The Goldman Sachs Group, Inc., established in 1869, is a global leader in investment banking, securities, and investment management. It operates in four primary segments: Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. The company provides a wide range of services, including financial advisory services for mergers and acquisitions, underwriting services for various securities, client execution services for fixed income, currencies, commodities, and equities, securities services, and wealth advisory services. It serves a diverse client base comprising corporations, financial institutions, governments, and high-net-worth individuals. Additionally, Goldman Sachs invests in a broad array of asset classes, including debt securities, equity securities, real estate, and private equity, demonstrating its commitment to driving growth and innovation across industries.
Managing Director, Asia Pacific Healthcare and Life Sciences Investing
Kaixun Zhang
Managing Director
Teresa Mattamouros
Managing Director, Asset and Wealth Management (Infrastructure Fund)
Tanner Mahoney
Vice President
Ben Fife
Vice President - GS Growth
Past deals in Investment Banking
Tishman Speyer
Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.
Axis Bank
Post in 2023
Axis Bank, established in 1994 and headquartered in Mumbai, India, is the third largest private sector bank in the country. The bank offers a wide range of financial products and services, including personal loans, car loans, savings accounts, credit cards, education loans, trade and forex services, and internet banking. It has expanded its international presence with eight offices located in key global financial centers, including Singapore and Dubai, and a subsidiary in London. These international offices primarily focus on corporate lending, trade finance, syndication, investment banking, and liability businesses. Over the years, Axis Bank has shown consistent growth and stable asset quality, positioning itself as a significant player in the Indian banking sector.
Vesttoo
Series C in 2022
Vesttoo Ltd is a financial technology company based in Tel Aviv, Israel, founded in 2018. It operates an artificial intelligence-driven platform that serves as a marketplace for non-catastrophe insurance-based risk transfer and investments. The platform enables the transfer of risk between insurance companies and institutional investors, providing innovative insurance-linked investment opportunities for asset managers. By facilitating risk transfer to the capital markets, Vesttoo offers insurers a cost-effective and efficient alternative to traditional reinsurance, with the capacity to handle a variety of Life and Property & Casualty insurance risks. Its proprietary AI technology streamlines processes such as deal structuring, risk modeling, and index calculation, while also enhancing liquidity in the insurance market. Vesttoo collaborates with industry leaders to create transparent and data-driven reinsurance transactions and has been recognized in various prestigious fintech accelerators. The company's team comprises professionals with expertise in financial engineering, technology, and risk management, further strengthening its position in the market.
NextCapital
Acquisition in 2022
NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.
Fundrise
Debt Financing in 2021
Fundrise, LLC is a real estate investment platform founded in 2010 and based in Washington, D.C. The company provides an online marketplace that empowers individual investors and local residents to directly invest in commercial real estate projects, thereby facilitating ownership in urban development. Fundrise's innovative approach combines technology with federal regulations, allowing a broader audience to access private real estate investments without the traditional barriers associated with high net worth requirements. The platform offers various investment products, including eREITs and funds focused on urban housing development, enabling users to tailor their investment choices based on personal preferences. Fundrise also streamlines the investment process by allowing users to manage their portfolios online and receive regular financial updates and distributions. Through its mission to simplify and democratize real estate investing, Fundrise has redefined the investment landscape, making it more accessible and transparent for a diverse range of investors.
Goldman Sachs Gao Hua Securities
Acquisition in 2020
Goldman Sachs Gao Hua Securities Co., Ltd. is an investment bank based in China that offers a comprehensive suite of investment banking services. The firm specializes in underwriting A shares, RMB-denominated corporate bonds, and convertible bonds. Additionally, it provides financial advisory services, including assistance with mergers and acquisitions, catering to the diverse needs of domestic clients. Goldman Sachs Gao Hua Securities is dedicated to delivering a broad range of related services, positioning itself as a key player in the Chinese investment banking sector.
