Motive Partners

Motive Partners is a private equity firm established in 2016, with headquarters in New York and an additional office in London. The firm specializes in investing in technology-enabled companies that serve the financial services sector, focusing on areas such as banking and payments, capital markets, data and analytics, insurance, and wealth and asset management. Motive Partners targets opportunities primarily in North America and Western Europe, leveraging its expertise to support the growth of innovative businesses within the financial and business services technology landscape. As a Registered Investment Adviser, Motive Partners is committed to advancing technology solutions that enhance the efficiency and effectiveness of financial services.

Alvi Abuaf

Industry Partner

Sarina Aggarwal

Associate

Jason Ambrose

Managing Director

Charan Arulmani

Associate

Mariano Belinky

Industry Partner

Ash Bhatia

Client Partner

Bob Brown

Founding Partner

Etienne Castiaux

Founding Partner, CTO

Christine Mar Ciriani

Industry Partner

Neil Cochrane

Partner

Alberto Corvo

Partner and Head of Motive Labs

Keane Ehsani

Principal

Michael Frohlich

Industry Partner

Harsh Govil

Principal

Thomas Harris

Principal

Peter Hiom

Industry Partner

Isabel Holding

Vice President

Jake Janjigian

Vice President

Akshat Joshi

Associate

Scott Kauffman

Founding Partner

Bridget Kralingen

Partner

Ashwin Kumar

Industry Partner

Alastair Lukies

Founding Partner and Global Advisory Council Member

Worth Newman

Principal

Caroline O'Connell

Industry Partner

Luc Philippi

Co-Founding Partner

Mohan Rajagopalan

Managing Director

Andrew Rear

Industry Partner

Chris Ryan

Managing Director

Abhisek Sahoo

Associate

Raunak S. Sainani

Vice President

Charlotte Samuelu

Principal

Maximilian Sauter

Principal

Peter Schurau

Industry Partner

Andrew Schwartz

Managing Director, Portfolio Management and Capital Markets

Alexander Sion

Managing Director and Head of Memberships

Doug Smith

Industry Partner

Miguel Tejeda

Principal

Dietrich Voigtländer

Industry Partner

Mathew Walker

Principal, Investments

Paul Walker

Industry Partner and Global Advisory Council Member

Chris Williams

Managing Director of the Investment Team

Jeff Yabuki

Chairman and Founding Partner

Yuting Zeng

Principal

26 past transactions

Backbase

Private Equity Round in 2022
Backbase is doing very well. They are one of the leaders in one of the hottest markets at the moment: fintech, and the vendor of choice for 75+ banks across the globe, impacting 90+ million end-customers they serve on a daily basis. Backbase empowers financial institutions to become digital leaders, enabling them to place digital at the core of their business model. They software, the Backbase Omni-Channel Banking Platform, unifies data and functionality from traditional core systems and new fintech players into a seamless customer experience, across all digital touchpoints.

Titanbay

Series A in 2022
Titanbay operates a private equity investment platform that aims to democratize access to private equity funds. The platform allows both private and institutional investors to invest in top-tier private equity, distressed debt, and venture capital funds alongside leading investors. By building diversified allocations across various asset classes, Titanbay provides tools for deal flow and portfolio analysis, making it easier for investors to participate without the barriers of large ticket sizes or high fees. This approach enables a broader range of investors to access opportunities in the private equity market and potentially generate returns on their investments.

Tifin

Series D in 2022
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

FNZ

Private Equity Round in 2022
FNZ (UK) Ltd is a FinTech firm that provides outsourced services to financial institutions and the wealth management sector. The company offers a range of solutions, including FNZ One for client and portfolio management, FNZ X-Hub for discretionary portfolio management, FNZ Clear for streamlining trading processes, and FNZ TRANSFER for transfer agency and distribution support. FNZ serves a diverse clientele, including asset managers, life insurers, private banks, retail banks, and wealth managers, enabling them to deliver multi-channel wealth management services. Founded in 2002 and headquartered in Edinburgh, UK, FNZ operates globally with additional offices in countries such as Australia, China, Germany, and Singapore. The firm focuses on developing long-term partnerships to enhance digital propositions, improve customer service, and increase assets under management across various distribution channels.

