Warburg Pincus is a prominent private equity and venture capital firm based in New York, established in 1966. The firm specializes in investing across all stages of a company's lifecycle, from startups to mature businesses, and engages in various investment strategies including growth equity, management buyouts, and special situations. With over $45 billion in assets under management, Warburg Pincus maintains a diverse portfolio of more than 165 companies globally. The firm targets investments in sectors such as energy, financial services, healthcare, consumer products, technology, and real estate, with a focus on acquiring undervalued and middle-market companies. It typically invests between $20 million and $1 billion and seeks to partner with management teams to build sustainable value. Warburg Pincus has raised 17 private equity funds and has invested over $68 billion across more than 825 companies in over 40 countries, reflecting its extensive experience and global reach. The firm's operations are supported by offices in various major cities worldwide.
Facet Wealth, Inc. is a financial services firm that specializes in wealth management and financial planning for small accounts. Established in 2016 and based in Baltimore, Maryland, the company offers a range of services including retirement planning, education planning, income tax planning, estate planning, insurance planning, and asset management. Facet Wealth distinguishes itself by providing personalized financial guidance through dedicated Certified Financial Planners on a subscription basis, making financial planning more accessible and affordable. The firm serves a diverse clientele, including professionals, pre-retirees, and retirees, with a focus on enhancing their financial security and overall prosperity.
JD Property
Series A in 2021
JD Property operates as an infrastructure asset manager. It also provides comprehensive property services.
Clearwater Analytics® provides web-based, investment portfolio reporting and analytics for institutional investors, investment managers, custody banks, and electronic trading portals. Clearwater Analytics provides solutions for both separately-managed and commingled accounts. Launched in 2003, with offices in Boise, Idaho, NYC, Seattle, London, Edinburgh, New Delhi, and Singapore, Clearwater Analytics reports on more than $5.5 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and non-profit organizations.
Facet Wealth, Inc. is a financial services firm that specializes in wealth management and financial planning for small accounts. Established in 2016 and based in Baltimore, Maryland, the company offers a range of services including retirement planning, education planning, income tax planning, estate planning, insurance planning, and asset management. Facet Wealth distinguishes itself by providing personalized financial guidance through dedicated Certified Financial Planners on a subscription basis, making financial planning more accessible and affordable. The firm serves a diverse clientele, including professionals, pre-retirees, and retirees, with a focus on enhancing their financial security and overall prosperity.
Provider of private online banking intended to offer portfolio management, advisory, financial, wealth planning, online brokerage, banking assistance, and investment management services to guide clients in the conservation and investment of their finances. The company specializes in online brokerage services through financial products and tools, which include checking payroll accounts, bank cards, financing, and investment plans, enabling clients to define and achieve their vital goals, and guiding them through the management of their finances.
Kestra Financial, Inc. provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. With a culture rich in reinvention and advisor advocacy, we’ve developed integrated business management technology that, combined with our personalized consulting services, offers exceptional scale and efficiency. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial,
Facet Wealth, Inc. is a financial services firm that specializes in wealth management and financial planning for small accounts. Established in 2016 and based in Baltimore, Maryland, the company offers a range of services including retirement planning, education planning, income tax planning, estate planning, insurance planning, and asset management. Facet Wealth distinguishes itself by providing personalized financial guidance through dedicated Certified Financial Planners on a subscription basis, making financial planning more accessible and affordable. The firm serves a diverse clientele, including professionals, pre-retirees, and retirees, with a focus on enhancing their financial security and overall prosperity.
Wacai is a Chinese mobile app developer and the creator of a personal finance management mobile app. The app has two major functions. One, to serve as a bookkeeping service (launched in 2009) and two, a mutual fund trading feature that was added in July of 2013. Its most recent feature, incorporated in April of 2014, is a credit card manager, which is gaining popularity in the Chinese markets. The app currently has over 40 million users.
Hwabao WP Fund Management started its business on February 12, 2003. It is amongst the earliest joint venture fund management Companies in China, as well as the earliest ones that are established by a domestic trust company and a foreign asset manager. Hwabao Trust Co., its domestic shareholder, is an indispensable member of Fortune 500 Company——Baowu Steel’s financial development strategy. With a registered capital of RMB 1 billion, Hwabao Trust CO., is a top player in the finance industry in terms of investment performance and asset quality.
ARA Asset Management Limited is a leading integrated real estate fund manager based in Asia, established in 2002. The company is committed to providing tailored investment solutions and creating lasting value for its investors and partners, guided by principles of respect, excellence, integrity, and teamwork. ARA has developed a strong reputation through its extensive network, local expertise, and a steadfast commitment to fiduciary responsibilities. The firm manages a diverse portfolio that includes public-listed real estate investment trusts and private real estate funds, encompassing various sectors such as office, retail, logistics, hospitality, and residential properties across the Asia Pacific region. Additionally, ARA offers in-house real estate management and advisory services, enhancing value throughout the entire asset life cycle.
Insight Energy, LLC provides acquisition, development, investment, and asset management services to financial investors looking for opportunities in power generation and renewable energy industries. It identifies, acquires, co-invests, and manages electrical generating facilities, renewable energy production facilities, and energy technology businesses. The company helps investors to build or manage a portfolio of power generation or renewable energy assets in the United States and internationally. It offers project development, acquisitions and dispositions, asset management, and commercial and financial restructuring services. The company was founded in 2002 and is headquartered in Bainbridge Island, Washington.
DirectAdvice offers its users with web-based financial planning advices. It helps its users manage their money, make decisions, get deals, and plan the growth of the company. It also offers its users with information and advices on a wide range of financial products and services that includes banking, borrowing, credit cards, insurance, investing, and retirement. Individuals are able to sign up for their financial newsletter which provides tips and information on current trends of the financial world. DirectAdvice is a U.S.-based company that was founded in 1995 and it was acquired by Mellon Financial Corporation on January 23, 2003.