Private Equity Round in 2023
Neptune Flood, founded in 2016 and headquartered in Saint Petersburg, Florida, offers innovative flood insurance products across the United States. The company employs advanced mapping technologies and aerial remote sensing to develop algorithms that accurately assess flood risk, often resulting in coverage options that are more comprehensive and cost-effective than those provided by the National Flood Insurance Program, with potential savings of up to 25%. Neptune Flood launched its insurance offerings in early 2017 and became a Lloyd's Coverholder later that year, allowing it to provide flood insurance nationwide. The company's policies are backed by Lloyd's of London, which holds an "A" (Excellent) rating from A.M. Best. By leveraging data analytics and user-friendly online tools, Neptune Flood aims to streamline the process of obtaining flood insurance, ensuring that customers receive reliable financial protection in the event of a flood.
The mission of ID.me is to make the world a more trusted place by enabling transparent interactions between people and organizations. ID.me is a digital identity network that empowers consumers to prove their identity via a digital medium in contexts where it would benefit the consumer to be known. For relying parties, ID.me provides a single API endpoint through which partners can verify the identity of users attempting to access a website or to unlock an exclusive benefit. The United States Department of Commerce selected ID.me as one of the top five identity companies in America in 2013 and awarded the company a $2.8M grant to participate in the President's National Strategy for Trusted Identities in Cyberspace (NSTIC). ID.me was a Finalist for Wall Street Journal Startup of the Year in 2013. Entrepreneur Magazine selected ID.me as one of 100 Brilliant Companies for 2014 in their June 2014 edition. Key customers include SeaWorld, Overstock.com, Under Armour, Dell, Sears Holding Corporation, and 129 additional retailers and brands.
SingleOps LLC develops business management and cloud-based scheduling software solutions. The company offers SingleOps software for mobile estimates, scheduling, time tracking, CRM, QB sync, automated marketing, credit card processing, work orders, task management, inventory, equipment tracking, purchase orders, and expenses management. It serves tree care, landscaping, lawn care, field services, sod farm and landscape supply, and rental industries. The company was incorporated in 2013 and is headquartered in Atlanta, Georgia.
Private Equity Round in 2022
DataArt Solutions, Inc. is a technology consulting company that specializes in designing, developing, and supporting custom software solutions. Founded in 1997 and headquartered in New York, the firm provides a wide range of services, including agile software development, managed support, security, and quality engineering. It also focuses on product design and digital transformation, offering expertise in areas such as mobile-first systems and user experience. DataArt embraces advanced technologies, including artificial intelligence, machine learning, cloud computing, blockchain, and data analytics. The company serves diverse industries, including finance, healthcare, media, and retail, helping clients enhance operations and expand into new markets. With a commitment to a People First approach, DataArt emphasizes qualities like curiosity and empathy to foster strong relationships and deliver high-quality solutions. The firm operates globally, with locations in the United States and other countries.
Zoovu is the next generation digital commerce search platform that merges context and meaning across channels to help brands and retailers have rich, personalized conversations with their customers. Zoovu’s proprietary AI naturally understands and speaks the customer’s language by turning technical specs into an easy-to-understand conversation. Ultimately adapting to the customer’s conversation style to help better engage, educate and empower them in making purchase decisions in the moments that matter. With Zoovu's world-class semantic library you can easily interpret the context and intent behind your customers' every search. More than 3,500 brands and retailers use Zoovu to engage, educate and empower shoppers to find and buy the right product, including Amazon, P&G, Whirlpool and Microsoft. Zoovu operates worldwide in 500+ product categories, across all languages.
Paddle.com Market Limited offers a Revenue Delivery Platform tailored for Software-as-a-Service (SaaS) companies, facilitating growth in customer acquisition, renewals, and expansion. Founded in 2012 and based in London, the company provides a comprehensive solution that allows users to sell software while managing essential processes such as customer acquisition, free trial management, recurring billing, customer support, and compliance with international sales taxes. Paddle also functions as a reseller of software and digital content for developers, serving a diverse range of software and digital businesses, including those focused on desktop applications and subscription-based products. With a team of approximately 140 employees, Paddle supports over 2,000 software sellers across 245 countries and territories, positioning itself as a key player in the B2B SaaS market.
Private Equity Round in 2022
LogicSource is a sourcing and procurement services company based in Norwalk, Connecticut, founded in 2009. It specializes in assisting consumer-facing businesses, particularly within the retail sector, to enhance their sourcing and procurement practices. The company offers tailored solutions across various categories, including facilities, distribution, labor, travel, information technology, marketing, and packaging. By focusing on the specific needs of its clients, LogicSource aims to deliver significant improvements in procurement efficiency and effectiveness.
Developer of healthcare workforce management software designed for medical professionals. The company's software improves and analyzes the healthcare staffing experiences, assists in reviewing notifications of available shifts during selected availability as well as helps to accept shifts immediately and call out of shifts when needed, enabling healthcare professionals to work when they want and healthcare providers to get the staff they need.
Private Equity Round in 2021
ReliaQuest provides a SaaS security platform designed to minimize data loss and business disruptions. Its GreyMatter platform delivers visibility across SIEM, EDR, and multi-cloud environments to speed detection and response while maturing security investments to deliver security confidence. The company was founded in 2007 and is headquartered in Tampa, Florida.
Luma Health Inc. is a San Francisco-based company founded in 2015 that specializes in developing a patient engagement platform designed to enhance the connection between patients and healthcare providers. The platform facilitates smart scheduling, referral management, and appointment reminders, as well as mobile patient intake and care pathways. It also supports patient communications and integrates with electronic health records (EHR) while providing insights and analytics. By focusing on modern, mobile-first solutions, Luma Health aims to improve the patient experience and optimize appointment utilization for healthcare providers and health systems.
Plate IQ is accounts payable automation software designed for restaurants. It saves time, increases data accuracy, and provides insight into spend by extracting line item data from invoices and automatically coding purchases to GL accounts. Invoice data also powers: *Approvals - Create custom approval policies for invoices. *Bill Pay - Manage payments via ACH or paper check. *Statements - Reconcile vendor statements automatically. *Reporting - Gain up-to-date cost and vendor pricing insights. Plate IQ integrates with top accounting and inventory software, virtually eliminating data entry from the AP process.
