Wells Fargo

Wells Fargo & Company is a diversified financial services firm that offers a wide range of banking, investment, mortgage, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three primary segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment provides services such as checking and savings accounts, credit cards, and various types of loans. Wholesale Banking offers commercial and corporate banking services, including capital markets and cash management solutions. Wealth and Investment Management focuses on personalized financial planning and investment services. Founded in 1852 and headquartered in San Francisco, Wells Fargo is one of the largest banks in the U.S., with a significant presence through retail branches and ATMs. The company continues to evolve by incorporating innovative financial solutions and expanding its global footprint in financial services.

John Campbell

Director of Investor Relations

Ron Foxworthy

Assistant VP - Senior Meeting Planner

Thomas Hooley

Senior Vice President

Richard Levy

Executive Vice President and Controller

Charles Scharf

Chief Executive Officer and President

John Shrewsberry

Senior Executive Vice President and Chief Financial Officer

Jonathan Weiss

Senior Executive Vice President, Wealth and Investment Management

153 past transactions

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.
Westrock Coffee Company, LLC is engaged in the roasting, production, and distribution of coffee and tea products. The company offers a variety of items, including coffee accessories such as creamer and sugar, brewing equipment, and dispensers. Its product range features specific blends and branded merchandise, including mugs, tote bags, and apparel. Westrock Coffee supplies its products to a diverse customer base that includes offices, convenience stores, grocery stores, universities, coffeehouses, and restaurants. Additionally, the company exports its offerings through a subsidiary and provides online sales. Founded in 2009 and based in North Little Rock, Arkansas, Westrock Coffee was previously known as Coffee Legends, LLC.

BigPanda

Series E in 2022
BigPanda, Inc. operates a data science platform focused on centralizing and correlating IT alerts to aid IT operations, Network Operations Centers (NOC), and DevOps teams in detecting and resolving incidents efficiently. The platform employs advanced machine learning techniques to transform a high volume of fragmented IT alerts from various sources into actionable insights, enabling users to understand the business impact of IT issues and automate incident management. It serves a diverse range of industries, including retail, technology, and media, with prominent clients such as Intel and Workday. Founded in 2011 and based in Mountain View, California, with an additional office in Tel Aviv, BigPanda has garnered support from notable investors, enhancing its capabilities in improving service availability, reducing operational costs, and facilitating digital transformation initiatives.

Trovata

Series B in 2022
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

Talos

Series B in 2022
Talos Trading, Inc. is a technology provider focused on the institutional trading of digital assets, facilitating a comprehensive trading lifecycle that includes pre-trade price discovery, order routing, execution, and settlement. Founded in 2018 and based in New York, the company offers a platform that connects various participants in the crypto ecosystem, including institutional investors, prime brokers, exchanges, OTC desks, lenders, and custodians. This infrastructure enables clients to efficiently execute, analyze, and settle trades across spot, futures, and foreign exchange markets. Talos Trading's solutions support real-time price streaming, portfolio accounting, and liquidity access, catering to the needs of its diverse clientele in the rapidly evolving digital asset market.

Penelope

Pre Seed Round in 2022
Penelope is a self-service retirement platform aimed at small and micro businesses. It provides a comprehensive solution that simplifies the process of offering retirement plans, catering specifically to the needs of busy business owners and entrepreneurs. The platform automates employee investing, reduces administrative costs, and minimizes paperwork, making it easier for small businesses to manage retirement savings. Additionally, Penelope includes educational tools for employees, enhancing their understanding of retirement options and encouraging informed decision-making. Through its technology-driven approach, Penelope seeks to empower small businesses to effectively provide retirement benefits to their employees.

Miami Foundation

Grant in 2022
The Miami Foundation connects philanthropy with community needs and opportunities while actively engaging all community stakeholders.

ConcertoCare

Series B in 2022
ConcertoCare provides healthcare services primarily to dual-eligible patients enrolled in Medicare and Medicaid, as well as those with complex medical needs. The company focuses on addressing critical vulnerabilities faced by these patients and health plans by offering personalized primary care, chronic condition management, and support for transitions between various care settings. Additionally, ConcertoCare delivers medical, social, and logistical assistance to enhance patient outcomes. Founded in 2004 and based in Aliso Viejo, California, the company operates care centers in locations including Renton, Washington, and several cities in Michigan. The name Concerto reflects its holistic approach to healthcare, emphasizing collaboration among patients, providers, and health plans to ensure coordinated care that respects the dignity and health of each individual.

Nabors

Post in 2022
Nabors Industries owns and operates the world's largest land-based drilling rig fleet and is a leading provider of offshore platform workover and drilling rigs in the U.S. and multiple international markets. Nabors also provides innovative drilling technology, directional drilling operations and drilling instrumentation and software. Through its various subsidiaries, Nabors manufactures and sells top drives, catwalks, wrenches, drawworks and other drilling-related equipment which are installed on both onshore and offshore drilling rigs.

Dodge Data & Analytics

Debt Financing in 2022
Dodge Data & Analytics specializes in providing data, analytics, news, and intelligence tailored for the North American commercial construction industry. Founded in 1981, the company serves a diverse clientele that includes building product manufacturers, general contractors, subcontractors, architects, and engineers. Its offerings enable these professionals to size markets, prioritize prospects, and enhance their relationships, ultimately helping them to strengthen their market positions and optimize sales strategies. Dodge Data & Analytics encompasses a range of brands, including Dodge, Dodge MarketShare, Dodge BuildShare, Dodge SpecShare, Sweets, Architectural Record, and Engineering News-Record, which collectively support the mission-critical operations of construction professionals through comprehensive information and software-based workflow integration services.