CAIS

Private Equity Round in 2022
CAIS Capital LLC is a financial technology platform based in New York that connects independent financial advisors with a diverse range of alternative investment products. Founded in 2009, CAIS serves the multi-trillion-dollar independent wealth channel by providing access to specialized investment options, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. The platform streamlines the execution process for these investments and is enhanced by independent due diligence services from Mercer. By offering tools for portfolio construction and reporting, CAIS aims to empower financial advisors to navigate complex market conditions and improve client outcomes. The firm is a member of the National Futures Association, and its securities are offered through CAIS Capital LLC, which is a member of FINRA and SIPC.

Trumid

Venture Round in 2021
Trumid Financial LLC is a financial technology company that specializes in electronic trading solutions for the corporate bond market. Founded in 2014 and based in New York City, Trumid operates the Trumid Market Center, an electronic trading network that connects market professionals to a wide array of liquidity sources. This platform enhances trading efficiency through various protocols and an intuitive design that integrates seamlessly into traders' workflows. Trumid also offers Trumid Bond Stream, which provides real-time TRACE pricing data, and Trumid Labs, which utilizes data science to enhance network management and facilitate bond price lookups. Through its innovative technologies and product offerings, Trumid aims to improve transparency, liquidity, and trade execution in the credit trading space.

Insurify

Series B in 2021
Insurify, Inc. is an online platform based in Cambridge, Massachusetts, that specializes in car insurance shopping. Founded in 2013, the company utilizes artificial intelligence and natural language processing to offer personalized insurance recommendations. Its software enables users to compare quotes for car, home, and life insurance seamlessly, providing access to various discounts and payment options from different insurance providers. Insurify aims to simplify the insurance shopping experience, making it more affordable and hassle-free for its customers.

Pollinate

Series C in 2021
Pollinate Networks Ltd. is a London-based software company founded in 2017 that focuses on reinventing merchant acquiring for banks globally. By providing a cloud-based platform, Pollinate enables banks to reclaim their position in the payments value chain and compete against disruptive payment companies. The platform enhances banks' legacy payment systems, facilitating effective digital experiences for both merchants and consumers, including onboarding, portals, and loyalty programs, without the need for costly migrations. This approach allows merchants to efficiently manage their operations using digital tools and data integrations, while also fostering connections with consumers and supporting local communities. For banks, Pollinate's technology improves customer engagement and strengthens relationships with merchants, exemplified by its collaboration with the Royal Bank of Scotland Group to launch NatWest Tyl, a tailored merchant acquiring solution.

InvestCloud

Private Equity Round in 2021
InvestCloud, headquartered in Los Angeles, offers a digital financial services platform that enhances investment management for a diverse range of clients including wealth managers, institutional investors, and banks. The platform supports over $1.7 trillion in assets across 670 institutional customers by providing integrated solutions that improve decision-making and streamline financial planning. InvestCloud’s offerings include client communication tools, client management systems, digital warehousing, data analytics, and accounting services. These features are designed to be rapidly deployable and highly modular, allowing users to tailor the platform to their specific needs. By facilitating better investment strategies and operational efficiency, InvestCloud empowers its clients to maximize returns and optimize their investment processes.

Fiserv - Investment Services Business

Acquisition in 2019
Fiserv - Investment Services Business is a technology provider for key segments of the wealth and asset management industry.

Pollinate

Series A in 2019
Pollinate Networks Ltd. is a London-based software company founded in 2017 that focuses on reinventing merchant acquiring for banks globally. By providing a cloud-based platform, Pollinate enables banks to reclaim their position in the payments value chain and compete against disruptive payment companies. The platform enhances banks' legacy payment systems, facilitating effective digital experiences for both merchants and consumers, including onboarding, portals, and loyalty programs, without the need for costly migrations. This approach allows merchants to efficiently manage their operations using digital tools and data integrations, while also fostering connections with consumers and supporting local communities. For banks, Pollinate's technology improves customer engagement and strengthens relationships with merchants, exemplified by its collaboration with the Royal Bank of Scotland Group to launch NatWest Tyl, a tailored merchant acquiring solution.