H4
Venture Round in 2020
H4 is a digital platform focused on transforming documentation in global financial markets and legal contracts. By offering re-engineered documentation and streamlined workflows, H4 addresses the practical challenges faced by investment banks, law firms, financial investors, issuers, and other market participants. The platform enhances the efficiency and consistency of documentation processes, enabling clients to effectively manage their documentation needs and improve their operational practices.
Folio Institutional
Acquisition in 2020
Folio Financial, Inc. specializes in developing and supporting digital-first investment platforms for advisors and enterprises, offering brokerage, clearing, and custody solutions. Founded by former SEC commissioner Steven Wallman, the company has been dedicated to democratizing investing since the late 1990s. Folio is known for its innovative technologies such as fractional share investing, tax management tools, and online account management. The business includes Folio Institutional for RIAs and enterprises, Folio Investing and Folio First for retail investors, VIA Folio for private investments, First Affirmative Financial Network for responsible investment advisors, and The SRI Conference and Community for impact investing. Through a focus on access, automation, transparency, and flexibility, Folio has maintained a reputation for being at the forefront of the industry.
iCapital Network
Venture Round in 2020
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
CredFIC
Debt Financing in 2019
CredFIC offers enterprise financial analytics tools to family offices, investment funds, and asset administrators. Along with it, the company caters to an academic clientele in Indian in capacity building. Spread into two segments with SaaS and CaaS offering financial analysis and insight consulting for private wealth management to HNIs and UHNIs, and enterprise-grade investment analytics and opportunity prospecting for B2B clientele, including family offices and small-sized investment funds.
United Capital
Acquisition in 2019
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.
Standard & Poor’s Investment Advisory Services
Acquisition in 2019
Standard & Poor's Investment Advisory Services (SPIAS), a division of S&P Global Market Intelligence, has been delivering non-discretionary investment advice since 1995. SPIAS specializes in multi-manager, equity, and fixed income strategies, serving as a sub-advisor to institutional investment managers. Additionally, it provides institutional-grade investment advice to financial intermediaries through model portfolios. Leveraging the extensive resources of S&P Global, a leading provider of credit ratings and analytics, SPIAS is equipped to develop tailored strategies that meet diverse investment objectives.
Nutmeg
Series E in 2019
Nutmeg, established in 2011 and headquartered in London, UK, is a pioneering online investment management service. It specializes in investments, ISAs, and pensions, offering a smart, secure, and straightforward approach to wealth management. The company's digital platform enables clients to access sophisticated global investment portfolios, keeping costs and charges low while boosting returns. With a six-year performance track record in the UK, Nutmeg is the first wealth manager of its kind, providing an intelligent and fair alternative to traditional investment management.
Rocaton Investment Advisors
Acquisition in 2018
Rocaton Investment Advisors, LLC, established in 2002 and headquartered in Norwalk, Connecticut, specializes in objective investment consulting and advisory services for institutional investors. The company offers a range of services, including alternative investments, asset allocation, manager search, performance reporting, and risk analysis, catering to diverse clients such as defined benefit and contribution plans, financial intermediaries, insurance companies, endowments, foundations, and high net worth families. Rocaton serves various industries and professional services firms, providing tailored solutions to meet each client's unique investment needs. As of 2019, Rocaton operates as a subsidiary of Gsam Holdings LLC.
Saudi Arabia's Public Investment Fund
Debt Financing in 2018
The Public Investment Fund (PIF) of Saudi Arabia, established in 1971 and based in Riyadh, is one of the largest sovereign wealth funds globally, playing a pivotal role in the nation’s economic transformation. PIF focuses on sustainable investments across a diverse portfolio that includes domestic, regional, and international assets in various sectors. The fund aims to localize modern technology and stimulate economic growth by financing strategically significant projects that align with the country’s development goals. PIF is actively expanding its international presence through strategic partnerships and initiatives, contributing to the broader objectives outlined in the Vision program, which seeks to diversify the economy and enhance its global competitiveness. The fund's assets are managed by a dedicated executive team, ensuring a cohesive approach to investment and development.