Growve

Debt Financing in 2022
Growve is a brand aggregator based in St. Petersburg, Florida, specializing in the acquisition and management of wellness and beauty brands. Founded in 2018, the company focuses on six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve operates a platform designed to acquire, operate, and enhance brands, leveraging in-house expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management. This comprehensive approach enables brands across various sectors to scale and expand effectively.

iCapital Network

Venture Round in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Yugabyte

Series C in 2021
Yugabyte, Inc. specializes in developing open-source cloud-native database software designed for internet-scale applications. The company's flagship product, YugabyteDB, is a high-performance distributed SQL database that facilitates the creation of global applications. It supports both scale-out relational database management system (RDBMS) and online transaction processing (OLTP) workloads, offering low query latency and robust resilience against failures. YugabyteDB is built on advanced technologies such as document storage, auto sharding, and multi-shard ACID transactions, drawing inspiration from Google Spanner. Yugabyte also provides the Yugabyte Platform, a self-managed private database-as-a-service that can operate on any cloud infrastructure, and Yugabyte Cloud, a fully-managed database service available on major cloud platforms like AWS and Google Cloud. The company offers both a community edition for individual users and an enterprise edition for corporate clients. Founded in 2016, Yugabyte is headquartered in Sunnyvale, California.

Extend

Series B in 2021
Extend Enterprises, Inc. is a New York-based company that operates a peer-to-peer software as a service platform, allowing users to utilize their credit cards virtually. Established in 2017, Extend specializes in providing digital payment infrastructure that empowers financial institutions to deliver modern card experiences. The company enables banks, businesses, and innovators to leverage virtual card technology through a diverse range of products, including aggregated virtual card APIs, a digital corporate card application, and a pioneering card tokenization service.

Maxwell Financial Labs

Series B in 2021
Hi, we're Maxwell. We’re on a mission to revolutionize the $8.5T residential mortgage market by reimagining how mortgage lenders collaborate with homebuyers and real estate agents to buy a home. We connect our hundreds of lenders onto one seamless, intuitively-designed platform, so the focus isn’t the paperwork, it’s the place to call home. Today, hundreds of lenders across the United States use Maxwell’s digital mortgage platform to originate billions in mortgage loans each month at a cycle time 45 percent faster than the national average.
Mangrove Management Partners focuses on safety, compliance, and best practices across clinical care and business management. The firm was founded in 2020 and is headquartered in Lexington, Massachusetts.
The Florida Agricultural and Mechanical University in Tallahassee, Florida, is a land-grant institution dedicated to providing students with an education that will develop into lifelong learning and research opportunities. The university is renowned as a doctoral/research institution and is committed to addressing emerging issues on local and global levels. The university has a historic mission of educating African-Americans, although admissions welcome students of all races, ethnicities, and nationalities. Academics at the university include a wide variety of bachelor’s degrees, from Health Science to Landscape Design. The School of Graduate Studies and Research is offers graduate programs designed to train future scholars, teachers, researchers, and professionals. The university emphasizes the importance of cross-cultural competencies for the job market, which is why it offers study abroad programs, international studies and scholar services, and international education and development programs. If you seek a rich college life on campus, the university has over 120 certified student clubs and organizations you can join. All freshmen students and students taking less than 12 credits a semester who live more than 35 miles from campus are required to live in residential housing.

Volante Technologies

Funding Round in 2021
Since 2001, Volante has been focused on addressing the challenges of financial message integration and payments on-boarding, processing and orchestration. With a broad range of over 85 financial institutions and corporates as clients in 26 countries they provide the business agility needed to be competitive and thrive in the digital payments age by quickly dealing with the complexities of change, and taking advantage of business opportunities as they arise. All Volante products are born from a heritage of payments and financial message integration, and are rich with innovative functionality as a result of best practice driven R&D over the past 16 years. This means that their products coupled with their growing and maintained library of hundreds of international and domestic message standards plugins and transformations enable projects to be completed in months not years, or weeks not months, while insulating core systems from change.

Elliptic

Series C in 2021
Elliptic Enterprises Limited, based in London, operates a platform focused on enhancing the transparency and accountability of cryptocurrency transactions. Established in 2013, the company offers blockchain analytics and compliance solutions that help financial institutions, cryptocurrency companies, and government agencies manage financial crime risk and fulfill regulatory requirements. Elliptic provides actionable intelligence to identify and combat illicit activities within the cryptocurrency space, thereby contributing to the integrity of digital currencies. The company also offers Elliptic Vault, a secure storage service for bitcoins, and is involved in lobbying, education, and advocacy related to digital currencies. By addressing the critical challenge of identity verification in cryptocurrencies, Elliptic aims to prevent criminals from undermining the positive potential of this technology.

AlphaSense

Series C in 2021
AlphaSense, Inc. is a New York-based company that specializes in developing an AI-powered search engine for market intelligence. Founded in 2007, AlphaSense provides a platform that enables research professionals to efficiently search, navigate, and analyze various data sources, including filings, research, news, and other disclosures. This technology utilizes artificial intelligence and natural language processing to identify relevant insights from diverse and fragmented data sets, helping users gain critical business insights quickly. The company serves over 1,000 enterprise clients across multiple industries and geographies. With a workforce exceeding 240 employees, a significant portion of whom are dedicated to product development, AlphaSense also has offices in London, Helsinki, Pune, and other locations in the United States.

iCapital Network

Series C in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Vestwell

Series C in 2021
Vestwell is a digital retirement platform founded in 2016 and based in New York, New York. The company simplifies the offering and administration of 401(k) plans by addressing common challenges faced by advisors, employers, and employees. Vestwell streamlines the process through seamless plan design, automated onboarding, and efficient administration, while also providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell modernizes retirement offerings, focusing on the best interests of both plan sponsors and participants.

