IA Capital Group

IA Capital Group is a private investment firm based in New York that manages the Inter-Atlantic funds. The firm focuses on venture and growth capital investments, primarily in the sectors of insurtech and fintech. IA Capital partners with innovative entrepreneurs, prioritizing proven management teams with a track record of exponential revenue growth. The firm typically invests in North American companies that generate at least $2 million in annual revenue and have demonstrated a commitment to technology innovation, particularly those utilizing low-cost delivery channels to enhance access to financial services. IA Capital Group seeks to support its portfolio companies not only with capital but also by leveraging industry experience and relationships. Founded in 1992, the firm invests between $1.5 million and $10 million in each company, holding both majority and minority stakes in its investments.

Brett Baris

Advisory Partner

Christy Lane

Advisory Partner

Andrew S. Lerner

Managing Partner

Bruce Macfarlane

Advisory Partner

Ravi Shah

Associate

Richard L. Viton

Partner

Anton Wesener

vice_president

101 past transactions

Matic Insurance

Private Placement in 2020
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Credit Sesame

Series G in 2021
Credit Sesame, Inc. owns and operates a credit and loan management platform. Its platform analyzes loans, existing home mortgages, and credit card debts. The company also offers credit score, credit monitoring, credit report card, and identity theft protection. Additionally, it provides personalized recommendations for refinancing home mortgage. Credit Sesame, Inc. was founded in 2006 and is based in Mountain View, California with an additional office in San Francisco, California.

Bolt

Venture Round in 2006
BOLT is the provider for P&C omni channel customer solutions. The BOLT platform provides a single interface for all channels – field agents, contact center, direct to consumer – with the efficiency of a common infrastructure; common market network and support services built into one platform for all channels. BOLT’s distribution platform’s versatility and scalability means it can be leveraged across one or many different channels. It provides the ability to start smart (maybe one channel today) and scale fast (many channels in the future). The BOLT ecosystem provides the user the ability to proactively offer and sell their own products, with bundled products from other carriers, to ultimately maximize customer solution ownership.

Tomorrow Ideas

Venture Round in 2019
Tomorrow Ideas, Inc. develops an application that helps in protecting family’s financial future. Its application features include last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. The company’s application is available for iOS and Android devices. Tomorrow Ideas, Inc. was founded in 2016 and is headquartered in Seattle, Washington.

Sparta Software Corporation

Venture Round in 2023
Sparta reduces injuries and optimizes performance with validated scientific assessments and evidence-based prescriptions. It is a simple 60-second scan that enables organizations to measure and optimize physical performance and minimize injury risk. Sparta Science optimizes health and performance for athletes, warfighters, fitness clients, and patients with evidence-based movement scans and data-driven exercise prescriptions that increase resilience, minimize injury risk, and speed efficient rehabilitation to physical activity. Sparta technology is used worldwide by elite and conventional military forces, professional, collegiate, high school, and youth sports organizations, strength training professionals, and medical providers committed to helping people move better, at work, at play, and on duty. The company was founded in 2016 by Phil Wagner and it is based in Menlo Park, California.

Crown Global Insurance Group

Venture Round in 2015
Crown Global Insurance Group, LLC, through its subsidiaries, provides specialty insurance solutions for high net-worth individuals, hedge funds, private equity, and institutional investors worldwide. It offers private placement life insurance, group annuity contract, fund advisor benefit plan, and private placement variable immediate annuity products. Crown Global Insurance Group, LLC was founded in 1994 and is based in New York, New York with additional offices in North America, Cayman Islands, and Switzerland.

Health Gorilla

Series C in 2022
Health Gorilla's Clinical Network provides secure clinical and SDOH interoperability to provider the high-quality, actionable and comprehensive data feed to providers, payers, and healthcare organizations to improve health delivery, clinical outcomes and revenue cycle management. Our commitment is to promote clinical interoperability while ensuring consumer privacy by participating in key industry initiatives such as the Trusted Exchange Framework Common Agreement (TEFCA).

Accruit

Venture Round in 2008
Accruit, LLC is a Colorado based like-kind exchange service provider and Qualified Intermediary.

