Groupe Crystal
Acquisition in 2024
Groupe Crystal is a global financial advisory firm offering comprehensive wealth management services. They specialize in investment planning, retirement planning, estate management, tax planning, and risk management, serving French-speaking clients worldwide.
Founded in 2017, Simetrik specializes in providing big data solutions for corporate finance control and automation. Its platform offers AI-powered tools, no-code configuration, and secure data integration capabilities, enabling global enterprises to streamline transaction reconciliation, detect anomalies, reduce manual effort, accelerate financial closings, and enhance decision-making.
Founded in 2017, Simetrik specializes in providing big data solutions for corporate finance control and automation. Its platform offers AI-powered tools, no-code configuration, and secure data integration capabilities, enabling global enterprises to streamline transaction reconciliation, detect anomalies, reduce manual effort, accelerate financial closings, and enhance decision-making.
BitGo is a leading institutional digital asset financial services company that provides security, custody, and liquidity solutions. It supports over 200 coins and tokens, with over $2 billion in assets under management. BitGo's platform offers multi-signature security-as-a-service solutions for individuals and enterprises, enabling secure transactions and portfolio management. The company is headquartered in Palo Alto, California.
Vesttoo Ltd is a Tel Aviv-based company that operates an artificial intelligence-driven financial risk management platform. Established in 2018, Vesttoo focuses on creating a marketplace for non-catastrophic insurance-based risk transfer and investments, connecting insurance companies with institutional investors. Its proprietary technology enhances risk transfer and liquidity in the life and property & casualty insurance markets by facilitating faster deal structuring, risk modeling, pricing, and index calculation. Vesttoo provides a range of solutions that cater to the legal, regulatory, and accounting needs of its clients, which include insurers, reinsurers, and pension funds. By offering asset managers access to diverse, uncorrelated investment options linked to insurance and reinsurance premiums, the company positions itself as a significant alternative to traditional reinsurance models. Vesttoo's innovation has garnered recognition through participation in prestigious fintech accelerators and collaborations with industry leaders, further establishing its role in merging insurance with capital market dynamics.
Access Fintech
Series C in 2022
Access Fintech provides risk management services for financial institutions. It offers a platform that aggregates data from internal systems and external sources, providing users with a unified view of risks associated with financial transactions. The platform enables collaboration across organizations, allowing control functions to adjust priorities based on market conditions and managers to oversee bottlenecks. Access Fintech was founded in 2016 and is headquartered in Tel Aviv-Yafo, Israel.
The Clear Group
Acquisition in 2022
Clear Insurance Management is an independent Chartered insurance broker that offers a comprehensive range of insurance brokerage services to start-ups, small to medium enterprises, multinationals, and individuals. The company provides various insurance products, including after-the-event insurance, business interruption, commercial combined insurance, motor fleet insurance, property owners insurance, legal and professional indemnities, and employee benefits. By delivering these diverse offerings, Clear Insurance Management aims to meet the diverse insurance needs of its clients efficiently and effectively.
The Clear Group
Private Equity Round in 2022
Clear Insurance Management is an independent Chartered insurance broker that offers a comprehensive range of insurance brokerage services to start-ups, small to medium enterprises, multinationals, and individuals. The company provides various insurance products, including after-the-event insurance, business interruption, commercial combined insurance, motor fleet insurance, property owners insurance, legal and professional indemnities, and employee benefits. By delivering these diverse offerings, Clear Insurance Management aims to meet the diverse insurance needs of its clients efficiently and effectively.
Fortress Information Security
Series C in 2022
Fortress Information Security LLC, founded in 2015 and based in Orlando, Florida, specializes in cybersecurity and supply chain risk management services, focusing on helping organizations mitigate emerging cyber threats. The company offers a comprehensive range of services, including third-party risk management, cloud and mobile risk management, threat monitoring, incident response, and operational intelligence. Fortress serves various sectors, including power utilities, transportation, finance, and healthcare, providing tailored solutions that align with their clients' specific business processes. Central to its offerings is the Fortress Platform, which serves as a single source of truth for clients, utilizing automation and advanced analytics to ensure effective risk management and regulatory compliance. By integrating risk assessments, continuous monitoring, and expert analysis, Fortress empowers organizations to identify and address vulnerabilities across their entire digital ecosystem, enhancing their resilience against potential cyber incidents.
symplr
Private Equity Round in 2022
symplr is a provider of governance, risk, and compliance solutions tailored for healthcare organizations. The company offers a comprehensive suite of software products designed to enhance workforce management, streamline credentialing and privileging processes, and improve overall compliance. By focusing on performance management, patient safety, and risk management, symplr enables healthcare facilities to reduce compliance costs and increase operational efficiency. Their technology and support resources help organizations implement strategies that ensure high-quality patient care while maintaining a robust operational framework.