Theta Lake

Venture Round in 2021
Theta Lake provides security and compliance for modern collaboration platforms. Empowering enterprises to manage compliance, data exposure, security, and acceptable use risks in what is shared, shown, spoken, and typed during video conferences, collaboration chat, audio calls, and any other unified communications from Cisco Webex, Zoom, RingCentral, Microsoft Teams, Slack, BlueJeans, and more.

Finclude

Grant in 2021
Finclude offers financial well being services that empower EU citizens fair access to credit and expand the retail credit markets for financial institutions.

Growve

Debt Financing in 2021
Growve is a brand aggregator based in St. Petersburg, Florida, specializing in the acquisition and management of wellness and beauty brands. Founded in 2018, the company focuses on six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve operates a platform designed to acquire, operate, and enhance brands, leveraging in-house expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management. This comprehensive approach enables brands across various sectors to scale and expand effectively.

Super

Series C in 2021
Super Home Inc. is a subscription-based service that offers care and repair solutions for homes, primarily serving members in Washington, DC, and Maryland. Founded in 2014 and headquartered in San Francisco, California, the company facilitates access to repair and replacement services for appliance and home system breakdowns through a convenient online platform. Subscribers can easily request assistance via desktop, tablet, or mobile devices, ensuring prompt support when needed. Additionally, Super provides a maintenance schedule to help homeowners understand and manage their home care requirements effectively.

Arkose Labs

Series C in 2021
Arkose Labs, Inc. is a technology company specializing in online fraud and abuse prevention for various sectors, including online marketplaces, travel, banking, social media, ticketing, and online gaming. Founded in 2015 and headquartered in San Francisco, California, with an additional location in Brisbane, Australia, the company offers a platform that safeguards consumer actions against threats such as account takeover, fake account abuse, scraping, spam, and gift card fraud. Arkose Labs employs a unique approach that focuses on determining true user intent and addressing attacks in real-time through risk assessments and interactive authentication challenges. By undermining the financial incentives behind fraudulent activities, the platform enhances security and improves customer experiences for businesses in retail, gaming, and fintech industries. Recognized by Gartner as a 2020 Cool Vendor, Arkose Labs aims to provide long-term protection while maintaining effective customer throughput.

Forge

Venture Round in 2021
Forge Global Inc. is a prominent private securities marketplace founded in 2014, designed to address the needs of the private market ecosystem. The firm enables investors and shareholders to access liquidity in private markets, facilitating connections through its advanced technology and expertise. By providing a platform for private equity, Forge allows both private and institutional investors to engage with leading pre-IPO companies. The company is supported by notable Silicon Valley investors and major global institutions, including Deutsche Börse and Temasek, which underscores its strong position in the market.

Greenlight

Series D in 2021
Greenlight Financial Technology, Inc. is a financial services company that offers debit card solutions designed specifically for children, enabling parents to instill financial literacy from an early age. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight provides a mobile application that allows parents to manage their children’s spending by designating specific stores where the Greenlight debit card can be used. This patent-pending technology empowers families to create teachable moments around earning, saving, spending, and giving. By focusing on convenience and safety, Greenlight aims to help parents raise financially savvy children while also expanding its network across the United States.

Greenwood Bank

Series A in 2021
Greenwood Bank is a digital banking platform for Black and Latinx people and business owners. It features best-in-class digital banking services and innovative ways of giving back to the community. The company's initial products are savings and spending accounts that come with a stunningly designed black metal debit card for customers who sign up by the end of the year. Greenwood Bank was founded in 2020 and is based in Atlanta, GA, USA.

Notarize

Series D in 2021
Notarize, Inc. operates an online notary platform that allows individuals and businesses to have documents notarized remotely through live video calls with commissioned eNotaries. Founded in May 2015 and headquartered in Boston, Massachusetts, Notarize provides several services, including a general notary service, Notarize for Business for organizations and developers, and Notarize for Mortgage, which streamlines the closing process by connecting lenders, title companies, and borrowers online. The platform is accessible via iOS, Android, and web applications, making it convenient for users. Notarize also offers an electronic will service, enhancing its suite of digital legal solutions. The company focuses on identity verification to ensure secure transactions, thereby helping clients protect their business and maintain compliance with notarization requirements.

Socure

Series D in 2021
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.

M&F Bank

Funding Round in 2021
M&F Bank is a historic independent community bank committed to meeting the needs of a wide range of individuals and businesses within their markets, while providing unparalleled customer service with an above-average return for our shareholders.

Axoni

Series B in 2021
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.

Sitetracker

Series C in 2021
SiteTraker is a cloud-based project management platform that powers the successful deployment of critical infrastructure. The platform enables growth-focused innovators to optimize the entire asset lifecycle. The company was founded in 2013 and is headquartered in Palo Alto, California.

Trovata

Series A in 2021
Trovata is a computer software company that features a data-driven enterprise fintech platform that specializes in cash flow analysis, automation, and data science. Its software helps businesses automate the work it takes to gather and normalize all of its financial data. The company was founded in 2016 and headquartered in San Diego, California.

Express

Post in 2021
Express, Inc. is an apparel and accessories retailer that caters to both women and men, offering a diverse range of fashionable products suitable for various occasions, including work, casual outings, and social events. The company operates through its e-commerce platform, express.com, and a network of retail locations. As of February 2020, Express had 381 primarily mall-based stores in the United States and Puerto Rico, along with 214 factory outlet stores. Additionally, it has franchise locations in Latin America. Founded in 1980 and headquartered in Columbus, Ohio, Express was formerly known as Express Parent LLC before rebranding in May 2010. The company focuses on delivering stylish apparel that meets the fashion needs of its customers across different aspects of their lifestyles.

