Global Atlantic

Global Atlantic Financial Group, established in 2004 and headquartered in New York, is an insurance company that specializes in life insurance, annuities, reinsurance, and related financial products. The firm is dedicated to assisting individuals in navigating financial challenges by providing a diverse array of retirement and life insurance solutions. Their offerings allow clients to tailor strategies that address various needs, including protection, income generation, wealth transfer, and end-of-life planning. With a team of experienced professionals, Global Atlantic combines industry knowledge with a commitment to delivering services that meet the evolving requirements of its clients.

9 past transactions

FinTech Sandbox

Grant in 2024
FinTech Sandbox is a Boston-based nonprofit accelerator established in 2014 that supports FinTech startups worldwide in overcoming barriers to product development. It addresses the high costs of financial data by providing entrepreneurs with free or discounted access to essential data feeds, APIs, and development resources. In addition to data access, FinTech Sandbox fosters growth by facilitating customer introductions, offering cloud hosting solutions, and creating a vibrant community that includes mentors, investors, and service providers. The organization also sponsors events and networking opportunities, enhancing connections within the FinTech ecosystem both locally and beyond.

FIDx

Venture Round in 2022
FIDx is a technology-driven company that operates a product-agnostic retirement platform aimed at addressing the evolving needs of investors. The firm specializes in providing retirement and wealth planning services, as well as financial advice to safeguard individuals and families. By integrating brokerage, insurance, and advisory ecosystems, FIDx delivers a holistic approach to financial management. Its platform enables insurance advisors to offer a range of annuities and insurance products from leading carriers, ensuring that income and downside protection are seamlessly incorporated into clients' existing wealth management strategies. Through its innovative solutions, FIDx facilitates a comprehensive understanding of retirement planning for both advisors and their clients.

Policygenius

Series E in 2022
Policygenius Inc. is an online insurance marketplace that provides brokerage services for various insurance products, including life, health, long-term disability, pet, and renters' insurance. Established in 2014 and headquartered in New York, the company leverages advanced technology alongside the expertise of licensed agents to assist individuals in obtaining the necessary coverage to safeguard their families, properties, and finances. Policygenius enables users to review, research, and compare insurance quotes, facilitating informed decisions and ensuring they find the right policies at competitive prices. Since its inception, Policygenius has served millions of customers, securing over $160 billion in coverage.

Beacon Platform

Series C in 2021
Beacon Platform, Inc. is a technology company that specializes in developing a cloud-based integrated data and financial analytics platform tailored for capital markets. Founded in 2014 and headquartered in New York, the company offers a comprehensive suite of applications designed for quants, data scientists, and business users. Its platform includes a front office suite that features a cross-asset trading and risk management system, along with a financial developer toolkit that allows users to build, test, and deploy analytics at an enterprise scale. Beacon Platform's cloud-native technology supports rapid development and deployment, enabling clients to efficiently implement solutions that span the entire financial workflow, from front to back office. With additional offices in London, Tokyo, and other locations, Beacon serves a global clientele, helping them enhance their commercial capabilities in a competitive landscape.

Beacon Platform

Series B in 2020
Beacon Platform, Inc. is a technology company that specializes in developing a cloud-based integrated data and financial analytics platform tailored for capital markets. Founded in 2014 and headquartered in New York, the company offers a comprehensive suite of applications designed for quants, data scientists, and business users. Its platform includes a front office suite that features a cross-asset trading and risk management system, along with a financial developer toolkit that allows users to build, test, and deploy analytics at an enterprise scale. Beacon Platform's cloud-native technology supports rapid development and deployment, enabling clients to efficiently implement solutions that span the entire financial workflow, from front to back office. With additional offices in London, Tokyo, and other locations, Beacon serves a global clientele, helping them enhance their commercial capabilities in a competitive landscape.

GPI Companies

Corporate Round in 2019
GPI is a full-service commercial real estate investment and operating platform which specializes in the acquisition, development, repositioning, and management of office, retail, multifamily, and mixed-use properties located in greater Los Angeles and the Western United States.

Welcome Group

Debt Financing in 2019
Welcome Group, LLC is a Houston-based real estate company that develops, owns, and leases single-tenant industrial properties across Texas. The firm specializes in office, lab, industrial, warehousing, distribution, food service, medical, and manufacturing facilities. Welcome Group offers comprehensive services including land acquisition, design, construction financing, development, management, permanent financing, build-to-suit, sale-leaseback, brokerage, and real estate management. The company serves a diverse client base, including Fortune 500 companies, local businesses, and international corporations. Founded in 1979, Welcome Group owns over 85 industrial buildings totaling approximately four million square feet.

Beacon Platform

Series A in 2018
Beacon Platform, Inc. is a technology company that specializes in developing a cloud-based integrated data and financial analytics platform tailored for capital markets. Founded in 2014 and headquartered in New York, the company offers a comprehensive suite of applications designed for quants, data scientists, and business users. Its platform includes a front office suite that features a cross-asset trading and risk management system, along with a financial developer toolkit that allows users to build, test, and deploy analytics at an enterprise scale. Beacon Platform's cloud-native technology supports rapid development and deployment, enabling clients to efficiently implement solutions that span the entire financial workflow, from front to back office. With additional offices in London, Tokyo, and other locations, Beacon serves a global clientele, helping them enhance their commercial capabilities in a competitive landscape.

Sunlight Financial Holdings

Debt Financing in 2018
Sunlight Financial Holdings is a technology-enabled company based in New York that specializes in providing point-of-sale financing solutions for residential solar systems and various home improvement projects. Founded in 2014, the company partners with contractors across the United States to offer financing options for homeowners, facilitating the purchase, sale, and installation of solar systems, roofing, HVAC, decks/patios, energy efficiency upgrades, windows, interior remodels, home automation, and fencing. Sunlight Financial's advanced technology and credit expertise streamline the consumer finance process, ensuring a quick and efficient experience for both contractors and homeowners. The company generates revenue through platform fees on facilitated loans and fees for loan portfolio management services.
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