Omnidian

Series A in 2019
Omnidian, Inc., an insurance company, provides residential, commercial, and industrial solar system protection plans. It offers solar power performance guarantee product services, including monitoring, field service repair, and performance guarantee for the life of system. The company also monitors and reports the performance of system; optimizes power generation for the life of the system; and diagnoses and repairs residential scale installations. It serves residential fleet owners and lenders, and residential homeowners. Omnidian, Inc. was formerly known as PeGu, Inc. The company was founded in 2015 and is headquartered in Seattle, Washington.

Ceannate

Series C in 2011
Ceannate Corp is an Illinois based provider of solutions in the U.S. student loan marketplace. The Company specializes in receivables management and data gathering in both government and private sectors. The Company also contracts with universities to provide default aversion services to students by helping them in selecting payment plans, processing deferments, understanding the implications of forbearance and providing general guidance with respect to financial aid.

Cloudwall Capital

Seed Round in 2022
Cloudwall Capital is a team of passionate fintech and research professionals looking to help institutional investors navigate the digital asset marketplace.

Snapsheet

Series C in 2016
Snapsheet is a pioneer in virtual appraisals and a leader in cloud-native claims management software, enabling the most innovative claims organizations to deliver the best experiences for customers. With a focus on engagement, digitization, and intelligent automation, Snapsheet provides unmatched technology and processes that improve customer experience, drive greater organizational agility, and deliver transformational benefits through its Snapsheet Cloud software suite. Snapsheet leads the industry in claims innovation including the deployment of the fastest digital auto insurance claims process in the United States. As a trusted innovation partner, Snapsheet works with more than 100 clients, including many of the largest insurance carriers, third-party administrators, and insurtech and sharing economy disruptors.

Delos Insurance

Seed Round in 2021
Delos is building a digital property insurance company for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

Smartvid io

Venture Round in 2020
Smartvid.io enables the AEC industry to significantly reduce jobsite risk by combining the best of human and artificial intelligence. Smartvid.io's Safety Suite includes Safety Observations, Safety Monitoring and Predictive Analytics products that combine to give project teams and management the ability to predict and prevent incidents - saving lives and preserving timely project delivery. Getting started is easy with pre-built integrations to Autodesk BIM360, Procore, Oracle Aconex, SharePoint, Egnyte, Box, and other data sources. See it in action at www.smartvid.io.

Axio

Series B in 2022
Axio Global, Inc. offers cyber security products and risk management services to organizations. Its product, Axio360, is a platform which provides dashboards, track security improvements, and produce reports for executives. It serves owners and operators, private and public companies, government agencies, and insurance providers. The company was incorporated in 2016 and is headquartered in New York, New York with additional offices in Tysons, Virginia and Decatur, Georgia.

Checkbook

Series A in 2021
Checkbook is solving the major paper Check problem in payments making business inefficient today. Checkbook's Digital Checks are a way for individuals and businesses to send and receive funds via email - with instant deposit and next-day fund credits. With their effortless on-boarding, Checkbook offers easy adoption combined with the low-cost of ACH while preserving payment immediacy.

Advizr

Series A in 2017
Advizr Inc. develops financial planning applications. It offers Advizr Express, a tool designed to provide client prospects with a snapshot of their retirement readiness. The company’s tool is compatible with iPad or tablet devices, as well as embedded in the client’s website. Its solutions assist financial advisors in providing financial plans to their clients. The company was founded in 2012 and is based in New York, New York. As of July 11, 2019, Advizr Inc. operates as a subsidiary of Orion Advisor Services, LLC.

Driver Technologies

Venture Round in 2021
Driver is a hardware-free mobile app that allows users to video record their trip while receiving alerts when they are at risk of hitting another car or pedestrian, drifting out of their lane, falling asleep or getting too distracted - all for free. The app will also enable users to control their phone with their voice in order to enable safe consumption of original and partnership-based: entertainment, news, communications, traffic and augmented reality navigation.

Hamilton Insurance Group

Private Equity Round in 2013
Hamilton Insurance Group leverages analytics and research to create underwriting and investment value for its clients and shareholders. As of March 31, 2014, Hamilton Insurance Group had over $800 million in capital.