OpenFin

Venture Round in 2020
OpenFin Inc. provides runtime technology solutions for financial desktops. Its solution enables web applications to pop-up windows, generate real-time desktop notifications, and communicate with other applications. The company serves financial services industries and banks in the United States and Europe. OpenFin Inc. was formerly known as Appoji Inc. The company was founded in 2010 and is based in New York, New York with an additional office in London, United Kingdom

Pico

Series C in 2020
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

JCPenney

Post in 2020
JCPenney is a chain of American mid-range department stores. It operates over 1,100 department stores in 49 states and Puerto Rico. The company’s business consists of selling merchandise and services to consumers through its department stores and website at jcpenney.com. J. C. Penney sells family apparel and footwear, accessories, fine and fashion jewelry, and beauty products as well as home furnishings. In addition, the company’s department stores provide its customers with services such as styling salon, optical, portrait photography, and custom decorating. JCPenney Company, Inc. was founded in 1902 by James Cash Penney.

Amicus.io

Series B in 2020
Amicus is a financial services company that specializes in the fields of community foundations, mobile software, impact monitoring, and nonprofit. It features scale donor-advised funds with an enterprise-ready giving platform, seamlessly integrated into the banking experience. It was founded in 2017 and headquartered in Charlotte, North Carolina.

Socure

Series C in 2020
Socure Inc. specializes in digital identity verification solutions through its Socure ID+ platform, which utilizes predictive analytics, artificial intelligence, and machine learning to authenticate identities in real-time. The platform aggregates data from various online and offline sources, such as emails, phone numbers, and social media, to support compliance with customer identification programs, know your customer guidelines, and anti-money laundering regulations. In addition to the Socure ID+ platform, the company offers tools like Aida, an AI-driven bot for identity validation, Docv for document verification, and Sigma Synthetic Fraud, which addresses synthetic identity fraud. Socure enhances financial inclusion by approving a significant percentage of millennial and thin-file consumers while substantially reducing fraud in online account openings. Founded in 2012 and headquartered in New York, Socure serves a diverse clientele, including software firms, financial institutions, and integration partners, and has established a strategic partnership with ForgeRock.

Bladex

Post in 2020
Banco Latinoamericano de Comercio Exterior, S.A. (the Bank or Bladex) a supranational bank established by central banks of Latin American and Caribbean countries to promote trade finance in Latin America and the Caribbean (the Region). The Bank is principally engaged in providing trade financing to selected commercial banks, middle-market companies and corporations in the Region. The Commercial Division and The Treasury Division. The Bank’s lending and investing activities are funded by interbank deposits, primarily from central banks and financial institutions in the Region, by borrowings from international commercial banks and, to a lesser extent, by sales of the Bank’s debt securities to financial institutions and investors in Asia, Europe, North America and the Region. The Bank does not provide retail banking services to the general public, such as retail savings accounts or checking accounts, and does not take retail deposits.

Briggs & Stratton

Debt Financing in 2020
Briggs & Stratton Corporation (Briggs & Stratton) is a producer of air cooled gasoline engines for outdoor power equipment. The Company designs, manufactures, markets and services these products for original equipment manufacturers (OEMs) worldwide. In addition, the Company markets and sells related service parts and accessories for its engines. The Company manufactures, marketsgenerators, pressure washers, snow throwers, lawn and garden powered equipment (primarily riding and walk behind mowers) and related service parts and accessories. The Company operates in two segments: Engines and Power Products. On November 02, 2011, the Company acquired Premier Power Equipments and Products Private Ltd. of Tamil Nadu, India.
BRITE is Ohio’s only energy incubator, focused on supplying energy and tech startups with the guidance, resources and connections to get their products off the ground. While focusing on energy technologies and products & services including advanced materials, electronics, efficiency and control systems, BRITE’s entrepreneur in residence program means they can provide startups with the expertise necessary to enable their long-term success. Startups and companies of all sizes can utilize the BRITE Energy Labs, a well-equipped lab facilitating testing and development of energy storage and IoT solutions. Alongside core services for startups, BRITE offers a variety of event space spaces and BRITE Coworking memberships. BRITE houses 19 physical tenants in downtown Warren, Ohio. They have assisted over 200 startups since 2012 and has helped them secure over $60 million in funding.
National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.

MEMX

Venture Round in 2020
MEMX is an online platform dedicated to providing educational material on MEMS technology, an emerging technology, which uses the tools and techniques that were developed for the integrated circuit industry. It is based in Palo Alto, California.

Span

Series A in 2020
Span.IO, Inc. specializes in renewable energy products for residential use, focusing on smart electrical panels that serve as the central hub for managing home energy. Founded in 2018 and headquartered in San Francisco, the company also offers an application called The Span, which allows homeowners to monitor and control their energy consumption remotely, schedule usage, and receive alerts. Span.IO aims to facilitate the transition to clean energy through innovative technology that enhances user experience while promoting sustainability. The company collaborates with installers, technology providers, and energy companies to reach homeowners and is driven by a team of engineers committed to creating impactful solutions in the energy sector.

DadeSystems

Series D in 2020
DadeSystems, LLP specializes in developing payment processing software solutions that streamline cash application and payment management for various industries. Their flagship product, DadePay, is a SaaS-based platform that automates the invoice-to-cash application process, efficiently capturing all incoming payments such as cash, checks, ACH, EFT, and credit cards. The DadePay suite includes several solutions, including DadePay AR, which matches payments to open accounts receivable, DadePay Mobile for mobile payment matching, and DadePay ePayments, which prompts customers to make payments via email or text alerts. Additionally, DadePay Mailroom automates loan payment processing, while DadePay Remote Deposit Capture enables merchant capture services through web and mobile platforms. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager to monitor transactions for anomalies. Founded in 2011 and headquartered in Miami, Florida, DadeSystems serves a diverse clientele, including banks, credit unions, and businesses across various sectors such as healthcare, retail, and transportation.

