Investor directory

Long Ridge Equity Partners

Long Ridge Equity Partners, founded in 2007, is a private investment firm specializing in growth stage investments in the financial services industry. With a focus on business services and financial technology companies in the United States, Long Ridge leverages its deep sector knowledge and extensive network of industry resources to serve as a value-added partner to high-growth financial services businesses. The firm emphasizes partnership with management, aligning incentives through equity participation. Long Ridge actively seeks growth capital and special situations investments in various financial sub-sectors, including financial technology, business services, and specialty finance. Based in New York, New York, Long Ridge Equity Partners holds investments for three to seven years with the flexibility to extend further, providing strategic resources and capital to drive profitable expansion in the Fintech sector.

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Taha Bakhtiyar

Associate

Kevin Bhatt

Managing Partner

Jim Brown

Founder and Managing Partner

Andrew Cedar

Senior Associate

Jerry Chen

Investor

Sohum Daftary

Investor

Annelise Han

Director of Marketing Operations

Donna Little

Partner and Chief Financial Officer

Jason Melton

Senior Associate

Ryan Silverman

Investor

Angad Singh

Partner & Member of Investment Committee

Devin Stearns

Investor

37 past transactions

Drawbridge

Private Equity Round in 2021
Drawbridge is a cybersecurity solution and financial firm that provides asset management, hedge fund investments, and threat landscaping.

National Credit Care

Venture Round in 2020
National Credit Care, LLC offers credit restoration and counseling services in the United States. It offers services in the areas of credit report analysis and consultation, error correction and removal, and direct credit bureau contact on clients’ behalf. The company also provides credit repair services, such as mortgages, collections, and credit scores. National Credit Care, LLC was founded in 2005 and is based in Westminster, Colorado.

Provana

Private Equity Round in 2020
Provana is a leading provider of compliance, technology, and business process management services for the accounts receivables management industry. Provana is a firm tirelessly focused on providing agile global staffing solutions to meet real-world variable production requirements, leading to cost savings of 35% or more.

Stonegate Direct

Private Equity Round in 2012
Stonegate Mortgage Corporation is the fastest growing independently owned mortgage lender in the U.S. as ranked by Inc. Magazine for revenue growth from 2007–2010. Stonegate currently originates and services residential mortgages in 20 states through eight retail offices in four regional markets: Indianapolis, Indiana; Columbus, Ohio; Louisville, Kentucky; and Overland Park, Kansas. The company also acquires residential mortgages on a wholesale and correspondent basis from approved third party originators. Since 2008 Stonegate has originated over $1.8 billion in residential mortgages and currently manages a servicing portfolio of $1 billion in residential mortgages for Fannie Mae and Ginnie Mae.

TradAir

Series D in 2019
TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement. The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchange trading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions. The company was founded in 2015 with offices in London, New York, and Singapore.

Neighborhoods.com

Private Placement in 2019
Neighborhoods.com is a Chicago-based online real estate resource. It is a full-service brokerage and an easy to use online real estate resource that helps people find the perfect home as well as the ideal neighborhood. It was founded in 2015 and is based in Chicago, Illinois.

Treez

Series C in 2022
Treez, Inc. develops retail management software solution serving the medical marijuana dispensaries in the United States. It offers Treez, an enterprise-grade, business management platform for cannabis cultivation and plant tracking. The company provides its point of sale, integrated payments, and grow and data software solutions for vertical marijuana market ranging from farmers to brands to retailers. Treez, Inc. was incorporated in 2016 and is based in Oakland, California.

Currenex

Private Equity Round in 2004
Currenex is a market-leading technology provider offering the FX community high-performance technology and deep pools of liquidity for anonymous and disclosed trade execution.

Browz

Venture Round in 2012
Browz is a logistics company that provides, supplies, and develops software products. Working with the world’s largest organizations, including respected Fortune 50 brands, BROWZ has the proven expertise to provide supplier qualification and management, whether you have an existing program or are starting from scratch. BROWZ serves more than seventeen industries, including utilities, oil and gas, chemical, pharmaceutical, manufacturing, mining, cement and aggregate, facility management, engineering, construction, forestry products, performance fibers, municipalities/public services, food and beverage, steel, entertainment, real estate, transportation, and food packaging and distribution. BROWZ was established in 2001 and is based in Draper, Utah, USA.

NinjaTrader

Private Placement in 2020
NinjaTrader, LLC develops and sells trading software and market data services for traders of stocks, futures, and forex. It provides NinjaTrader, a software application for charting, market analytics, trading system development, and trade simulation. The company was founded in 2003 and is based in Denver, Colorado with additional offices in Bamberg, Germany; and Amsterdam, the Netherlands. NinjaTrader, LLC operates as a subsidiary of Long Ridge Equity Partners LLC

TradAir

Venture Round in 2015
TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement. The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchange trading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions. The company was founded in 2015 with offices in London, New York, and Singapore.