Visible Alpha
Venture Round in 2018
Visible Alpha, LLC is a data and analytics company founded in 2012 and headquartered in New York, with additional operations in Mumbai, Noida, and London. The company develops an online platform that enhances the investment research process for institutional investors by providing access to a proprietary dataset and a comprehensive suite of analytical tools. By extracting detailed forecasts, assumptions, and logic from sell-side models, Visible Alpha creates consensus data that offers transparency and granularity. This enables investors to gain deeper insights into company fundamentals and improve their decision-making processes, ultimately assisting them in generating alpha through more informed investment strategies.
Genesis Capital
Acquisition in 2017
Genesis Capital focuses on providing responsive, flexible and reliable personal service to highly qualified and experienced real estate developers who buy, renovate, and sell single family residential real estate and/or multi-family apartment buildings
Cadre
Series C in 2017
Cadre is an online marketplace established in 2014 that connects accredited investors with opportunities in commercial real estate. Founded by Ryan Williams, Josh Kushner, and Jared Kushner, the platform leverages proprietary technology and data analytics to streamline the investment process, allowing users to analyze assets quickly, identify market trends, and make informed decisions. Cadre introduces liquidity to the real estate market by enabling investors to sell their interests on a secondary marketplace, thus enhancing transparency and efficiency. The company manages various investment funds, including the Cadre Direct Access Fund, which focuses on value-added opportunities in multi-family, industrial, hospitality, and office asset classes within the United States. By utilizing data science, Cadre aims to provide an economical approach to real estate investment, helping investors diversify portfolios and mitigate risks while targeting long-term returns.
Kensho Technologies
Series B in 2017
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.
Honest Dollar
Acquisition in 2016
Honest Dollar, Inc. is an online platform that focuses on providing investors with transparency and information regarding finances and retirement plans. Established in 2014 and headquartered in Austin, Texas, the company operates as a subsidiary of Goldman Sachs Private Wealth Management. Honest Dollar aims to simplify the investment process for individuals by offering accessible financial tools and resources.
Cadre
Series B in 2016
Cadre is an online marketplace established in 2014 that connects accredited investors with opportunities in commercial real estate. Founded by Ryan Williams, Josh Kushner, and Jared Kushner, the platform leverages proprietary technology and data analytics to streamline the investment process, allowing users to analyze assets quickly, identify market trends, and make informed decisions. Cadre introduces liquidity to the real estate market by enabling investors to sell their interests on a secondary marketplace, thus enhancing transparency and efficiency. The company manages various investment funds, including the Cadre Direct Access Fund, which focuses on value-added opportunities in multi-family, industrial, hospitality, and office asset classes within the United States. By utilizing data science, Cadre aims to provide an economical approach to real estate investment, helping investors diversify portfolios and mitigate risks while targeting long-term returns.
Kensho Technologies
Series A in 2014
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.
Derivix
Series A in 2008
Derivix is a financial services software company that specializes in providing options pricing, risk visualization, and analytics solutions tailored for options traders, sales traders, and hedge funds. Established in 2005, the company operates offices in New York, Boston, and Silicon Valley. Its offerings are designed to meet the needs of institutional clients, including hedge funds and investment banks, by delivering robust tools for options pricing and risk management. Derivix has garnered investment from prominent Wall Street firms, further solidifying its position in the financial technology sector.
Tinkoff Bank
Series A in 2007
Tinkoff Bank is an innovative online financial ecosystem that provides a comprehensive range of financial services tailored for individuals and businesses. Central to its offerings is lifestyle banking, which allows customers to manage personal spending, invest savings, earn loyalty bonuses, and access various services such as travel bookings and restaurant reservations, all through its user-friendly mobile applications and website. Operating without physical branches, Tinkoff utilizes a network of smart couriers for product delivery across Russia and offers customer support through online channels and call centers, enhancing accessibility and convenience. The bank employs advanced technologies, including artificial intelligence and machine learning, to optimize customer interactions, with AI handling a significant portion of inquiries efficiently. Most of Tinkoff's products and IT systems are developed in-house, supported by a predominantly IT-focused workforce. Recognized for its excellence in digital banking, Tinkoff has garnered multiple awards for its innovative services and was acknowledged as one of Russia's top employers.