E-Duction

Series B in 2007
E-Duction is at the forefront of the evolving payment industry – paying for goods and services via payroll deduction. The current advent of consumerism is creating demand for more complex payroll deduction products, including variable and dynamic products in which the deduction/payment amount may change each month. E-Duction's transaction processing capabilities make possible a wide range of profitable, consumer-friendly payroll deduction-based services which meet the key demands of today's large and small employers alike.

SmartAsset

Series C in 2018
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. The company has created dozens of calculators and tools spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. These tools live on SmartAsset’s website and are embedded in relevant content on financial publisher websites via the Captivate tool. The company furthers its mission of helping people make smart financial decisions by connecting them to financial advisors via the SmartAdvisor service. In addition to these tools, an in-house editorial team creates thousands of educational articles and data-driven studies.

NextCapital

Private Placement in 2020
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. It was founded in 1996 and headquartered in Chicago, Illinois.

Axio

Private Placement in 2020
Axio Global, Inc. offers cyber security products and risk management services to organizations. Its product, Axio360, is a platform which provides dashboards, track security improvements, and produce reports for executives. It serves owners and operators, private and public companies, government agencies, and insurance providers. The company was incorporated in 2016 and is headquartered in New York, New York with additional offices in Tysons, Virginia and Decatur, Georgia.

Marqeta

Series D in 2017
Marqeta is a modern card issuing platform that provides infrastructure and tools to help companies build and manage payment programs. With its open API, the Marqeta platform is designed for businesses that want a simple and tailored way of managing payment programs so that they can create experiences and power new modes of commerce. Marqeta is headquartered in Oakland, California. It operates in the United States, Canada, Europe, and Australia and is certified to process payments in 10 countries in APAC.

E-Duction

Venture Round in 2004
E-Duction is at the forefront of the evolving payment industry – paying for goods and services via payroll deduction. The current advent of consumerism is creating demand for more complex payroll deduction products, including variable and dynamic products in which the deduction/payment amount may change each month. E-Duction's transaction processing capabilities make possible a wide range of profitable, consumer-friendly payroll deduction-based services which meet the key demands of today's large and small employers alike.

Marble

Seed Round in 2021
Insurance companies spend billions on marketing to find new customers, and often those costs come back to you in the form of higher premiums. We’re changing that. At Marble, we put our members at the center of the insurance process so they can effortlessly protect the things they care about, all while earning the value they deserve. We’re laser-focused on saving insurance customers money by building a rewards-based membership program. This same loyalty program serves as a more direct and effective marketing channel for insurance companies. It’s not often that you get to say this when talking about insurance, but with Marble, everybody truly does win.

Protecht

Private Placement in 2018
Protecht, Inc., doing business as TIcketGuardian, develops a suite of insurtech products for the consumer experience economy. It offers ticketing and registration platforms for control over inventory, revenue, fan engagement, bots, payments, and data in real time. It offers enterprise level technology for security and scalability for the demand and data protection. Protecht, Inc. was founded in 2016 and is based in Newport Beach, California.

GMI Ratings

Series A in 2002
GovernanceMetrics International. is a leading independent provider of corporate governance and executive compensation information and analysis based in Portland, Maine. The company utilizes a series of detailed and proprietary metrics and mathematical algorithms to evaluate a company’s corporate governance policies and procedures. In 2010 GovernanceMetrics merged with The Corporate Library.

Financial Insight Technology, Inc.

Private Placement in 2018
Financial Insight Technology, Inc., doing business as SmartAsset, operates as a financial technology company that provides personal finance advisory services. It offers an automated financial modeling (AFM) technology that provides interactive answers to personal finance questions. The company also provides calculators and other tools to empower the users to make smart personal finance decisions around home buying, retirement, taxes, and more. It offers its solutions in the areas of home buying, banking, retirement, credit cards, taxes, investment, life insurance, refinance, personal loans, and student loans. The company was incorporated in 2010 and is based in New York, New York.

Credit Sesame

Series D in 2015
Credit Sesame, Inc. owns and operates a credit and loan management platform. Its platform analyzes loans, existing home mortgages, and credit card debts. The company also offers credit score, credit monitoring, credit report card, and identity theft protection. Additionally, it provides personalized recommendations for refinancing home mortgage. Credit Sesame, Inc. was founded in 2006 and is based in Mountain View, California with an additional office in San Francisco, California.