Elliptic

Series B in 2020
Elliptic Enterprises Limited, based in London, operates a platform focused on enhancing the transparency and accountability of cryptocurrency transactions. Established in 2013, the company offers blockchain analytics and compliance solutions that help financial institutions, cryptocurrency companies, and government agencies manage financial crime risk and fulfill regulatory requirements. Elliptic provides actionable intelligence to identify and combat illicit activities within the cryptocurrency space, thereby contributing to the integrity of digital currencies. The company also offers Elliptic Vault, a secure storage service for bitcoins, and is involved in lobbying, education, and advocacy related to digital currencies. By addressing the critical challenge of identity verification in cryptocurrencies, Elliptic aims to prevent criminals from undermining the positive potential of this technology.

Cogitativo

Series B in 2019
Cogitativo, Inc. is a Data-Science-as-a-Service company based in Berkeley, California, established in 2014. It specializes in providing machine learning solutions to healthcare organizations, enabling them to derive insights from both public and proprietary data sources. By addressing the complexities of data, Cogitativo assists hospitals, physicians, and payers in making informed decisions to enhance the healthcare system in the United States. The company's team of data scientists, drawn from leading academic institutions, collaborates with healthcare experts to deliver valuable insights and solutions, thereby reducing epistemic opacity in healthcare data analysis.

Samaritan House

Grant in 2019
Samaritan House is sensitive to the fact that oppressed groups often encounter marginalization and face barriers to receiving support services. They seek to increase access and inclusivity, especially for those who are marginalized, disadvantaged or oppressed. Samaritan House strives to promote equal access to all individuals in need of support services. Samaritan House offers housing, case management, counseling, victim advocacy, transportation, medical assistance, food assistance, group therapy, job training and more to individuals and families experiencing domestic violence, sexual assault.

TiVo

Post in 2019
TiVo is a brand known for its digital video recorders (DVRs) that enable users to save television programs for later viewing, commonly referred to as "time shifting." The company's devices offer an electronic television programming schedule and various recording options, enhancing the viewing experience. In addition to its DVR technology, TiVo develops a range of digital entertainment products that facilitate content discovery and aggregation. Its cloud-based services and embedded software solutions help users find and enjoy a diverse array of online video, television programming, movies, and music, catering to the evolving needs of modern viewers.

Wellspring Living

Grant in 2019
Wellspring Living is devoted to safeguarding and empowering domestic sex trafficking victims and those at risk. Through life-giving residential and community-based programs, boys, girls and young women are provided the opportunity to live and dream again.

Reonomy

Series D in 2019
Reonomy is a commercial real estate data and analytics platform that integrates extensive property information to assist professionals in sourcing deals and making informed decisions. By utilizing big data, partnerships, and machine learning, Reonomy connects various fragmented aspects of the commercial real estate market, offering users access to comprehensive property intelligence. The platform provides valuable insights by combining data on properties, companies, and individuals, enabling lenders, brokers, and investors to identify opportunities and engage with real estate owners effectively. Through its innovative approach, Reonomy empowers users to navigate the complexities of the real estate landscape with greater clarity and confidence.

Reonomy

Series D in 2019
Reonomy is a commercial real estate data and analytics platform that integrates extensive property information to assist professionals in sourcing deals and making informed decisions. By utilizing big data, partnerships, and machine learning, Reonomy connects various fragmented aspects of the commercial real estate market, offering users access to comprehensive property intelligence. The platform provides valuable insights by combining data on properties, companies, and individuals, enabling lenders, brokers, and investors to identify opportunities and engage with real estate owners effectively. Through its innovative approach, Reonomy empowers users to navigate the complexities of the real estate landscape with greater clarity and confidence.

Ascent RegTech

Series B in 2019
Ascent Technologies, Inc. develops regulatory compliance software that helps financial services firms to keep their businesses compliant. It offers Ascent, a platform that analyzes business activities, informs about potential compliance obligations, and assists in tracking and complying with relevant requirements. The company’s cloud-based solutions include ascent change management and ascent obligations management. Ascent Technologies, Inc. was founded in 2015 and is based in Chicago, Illinois.
Accion Serving San Diego is a nonprofit microlender that is part of a nationwide network committed to supporting entrepreneurs. It focuses on providing accessible financing and essential resources to help create and grow healthy businesses. The organization offers fair and flexible loan options, along with connections to business experts, ensuring that each entrepreneur receives tailored support that aligns with their unique needs and goals. By fostering economic growth and empowering local business owners, Accion Serving San Diego plays a vital role in the community's entrepreneurial landscape.

DirectBooks

Seed Round in 2019
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.

Greenlight

Series B in 2019
Greenlight Financial Technology, Inc. is a financial services company that offers debit card solutions designed specifically for children, enabling parents to instill financial literacy from an early age. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight provides a mobile application that allows parents to manage their children’s spending by designating specific stores where the Greenlight debit card can be used. This patent-pending technology empowers families to create teachable moments around earning, saving, spending, and giving. By focusing on convenience and safety, Greenlight aims to help parents raise financially savvy children while also expanding its network across the United States.
Statewide Hispanic Chamber of Commerce of New Jersey is to promote the continued growth and development of New Jersey businesses.The SHCCNJ is the voice of the more than 120,000 Latino businesses that contribute more than $20 billion to the New Jersey economy.
WWBIC is a leading innovative statewide economic development corporation “Putting Dreams to Work.” They focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being. They provide targeted individuals interested in starting, strengthening or expanding businesses with access to vital resources and tools such as quality financial and business education and responsible financial products.They improve the economic well-being of targeted low income individuals by building assets and advancing economic self-sufficiency. They particularly focus on women, people of color, and low-income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability.