Mellon Ventures
Acquisition in 2007
Mellon Ventures, now known as Navigation Capital Partners, was a venture capital firm that focused on later-stage growth investments and buyouts. The firm operated through three primary groups: Financial and Business Services, Growth and Buyouts, and Technology. In the realm of Financial and Business Services, Mellon Ventures concentrated on the financial services industry, emphasizing areas such as trade cycle processing, asset management, treasury management, information services, application services, transaction-based services, and professional services and outsourcing. The firm typically targeted companies with revenues exceeding $3 million for its investments. However, it is important to note that Mellon Ventures is no longer actively tracked in the investment landscape, as its deals are not listed under its current name.
BTIG
Seed Round in 2007
BTIG is a global financial services firm established in 2002, with headquarters in San Francisco, California. It specializes in institutional trading, investment banking, research, and related brokerage services. With over 700 employees across the U.S., Europe, Asia, and Australia, BTIG offers execution, expertise, and insights for a wide range of securities including equities, equity derivatives, ETFs, fixed income, currencies, and commodities. Its core capabilities encompass global execution, portfolio trading, electronic and outsourced trading services, investment banking, prime brokerage, capital introduction, corporate access, research, strategy, and commission management.
Spear, Leeds & Kellogg
Acquisition in 2000
Spear, Leeds, & Kellogg, one of the largest specialist firms on the New York Stock Exchange.
CCBN
Venture Round in 2000
CCBN provides Web-based investor communications solutions for the investment community. It offers services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. CCBN's investor relations website hosting, webcasting, and disclosure services are utilized by corporate communications professionals at over 3,000 companies to deliver critical information via interactive and multi-media solutions. CCBN's StreetEvents service offers institutional and individual investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool subscribed to by over 15,000 Wall Street professionals. Headquartered in Boston, MA, CCBN has additional offices in San Francisco and London. As of March 12, 2004, CCBN.com, Inc. was acquired by Thomson Financial.
12 Entrepreneuring
Venture Round in 2000
12 Entrepreneuring is an incubator company based in California that focuses on investing in technology firms. Founded during the peak of the tech bubble by two notable dot-com entrepreneurs, the organization aims to support emerging businesses in the tech industry through strategic investments and resources. By leveraging their experience and network, 12 Entrepreneuring seeks to foster innovation and growth among the companies it partners with.
BUYandHOLD
Series B in 2000
BUYandHOLD, Inc. is a financial services company that specializes in online investing, particularly for long-term equity investment strategies. Founded in 1999 and based in Edison, New Jersey, it provides investors with essential business and financial information about stocks, including news, charts, SEC filings, and analyst ratings across various sectors such as consumer goods, energy, finance, healthcare, and technology. The company emphasizes the "Buy and Hold" investment philosophy, enabling investors to purchase and retain securities to maximize their returns over time. Through its online brokerage subsidiary, it also offers dollar-based investing and fractional share ownership, catering specifically to the needs of long-term investors. As of early 2015, BUYandHOLD operates as a subsidiary of FOLIOfn Investments, Inc.
ShareBuilder
Series C in 2000
Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.
Netstock Direct
Series C in 2000
Netstock Direct is a privately-held internet company. They are the complete online resource for direct investing. Investors can search our proprietary database for specific companies or browse through lists of corporations offering direct investment plans.
Business Logic
Series A in 2000
Business Logic has been building clear, powerful finance tools for the last 16 years. The world’s largest financial institutions work with us to help their customers understand, organize, and manage investments. We build products based on one idea - just because finance is complex doesn't mean its tools have to be.
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