Aware is a cloud intelligence platform that leverages advancements in cognitive computing, artificial intelligence, and behavioral analytics to enhance enterprise value through social graph monitoring. The company provides governance, compliance, and monitoring solutions aimed at improving connectivity, collaboration, and security within organizations. Their platform addresses challenges faced by legal, compliance, information security, and IT departments, offering tools for archiving, monitoring, organizational insights, data loss prevention, eDiscovery, retention, and legal holds. By harnessing insights into human behavior and interactivity, Aware aims to improve employee engagement while minimizing the risk of unsafe behavior in the workplace.
ComplyAdvantage
Series C in 2021
ComplyAdvantage provides AI-driven technology for detecting financial crime risks. It helps over 500 global enterprises identify and mitigate money laundering, terrorist financing, corruption, and other financial crimes by offering a real-time database of people and companies.
Xuncetech
Venture Round in 2021
XunceTech is a Shenzhen-based company established in 2016 that specializes in risk management and data management services. It provides development, operation, and marketing services tailored for private equity funds, trusts, and high-net-worth individual investors. Leveraging big data and cloud computing technologies, XunceTech has developed a range of asset management products and intelligent transaction management solutions, all supported by independent intellectual property rights. The company’s platform centralizes data across various terminals and platforms used by clients, facilitating intelligent transaction management, transaction data analysis, and deep learning services related to transactions. This comprehensive approach aims to enhance decision-making and operational efficiency for investors.
Access Fintech
Series B in 2020
Access Fintech provides risk management services for financial institutions. It offers a platform that aggregates data from internal systems and external sources, providing users with a unified view of risks associated with financial transactions. The platform enables collaboration across organizations, allowing control functions to adjust priorities based on market conditions and managers to oversee bottlenecks. Access Fintech was founded in 2016 and is headquartered in Tel Aviv-Yafo, Israel.
United Capital Finance
Series A in 2020
United capital finance is a global alternative investment management firm, since its founding in 2010, this firm has operated with a long-term approach to investing, focused on diversifying and uncorrelated alpha strategies.
The objective of this firm's discretionary global macro strategies is to produce a high risk-adjusted return over the long term by using a disciplined, repeatable investment process within a strong risk management framework.
United believes in integrity, transparency, and alignment of interest are essential, uncompromising parts of your busses model.
Digital Asset
Series C in 2019
Digital Asset is a New York-based company that specializes in distributed ledger technology aimed at enhancing financial processes. Founded in 2014 by Don Wilson, Eric Saraniecki, Sunil Hirani, and Yuval Rooz, the company provides a platform known as Daml, which allows organizations to create multi-party solutions that integrate previously isolated systems into cohesive networks. This technology eliminates latency and reduces errors by ensuring consistent data across various stakeholders. Digital Asset primarily serves sectors such as financial services, healthcare, and insurance, and has collaborated with five of the top ten stock exchanges. The company is supported by a range of strategic investors, including prominent firms like Salesforce, Samsung, and J.P. Morgan, positioning it as a leader in the development of tools for secure and efficient asset tracking and settlement.
Rabbet is a construction finance platform that automates the draw process and streamlines loan management. By parsing documents and linking data, it provides real‑time visibility into construction payments, lien releases, and audit compliance. The system reduces administrative burden, speeds information flow among lenders, contractors, and owners, and mitigates risk by ensuring regulatory adherence and accurate fund disbursement.
Access Fintech
Series A in 2018
Access Fintech provides risk management services for financial institutions. It offers a platform that aggregates data from internal systems and external sources, providing users with a unified view of risks associated with financial transactions. The platform enables collaboration across organizations, allowing control functions to adjust priorities based on market conditions and managers to oversee bottlenecks. Access Fintech was founded in 2016 and is headquartered in Tel Aviv-Yafo, Israel.
Rocaton Investment Advisors
Acquisition in 2018
Rocaton Investment Advisors, LLC is an investment advisory consulting firm that specializes in providing objective investment consulting and advisory services to institutional investors. Founded in 2002 and based in Norwalk, Connecticut, the company offers a range of services including alternative investments, asset allocation, manager search, performance reporting, and risk analysis. Rocaton serves a diverse clientele that includes defined benefit and defined contribution plans, insurance companies, endowments, foundations, hospitals, and high net worth families. Its expertise spans various industries such as automotive, retail, and media, as well as professional services firms in finance, law, and accounting. Rocaton operates as a subsidiary of Gsam Holdings LLC.
