Prudential Financial

Prudential Financial, Inc. is a diversified financial services company headquartered in Newark, New Jersey, offering a wide range of insurance, investment management, and retirement products. Founded in 1875, the company operates through several segments, including asset management, retirement solutions, group and individual insurance, and international businesses. Prudential provides various financial products to both individual and institutional clients, focusing on wealth growth and protection. Its investment management arm, PGIM, oversees approximately $1.3 trillion in assets and contributes significantly to the company's earnings. The firm is particularly strong in the United States and Japan, where it offers life insurance and retirement solutions tailored to diverse market segments. Additionally, Prudential distributes its products through a combination of proprietary and third-party channels, ensuring broad access to its offerings in both the domestic and international markets.

Darin Arita

Senior Vice President and Head of Investor Relations

Robert Falzon

Executive Vice President and Chief Financial Officer

Jackie Jenkins

Managing Director

Charles F. Lowrey

Chairman and Chief Executive Officer

Timothy Schmidt

Senior Vice President and Chief Investment Officer

Scott Sleyster

Senior Vice President and Chief Investment Officer

John Strangfeld

Chairman and Chief Executive Officer

Ken Tanji

Executive Vice President and Chief Financial Officer

35 past transactions

Alexforbes

Private Equity Round in 2022
Alexander Forbes Group Holdings Limited is a provider of integrated retirement, investment, and insurance solutions for individuals and businesses, both in South Africa and internationally. For individuals, the company offers a range of services including money management, budgeting, savings, retirement funds, healthcare solutions, life and risk cover, estate planning, and private wealth management. For businesses, Alexander Forbes provides consulting and actuarial services, retirement fund services, healthcare consulting, and group insurance solutions to protect assets and earnings. The company also addresses emerging market needs in Africa and offers trust and beneficiary services for managing death benefits. Founded in 1935 and headquartered in Sandton, South Africa, Alexander Forbes was previously known as Alexander Forbes Equity Holdings Proprietary Limited, changing its name in June 2014.

Getty Realty

Post in 2022
Getty Realty Corp is the real estate investment trust in the U.S. specializing in the acquisition, financing, and development of convenience, automotive, and other single tenant retail real estate. The company's portfolio includes convenience stores, car washes, automotive service centers (gasoline and repair, oil and maintenance, tire and battery, collision), automotive parts retailers, and certain other freestanding retail properties, including drive-thru quick service restaurants. It generates majority of the revenue in the form of rental income.
National Fund for Workforce Solutions envisions an equitable future where workers, employers, and communities are thriving and prosperous.

EARN

Corporate Round in 2019
EARN is a national nonprofit leveraging technology to solve America’s savings crisis. Built on EARN’s decade of savings research and experience, the EARN Starter Savings Program helps low- income families kick-start a lasting habit of saving and break the cycle of financial instability. EARN’s mobile-first, online savings platform integrates proven savings models into a range of initiatives, enabling anyone, anywhere to build an emergency fund and develop the skills to manage their financial futures.

SaverLife

Seed Round in 2019
SaverLife (formerly EARN) is a nonprofit on a mission — to inspire, inform, and reward the millions of Americans who need help saving money. Through engaging technologies and strategic partnerships, we give working people the methods and motivation to take control of their financial future.

ASSURANCE

Acquisition in 2019
ASSURANCE is a technology start-up passionately improving the personal insurance industry. They're enhancing consumer outcomes and reducing friction through world-class Data Science, Engineering, Product, and Marketing.

Moneythink

Grant in 2019
Moneythink is an American ed-tech non-profit organization tackling America’s 1.6 trillion dollar student debt problem, harnessing the power of people and technology to bring transparency to college costs. The organization ensures all students are equipped to invest in their futures, keeping students on track by minimizing financial complexity and risk while maximizing potential and minimizing stress. As a leader in youth-focused financial wellness, Moneythink has served over 32,000 students since 2008. Moneythink is creating a public-facing, no-cost Award Comparison Tool that helps low-income and 1st-gen students to plan for, cover, and manages all of their college costs through a healthy mix of aid, savings, loans, and work.