Private Equity Round in 2021
Vagaro, Inc. provides a cloud-based business management platform with an integrated payment system for the salon, spa, and fitness industry. The company was incorporated in 2013 and is based in Dublin, California.
Private Equity Round in 2021
A-LIGN is a global cybersecurity and compliance solutions provider based out of Tampa, Florida that specializes in helping businesses across a variety of industries navigate the complexities of their specific audit and security assessment needs to prevent cyber threats and reduce risk, turning their security into a competitive edge.
Founded by former “Big 4” executives and security specialists, A-LIGN is dedicated to making the security and compliance process as seamless and efficient by offering a one-stop-shop. Their leadership team’s experience undergoing audits in industry provides us with their clients’ perspective of the audit and drives us to deliver a high degree of communication and responsiveness to them before, during and after the audit.
OpenSesame is an e-learning company that provides online training courses for businesses and employees. It features an online-based application platform that specializes in technology, healthcare, and business training that helps companies, businesses, and institutions to improve their workforce and acquire new skills.
The company was founded in 2011 and headquartered in Portland, Oregon.
LoanPro Software® is a web-based, loan-servicing application, designed for and entirely hosted on the Amazon Web Services (AWS) cloud. Built on its own API, LoanPro® provides a dynamic, versatile, lending solution unlike anything else in the Fintech space. LoanPro securely stores and tokenizes payment data under a PCI-DSS Level 1 AOC security certification. LoanPro also offers integrated services from well-known providers to aid in the lending process.
Embroker, Inc. is a digital insurance brokerage that specializes in providing insurance services for small and mid-sized businesses. Founded in 2015 and headquartered in San Francisco, with additional offices in Chicago and Boston, the company utilizes an online platform that enables clients to buy, manage, and analyze their commercial insurance policies efficiently. This platform allows users to share, request, and track proof of coverage through digital certificates of insurance and provides tools for real-time claims tracking. Embroker offers a variety of insurance products, including Commercial General Liability, property insurance, professional liability, and employee benefits, among others. The company also facilitates peer comparison, helping clients benchmark their policies against industry standards. By combining technology with brokerage expertise, Embroker aims to simplify the insurance process and enhance value for its clients in the competitive property and casualty insurance market.
Bought By Many is the multi-award-winning pet insurance provider that is disrupting insurance distribution. They do this by analysing anonymised internet search data and customer research to identify unmet consumer needs for insurance. Key company milestones are as follows: o 2012: Launched boughtbymany.com. Completed seed funding round. o 2013: Named Insurance Website of the Year. o 2014: Identified by Boston Consulting Group & Morgan Stanley as the global exemplar of innovation in insurance distribution. Awarded Best Use of Mobile Technology at the Digital Insurance Awards. o 2015: Surpassed 100,000 members. Launched SaaS platform in China in partnership with Ping An Insurance. Completed second funding round. Became directly regulated by the FCA. Acquired Brooks Braithwaite (Sussex) Ltd - the UK’s leading provider of insurance for exotic pets and pet businesses. Named Fintech Innovation of the Year & Insurance Start Up of the Year. o 2016: Innovation in Insurance Award at the Fintech Innovation Awards. Named in the FinTech 50. Signed long-term insurance agreement with Munich Re. Completed Series A funding round. o 2017: Launched Bought By Many-branded cat and dog insurance product range. o 2019: Named most trusted pet insurance provider at the 2019 Moneywise Customer Service Awards. Launched Bought By Many cat and dog insurance in Sweden. o 2020: Covers more than 200,000 pets in the UK. They have an exceptional team of 150, based across sites in Farringdon, Central London; Haywards Heath, Sussex; Birmingham; and Sweden. They're always interested to hear from people who'd like to learn about career opportunities at Bought By Many, and they're currently recruiting for web development, business analysis, & project management roles.
Vórtx is a tech-enabled corporate and trust service provider for fund managers and corporate issuers.
Paddle.com Market Limited offers a Revenue Delivery Platform tailored for Software-as-a-Service (SaaS) companies, facilitating growth in customer acquisition, renewals, and expansion. Founded in 2012 and based in London, the company provides a comprehensive solution that allows users to sell software while managing essential processes such as customer acquisition, free trial management, recurring billing, customer support, and compliance with international sales taxes. Paddle also functions as a reseller of software and digital content for developers, serving a diverse range of software and digital businesses, including those focused on desktop applications and subscription-based products. With a team of approximately 140 employees, Paddle supports over 2,000 software sellers across 245 countries and territories, positioning itself as a key player in the B2B SaaS market.
Private Equity Round in 2020
Lean Staffing Solutions, Inc. provides nearshore staffing services for various companies in the United States and Canada. It offers logistics and transportation, back office administration, lean marketing, lean tech, and lean sales services. The company serves transportation and logistics companies in the United States. Lean Staffing Solutions, Inc. was formerly known as Intern Group, Inc. and changed its name to Lean Staffing Solutions, Inc. in August 2014. The company was founded in 2008 and is headquartered in Coral Springs, Florida. It has additional offices in Bogota, Barranquilla, and Cartagena, Colombia.
Private Equity Round in 2020
6 Degrees Health is built to bring equity and fairness back into the healthcare reimbursement equation. Industry-leading MediVI technology supports our cost containment solutions with objective, transparent, and defensible data. 6 Degrees Health’s solutions include everything from provider market analyses, reasonable value claim reports, ad hoc claim negotiations, evergreening provider contracts, and referenced-based pricing. Our veteran cost containment team partners with health plans and their channel partners to deliver unparalleled cost containment results.
Private Equity Round in 2020
Agiloft specializes in automating processes that are too complex for competing vendors. Its adaptable no-code platform ensures rapid deployment and a fully extensible system. Using contracts as the core system of commercial record, Agiloft’s contract and commerce lifecycle management software leverage AI to improve contract management for legal departments, procurement, and sales operations.
The company was founded in 1991 and is headquartered in Redwood City, California.
