FinTech Sandbox
Grant in 2024
FinTech Sandbox is a Boston-based nonprofit accelerator established in 2014 that supports FinTech startups worldwide in overcoming barriers to product development. It addresses the high costs of financial data by providing entrepreneurs with free or discounted access to essential data feeds, APIs, and development resources. In addition to data access, FinTech Sandbox fosters growth by facilitating customer introductions, offering cloud hosting solutions, and creating a vibrant community that includes mentors, investors, and service providers. The organization also sponsors events and networking opportunities, enhancing connections within the FinTech ecosystem both locally and beyond.
FIDx
Venture Round in 2022
FIDx operates a technology-driven retirement platform that offers comprehensive solutions for retirement and wealth planning. The company integrates brokerage, insurance, and advisory services to create a product-agnostic system designed to meet the evolving needs of investors. By collaborating with leading insurance carriers, FIDx enables insurance advisors to provide annuities and insurance packages that enhance income and downside protection within clients' investment portfolios. This approach allows for a seamless experience, as clients can access these offerings through existing wealth management platforms. Through its services, FIDx aims to support individuals and families in securing their financial futures.
Policygenius
Series E in 2022
Policygenius Inc. is an online insurance brokerage that specializes in providing a wide range of insurance products including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014 and headquartered in New York, the company combines advanced technology with the expertise of licensed agents to assist individuals in finding the appropriate coverage for their needs. The platform allows users to review and compare quotes, making it easier to select the right insurance policy at competitive prices. Policygenius has served millions of customers and has placed over $160 billion in insurance coverage, establishing itself as a significant resource in the insurance marketplace.
Beacon Platform
Series C in 2021
Beacon Platform, Inc. develops a cloud-based integrated data and financial analytics platform tailored for developers, quantitative analysts, data scientists, and business users. The company provides a suite of tools that includes a front office trading and risk management system, along with applications and financial data models designed for the capital markets. Beacon's platform enables users to build, test, and deploy analytics securely and at scale, facilitating rapid solution development from front to back office. Founded in 2014 and headquartered in New York, Beacon Platform also maintains offices in London and Tokyo. Its technology enables clients to focus on their competitive advantages by offering a flexible data model and transparent source code, allowing for efficient and effective solution deployment.
Beacon Platform
Series B in 2020
Beacon Platform, Inc. develops a cloud-based integrated data and financial analytics platform tailored for developers, quantitative analysts, data scientists, and business users. The company provides a suite of tools that includes a front office trading and risk management system, along with applications and financial data models designed for the capital markets. Beacon's platform enables users to build, test, and deploy analytics securely and at scale, facilitating rapid solution development from front to back office. Founded in 2014 and headquartered in New York, Beacon Platform also maintains offices in London and Tokyo. Its technology enables clients to focus on their competitive advantages by offering a flexible data model and transparent source code, allowing for efficient and effective solution deployment.
GPI Companies
Corporate Round in 2019
GPI is a full-service commercial real estate investment and operating platform which specializes in the acquisition, development, repositioning, and management of office, retail, multifamily, and mixed-use properties located in greater Los Angeles and the Western United States.
Welcome Group
Debt Financing in 2019
Welcome Group, LLC is a Houston-based real estate company that develops, owns, and leases single-tenant industrial properties across Texas. The firm specializes in office, lab, industrial, warehousing, distribution, food service, medical, and manufacturing facilities. Welcome Group offers comprehensive services including land acquisition, design, construction financing, development, management, permanent financing, build-to-suit, sale-leaseback, brokerage, and real estate management. The company serves a diverse client base, including Fortune 500 companies, local businesses, and international corporations. Founded in 1979, Welcome Group owns over 85 industrial buildings totaling approximately four million square feet.
Beacon Platform
Series A in 2018
Beacon Platform, Inc. develops a cloud-based integrated data and financial analytics platform tailored for developers, quantitative analysts, data scientists, and business users. The company provides a suite of tools that includes a front office trading and risk management system, along with applications and financial data models designed for the capital markets. Beacon's platform enables users to build, test, and deploy analytics securely and at scale, facilitating rapid solution development from front to back office. Founded in 2014 and headquartered in New York, Beacon Platform also maintains offices in London and Tokyo. Its technology enables clients to focus on their competitive advantages by offering a flexible data model and transparent source code, allowing for efficient and effective solution deployment.
Sunlight Financial Holdings
Debt Financing in 2018
Sunlight Financial LLC is a technology-enabled finance company that specializes in providing point-of-sale financing solutions for homeowners and contractors across the United States. Established in 2014 and headquartered in New York, the company partners with contractors in the solar and home improvement sectors to facilitate financing for projects such as solar system installations, roofing, HVAC, energy efficiency upgrades, and interior remodeling. Sunlight's advanced technology and expertise in credit management streamline the financing process, ensuring a quick and efficient experience for both contractors and homeowners. The company generates revenue through platform fees for each loan it facilitates and fees associated with loan portfolio management and servicing.
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