Westbrook Partners
Private Equity Round in 2018
Westbrook Partners is a privately-owned real estate investment management firm founded in April 1994, with its headquarters in New York and additional offices in major cities including Boston, Washington, DC, Palm Beach, San Francisco, London, Munich, Paris, and Tokyo. The company is fully integrated, managing various aspects of real estate investment, including acquisition, financial accounting, and risk management. Westbrook Partners has a diverse portfolio that encompasses the operation and management of office buildings, multi-family residential units, hotels, retail spaces, industrial properties, and single-family residential developments. The firm is known for its expertise in enhancing property value and effectively managing real estate assets across multiple sectors.
Chasing Returns
Venture Round in 2018
Chasing Returns Limited, incorporated in 2014 and based in Dublin, Ireland, operates a platform that offers software-generated trade log analysis aimed at assisting retail traders in managing their returns and risks. The company provides a trading performance management system that enables clients to monitor their trading behavior, identify areas for improvement, and set measurable objectives. Its real-time risk management tool allows users to receive alerts on stock movements, facilitating minute-by-minute tracking of focused stocks. By helping traders recognize patterns such as over-trading or premature exits from winning positions, Chasing Returns aims to enhance trading success across various markets and timeframes.
MetricStream
Venture Round in 2017
MetricStream is a global SaaS leader providing integrated risk management and governance solutions. It empowers organizations to make risk-aware decisions by connecting governance, risk management, and compliance across the extended enterprise. Its platform offers functions such as internal audits, quality management, compliance management, policy management, and risk management, serving various industries worldwide.
Versive develops AI-based applications for enterprises to manage cybersecurity threats. Its core product, Versive Security Engine, automates detection of advanced persistent threats, insider threats, and data exfiltration, empowering security teams to act swiftly and effectively.
Pacific Global Advisors
Acquisition in 2015
Pacific Global Advisors is a qualified professional asset manager specializing in customized investment and risk management solutions for institutional investors, particularly corporate defined benefit pension plans. The firm boasts an interdisciplinary team with extensive expertise in asset-liability management, asset allocation, hedge implementation, collateral management, actuarial science, manager selection, and pension risk transfer strategies. By focusing on the core principles of corporate finance, Pacific Global Advisors addresses the unique challenges faced by senior decision-makers in pension plan management. This approach enables the firm to enhance clarity and efficiency while helping clients achieve their objectives, particularly in reducing funded status risk.
Versive develops AI-based applications for enterprises to manage cybersecurity threats. Its core product, Versive Security Engine, automates detection of advanced persistent threats, insider threats, and data exfiltration, empowering security teams to act swiftly and effectively.
MetricStream
Venture Round in 2014
MetricStream is a global SaaS leader providing integrated risk management and governance solutions. It empowers organizations to make risk-aware decisions by connecting governance, risk management, and compliance across the extended enterprise. Its platform offers functions such as internal audits, quality management, compliance management, policy management, and risk management, serving various industries worldwide.
MetricStream
Private Equity Round in 2013
MetricStream is a global SaaS leader providing integrated risk management and governance solutions. It empowers organizations to make risk-aware decisions by connecting governance, risk management, and compliance across the extended enterprise. Its platform offers functions such as internal audits, quality management, compliance management, policy management, and risk management, serving various industries worldwide.
Essent Guaranty
Private Equity Round in 2009
Essent Guaranty is an insurance firm that focuses on risk management and solutions.
Essent Group
Private Equity Round in 2009
Essent Group Ltd. is a Bermuda-based company that specializes in providing private mortgage insurance and reinsurance for residential properties in the United States. Founded in 2008, the company offers a range of mortgage insurance products, including primary, pool, and master policies. Additionally, Essent Group delivers information technology maintenance, customer support services, and contract underwriting services. Its clientele includes various mortgage loan originators such as regulated depository institutions, mortgage banks, credit unions, and other lenders. By offering these services, Essent Group plays a significant role in the housing finance industry, facilitating homeownership by providing private capital to absorb mortgage credit risk and enabling lenders and investors to extend mortgage financing to homeowners.
Derivix is a financial services software company that specializes in developing options pricing, risk management, and analytics solutions for the financial industry. Founded in 2005, Derivix caters to a diverse clientele that includes leading options traders, sales traders, hedge funds, and investment banks. The company is headquartered in New York, with additional offices in Boston and Silicon Valley, enabling it to maintain a strong presence in key financial markets. Derivix's innovative technology provides institutional-grade solutions that enhance risk visualization and analytic capabilities for its users, making it a preferred choice among major financial institutions.