Qomplx

Series A in 2019
QOMPLX is a technology company that utilizes artificial intelligence to address complex, real-world challenges. Founded in 2015 and based in Reston, Virginia, the company has developed the Q:OS, a Human+AI operating system that integrates various capabilities, including data management, analytics, reporting, advanced algorithms, simulations, and machine learning. This comprehensive platform facilitates timely and context-aware decision-making, allowing organizations to efficiently navigate intricate data landscapes and optimize their operations.

Finantix

Private Equity Round in 2019
Finantix is a technology products company that specializes in developing solutions for banking, wealth management, and insurance sectors. Acknowledging the complexities of financial institutions, which often have extensive legacy systems, Finantix offers flexible, component-based solutions that integrate seamlessly into existing infrastructures. Their extensive library of software modules and components is designed to enhance innovation and reusability across various business channels and devices. By providing tools that digitize and transform advisory, sales, and service processes, Finantix enables financial institutions to streamline operations and improve client experiences. Their offerings include a suite of software components, accelerators, APIs, and engines that support the entire client lifecycle, catering to a diverse clientele from mass affluent to ultra-high net worth individuals.

Dun & Bradstreet

Private Equity Round in 2019
Dun & Bradstreet is a leading provider of business decisioning data and analytics, with a history spanning 171 years. The company maintains a global commercial database containing over 220 million business records, which is enhanced by its proprietary DUNSRight® Quality Process. This process ensures the accuracy and readiness of data for informed decision-making. Dun & Bradstreet operates primarily through two segments: North America and International, delivering finance, risk management, and sales and marketing insights. Their Risk Management Solutions help businesses mitigate risk and improve cash flow, while Sales & Marketing Solutions assist in market analysis and prospect identification. Additional offerings include digital marketing and sales acceleration services. Dun & Bradstreet has been recognized for its ethical business practices and has ranked highly in various corporate performance categories.

Dun & Bradstreet

Acquisition in 2019
Dun & Bradstreet is a leading provider of business decisioning data and analytics, with a history spanning 171 years. The company maintains a global commercial database containing over 220 million business records, which is enhanced by its proprietary DUNSRight® Quality Process. This process ensures the accuracy and readiness of data for informed decision-making. Dun & Bradstreet operates primarily through two segments: North America and International, delivering finance, risk management, and sales and marketing insights. Their Risk Management Solutions help businesses mitigate risk and improve cash flow, while Sales & Marketing Solutions assist in market analysis and prospect identification. Additional offerings include digital marketing and sales acceleration services. Dun & Bradstreet has been recognized for its ethical business practices and has ranked highly in various corporate performance categories.

Finantix

Acquisition in 2018
Finantix is a technology products company that specializes in developing solutions for banking, wealth management, and insurance sectors. Acknowledging the complexities of financial institutions, which often have extensive legacy systems, Finantix offers flexible, component-based solutions that integrate seamlessly into existing infrastructures. Their extensive library of software modules and components is designed to enhance innovation and reusability across various business channels and devices. By providing tools that digitize and transform advisory, sales, and service processes, Finantix enables financial institutions to streamline operations and improve client experiences. Their offerings include a suite of software components, accelerators, APIs, and engines that support the entire client lifecycle, catering to a diverse clientele from mass affluent to ultra-high net worth individuals.

Bindable

Private Equity Round in 2018
Bindable Company, founded in 2018 and based in Boston, Massachusetts, specializes in solutions for insurance distribution through ecosystem and affinity channels. The company caters to a diverse clientele, including insurance companies, intermediaries, financial institutions, affinity groups, and other trusted brands. By providing a comprehensive suite of technology-enabled services, Bindable enhances the ability of strategic partners to engage customers more effectively. The company's offerings facilitate product diversification and market expansion, making it easier for brands to introduce insurance products and for insurance companies to optimize their partner distribution networks.