Derivative Path, Inc. develops a cloud-based foreign exchange trading platform. The company provides a technology-led solution to assist financial institutions, buy-side, and commercial end-users in executing and managing their over-the-counter interest rate derivative and foreign exchange transactions. It offers DerivativeEDGE, a derivatives trading platform that facilitates interest rate and FX hedge activity management. The company was founded in 2013 and is based in Walnut Creek, California. It has additional locations in New York, New York and Chicago, Illinois.
Bought By Many is the multi-award-winning pet insurance provider that is disrupting insurance distribution. They do this by analysing anonymised internet search data and customer research to identify unmet consumer needs for insurance. Key company milestones are as follows: o 2012: Launched boughtbymany.com. Completed seed funding round. o 2013: Named Insurance Website of the Year. o 2014: Identified by Boston Consulting Group & Morgan Stanley as the global exemplar of innovation in insurance distribution. Awarded Best Use of Mobile Technology at the Digital Insurance Awards. o 2015: Surpassed 100,000 members. Launched SaaS platform in China in partnership with Ping An Insurance. Completed second funding round. Became directly regulated by the FCA. Acquired Brooks Braithwaite (Sussex) Ltd - the UK’s leading provider of insurance for exotic pets and pet businesses. Named Fintech Innovation of the Year & Insurance Start Up of the Year. o 2016: Innovation in Insurance Award at the Fintech Innovation Awards. Named in the FinTech 50. Signed long-term insurance agreement with Munich Re. Completed Series A funding round. o 2017: Launched Bought By Many-branded cat and dog insurance product range. o 2019: Named most trusted pet insurance provider at the 2019 Moneywise Customer Service Awards. Launched Bought By Many cat and dog insurance in Sweden. o 2020: Covers more than 200,000 pets in the UK. They have an exceptional team of 150, based across sites in Farringdon, Central London; Haywards Heath, Sussex; Birmingham; and Sweden. They're always interested to hear from people who'd like to learn about career opportunities at Bought By Many, and they're currently recruiting for web development, business analysis, & project management roles.
Private Equity Round in 2020
Docupace Technologies, Inc. is a technology company that provides document management and workflow solutions primarily for the financial services sector. Its flagship product, the Docupace Platform, is a secure, cloud-based system designed to help wealth management firms streamline operations by digitizing data and automating critical workflows such as client onboarding, document management, and advisor transitions. The platform includes features like ePACS, which connects various systems and data, and modules for document capture and processing. Additionally, Docupace offers services that ensure compliance with SEC and FINRA regulations. The company serves a diverse range of industries, including insurance, real estate, and the public sector, and has established strategic partnerships to enhance its offerings. Founded in 2002 and headquartered in Los Angeles, California, Docupace also has locations in Maryland, Iowa, and Nevada.
Viking Cloud specializes in cybersecurity and compliance services tailored primarily for the restaurant, food service, and retail sectors. The company focuses on helping organizations of various sizes identify risks and maintain compliance with industry standards. By providing real-time insights into an organization's cyber risk landscape and compliance status, Viking Cloud enables its clients to effectively address security challenges. With over two decades of experience, the company leverages expert engineering and consulting teams to deliver comprehensive solutions that enhance security and foster compliance, ultimately supporting clients in building trust with their customers and reducing risk exposure.
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and headquartered in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company offers a comprehensive range of services to hedge funds, private equity, real estate funds, family offices, and insurance-linked securities funds. Its services include net asset value calculations, external valuations, corporate action processing, and detailed reporting tailored for investment managers. Centaur also provides independent valuations, audit assistance, tax support, and compliance services for investors in the U.S., U.K., and Germany. In addition to fund administration, the firm assists with investor-related services such as documentation processing, anti-money laundering, and regulatory compliance. The company is known for its highly qualified professionals who leverage their expertise in accountancy, law, and company secretarial practices to deliver superior service to its diverse clientele. Centaur's commitment to employing industry-leading technology enhances its ability to meet the needs of clients across various investment strategies and fund structures.
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and headquartered in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company offers a comprehensive range of services to hedge funds, private equity, real estate funds, family offices, and insurance-linked securities funds. Its services include net asset value calculations, external valuations, corporate action processing, and detailed reporting tailored for investment managers. Centaur also provides independent valuations, audit assistance, tax support, and compliance services for investors in the U.S., U.K., and Germany. In addition to fund administration, the firm assists with investor-related services such as documentation processing, anti-money laundering, and regulatory compliance. The company is known for its highly qualified professionals who leverage their expertise in accountancy, law, and company secretarial practices to deliver superior service to its diverse clientele. Centaur's commitment to employing industry-leading technology enhances its ability to meet the needs of clients across various investment strategies and fund structures.
Liberis Limited is a financial services provider based in London, United Kingdom, specializing in cash advances and loans for small and medium enterprises. Founded in 2007, the company aims to enhance access to finance for small businesses by offering tailored financial solutions. Through its embedded finance platform, Liberis provides alternative financing options that support business growth and foster valuable relationships between partners and small business customers. Since its inception, Liberis has assisted over 10,000 small businesses globally, facilitating more than £300 million in funding and contributing to the support of approximately 82,000 jobs.
Private Equity Round in 2020
Security Compass Ltd, founded in 2005 and headquartered in Toronto, Canada, specializes in web security software and offers professional services and training focused on information security. The firm is recognized for its extensive experience across various industries, positioning itself as a trusted partner for organizations seeking to develop secure software. By emphasizing a collaborative approach, Security Compass aims to enhance the security posture of its clients, ensuring they are equipped to navigate the complexities of today's digital landscape.
CloudFactory Limited provides a cloud-based workforce solution that focuses on automating business processes involving large volumes of data entry, collection, and processing. Founded in 2010 and headquartered in Durham, North Carolina, with an additional office in Reading, United Kingdom, the company offers services such as machine learning, document transcription, and data enrichment under the WorkStream brand. The work is organized into microtasks that are executed by a global, on-demand workforce, allowing for efficient task completion along virtual assembly lines. As a social enterprise, CloudFactory aims to connect one million individuals in developing countries to basic computer work, empowering them to become leaders in their communities and combat poverty. The company first introduced its beta version at TechCrunch Disrupt in San Francisco in September 2011.