Industrious

Series D in 2019
Industrious LLC, founded in 2013 and headquartered in Brooklyn, New York, specializes in leasing premium co-working and shared office spaces across the United States. The company offers a unique workplace experience characterized by high-quality design and exceptional hospitality services, catering to a diverse clientele, including established professionals and businesses of all sizes. With a focus on creating inviting and inspiring environments, Industrious has developed a scalable platform that enhances the traditional co-working model. The company operates numerous locations in major cities such as Los Angeles, Chicago, and New York City, among others, providing its members with access to beautifully designed office spaces and a supportive community.

H2O.ai

Series D in 2019
H2O.ai, Inc. develops an open-source machine learning platform designed to facilitate predictive analytics and enhance application development. The company's flagship product, H2O, allows data scientists and application developers to implement in-memory machine learning for various use cases, including risk assessment, fraud detection, and customer churn prediction. H2O.ai also offers H2O Driverless AI, an automated machine learning platform, and H2O Wave, an open-source framework for real-time application development powered by AI. The company's technology serves over 5,000 organizations across diverse sectors such as insurance, healthcare, telecommunications, marketing, financial services, retail, and manufacturing. Founded in 2011 and headquartered in Mountain View, California, H2O.ai has established strategic partnerships to enhance its offerings and continues to support a broad range of industries with its innovative solutions.

Matcherino

Series A in 2019
Matcherino, Inc. provides a crowdfunding platform for game publishers and tournament organizers to manage esports tournaments and events. Its platform connects brands and tournament organizers to monetize the tournaments. The company’s platform also enables professional players to play the games and increase the prize pools to support the game publishers’ community. Matcherino, Inc. was incorporated in 2015 and is based in Bellevue, Washington.

Fyde

Seed Round in 2019
Fyde helps companies with an increasingly distributed workforce to mitigate breach risk by enabling secure access to critical enterprise resources for their employees, partners, contractors, and outsourcers. Fyde’s flagship enterprise product provides granular access controls for your enterprise apps and workloads, continuously monitors access requests, improves the security posture of endpoints and protects user identities against phishing and account takeover attacks.

Sitetracker

Series B in 2019
SiteTraker is a cloud-based project management platform that powers the successful deployment of critical infrastructure. The platform enables growth-focused innovators to optimize the entire asset lifecycle. The company was founded in 2013 and is headquartered in Palo Alto, California.

OpenFin

Series C in 2019
OpenFin Inc. provides runtime technology solutions for financial desktops. Its solution enables web applications to pop-up windows, generate real-time desktop notifications, and communicate with other applications. The company serves financial services industries and banks in the United States and Europe. OpenFin Inc. was formerly known as Appoji Inc. The company was founded in 2010 and is based in New York, New York with an additional office in London, United Kingdom

Connect Homes

Series A in 2019
The Connect Homes housing system comes from a decade of research on making high-modern, green architecture affordable to the mass-market. The results are low-cost modular prefab homes that mimic the spatial and aesthetic qualities of mid-century modern California residential architecture. These homes can be shipped anywhere, adapted to any environment, and are move-in ready a few weeks later. Connect Homes modules emerge from our San Bernardino factory 95% complete -- with all interior and exterior finishes, doors, windows, appliances, plumbing, mechanical, fire sprinkler systems, finish flooring, and roofing already installed. The homes can be shipped worldwide on the intermodal shipping container network, and can be installed in as little as two weeks.

Engage3

Corporate Round in 2019
Engage3, Inc. specializes in retail intelligence and mobile shopping solutions by connecting consumers with retailers, manufacturers, and media companies to facilitate personalized promotions. The company offers a suite of platforms, including MissionControl, which manages competitive price shop operations, and Vantage, an offer optimization platform that utilizes market intelligence and real-time auctioning to deliver tailored messaging to consumers. Additionally, Engage3 provides ShoppingScout, a personal shopping assistant that helps users navigate brands and retailers while managing their shopping experience. The company serves a diverse clientele, including manufacturers of consumer packaged goods, grocery and drug store retailers, and publishers, leveraging data science and AI to enhance pricing strategies and shopper engagement. Founded in 2008 and headquartered in Davis, California, with an office in Scottsdale, Arizona, Engage3 aims to empower retail executives with real-time data insights for strategic decision-making.

Vouchr

Seed Round in 2019
Vouchr Ltd. is a company based in Toronto, Canada, that operates a social gifting community through its Vouchr app. The app allows users to create personalized vouchers, or gift certificates, which can be claimed by friends on Facebook. Users can customize these vouchers by selecting the recipient, the type of gift, and adding a photo and description. Founded in 2012, Vouchr focuses on enhancing the consumer payment experience by combining elements from mobile, social, and gaming industries. The app is available for download on the iTunes App Store, facilitating a seamless connection with users' Facebook accounts.

OpenRisk Technologies Inc.

