegrity software and services offerings allow companies to rapidly deploy trusted B2B applications in a diverse cross-enterprise environment with minimum investment and entire confidence in the level of trust provided to their customers and partners. Founded in June 1996, Entegrity employs 200 employees worldwide with headquarters in San Jose, California, and sales, services, operations and R& D facilities in multiple locations worldwide. Entegrity is privately-held; its investors include Draper-Fisher Jurvetson, Internet Capital Group, Convergence Partners, Thomson-CSF Ventures, Questmark, J&W Seligman, and customers AOL and Reuters. Entegrity has been shipping products since 1997, and has more than 200 customers in the Global 2000 including, AOL, Reuters, Identrus and the US and UK governments.

Relevant Technologies

Venture Round in 2000
Relevant Technologies, a software provider serving the private equity industry.
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