EBANX Ltda. is an integrated financial services company based in Curitiba, Brazil, founded in February 2012. It specializes in providing end-to-end payment solutions for e-commerce, facilitating various payment methods including voucher payments, online alternative payments, and acceptance of both domestic and international cards. EBANX aims to support international businesses in expanding their reach in Latin America by offering a localized payments experience that caters to the preferences of regional customers. Over the years, the company has received several accolades, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
OpenSesame is an e-learning company that provides online training courses for businesses and employees. It features an online-based application platform that specializes in technology, healthcare, and business training that helps companies, businesses, and institutions to improve their workforce and acquire new skills.
The company was founded in 2011 and headquartered in Portland, Oregon.
Private Equity Round in 2019
Tango Card, Inc. develops a digital rewards platform aimed at enterprise customers, offering solutions for sending e-gift cards, prepaid cards, and facilitating non-profit donations. Founded in 2009 and based in Seattle, Washington, with an engineering office in Boise, Idaho, the company provides a range of services designed to enhance customer engagement and employee retention. Its offerings include a rewards delivery platform that supports the integration of gift cards and digital goods, as well as a self-serve portal known as Rewards Genius™ for managing rewards. The platform also features a rewards as a service (RaaS) API, allowing businesses to seamlessly incorporate digital rewards into their applications. Tango Card's technology is utilized globally by organizations for various purposes, including consumer loyalty programs, sales incentives, and employee recognition, with a focus on delivering desirable rewards quickly to maximize impact and drive business results.
Egress Software Technologies Ltd. specializes in cloud-based email and file encryption solutions designed to facilitate the secure sharing of confidential information among various sectors, including public agencies, healthcare institutions, government departments, and educational organizations. Founded in 2007 and headquartered in London, the company delivers a range of products, such as desktop, mobile, and gateway encryption, as well as automated encryption and secure web forms. Egress aims to enhance communication security through advanced technologies, including contextual machine learning and encryption, which help prevent data breaches and ensure compliance. The company serves a diverse clientele, from individual users to large enterprises, with offices in London, Sheffield, Boston, and Toronto.
Private Equity Round in 2018
Vagaro, Inc. provides a cloud-based business management platform with an integrated payment system for the salon, spa, and fitness industry. The company was incorporated in 2013 and is based in Dublin, California.
Private Equity Round in 2018
RapidRatings® is transforming the way the world’s leading companies manage enterprise and financial risk. RapidRatings provides the most sophisticated analysis of the financial health of public and private companies in the world. The company’s analytics system provides predictive insights into third-party partners, suppliers, vendors, customers and securities issuers. Business relationships informed by the RapidRatings Financial Health System™ are more productive, transparent and rewarding.
Private Equity Round in 2018
Strata Fund Solutions LLC is a Salt Lake City-based firm that provides administration and consulting services primarily for hedge funds and private equity funds. Established in 2008, the company offers a range of services, including fund administration, shadow administration, alternative data management, tax services, and management company support. Its client base consists of fund managers, wealth advisors, family offices, and foundations, positioning Strata Fund Solutions as a key partner in the financial services sector.
Private Equity Round in 2018
A-LIGN is a global cybersecurity and compliance solutions provider based out of Tampa, Florida that specializes in helping businesses across a variety of industries navigate the complexities of their specific audit and security assessment needs to prevent cyber threats and reduce risk, turning their security into a competitive edge.
Founded by former “Big 4” executives and security specialists, A-LIGN is dedicated to making the security and compliance process as seamless and efficient by offering a one-stop-shop. Their leadership team’s experience undergoing audits in industry provides us with their clients’ perspective of the audit and drives us to deliver a high degree of communication and responsiveness to them before, during and after the audit.
Sunlight Financial LLC provides home improvement financing solutions to homeowners and contractors in the United States. It offers point-of-sale financing to facilitate and accelerate the purchase, sale, and installation of residential solar systems and home improvements. The company partners with solar companies and home improvement contractors to secure financing for solar systems and home improvement projects. It serves home improvement projects, including roofing, HVAC, decks/patios, energy efficiency, windows, interior remodel, home automation, and fencing contractors; and contractors of solar systems, batteries, and roofs. The company was founded in 2014 and is based in New York, New York.
Private Equity Round in 2018
Tango Card, Inc. develops a digital rewards platform aimed at enterprise customers, offering solutions for sending e-gift cards, prepaid cards, and facilitating non-profit donations. Founded in 2009 and based in Seattle, Washington, with an engineering office in Boise, Idaho, the company provides a range of services designed to enhance customer engagement and employee retention. Its offerings include a rewards delivery platform that supports the integration of gift cards and digital goods, as well as a self-serve portal known as Rewards Genius™ for managing rewards. The platform also features a rewards as a service (RaaS) API, allowing businesses to seamlessly incorporate digital rewards into their applications. Tango Card's technology is utilized globally by organizations for various purposes, including consumer loyalty programs, sales incentives, and employee recognition, with a focus on delivering desirable rewards quickly to maximize impact and drive business results.
Sitehands, Inc. is a provider of technical field services focused on managing comprehensive service outcomes for enterprise clients. The company specializes in infrastructure break/fix services, workstation management, IT project roll-outs, and asset management, which includes inventory and documentation. Additionally, Sitehands offers audio-visual support and facilities management services that encompass surveys and issue identification. Founded in 2016 and based in Charlotte, North Carolina, Sitehands utilizes an on-demand technology platform designed to connect customers and technicians efficiently, facilitating hands-on IT work across various locations. However, the company faced financial challenges and filed for voluntary liquidation under Chapter 7 in December 2020.