Broadway Technology

Private Equity Round in 2017
Founded in 2003, Broadway has over 100 employees worldwide with offices in New York, Austin, London, and Waterloo. Our founders are industry-recognized innovators (as well as MIT and Cornell alum) with advanced CS/engineering degrees and 15+ years leading high-tech ventures.Our technology makes it simple to create, combine, and extend large-scale, high-performance intelligent systems in ways that were never before possible.

ProcessUnity

Acquisition in 2018
ProcessUnity is a privately-held risk management software solutions company headquartered in historic Concord, Massachusetts. Our comprehensive suite of on-demand solutions provide companies with the visibility and control they need to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. Our customers, who include small, medium, and large enterprises across industries and geographies, appreciate the ease of use, instant global deployment, low cost of ownership, and highly responsive service associated with our risk, compliance, and operational control solutions. ProcessUnity’s team of experienced technology, risk and industry professionals enable us to deliver highly effective solutions to today’s risk challenges.

Portware

Private Equity Round in 2014
Portware is a developer of broker-neutral, automated trading solutions for global equities, futures, options and FX. With offices in New York, London, Hong Kong, and Hyderabad, Portware works in partnership with its clients to create highly integrated solutions to streamline workflow and increase operational efficiencies on trading desks worldwide. Portware's flagship product, Portware Enterprise, is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading. Portware Enterprise has been implemented at more than 130 financial firms worldwide, including sell-side program trading desks, quantitative hedge funds and investment management firms.

TradAir

Private Placement in 2019
TradAir offers an end-to-end front office trading technology solutions for banks and brokers that optimize trading and client engagement. The company’s suite of products enables its users to create new revenue layers and reduce costs while improving and creating new client relationships. It develops Forex trading software for foreign exchange trading by banks and brokers. The HTML5-based trading platform also offers an end-to-end trading infrastructure from price creation and dynamic distribution to trading optimization solutions. The company was founded in 2015 with offices in London, New York, and Singapore.

ProcessUnity

Private Placement in 2018
ProcessUnity is a privately-held risk management software solutions company headquartered in historic Concord, Massachusetts. Our comprehensive suite of on-demand solutions provide companies with the visibility and control they need to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. Our customers, who include small, medium, and large enterprises across industries and geographies, appreciate the ease of use, instant global deployment, low cost of ownership, and highly responsive service associated with our risk, compliance, and operational control solutions. ProcessUnity’s team of experienced technology, risk and industry professionals enable us to deliver highly effective solutions to today’s risk challenges.

Ripjar

Private Placement in 2020
Ripjar is a data intelligence platform company whose mission is to provide corporates and institutions with the most advanced data and analytics solutions to protect themselves in real-time from evolving risks that threaten their growth, prosperity, and value. Founded by former members of the UK’s Government Communications Headquarters (GCHQ), Ripjar develops software products that combine automation, artificial intelligence, and data visualization to help companies solve the most complex risk and security management problems at scale. Ripjar was incorporated in 2012 and is headquartered in Cheltenham, Gloucestershire.

Structured Portfolio Management

Private Equity Round in 2007
SPM, LLC is a fixed income, relative value investment firm specializing in U.S residential mortgage-backed securities (“MBS”), rates, volatility and credit. Our investment philosophy is to harvest the risk premium which comes as compensation for modeling, hedging, constructing and maintaining portfolios around mortgage and other alternative fixed income risks. SPM currently manages over $2 billion in assets and employs over 35 professionals, including 11 investment team members and seven Ph.Ds. SPM, LLC was founded in 1997 and is based in Stamford, CT. SPM, LLC is an SEC registered investment adviser.* *Registration does not imply a certain level of skill or training.

Avetta

Venture Round in 2019
Avetta connects organizations with qualified suppliers, contractors, and vendors. As a renowned contractor prequalification company, PICS was created more than a decade ago with a focus on improving safety. In just a few years, PICS' world-class contractor prequalification service has become an industry leader. The company is a fast-growing contractor management company in the world. PICS ensures that your suppliers are prequalified to work in a safe and sustainable manner.

Neighborhoods.com

Private Equity Round in 2019
Neighborhoods.com is a Chicago-based online real estate resource. It is a full-service brokerage and an easy to use online real estate resource that helps people find the perfect home as well as the ideal neighborhood. It was founded in 2015 and is based in Chicago, Illinois.

EQIS

Private Equity Round in 2016
Eqis Capital Management Inc. is a privately owned Investment Manager. The firm primarily provides its services to individuals, Pension and profit sharing plans, charitable organizations and Corporations or other businesses. The firm invests in public equity and fixed income markets. The firm also launches equity mutual funds for its clients. Eqis Capital Management Inc. was founded in 2007 and is based in San Rafael, California. Eqis Capital Management Inc. operates as a subsidiary of Eqis Holding, Inc.