Halodoc

Series B in 2019
PT HaloDoc is a digital healthcare platform based in Jakarta, Indonesia, founded in 2016. It connects patients with a network of 19,000 licensed doctors and 1,000 certified partner pharmacies through its services. Users can engage with medical professionals via video calls, voice calls, and chat, facilitating real-time online consultations. The platform also allows patients to order laboratory tests that can be conducted at home and helps them locate nearby hospitals and clinics. Additionally, HaloDoc provides access to licensed medical laboratory services and a medical delivery service known as ApotikAntar, further enhancing the convenience and accessibility of healthcare for its users.

Remitly

Series E in 2019
Remitly Global, Inc. is a digital remittance company that facilitates international money transfers through its extensive global network, serving regions such as Africa, Asia, Central Europe, and South America. The company offers a mobile payment service that allows users to send money from the United States, Canada, and the United Kingdom using various digital devices. Remitly aims to disrupt the traditional money transfer industry, which is valued at $588 billion annually, by employing advanced technology to streamline the process and reduce fees. As a licensed money transmitter, Remitly operates in 49 states and Washington, D.C., generating revenue primarily from transaction fees and foreign exchange spreads. Founded in 2011 and headquartered in Seattle, Washington, Remitly also maintains offices in London, Manila, and Nicaragua.

Insikt

Corporate Round in 2019
Aura is a technology-powered, Community Development Financial Institution that provides fair, affordable loans to working families in America. Aura's mission is to build financially healthy low-income communities, by providing empowering financial services to underbanked and unbanked. Aura uses its proprietary scoring algorithms to review and approve credit applications and offers free credit scores and personalized expense management guidance to borrowers, allowing the working population to access loans in a simplified manner. Aura was founded in 2014 and is headquartered in San Francisco, California, USA.

Point

Series B in 2019
Point is a home equity investment platform that provides homeowners with an innovative way to unlock the wealth tied up in their properties. By allowing homeowners to sell small fractions of their home equity to investors, Point enables them to access funds without incurring additional debt. The platform employs a combination of on-site appraisals, third-party automated valuation models, and proprietary pricing algorithms to accurately determine property values and the potential investment amounts. This approach offers homeowners a new avenue to diversify their financial assets and achieve greater financial freedom.

Andela

Series D in 2019
Andela is a global talent network that specializes in recruiting and managing software developers from emerging markets, particularly in Africa. Established in 2014 and headquartered in Lagos, Nigeria, the company provides training and mentorship to prepare developers for roles with companies worldwide. Through its platform, Andela connects leading organizations like GitHub and Cloudflare with highly skilled engineering talent, enabling businesses to scale their teams efficiently and cost-effectively. The company focuses on identifying the top 1% of software developers, fostering a network that empowers developers while facilitating job opportunities. Andela operates as a distributed organization across four continents and has garnered support from notable investors, including Generation Investment Management and the Chan Zuckerberg Initiative.

Lend Street Financial

Debt Financing in 2018
Lend Street Financial, Inc. specializes in consumer lending solutions aimed at individuals facing financial difficulties. The company assists clients in refinancing existing debt and offers negotiation services with creditors to secure discounts on their debts. This enables customers to reduce their overall financial burden while working towards rebuilding their credit. Founded in 2010 and headquartered in Oakland, California, Lend Street serves various states, including Arizona, California, Florida, and Texas, among others. By establishing partnerships within the financial sector, the company is able to provide valuable support to those seeking to regain control of their financial lives.