EBANX Ltda. is an integrated financial services company based in Curitiba, Brazil, founded in February 2012. It specializes in providing end-to-end payment solutions for e-commerce, facilitating various payment methods including voucher payments, online alternative payments, and acceptance of both domestic and international cards. EBANX aims to support international businesses in expanding their reach in Latin America by offering a localized payments experience that caters to the preferences of regional customers. Over the years, the company has received several accolades, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
MarketsandMarkets Research Private Ltd. is a global market research and consulting firm based in Pune, India, founded in 2010. The company specializes in providing comprehensive research across various sectors, including pharmaceuticals, energy, biotechnology, food and beverage, chemicals, medical devices, advanced materials, and more. It produces approximately 120 detailed reports annually, each featuring extensive market data, segmentation, and competitive landscape analysis. These reports include in-depth information on technologies, services, applications, and key industry participants, supported by insights from over 22,000 news sources and a database of industry stakeholders. MarketsandMarkets also offers custom research services, epidemiological analysis, and competitive intelligence, which assist businesses in making informed decisions based on robust market intelligence. The analysts at MarketsandMarkets draw on their expertise and relationships with over 900 market research firms to deliver well-rounded insights tailored to niche markets.
The mission of ID.me is to make the world a more trusted place by enabling transparent interactions between people and organizations. ID.me is a digital identity network that empowers consumers to prove their identity via a digital medium in contexts where it would benefit the consumer to be known. For relying parties, ID.me provides a single API endpoint through which partners can verify the identity of users attempting to access a website or to unlock an exclusive benefit. The United States Department of Commerce selected ID.me as one of the top five identity companies in America in 2013 and awarded the company a $2.8M grant to participate in the President's National Strategy for Trusted Identities in Cyberspace (NSTIC). ID.me was a Finalist for Wall Street Journal Startup of the Year in 2013. Entrepreneur Magazine selected ID.me as one of 100 Brilliant Companies for 2014 in their June 2014 edition. Key customers include SeaWorld, Overstock.com, Under Armour, Dell, Sears Holding Corporation, and 129 additional retailers and brands.
Private Equity Round in 2017
Enfusion is a provider of cloud-based portfolio management and risk system, as well as middle and back-office services. Enfusion believes that clients are the cornerstone of our business. The company provides exceptional client service, best-in-class software, and outsourced fund services. Enfusion aims to be an extension of our clients’ operational teams, not just another software vendor.
Private Equity Round in 2017
At the core of HCS is their belief that more individuals should have access to quality-of-life procedures – it’s what motivated the HCS founders to transition from jobs in banking to careers in healthcare financing. It’s also why we specialize in only healthcare financing and are committed to devising new ways for patients to receive care. Simply put, they are driven to invent smart, simple solutions that not only make healthcare financing more affordable, but also deliver a seamless customer experience. They recognize and empathize with the barriers to care that impact providers and patients daily. It is this fact that impassions us to embrace the bold ideas of many, both internally and externally, to deliver creative financing solutions. Ownership of the end-to-end lending process gives us the freedom to implement immediate change. They are invested in the future of the industry and therefore, feel it is imperative to adapt to the needs of their customers – doctors, office managers, schedulers and patients alike. Their team is accessible, knowledgeable and prepared to listen. From practices delivering more care to patients successfully managing their health, they take pride in empowering and equipping their customers to take charge of both their physical and financial well-being.
Private Equity Round in 2017
Neon One, LLC is a Chicago-based company founded in 2004 that specializes in developing software solutions tailored for nonprofit organizations. The company offers a comprehensive technology ecosystem designed to address the end-to-end technology needs of these organizations, enabling them to effectively manage their operations and grow their missions. By providing a suite of software and services, Neon One aims to empower nonprofits to enhance their impact and streamline their processes.
Nitrogen is a company that specializes in risk management solutions for the investment advisory industry. Founded in 2011 and headquartered in Auburn, California, with additional offices in Georgia, Nitrogen has developed a platform that allows investment advisors to quantitatively measure client risk tolerance. This platform helps advisors construct portfolios that align with individual investor expectations and risk profiles, enhancing the advisory process. Nitrogen's offerings facilitate risk alignment, compliance, and suitability, enabling advisors to attract new clients and effectively meet their investment needs. The company collaborates with various financial professionals, including registered investment advisors, independent broker-dealers, and asset managers, to improve investment strategies and outcomes for clients.
Private Equity Round in 2016
ReliaQuest provides a SaaS security platform designed to minimize data loss and business disruptions. Its GreyMatter platform delivers visibility across SIEM, EDR, and multi-cloud environments to speed detection and response while maturing security investments to deliver security confidence. The company was founded in 2007 and is headquartered in Tampa, Florida.
Private Equity Round in 2016
Edgewater Markets is the industry leader in electronic foreign exchange aggregation and distribution to global institutional clients. Edgewater has developed and continues to advance its price engines and aggregation tools, in addition to utilizing leading technology solutions in the market. Edgewater's global footprint helps to ensure total access to FX markets throughout the world -- thus providing clients with optimal, efficient and low cost FX electronic execution.
Private Equity Round in 2016
VPay, Inc. provides electronic payment processing services. It provides merchant services and related payment solutions. The company also offers VCard, a virtual card system, that provides payment processing and fund transfer services. The company caters to business-to-business clients of healthcare, compensation, automotive, insurance, and warranty sectors. The company was formerly known as VPay Assist, Inc. The company was founded in 2008 and is headquartered in Plano, Texas.
Private Equity Round in 2016
StoneEagle Services is part of a set of companies based in Richardson, TX, just north of Dallas, originally founded in 1987. StoneEagle Insurance Systems, the original firm, sold enterprise-wide insurance software for businesses and over the years expanded its services with Web-enabled applications as the Internet became more widely used. The company’s “VPay” product was developed about a decade ago.
Private Equity Round in 2016
True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: – Goal-based technology enabling custom investment plan creation; – front to back end capabilities (including client onboarding, fee and commission reconciliation, client servicing support and a client portal)
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
InvestCloud, headquartered in Los Angeles, offers a digital financial services platform that enhances investment management for a diverse range of clients including wealth managers, institutional investors, and banks. The platform supports over $1.7 trillion in assets across 670 institutional customers by providing integrated solutions that improve decision-making and streamline financial planning. InvestCloud’s offerings include client communication tools, client management systems, digital warehousing, data analytics, and accounting services. These features are designed to be rapidly deployable and highly modular, allowing users to tailor the platform to their specific needs. By facilitating better investment strategies and operational efficiency, InvestCloud empowers its clients to maximize returns and optimize their investment processes.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
LiveIntent is a marketing technology platform that specializes in enhancing email as a powerful tool for identity resolution and targeted marketing. Serving over 2,000 brands and publishers worldwide, LiveIntent transforms traditional email communication into a robust mechanism for customer engagement and revenue generation in a mobile-first environment. The platform creates a private customer graph that supports various marketing objectives, including acquisition and attribution. Headquartered in New York City, LiveIntent has additional offices in cities such as Berlin, Chicago, and Los Angeles, employing around 170 people. Its full-service email advertising solutions cater to the needs of both marketers and publishers, positioning the company as a leader in the email marketing landscape.