Ripjar

Series B in 2020
Ripjar is a data intelligence platform company whose mission is to provide corporates and institutions with the most advanced data and analytics solutions to protect themselves in real-time from evolving risks that threaten their growth, prosperity, and value. Founded by former members of the UK’s Government Communications Headquarters (GCHQ), Ripjar develops software products that combine automation, artificial intelligence, and data visualization to help companies solve the most complex risk and security management problems at scale. Ripjar was incorporated in 2012 and is headquartered in Cheltenham, Gloucestershire.

BlueTarp Financial

Private Equity Round in 2013
BlueTarp Financial is a B2B credit management company serving over 2000 suppliers since 1998. BlueTarp pays suppliers upfront for their sales and protects them from credit risk so they can fund the growth of their business. Suppliers can customize their program by choosing to manage customer interactions as they do today, or select a full-service option where BlueTarp handles customer service and collections. They can also grow sales with options for up to 90-day terms, credit lines up to $1M, and a loyalty rewards program. Their SmartView™online tools give suppliers full transparency into customer buying and payment activities. It was founded in 1998 and headquartered in Portland, Maine.

AuthenticID

Private Equity Round in 2021
AuthenticID LLC provides cloud-based identity proofing and document authentication solutions. The company offers catfishID, automated forensic document authentication solution; complyID, due diligence solution; PictureID, identity proofing solution; and formID, forms identification solution. AuthenticID LLC was founded in 2012 and is headquartered in Atlanta, Georgia.

SALI Fund Services

Private Equity Round in 2018
SALI Fund Services, LLC offers Insurance-Dedicated Fund (IDF) creation and administration services. The company's clientele include AIG Life of Bermuda, Ltd., American General Life Insurance Company, Crown Global Life Insurance, Ltd., John Hancock Life Insurance Company, Massachusetts Mutual Life Insurance Company, New York Life Insurance and Annuity Corporation, and Pramerica of Bermuda Life Assurance. SALI Fund Services, LLC was founded in 2002 and is based in Austin, Texas.

SALI Fund Services

Private Placement in 2018
SALI Fund Services, LLC offers Insurance-Dedicated Fund (IDF) creation and administration services. The company's clientele include AIG Life of Bermuda, Ltd., American General Life Insurance Company, Crown Global Life Insurance, Ltd., John Hancock Life Insurance Company, Massachusetts Mutual Life Insurance Company, New York Life Insurance and Annuity Corporation, and Pramerica of Bermuda Life Assurance. SALI Fund Services, LLC was founded in 2002 and is based in Austin, Texas.

National Credit Care

Private Placement in 2020
National Credit Care, LLC offers credit restoration and counseling services in the United States. It offers services in the areas of credit report analysis and consultation, error correction and removal, and direct credit bureau contact on clients’ behalf. The company also provides credit repair services, such as mortgages, collections, and credit scores. National Credit Care, LLC was founded in 2005 and is based in Westminster, Colorado.

Ametros

Venture Round in 2017
Ametros was founded in 2010 with the vision of making healthcare easy for injured individuals and anyone that is paying for their medical needs out-of-pocket. Our mission is to help those individuals save money on their ongoing medical expenses, and to help them save time from dealing with the hassle of the complex healthcare system.

Carson Wealth Management Group

Venture Round in 2016
Carson Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and wealth planning solutions, Carson Wealth has been serving affluent families, business owners, executives and institutions since 1983.

Proof Technology

Series B in 2024
Process Server Technology LLC develops a mobile application, PROOF which connects law firms with experienced servers who are ready to deliver time-sensitive legal documents. The technology provides real-time tracking and electronic proof-of-service. Process Server Technology LLC was incorporated in 2017 and is based in Denver, Colorado.

Oritain

Venture Round in 2023
Oritain is a global leader in scientifically proving where food comes from. We exist to protect the reputations of our customers by identifying and mitigating well known risks in the food supply chain.

MessageGears

Venture Round in 2022
MessageGears enables the world’s top brands to send dynamic, high-volume marketing messages with speed and precision by providing a platform that overcomes the inherent limitations of marketing cloud email systems.

True

Private Equity Round in 2021
SoftWorks is an artificial intelligence and machine learning experts with proven solutions. SoftWorks is dedicated to helping businesses enhance operational efficiency by providing reliable, innovative document automation solutions. They strive to leverage their deep expertise in OCR, advanced data capture, and AI technologies to convert raw information into actionable insight, equipping knowledge workers with the means to drive business value faster and more intelligently. They are artificial intelligence and machine learning experts with proven solutions that automate and optimize document-centric processes. SoftWorks AI possesses deep vertical knowledge coupled with advanced technologies to drive substantial ROI. They also have a diverse client base including many Fortune 500 companies. Read more about their leadership team here.