Lend Street Financial

Series A in 2018
Lend Street Financial, Inc. specializes in consumer lending solutions aimed at individuals facing financial difficulties. The company assists clients in refinancing existing debt and offers negotiation services with creditors to secure discounts on their debts. This enables customers to reduce their overall financial burden while working towards rebuilding their credit. Founded in 2010 and headquartered in Oakland, California, Lend Street serves various states, including Arizona, California, Florida, and Texas, among others. By establishing partnerships within the financial sector, the company is able to provide valuable support to those seeking to regain control of their financial lives.
Trilogy Education Services, Inc. is an education program management company that collaborates with universities to develop skills-based training programs aimed at preparing students for careers in the digital economy. Founded in 2015 and headquartered in New York, Trilogy focuses on areas such as web development, data analytics, and visualization, ensuring that graduates possess both the technical skills and confidence required for success. The company operates in over 35 markets across North America, addressing hiring gaps by equipping working adults with in-demand skills. Trilogy's services encompass curriculum development, student recruitment, and career coaching, and it has partnered with more than 1,500 employers, ranging from startups to large corporations, to enhance job placement opportunities for its graduates.

Vault

Seed Round in 2018
Vault is a technology company based in Austin, Texas, founded in 2013, that offers a comprehensive platform designed to simplify student loan management and support for both employers and employees. The company's services help organizations address the financial burden of student loan debt, enabling them to attract and retain talent through student loan repayment contributions. Vault's secure, web-based tool empowers employees to manage their student debt more effectively while also building their 401(k) savings. By providing relevant and flexible products, Vault aims to create pathways for financial freedom and enhance overall employee well-being. Formerly known as Student Loan Benefits, Inc., Vault has established itself as a leader in the student loan management sector.

Southern Bancorp

Venture Round in 2018
Southern Bancorp, Inc. is a financial institution dedicated to providing banking and lending services primarily to underserved communities in Arkansas and Mississippi. Founded in 1986 and formerly known as Southern Development Bancorporation, the company has established itself as a leader in rural development, having originated over $2 billion in development loans aimed at individuals and organizations in some of the poorest regions of the United States. Southern Bancorp emphasizes the importance of access to capital for both rural institutions and families, recognizing that financial investment alone is not sufficient for meaningful community transformation. Instead, the company advocates for a comprehensive approach that integrates capital investments with community engagement in areas such as education, housing, healthcare, leadership development, and economic growth. Through strategic partnerships with organizations like the CDFI Fund and the Global Alliance for Banking on Values, Southern Bancorp strives to create sustainable change in the communities it serves.

Vault

Seed Round in 2018
Vault is a technology company based in Austin, Texas, founded in 2013, that offers a comprehensive platform designed to simplify student loan management and support for both employers and employees. The company's services help organizations address the financial burden of student loan debt, enabling them to attract and retain talent through student loan repayment contributions. Vault's secure, web-based tool empowers employees to manage their student debt more effectively while also building their 401(k) savings. By providing relevant and flexible products, Vault aims to create pathways for financial freedom and enhance overall employee well-being. Formerly known as Student Loan Benefits, Inc., Vault has established itself as a leader in the student loan management sector.

General Assembly

Corporate Round in 2018
General Assembly provides education and career transformation, specializing in today’s most in-demand skills. The leading source for training, staffing, and career transitions, we foster a flourishing community of professionals pursuing careers they love. It was founded in 2011 and headquartered in New York, United States.

Liveoak Technologies

Seed Round in 2017
LiveOak Technologies, Inc. provides a cloud-based real time communication, collaboration, and eSignature platform that helps users to ease financial processes. Its platform enables to collaborate with one or more people in an environment; communicate with video, audio, and text chat directly through browser; and capture and store compliant data. LiveOak Technologies, Inc. was formerly known as Liveoakapps, Inc. The company was incorporated in 2015 and is based in Austin, Texas. As of July 6, 2020, LiveOak Technologies, Inc. operates as a subsidiary of DocuSign, Inc.