CoreLogic

Series C in 2001
CoreLogic is a provider of consumer, financial and property information, analytics and services to business and government. The company combines public, contributory and proprietary data to develop predictive decision analytics and provide business services that bring dynamic insight and transparency to the markets it serves. CoreLogic has built the largest and most comprehensive U.S. real estate, mortgage application, fraud, and loan performance databases and is a recognized leading provider of mortgage and automotive credit reporting, property tax, valuation, flood determination, and geospatial analytics and services. More than one million users rely on CoreLogic to assess risk, support underwriting, investment and marketing decisions, prevent fraud, and improve business performance in their daily operations. Formerly, the information solutions group of The First American Corporation, CoreLogic began trading under the ticker CLGX on the NYSE on June 2, 2010. The company, headquartered in Santa Ana, Calif., has more than 10,000 employees globally with 2010 revenues of $1.6 billion.

Authentic4D

Series A in 2018
Insurtech company providing bodily injury claims evaluation and visualization services to insurance companies and attorneys.

Marqeta

Private Placement in 2017
Marqeta is a modern card issuing platform that provides infrastructure and tools to help companies build and manage payment programs. With its open API, the Marqeta platform is designed for businesses that want a simple and tailored way of managing payment programs so that they can create experiences and power new modes of commerce. Marqeta is headquartered in Oakland, California. It operates in the United States, Canada, Europe, and Australia and is certified to process payments in 10 countries in APAC.

Smartvid io

Private Placement in 2020
Smartvid.io enables the AEC industry to significantly reduce jobsite risk by combining the best of human and artificial intelligence. Smartvid.io's Safety Suite includes Safety Observations, Safety Monitoring and Predictive Analytics products that combine to give project teams and management the ability to predict and prevent incidents - saving lives and preserving timely project delivery. Getting started is easy with pre-built integrations to Autodesk BIM360, Procore, Oracle Aconex, SharePoint, Egnyte, Box, and other data sources. See it in action at www.smartvid.io.

Protecht

Series A in 2018
Protecht, Inc., doing business as TIcketGuardian, develops a suite of insurtech products for the consumer experience economy. It offers ticketing and registration platforms for control over inventory, revenue, fan engagement, bots, payments, and data in real time. It offers enterprise level technology for security and scalability for the demand and data protection. Protecht, Inc. was founded in 2016 and is based in Newport Beach, California.

Xspand

Debt Financing in 2001
Plymouth Park Tax Services LLC, doing business as XSPAND and headquartered in Morristown, New Jersey, is one of the largest firms exclusively focused on purchasing, servicing, and securitizing municipal tax liens. The company is a leader in providing public and private sector revenue solutions for non-performing assets. Xspand was acquired by Bear Stearns and is now part of JPMorgan.

Matic Insurance

Series B in 2020
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Talbot Holdings

Series B in 2004
Talbot Holdings, Ltd. is a specialty insurance group operating within the Lloyd’s insurance market. Talbot focuses on underwriting a number of specialty risks, with particularly strong franchises in marine and energy lines, war and political risks, direct property, financial institutions and treaty underwriting. The company is incorporated in Bermuda, with the management team based in London. In July 2007, Talbot was sold to Validus Holdings Ltd. for $410 million.

LiftForward

Series B in 2016
LiftForward, Inc. operates an online marketplace that provides loans to small businesses and high yielding debt products to investors. The company allows businesses to borrow up to $1,000,000 per transaction for asset purchases, purchase order financing, or working capital; offers Technology as a Service (TaaS), a Microsoft program that allows various small business to pay a monthly fee to buy a new computer and accessories, and return the equipment for the newest devices and accessories; and provides a white label lending platform. The company was founded in 2013 and is based in New York, New York.

Boost

Venture Round in 2023
Boost Insurance USA, Inc. develops and offers a platform for emerging insurtech startups in the property and casualty insurance market. Its infrastructure as a service platform (IaaS) provides modern insurance data exchange focusing on insurance products, distribution, data analytics, underwriting, and claims. The company guides entrepreneurs through the product development and regulatory processes. The company was incorporated in 2017 and is based in New York, New York.