Liquid Machines
Series D in 2008
Liquid Machines specializes in providing Enterprise Rights Management (ERM) solutions that enable organizations to manage and protect electronic corporate assets throughout their information lifecycle. Their software enhances operational efficiency while minimizing risks related to compliance violations and intellectual property theft. The company's offerings include document control software, which regulates access to electronic information, and Email Control, designed to secure communications by automatically encrypting sensitive data. Additionally, Liquid Machines offers Work-group Editions that focus on safeguarding information within specific departments such as human resources, finance, and legal. Their solutions are utilized across various industries, including consulting, financial services, government, legal, manufacturing, and healthcare, allowing organizations to maintain persistent control over their electronic information without disrupting user workflows.
Benefitfocus
Venture Round in 2007
Benefitfocus, Inc. is a provider of a cloud-based benefits management platform that serves consumers, employers, insurance brokers, carriers, and suppliers primarily in the United States. Founded in 2000 and headquartered in Charleston, South Carolina, the company offers a suite of products designed to streamline benefits enrollment and administration. Its offerings for insurance carriers include solutions for automating enrollment, invoicing, and managing accounts. For employers, Benefitfocus provides tools for online enrollment, data analytics, compliance management, and billing synchronization. The platform supports various core benefits plans such as health, dental, life, and disability insurance. Benefitfocus also features a marketplace that connects various stakeholders in the benefits ecosystem. The company operates on a subscription model, generating revenue primarily through annual contracts with employers and multi-year agreements with insurance carriers, facilitating efficient management of benefits for over 20 million consumers.
USI Holding
Acquisition in 2007
USI is a leader in insurance brokerage and consulting. With more than 4,000 dedicated, experienced and innovative professionals in more than 140 offices across the United States, they have a team of professionals nearby ready to serve you.
USI Insurance Services leverages the USI ONE Advantage to deliver risk management and benefit solutions with bottom-line financial impact.
Liquid Machines
Series C in 2006
Liquid Machines specializes in providing Enterprise Rights Management (ERM) solutions that enable organizations to manage and protect electronic corporate assets throughout their information lifecycle. Their software enhances operational efficiency while minimizing risks related to compliance violations and intellectual property theft. The company's offerings include document control software, which regulates access to electronic information, and Email Control, designed to secure communications by automatically encrypting sensitive data. Additionally, Liquid Machines offers Work-group Editions that focus on safeguarding information within specific departments such as human resources, finance, and legal. Their solutions are utilized across various industries, including consulting, financial services, government, legal, manufacturing, and healthcare, allowing organizations to maintain persistent control over their electronic information without disrupting user workflows.
Orchestria
Series D in 2005
Orchestria is a prominent provider of information protection and control solutions, dedicated to helping organizations safeguard their critical data. The company offers software and support designed to protect and manage information across various storage and usage contexts. By addressing a wide range of risks associated with data management, Orchestria enables organizations to minimize operational burdens linked to risk detection and remediation. The company's services focus on preventing data loss, ensuring compliance with messaging regulations, and enforcing information classification and control, thereby enhancing overall data security for its clients.
OpenPages
Series C in 2004
OpenPages, Inc. specializes in enterprise governance, risk, and compliance management solutions. The company offers a comprehensive platform that integrates governance, risk, and compliance functions across organizations, enabling the incorporation of risk management into daily business operations. In addition to its core technology, OpenPages provides advisory, implementation, training, hosting, customer support, and optimization services. Its client base spans various industries, including financial services, technology, energy, manufacturing, retail, telecommunications, media, healthcare, consulting, and transportation. Founded in 1996 and headquartered in Waltham, Massachusetts, OpenPages also maintains offices in Tokyo and London.
Watchfire
Venture Round in 2001
Watchfire Corporation, based in Kanata, Ontario, specializes in online risk management software and services. The company focuses on ensuring the security and compliance of websites through its advanced testing software. By offering solutions that address various security vulnerabilities and compliance requirements, Watchfire aims to help organizations safeguard their digital presence and maintain regulatory standards.
OpenPages
Series B in 2000
OpenPages, Inc. specializes in enterprise governance, risk, and compliance management solutions. The company offers a comprehensive platform that integrates governance, risk, and compliance functions across organizations, enabling the incorporation of risk management into daily business operations. In addition to its core technology, OpenPages provides advisory, implementation, training, hosting, customer support, and optimization services. Its client base spans various industries, including financial services, technology, energy, manufacturing, retail, telecommunications, media, healthcare, consulting, and transportation. Founded in 1996 and headquartered in Waltham, Massachusetts, OpenPages also maintains offices in Tokyo and London.