Warburg Pincus LLC is a prominent private equity and venture capital firm headquartered in New York, specializing in growth investing across various stages of a company's lifecycle. Established in 1966, the firm manages over $45 billion in assets and maintains a diverse portfolio of more than 165 companies globally. Warburg Pincus focuses on sectors such as energy, financial services, healthcare, consumer products, technology, media, telecommunications, and real estate. It seeks investments ranging from $20 million to $1 billion in companies with enterprise values between $100 million and $15 billion. The firm has a global investment approach, targeting North America, Latin America, Europe, and Asia, and typically invests as a lead partner, often taking board seats in its portfolio companies. Warburg Pincus has raised multiple private equity funds, investing extensively in both established and emerging markets to help management teams build sustainable businesses.
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.
Founded in 1987, Edelman Financial Services was a Financing advisory firm headquartered in Santa Clara, California. The firm provided services in the areas of financial planning, investment management, retirement planning, tax planning, and estate planning.
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.
Founded in 1835, Evelyn Partners is a consulting firm headquartered in London, United Kingdom. The firm offers services in the areas of managing wealth, business development, financial planning, investment management, personal tax, business outsourcing, corporate finance, pensions, retirement, mergers, acquisitions, asset valuation, due diligence, debt, growth capital, charities, risk advisory, and restructuring. Evelyn Partners caters to a wide range of industries including fintech, real estate, renewable energy, media, logistics, buildings, property, industrials, artificial intelligence, and manufacturing.
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. operates as a prominent independent advisor platform that supports sophisticated independent financial professionals, including traditional and hybrid registered investment advisors (RIAs). The firm is dedicated to helping these advisors thrive by offering integrated business management technology alongside personalized consulting services, which enhance operational scale and efficiency. Headquartered in Austin, Texas, Kestra Financial serves over 1,700 independent financial advisors, enabling them to provide comprehensive securities and investment advisory services to their clients. The company encompasses several federally registered investment advisers, including Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, and Kestra Institutional Services, positioning itself as a key player in the financial advisory sector.
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.
China Huarong Asset Management Co., Ltd. is a prominent state-backed asset management firm based in Beijing, established in 1999. It operates through three primary segments: Distressed Asset Management, Financial Services, and Asset Management and Investment. The company specializes in managing, investing in, and disposing of distressed assets from both financial and non-financial institutions, including handling debt-to-equity swaps and bankruptcy management. Additionally, China Huarong offers a range of financial services, such as commercial financing, asset securitization, and consulting in finance and risk management. It also provides lending services, wealth management, and investment banking, while managing equity and fixed income portfolios for individuals. With a strong presence across China, including 31 branches and six subsidiaries, the company is active in various investment sectors, including real estate and industrial investments.
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.
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