Certificial

Series B in 2023
Certificial is a real-time intelligent insurance verification platform, designed to simplify the Supplier management process by providing businesses with instant access to their Supplier’s insurance coverage and automatic updates when changes to their coverage occurs. The Certificial API integrates directly with brokers’ APIs as well as AMS providers, offering a seamless experience and accessibility for large and small Agents and Brokers alike with no associated costs to Insurers.

CRS Group

Seed Round in 2022
Credit Reporting Services is a full-service credit reporting agency that offers automated API’s for the consumer lending industry. With an impressive portfolio of data products and services, we can satisfy the most challenging consumer lending and credit requirements all backed by decades of knowledge and experience in the credit reporting and software industry.

reThought Insurance

Series B in 2022
reThought Insurance Corporation provides commercial flood insurance. The company provides proprietary underwriting methodology and risk assessment technology to visualize, assess, underwrite, and price commercial flood. The company was founded in 2017 and is based in Broomfield, Colorado.

Ethos Life

Series D in 2022
Ethos Life is an insurance company that provides modern and ethical life insurance to protect life. They’re building ground-breaking software for life insurance (a $650 billion market) and the company's mission is to make protecting your family affordable, accessible, and instant. It also employs a human approach in delivering its services. Ethos policies are issued and guaranteed by Legal & General America (LGA), a large U.S. life insurance provider since 1836. They use technology to learn about what makes you unique so that they can find new and truly personal ways to cover you. Ethos was founded in 2016, the company is headquartered in San Francisco, California, United States.

Credit Sesame

Venture Round in 2017
Credit Sesame, Inc. owns and operates a credit and loan management platform. Its platform analyzes loans, existing home mortgages, and credit card debts. The company also offers credit score, credit monitoring, credit report card, and identity theft protection. Additionally, it provides personalized recommendations for refinancing home mortgage. Credit Sesame, Inc. was founded in 2006 and is based in Mountain View, California with an additional office in San Francisco, California.

Health Gorilla

Series B in 2021
Health Gorilla's Clinical Network provides secure clinical and SDOH interoperability to provider the high-quality, actionable and comprehensive data feed to providers, payers, and healthcare organizations to improve health delivery, clinical outcomes and revenue cycle management. Our commitment is to promote clinical interoperability while ensuring consumer privacy by participating in key industry initiatives such as the Trusted Exchange Framework Common Agreement (TEFCA).

Afficiency

Series A in 2022
Afficiency uses data and technology to drive the development of new life insurance products that are easy for consumers to understand and purchase. They have created Income Replacement Life Insurance, a new category in the industry. With many years of combined experience in life insurance, compliance, risk management, data science, marketing, and global technology, their management understands what it takes to build and launch successful life insurance products. The company was founded in 2017 in New York.

SmartAsset

Series B in 2016
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. The company has created dozens of calculators and tools spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. These tools live on SmartAsset’s website and are embedded in relevant content on financial publisher websites via the Captivate tool. The company furthers its mission of helping people make smart financial decisions by connecting them to financial advisors via the SmartAdvisor service. In addition to these tools, an in-house editorial team creates thousands of educational articles and data-driven studies.

CompStak

Series B in 2019
CompStak uses a crowd-sourced model to gather real estate information for investors, brokers, asset managers, and appraisers. CompStak's wedge into the market is a platform for the exchange of commercial lease comps. Brokers, landlords, appraiser, and researchers use their site and submit comps on completed commercial lease transactions. It was founded in 2011 and headquartered in New York, United States.

Avalon Healthcare Holdings

Series A in 2005
Avalon Healthcare Holdings, Inc., a health insurance company, offers deductible consumer directed health plans to employers and individuals. The company offers various plan benefits, including co-pay plans and HSA compatible plans. The company was incorporated in 2004 and is based in Tampa, Florida.

Caribou

Series B in 2021
MotoRefi, Inc. operates an automotive refinance origination platform. The company works with their lending partners to provide their customers with automotive loan offers that can reduce monthly payments and save interest. It products include auto refinance, auto insurance, total loss protection, key replacement, and cosmetic care package. MotoRefi, Inc. was founded in 2016 and is based in Alexandria, Virginia.