WePay, Inc. specializes in providing integrated payment solutions tailored for online platforms that facilitate transactions between users. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive suite of services including merchant onboarding, payment processing, payouts, and risk management. WePay's solutions are designed to support a variety of platforms, including Software-as-a-Service businesses and crowdfunding sites, and include features for mobile payment options. The company also ensures compliance with regulatory standards and provides customer support integration, all at no additional cost. As a subsidiary of JPMorgan Chase & Co., WePay plays a significant role in the platform economy, enabling businesses to maintain trust and safety while managing transactions effectively.
Centro is a provider of enterprise-class software for digital advertising organizations. Its technology platform, Basis, is the first of its kind SaaS advertising solution unifying programmatic and direct media buying, along with workflow automation, cross-channel campaign planning, universal reporting and business intelligence. It boosts media team and business performance by enabling advertisers to plan, buy and analyze real-time bidding (RTB), direct, search and social campaigns in a single platform. Headquartered in Chicago with 40 offices in North America, Centro has received numerous accolades for its commitment to employees and workplace culture.
Clearent is a credit card processing company that provides payment processing services to financial institutions, ISOs and agents, developers, and merchants. It offers credit card, next-day funding, terminal, mobile phone, virtual terminal, and benefit services. The company helps its customers increase their merchant portfolios and profits. Founded in 2005, Clearent is based in Clayton, Michigan, United States.
Swan Global Investments, founded in 1997 and headquartered in Durango, Colorado, is an investment management firm that specializes in providing innovative financial services to individuals, institutions, and advisors. The firm offers a Defined Risk Strategy, which is an absolute-return, market-neutral investment approach aimed at protecting assets during market downturns, generating income in various market conditions, and maximizing gains in bull markets. Swan Global Investments employs a combination of risk strategies and options techniques to hedge market exposure and create market-neutral income for its clients. In addition to its Colorado headquarters, the firm has offices in Puerto Rico and Tampa, Florida.
Rio SEO is a developer of an automated search engine optimization and analytic software to simplify complex local search marketing to convert searches into sales. It optimizes local listings and content across every major search engine on every device that enables enterprises to increase local site visibility and drive local revenue.
It was founded in 2006 and is headquartered in San Diego, California.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
Private Equity Round in 2013
WorldFirst facilitates businesses and individuals to conduct customer service and money transfer activities. Catering to clientele in the hedge fund and exporting sectors, the company helps businesses open up receiving accounts to get payments in their local currency and set up forward contracts to lock in a rate to make late transfers. The company also enables online sellers to manage their payments across multiple international marketplaces and make payments to overseas suppliers. WorldFirst charges a fee for same currency transactions while every other service offered is free.
Private Equity Round in 2013
Credorax, Inc. provides payment processing services to PSPs, ISOs, and online retailers. The company offers NextGen, a smart acquiring and payment processing technology that provides business services and tools required to help grow online businesses. It also provides currencies settlement, online security and safety, data management, and support services. The company was founded in 2007 and is based in Southborough, Massachusetts with additional offices in Malta, the United Kingdom, Japan, and Israel.
Through theirindustry-leading sales distribution and service capabilities, they are able to provide a single point of access to multiple, diversified, and unique investment strategies. Cedar Capital serves as the sales distribution and operational arm to high-quality asset managers that share the same core characteristics they believe in. They are comprehensive in their offerings and disciplined in choosing the firms that they represent.
Private Equity Round in 2013
MarketShare is an advanced analytics software/technology company that helps businesses grow efficiently by uncovering which actions really drive results. Founded in 2005, MarketShare has a track record of ground-breaking innovations in data, modeling and software and has worked with more than half of the Fortune 100 companies. The MarketShare DecisionCloud platform provides a combination of technology, data, modeling and business intelligence solutions that improve decision-making. The company is based in Los Angeles, California with offices in San Francisco, New York, London, Tokyo, Bangalore and other cities worldwide.
Empyrean is an advanced HR services company dedicated to the administration of employee benefits for large and small corporations. Since the development of its exclusive Web portal providing the ultimate platform for flexibility, scalability and simplicity, they provide a fully custom .NET structure that reduces infrastructure while enhancing greater efficiency from a single database.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
Shoutlet, Inc. is an enterprise social marketing platform that enables brands to build and strengthen customer relationships through a comprehensive suite of tools. Founded in 2004 and based in Madison, Wisconsin, with additional offices in Atlanta and London, Shoutlet offers solutions for content creation, social media engagement, and customer relationship management. Its platform includes features for social listening, analytics, and community management, allowing brands to track conversations, manage campaigns, and measure performance across various social media channels such as Facebook, Twitter, and LinkedIn. With a focus on integrating social data into business strategies, Shoutlet provides tools for social advertising, workflow management, and contest execution. The company's software-as-a-service model ensures flexibility and control for its clients, supported by a dedicated account team to facilitate successful social media campaigns. Shoutlet operates as a subsidiary of Spredfast, Inc. and continues to cater to large enterprises seeking to optimize their social marketing efforts.
Utopia, Inc. provides strategy consulting services focused on Enterprise Data Lifecycle Management solutions. It offers data strategy, data migration, data quality, data governance, data archival, document management, implementation, master data management, and strategic roadmap development, systems integration, and quality and governance services. The company serves oil and gas, manufacturing, retail and distribution, utilities/telecommunications, CPG, and transportation industries worldwide. Utopia, Inc. was founded in 2003 and is based in Mundelein, Illinois with additional offices in Canada, the Middle East, India, Australia, the Asia Pacific, and Europe.