Seed Round in 2019
Our mission is to become the most valuable knowledge backbone of our clients' organization, so they can make informed and timely business decisions with confidence. OpenRisk offers an INTERCONNECTED INSIGHTS platform that harvests, manages, connects, and analyzes a financial institution’s unstructured and structured data including contracts, commitments, communications, and events — resulting in more efficient and streamlined business processes, improved operational and financial risk management, and the identification of new revenue opportunities for our clients. OpenRisk platform is built on a unique combination of Semantic Web, Natural Language Processing, Machine Learning, and Distributed Ledger Technologies. Our self-service driven adaptable platform can accelerate an organization’s unique needs or solve business critical problems right out of the box. All of our clients realize immediate value by adopting OpenRisk’s template-free, state-of-the-art semantic machine reading comprehension approach to not only extract and harvest legal clauses, facts, and rules but also in transforming linguistic rules to mathematical expressions. Strategically, some of clients derive an exponentially higher value by combining information from unstructured data with related structured data to get a complete and accurate analysis of hidden risks and untapped opportunities. With a clear vision, authoritative & leading expertise in the financial services sector, and hunger to change the world, we are on a journey to create a more financially responsible society through better informed decision making.

Limelight Health

Series C in 2019
Limelight Health, Inc. develops a cloud-based quoting, underwriting, and proposal platform tailored for the employee benefits industry. Founded in 2014 and headquartered in San Francisco, California, with additional offices in Redding, California, and Des Moines, Iowa, the company offers a range of configurable microservices designed to streamline various business functions, including quoting, rating, proposal generation, and renewals. Its platform enhances the user experience for health insurance carriers, general agents, and brokers by automating manual workflows and facilitating plan distribution. The integrated API allows for seamless connectivity with other systems, promoting efficiency in operations and supporting brand reinforcement. As of August 2020, Limelight Health operates as a subsidiary of FINEOS Corporation Holdings plc.
United Way invests in a stronger, healthier Lehigh Valley. We are advancing education, food access & healthy seniors in your neighborhood.United Way of the Greater Lehigh Valley (UWGLV) is to provide the leadership, convene the partnerships and develop the resources and solutions that improve our community.

EarlySense

Series H in 2019
EarlySense develops signal-processing technology. The company's lead product, EverOn, a contact-free early detection patient supervision system that measures, records, displays, and alerts heart and respiration rates, as well as bed entries and exits, patient motion, and quality of sleep from under the mattress. EarlySense Ltd. was founded in 2004 and is based in Ramat Gan, Israel with a research and development facility in Israel; and marketing offices in Boston, Massachusetts.

10X Genomics

Series D in 2019
10X Genomics is a life science technology company that specializes in developing and selling instruments, consumables, and software for analyzing biological systems. Headquartered in Pleasanton, California, the company offers a range of products, including chromium instruments, microfluidic chips, reagents, and other consumables. Its advanced single-cell solutions allow researchers to measure gene expression, immune profiling, epigenetics, and cellular heterogeneity, providing insights into the physical organization of DNA and gene activity on a cell-by-cell basis. Additionally, the Visium spatial gene expression solution enables the measurement of spatial gene expression patterns across tissue samples. 10X Genomics serves a diverse clientele, including academic institutions, government agencies, and biopharmaceutical companies, and has a presence in North America, Europe, the Middle East, Africa, China, and the Asia Pacific. The company was founded in 2012 and rebranded from 10X Technologies, Inc. in November 2014.

Span

Seed Round in 2018
Span.IO, Inc. specializes in renewable energy products for residential use, focusing on smart electrical panels that serve as the central hub for managing home energy. Founded in 2018 and headquartered in San Francisco, the company also offers an application called The Span, which allows homeowners to monitor and control their energy consumption remotely, schedule usage, and receive alerts. Span.IO aims to facilitate the transition to clean energy through innovative technology that enhances user experience while promoting sustainability. The company collaborates with installers, technology providers, and energy companies to reach homeowners and is driven by a team of engineers committed to creating impactful solutions in the energy sector.

AtScale

Series D in 2018
AtScale is an intelligent data virtualization company that focuses on enhancing business intelligence for big data through its advanced platform. The company provides a secured and governed workspace that allows enterprises to perform analytics at scale without requiring additional data movement. Its technology utilizes machine learning to enable efficient querying and modeling of data, ensuring that businesses maintain performance and control across their data clusters. Notable global enterprises such as JPMorgan Chase, Toyota, and Wells Fargo utilize AtScale to optimize their data architecture and engineering modernization efforts for advanced analytics. Headquartered in Silicon Valley and Boston, AtScale is led by experienced professionals from major tech companies, demonstrating a strong foundation in data management.
Misericordia University, a small, Catholic school in Dallas, Pennsylvania, truly embodies the Catholic mission of service and support by offering traditional as well as alternative degree programs for individuals of all backgrounds. Majors at Misericordia include Business, various concentrations in fine arts, liberal arts and professional healthcare, and service-oriented fields like Nursing, Occupational Therapy and Social Work. Many of Misericordia’s approximately 2,000 students come directly from high school to earn a bachelor’s degree. However, Misericordia also provides degree programs for those from less conventional backgrounds. Its program for single mothers, for example, allows those in this situation to earn a bachelor’s degree on a schedule that’s workable for them, and also grants financial aid and other types of support. There is also the Expressway program, another flexible alternative to a bachelor’s degree designed exclusively for working adults. Additional alternative options may be found in Misericordia’s graduate program offerings and through the Division of Continuing and Adult Education. Since Misericordia is a small college, students may benefit from personalized services that provide counseling, career coaching, academic advising and other means of support. There are also more than 40 student clubs and a campus ministry program that provide opportunities to socialize with fellow students while also pursuing an outside interest. A fairly competitive school, Misericordia usually admits traditional undergraduate freshmen who are in the top quarter of their high school class. However, standards for other applicants may differ depending on whether one is applying as a transfer, alternative or graduate student. Financial aid is awarded through various sources to eligible students.

Sturm, Ruger & Co

Post in 2018
Sturm, Ruger & Co is an American firearm manufacturing company.