Bindable

Acquisition in 2018
Bindable Company, founded in 2018 and based in Boston, Massachusetts, specializes in solutions for insurance distribution through ecosystem and affinity channels. The company caters to a diverse clientele, including insurance companies, intermediaries, financial institutions, affinity groups, and other trusted brands. By providing a comprehensive suite of technology-enabled services, Bindable enhances the ability of strategic partners to engage customers more effectively. The company's offerings facilitate product diversification and market expansion, making it easier for brands to introduce insurance products and for insurance companies to optimize their partner distribution networks.

Lucht Probst Associates

Acquisition in 2018
Founded in 1999, LPA has been an industry leader in the Capital Markets Technology and Advisory space for two decades, effectively combining innovative software solutions with deep subject matter expertise. As the European market leader in capital markets technology solutions, LPA has a proven track record of working with international banks and financial institutions to improve the experience for clients, drive internal efficiencies and increase profitability to ultimately deliver against stated business strategies.

Lucht Probst Associates

Private Equity Round in 2018
Founded in 1999, LPA has been an industry leader in the Capital Markets Technology and Advisory space for two decades, effectively combining innovative software solutions with deep subject matter expertise. As the European market leader in capital markets technology solutions, LPA has a proven track record of working with international banks and financial institutions to improve the experience for clients, drive internal efficiencies and increase profitability to ultimately deliver against stated business strategies.

Global Shares

Acquisition in 2018
Global Shares Ireland Limited specializes in stock and equity plan administration, offering cloud-based technology solutions for employee stock plan management. Their services encompass participant portals, live trading, reporting, and analytics, catering to both public and private companies. The company provides software for managing private company stocks, including capitalization table management and proxy software, as well as consultancy in areas such as equity plan management, tax, and human resources. Global Shares serves a diverse array of industries, including pharmaceuticals, technology, hospitality, and transportation, assisting clients from startups to large global organizations with equity compensation solutions. Founded in 2005 and headquartered in Clonakilty, Ireland, Global Shares has established a global presence with offices in major cities around the world. The company has formed strategic partnerships with several financial institutions, enhancing its service offerings in the equity compensation sector.

Global Shares

Private Equity Round in 2018
Global Shares Ireland Limited specializes in stock and equity plan administration, offering cloud-based technology solutions for employee stock plan management. Their services encompass participant portals, live trading, reporting, and analytics, catering to both public and private companies. The company provides software for managing private company stocks, including capitalization table management and proxy software, as well as consultancy in areas such as equity plan management, tax, and human resources. Global Shares serves a diverse array of industries, including pharmaceuticals, technology, hospitality, and transportation, assisting clients from startups to large global organizations with equity compensation solutions. Founded in 2005 and headquartered in Clonakilty, Ireland, Global Shares has established a global presence with offices in major cities around the world. The company has formed strategic partnerships with several financial institutions, enhancing its service offerings in the equity compensation sector.

Avaloq

Private Equity Round in 2017
Avaloq is an international fintech company that specializes in digitizing and automating the financial services industry. Its primary offering is the Avaloq Banking Suite, a comprehensive core and digital banking software that enhances user experience and operational efficiency. The company serves a diverse clientele, including wealth and investment managers, private banks, and retail and commercial banks, providing them with transaction processing services and enabling more personalized client interactions. Additionally, Avaloq operates an international network of Business Process Outsourcing (BPO) centers, positioning itself as a unique independent provider that develops and manages its own software solutions. Through its innovative approach, Avaloq aims to reinvent finance and contribute positively to society.

Lmrkts

Acquisition in 2017
LMRKTS brings equilibrium to the market – a fresh approach providing multi lateral and dimensional portfolio compression in a way that drives down exposures and reduces costs for every participant in different asset classes. Paid only on the completion of a successful compression round, LMRKTS’ compensation is a function of the total cost reduced.

Lmrkts

Series A in 2017
LMRKTS brings equilibrium to the market – a fresh approach providing multi lateral and dimensional portfolio compression in a way that drives down exposures and reduces costs for every participant in different asset classes. Paid only on the completion of a successful compression round, LMRKTS’ compensation is a function of the total cost reduced.
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