Private Equity Round in 2012
Aspire Financial Services, LLC is a web application service provider focused on the retirement plan industry. Founded in 2002 and based in St. Petersburg, Florida, with additional offices in Tampa and Denver, the company offers a web-based platform for retirement plan record-keeping and communication. This platform caters to a variety of clients, including institutions, third-party administrators, registered investment advisors, certified public accountants, and brokers. Aspire Financial Services aims to enhance the management of retirement plans through innovative technology and business process outsourcing solutions, prioritizing conflict-free investment options, cost-effectiveness, and customization to meet the diverse needs of all stakeholders. The company became a subsidiary of PCS Retirement, LLC in 2019.
Private Equity Round in 2012
Catalyst Repository Systems provides litigation support software and hosted document repositories. It offers Catalyst CR, a hosted search, review, and analytics platform for litigation support, regulatory compliance, and document-intensive matters. The company also provides Catalyst XE that provides a central repository for the case and matter files, as well as for managing cases, insurance claims, and financial transactions. In addition, it offers consulting services, such as developing and implementing defensible search, culling, and review strategies, as well as multi-language processing, search and analytics consulting, managed review, and image and native production services. The company was formerly known as CaseShare Systems and changed its name to Catalyst Repository Systems in 2006. Catalyst Repository Systems was founded in 1998 and is based in Denver, Colorado with an additional office in Hong Kong. The company has locations in Atlanta, Chicago, New York, Philadelphia, San Francisco, and Washington, D.C., as well as a development center in Bangalore, India.
Globant is an IT services company that specializes in digital transformation, helping clients develop customized software solutions. Established in 2003 in Argentina and now headquartered in Luxembourg, Globant has a workforce of over 6,300 professionals across 12 countries. The company focuses on creating meaningful digital experiences that enhance user engagement through personalized, context-aware interactions. Its client portfolio includes major brands such as Google, LinkedIn, and Coca-Cola, with a significant concentration in the media, entertainment, and financial services sectors. Globant has received recognition for its innovative approaches, including features in notable business case studies at prestigious institutions like Harvard and MIT, and accolades from industry analysts for its leadership in digital strategy consulting.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
Apex Fund Services, established in Bermuda in 2003, is one of the world’s largest specialist fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain; from information delivery and regulatory products to capital introduction services. The globally distributed service model is delivered by over 720 staff, across 35 offices and with assets under administration of $80bn Apex now administers the investments of some of the largest funds and institutional investors in the world. Apex provides the full suite of products and services, including fund set up, portfolio valuations, fund accounting, shareholder services, corporate secretarial administration, directorships and listing sponsorship. Apex offers a number of platforms including, Bermuda Emerging Manager platform (for small or start up funds), Luxembourg SIF platform, Luxembourg UCITS platform, Luxembourg Shariah platform (fully Shariah compliant) and the Malta PIF platform.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
Centro is a provider of enterprise-class software for digital advertising organizations. Its technology platform, Basis, is the first of its kind SaaS advertising solution unifying programmatic and direct media buying, along with workflow automation, cross-channel campaign planning, universal reporting and business intelligence. It boosts media team and business performance by enabling advertisers to plan, buy and analyze real-time bidding (RTB), direct, search and social campaigns in a single platform. Headquartered in Chicago with 40 offices in North America, Centro has received numerous accolades for its commitment to employees and workplace culture.
Vindicia offers comprehensive subscription management solutions that help businesses acquire and retain more customers. Providing much more than just a billing and payments system, the company’s SaaS-based subscription management platform combines big data analysis, strategic consulting and proprietary retention technology. Vindicia provides its clients with more recurring revenue, more customer data, better insights, and greater value throughout the entire subscriber lifecycle.
SenSage offers patented event data warehouse solutions that provide actionable results from massive amounts of log and event data. More than 400 customers have deployed SenSage solutions to reduce security, fraud and compliance risks at a fraction of the cost of traditional data warehouses and log management solutions.
CardConnect (formerly Financial Transaction Services) is a full-service provider of electronic transaction processing services. CardConnect's mission is to make payments simple and secure.
Ace Security in london can assist make your commercial enterprise or event that much more at ease. We focus on safety guards that offer a wide variety of services and are enormously educated. Whether you want a protection protect for a private or public event, ACE Security has the understanding you need in london and surrounding regions. All of our guards are very well vetted to make certain they've the proper training and revel in to hold you safe. We additionally make sure they are properly informed at the present day possible threats and how to cope with them in any scenario.
Private Equity Round in 2010
Company.com is a provider of enterprise quality operational resources to help start, run and grow businesses. Their suite of business services, productivity tools and social networking resources are designed to scale with their clients' success. They focus on streamlining operations for small and mid-sized business owners.
Based on a unique platform which includes public, private and semi-private networks, businesses can leverage an internal Enterprise Social environment for team and project collaboration, reach out to vendors and suppliers with a semi-private network and engage customers on a public network, all in one place. Unlike other social networks, since Company.com is created for businesses to do business, monetization and growth strategies are built right in. Company.com’s platform is designed to easily integrate with other services and technologies that exist today and intends to seek out or develop cutting-edge tools to continuously improve their product offering.
eBaoTech is a digital solution provider to the global insurance industry with a company mission to “make insurance easy”. We have business in more than 30 countries, serving over 200 carriers and numerous agents, brokers, InsurTech startups and others in the insurance ecosystem. eBaoTech offers two groups of solutions: eBao Cloud as an insurance middle ware platform, and eBao Software for traditional insurance carriers’ core systems.
Varicent Software Incorporated provides incentive compensation management (ICM) and sales performance management (SPM) solutions for finance, sales, human resources and IT departments. Varicent's solution includes Enterprise (250 payees or more) and Business Editions (50 to 250 payees) for companies who face different compensation and management challenges. Varicent for Enterprises helps organizations to streamline compensation processes, reduce errors, meet compliance requirements and drive improved sales performance. Varicent Business Edition is a flexible solution built to create and administer variable pay programs, automate commission calculations, and quickly distribute personalized payout results to sales teams. The company was founded in 2003 and is based in Toronto, Canada.