Sitetracker

Series B in 2018
SiteTraker is a cloud-based project management platform that powers the successful deployment of critical infrastructure. The platform enables growth-focused innovators to optimize the entire asset lifecycle. The company was founded in 2013 and is headquartered in Palo Alto, California.

Axoni

Series B in 2018
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.

Sharecare

Venture Round in 2018
Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. With award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations. To learn more, visit www.sharecare.com. In 2017 alone, Sharecare has raised more than $100 million in new funding; and more than $300 million in total capital since its founding in 2010. May 26, 2017 Sharecare announced it has received an investment from global alternative investment firm, Summit Partners. Sharecare will use the debt capital to fund new capabilities and acquire talent to support the aggressive growth trajectory of both the company and its platform, where people can manage all their health in one place.
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful. As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.

10X Genomics

Series D in 2018
10X Genomics is a life science technology company that specializes in developing and selling instruments, consumables, and software for analyzing biological systems. Headquartered in Pleasanton, California, the company offers a range of products, including chromium instruments, microfluidic chips, reagents, and other consumables. Its advanced single-cell solutions allow researchers to measure gene expression, immune profiling, epigenetics, and cellular heterogeneity, providing insights into the physical organization of DNA and gene activity on a cell-by-cell basis. Additionally, the Visium spatial gene expression solution enables the measurement of spatial gene expression patterns across tissue samples. 10X Genomics serves a diverse clientele, including academic institutions, government agencies, and biopharmaceutical companies, and has a presence in North America, Europe, the Middle East, Africa, China, and the Asia Pacific. The company was founded in 2012 and rebranded from 10X Technologies, Inc. in November 2014.

Canopy

Venture Round in 2018
Canopy develops an online tax workflow management software that manages the tax workflow of tax practitioners. It is designed to streamline tax resolution for tax professionals. The company's platform provides cloud-based practice management and tax resolution software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out tax practice busywork, enabling efficient client experience and brings all the different tools a practitioner needs under one roof.

Global Restoration Holdings

Debt Financing in 2018
Global Restoration Holdings provides disaster restoration, reconstruction, and renovation services for residential, industrial, and commercial property in response to general loss and catastrophic events. Delos Capital formed Global Restoration Holdings through the merger of Interstate Restoration and FirstOnSite Restoration.

Industrious

Series C in 2018
Industrious LLC, founded in 2013 and headquartered in Brooklyn, New York, specializes in leasing premium co-working and shared office spaces across the United States. The company offers a unique workplace experience characterized by high-quality design and exceptional hospitality services, catering to a diverse clientele, including established professionals and businesses of all sizes. With a focus on creating inviting and inspiring environments, Industrious has developed a scalable platform that enhances the traditional co-working model. The company operates numerous locations in major cities such as Los Angeles, Chicago, and New York City, among others, providing its members with access to beautifully designed office spaces and a supportive community.

Visible Alpha

Venture Round in 2018
Visible Alpha is developing a proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies. By unlocking the intelligence and perspectives that have always been hidden behind analysts’ models, Visible Alpha is providing a new level of visibility and granularity into analysts'​ forecasts, assumptions and opinions to help investors generate alpha.

Splice Machine

Series B in 2017
Splice Machine is a data platform that offers offline, and batch analysis, and powers intelligent applications for operational workflows. Splice Machine is disrupting the $30 billion traditional database world with the open-source dual-engine RDBMS for mixed operational and analytical workloads, powered by Apache Hadoop and Apache Spark. The Splice Machine RDBMS executes operational workloads on Apache HBase® and analytical workloads on Apache Spark. Splice Machine makes it easy to develop and create modern, real-time, scalable applications, or to offload operational and analytical workloads from expensive Oracle, Teradata, and Netezza systems. Typical use cases are ETL, operational reporting, or real-time applications.
SmartCone Technologies's mission is simple: they want to save lives and secure your assets. Since 2011, they’ve been researching and developing IoT (Internet of Things) technologies to make safety more intelligent, cost-effective, adaptable, scalable, and mobile, all at the highest standards of security and privacy.

H2O.ai

Series C in 2017
H2O.ai, Inc. develops an open-source machine learning platform designed to facilitate predictive analytics and enhance application development. The company's flagship product, H2O, allows data scientists and application developers to implement in-memory machine learning for various use cases, including risk assessment, fraud detection, and customer churn prediction. H2O.ai also offers H2O Driverless AI, an automated machine learning platform, and H2O Wave, an open-source framework for real-time application development powered by AI. The company's technology serves over 5,000 organizations across diverse sectors such as insurance, healthcare, telecommunications, marketing, financial services, retail, and manufacturing. Founded in 2011 and headquartered in Mountain View, California, H2O.ai has established strategic partnerships to enhance its offerings and continues to support a broad range of industries with its innovative solutions.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.

Cushman & Wakefield

Debt Financing in 2017
Cushman & Wakefield is a global full service real estate firm. C&W provides service at every stage of the facility and real estate process including buying, selling, financing, leasing, managing, valuing of assets, strategic planning and research, portfolio analysis, site selection, space location and advisory services.

Flexport

Series C in 2017
Flexport, Inc. is a global freight forwarder and logistics platform that provides online customs brokerage and freight forwarding services. Established in 2013 and headquartered in San Francisco, California, the company offers a comprehensive online dashboard that enables businesses to understand, purchase, manage, and track the necessary services for global trade. Its offerings include customs brokerage services such as clearances, bonds, product classification, and government agency filings, alongside freight forwarding options encompassing ocean freight, air freight, and trucking. Additionally, Flexport provides supply chain services that cover cargo insurance, quality inspections, warehousing, product sourcing, and trade finance. By leveraging modern software, Flexport aims to enhance the user experience in global trade, helping logistics companies optimize transportation routes and manage inventory effectively.