PT Asuransi Jiwa Mega

Funding Round in 2017
PT Asuransi Jiwa Mega is a life insurance provider based in Jakarta, Indonesia. Established in 2003, the company offers a range of life insurance products to meet the needs of its clients. As a subsidiary of PT CT Corp, PT Asuransi Jiwa Mega operates within the Indonesian insurance market, focusing on delivering reliable insurance solutions. Its commitment to customer service and product innovation has positioned the company as a significant player in the life insurance sector in Indonesia.

InforcePRO

Series A in 2015
Founded in Boston and based in Austin, Texas, InforcePro specializes in aggregating insurance policy and policyholder data, contract performance information, and live market quotes, to monitor and mine the millions of in-force policies that have been and continue to be sold. InforcePro adds analytics to determine competitive positioning for life insurers and provide anonymized insight into the source of new customers, where lost customers go, and to help them make product and pricing decisions. Clients are major insurers, banks, and insurance general agencies. Prudential Life Insurance provided strategic investment in 2015, helping bring the company firmly into the enterprise. Launched in 2011-12, InforcePro was acquired by a strategic purchaser in June 2017.

Carroll County Energy

Private Equity Round in 2015
Carroll County Energy LLC operates as an energy development company.

Gibraltar BSN

Acquisition in 2014
Gibraltar BSN Life Berhad is a life insurance company.

AIG Edison

Acquisition in 2010
AIG Edison Life Insurance Company provides life insurance products and services in Japan.

AIG Star

Acquisition in 2010
AIG Star Life Insurance Co. Ltd. provides life insurance coverage and retirement pension plans to the individual and group policyholders.

Yamato Life

Acquisition in 2009
Yamato Life is a life-insurance company.

MullinTBG Insurance Agency Services LLC

Acquisition in 2008
MullinTBG Insurance Agency Services provides nonqualified executive benefit solutions and financing strategies.

United States Artists

Venture Round in 2005
United States Artists (USA) is a nonprofit organization dedicated to supporting the work of living American artists. Each year, USA awards $50,000 fellowships to the country’s most accomplished and innovative artists working in the fields of Architecture & Design, Crafts, Dance, Literature, Media, Music, Theater & Performance, Traditional Arts and Visual Arts. USA was founded to address the lack of unrestricted funding available to artists. USA is currently funded by a broad range of philanthropic foundations and individuals committed to cultivating the vibrant character of contemporary culture in America.

China Pacific Insurance

Private Equity Round in 2004
China Pacific Insurance (Group) Co., Ltd. is a prominent insurance provider in the People's Republic of China, offering a wide range of products through its Life Insurance, Property and Casualty Insurance, and Other Businesses segments. Established in 1991 and headquartered in Shanghai, the company provides life, health, and accident insurance, as well as property, agricultural, liability, and credit insurance. It also offers pension and annuity products, insurance fund investments, and reinsurance services. In addition to insurance, China Pacific Insurance is engaged in capital fund management, asset management outsourcing, and consulting services. The company operates in property management and hotel operations, distributing its products through various channels, including direct sales, agents, bancassurance, telemarketing, and online platforms. As one of the largest insurers in China, it aims to deliver sustainable value while maintaining a commitment to integrity and excellence.

Aoba Life Insurance Company Ltd.

Acquisition in 2004
Aoba Life Insurance Company Ltd. operates as a life insurance company that provides whole life, endowment, term, and group insurance products.
The Gibraltar Life Insurance Co., Ltd. offers life insurance products and services.

RewardsPlus

Venture Round in 2000
RewardsPlus is a provider of benefits management technology. RewardsPlus' Benfinity system is a suite of Web-based applications and professional services designed to simplify and automate employee benefits communication, self-service enrollment and ongoing post-enrollment administration. Serving many nationally recognized corporations such as Unilever, AT&T, and National City Corporation.

The WMF Group, Ltd.

Acquisition in 2000
The WMF Group, Ltd. provides commercial mortgage financial services.
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