Aveksa, Inc. specializes in providing enterprise access governance solutions that help organizations manage security and regulatory requirements effectively. The company's offerings include tools for automating access certification, role management, entitlement administration, controls automation, and risk analytics. Key products include Compliance Manager, which facilitates policy-based governance through automated monitoring and remediation of user entitlements and roles, and Role Manager, which supports roles-based governance by managing roles discovery, modeling, and lifecycle processes. In addition to its software solutions, Aveksa offers implementation and support services, covering areas such as application inventory, requirements definition, server installation, and user certification. The company caters to various sectors, including financial services, healthcare, manufacturing, and retail. Founded in 2004, Aveksa is headquartered in Waltham, Massachusetts.
Private Equity Round in 2009
VelocityShares® is a leader in developing innovative exchange-traded products for professional investors. The products provide investors with access to sophisticated long-term investment strategies and enable traders to express short-term market views. We are focused on delivering leading-edge, efficient, and insightful products for a wide range of investors across a variety of asset classes.
Castle Pines Capital
Venture Round in 2009
Castle Pines Capital provides accounts receivable and purchases order finance services for technology vendors and their reseller customers.
Globant is an IT services company that specializes in digital transformation, helping clients develop customized software solutions. Established in 2003 in Argentina and now headquartered in Luxembourg, Globant has a workforce of over 6,300 professionals across 12 countries. The company focuses on creating meaningful digital experiences that enhance user engagement through personalized, context-aware interactions. Its client portfolio includes major brands such as Google, LinkedIn, and Coca-Cola, with a significant concentration in the media, entertainment, and financial services sectors. Globant has received recognition for its innovative approaches, including features in notable business case studies at prestigious institutions like Harvard and MIT, and accolades from industry analysts for its leadership in digital strategy consulting.
Private Equity Round in 2008
Mu Sigma Inc. offers data analytics services and develops decision support system tools and software for Fortune 500 organizations. The company offers marketing analytics, such as marketing measurement, product/customer segmentation and profiling, prospecting, RFM analysis, purchase likelihood analysis, cross-sell/up-sell analysis, loyalty/customer lifetime modeling, churn analysis/retention modeling, brand/customer equity analysis, customer satisfaction analysis, marketing mix modeling and optimization, and others. It also provides risk analytics, such as predictive modeling of claims, credit scoring, fraud detection and prediction, foreclosure prediction, rating structures, loss ratio analysis, risk based pricing, statistical analysis for FDA trials, elasticity/sensitivity/scenario/what if analysis, collection and recovery analytics, extreme event modeling, and others. In addition, the company offers supply chain analytics, which include trend plotting, demand/manpower forecasting, location allocation decision making, inventory management, sourcing/capacity/materials/transport optimization, stock replenishment analysis, due date quoting, expediting optimization, logistics and distribution analysis, vendor managed inventory systems, and others. It serves companies operating in airline, hospitality and entertainment, pharmaceuticals and healthcare, BFSI, CPG, retail, technology, and telecom industries. The company was founded in 2004 and is based in Northbrook, Illinois.
Stacey has over 20 years of marketing experience and over 12 years of extensive marketing knowledge in the transportation industry. She serves as Director of Marketing and is responsible for creating, implementing and executing WEX Fleet One’s direct, private label and partner marketing programs. Prior to joining Fleet One in 2002, Stacey worked for Covad Business Solutions (formerly BlueStar Communications), where she served as Director of Marketing. At Covad, she was responsible for building and executing marketing strategies within the emerging broadband technology industry. Stacey earned her Bachelor of Science degree from the University of Alabama in 1992.
OpenSpan, Inc. specializes in robotic automation and workforce intelligence solutions for enterprises both in the United States and internationally. The company provides a range of products, including OpenSpan Intelligence, which is a SaaS-based application that offers insights for managing and engaging the workforce; OpenSpan Robotic Process Automation, designed to automate enterprise transactions; and OpenSpan Robotic Desktop Automation, which streamlines and integrates workplace technologies and processes. Additionally, OpenSpan offers the Transformation Platform for developing transaction strategies and provides professional services such as customer care, managed consulting, and education. The company's solutions are utilized by Fortune 500 and Forbes Global 2000 companies across various industries, including banking, government, transportation, retail, and telecommunications. OpenSpan is associated with major technology partners like IBM, Microsoft, and Salesforce.com. Founded in 2004 and headquartered in Alpharetta, Georgia, OpenSpan operates as a subsidiary of Pegasystems Inc. as of 2016.
SenSage offers patented event data warehouse solutions that provide actionable results from massive amounts of log and event data. More than 400 customers have deployed SenSage solutions to reduce security, fraud and compliance risks at a fraction of the cost of traditional data warehouses and log management solutions.
Covario is a provider of software-as-a-service (SaaS) solutions focused on interactive marketing analytics. The company offers a comprehensive portfolio that includes tools for managing display advertising, paid search advertising, and organic search engine optimization. Covario's platform allows global organizations to optimize their marketing efforts by providing insights that enhance brand integrity and ensure budget transparency. Its Paid Search Insight tool empowers businesses to refine their paid search campaigns across various search engines and demographics, while the Organic Search Insight feature aids in the creation of optimized content to improve search rankings on major platforms such as Google, Yahoo, and Bing. Recognized as a leading independent search and content marketing provider, Covario has earned accolades, including the distinction of being named Search Agency of the Year multiple times from 2011 to 2013.
Private Equity Round in 2008
IndexIQ, now part of the New York Life & MainStay Investments family, is a pioneer and leading asset management firm.
Presidio Reinsurance Group
Private Equity Round in 2007
At Presidio, their priority is client financial peace of mind. Helping clients successfully manage Accident & Health risk is what they do. They are a team of professionals, committed to carrying out their mission according to their values. They value honesty and integrity in all of their relationships. They believe they must provide the highest quality of expertise, products and services to contribute to the success of their clients. They demonstrate their values to their clients by living them with each other in promoting the personal and professional growth of all members of their team. Just as the Presidio of San Francisco has a history of safeguarding the interests of San Francisco, Presidio Reinsurance Group has a history of safeguarding the interests of their clients.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.