Omnidian

Series B in 2021
Omnidian, Inc., an insurance company, provides residential, commercial, and industrial solar system protection plans. It offers solar power performance guarantee product services, including monitoring, field service repair, and performance guarantee for the life of system. The company also monitors and reports the performance of system; optimizes power generation for the life of the system; and diagnoses and repairs residential scale installations. It serves residential fleet owners and lenders, and residential homeowners. Omnidian, Inc. was formerly known as PeGu, Inc. The company was founded in 2015 and is headquartered in Seattle, Washington.

U.S. Fiduciary

Venture Round in 2007
U.S. Fiduciary, Inc. operates as a boutique financial services firm. Its products include managed accounts, mutual fund and ETF model portfolios, and advisor managed portfolios; and Client Acquisition Tool, which allows advisors to profile clients to determine their goals, preferences, and risk tolerance. The company also provides asset allocation modeling and research; brokerage services; and portfolio administration performance reporting services. In addition, it offers professional development curriculum that covers a range of topics, such as portfolio construction, asset allocation, manager research and selection, the use of alternative investments, behavioral finance, compliance, and fiduciary responsibility. The company serves investment advisors and their high net worth and institutional clients. It has strategic partnership with CRA RogersCasey, Frontier Asset Management, and Greenrock Research. U.S. Fiduciary, Inc. was founded in 2003 and is based in Houston, Texas.

Higher One

Series D in 2004
Founded in 2000, Higher One provides higher education institutions and their students with efficient, convenient and easy-to-use solutions to handle financial disbursements. These include: student refunds, on-campus and community purchases, payroll and employee expenses, as well as the collection of payments from students, parents, and sponsors.

Certificial

Series A in 2021
Certificial is a real-time intelligent insurance verification platform, designed to simplify the Supplier management process by providing businesses with instant access to their Supplier’s insurance coverage and automatic updates when changes to their coverage occurs. The Certificial API integrates directly with brokers’ APIs as well as AMS providers, offering a seamless experience and accessibility for large and small Agents and Brokers alike with no associated costs to Insurers.

Omnidian

Private Placement in 2019
Omnidian, Inc., an insurance company, provides residential, commercial, and industrial solar system protection plans. It offers solar power performance guarantee product services, including monitoring, field service repair, and performance guarantee for the life of system. The company also monitors and reports the performance of system; optimizes power generation for the life of the system; and diagnoses and repairs residential scale installations. It serves residential fleet owners and lenders, and residential homeowners. Omnidian, Inc. was formerly known as PeGu, Inc. The company was founded in 2015 and is headquartered in Seattle, Washington.

Demex

Series A in 2021
The Demex Group is a technology company that customizes and delivers climate-resilience through financial risk solutions on a global scale.

CompStak

Series C in 2021
CompStak uses a crowd-sourced model to gather real estate information for investors, brokers, asset managers, and appraisers. CompStak's wedge into the market is a platform for the exchange of commercial lease comps. Brokers, landlords, appraiser, and researchers use their site and submit comps on completed commercial lease transactions. It was founded in 2011 and headquartered in New York, United States.

NetSpend

Series C in 2002
NetSpend is a processor and marketer of prepaid Visa and MasterCard debit cards. Reloadable Prepaid Debit cards are a financial solution for the un- and under-banked consumer segment, estimated at 70 million individuals in the United States. NetSpend markets its products as an alternative to cash, credit, and traditional banking relationships. NetSpend also offers a line of Visa and MasterCard branded Gift cards, and a Visa Travel Money card product.

Boost

Private Placement in 2019
Boost Insurance USA, Inc. develops and offers a platform for emerging insurtech startups in the property and casualty insurance market. Its infrastructure as a service platform (IaaS) provides modern insurance data exchange focusing on insurance products, distribution, data analytics, underwriting, and claims. The company guides entrepreneurs through the product development and regulatory processes. The company was incorporated in 2017 and is based in New York, New York.

Marqeta

Series C in 2015
Marqeta is a modern card issuing platform that provides infrastructure and tools to help companies build and manage payment programs. With its open API, the Marqeta platform is designed for businesses that want a simple and tailored way of managing payment programs so that they can create experiences and power new modes of commerce. Marqeta is headquartered in Oakland, California. It operates in the United States, Canada, Europe, and Australia and is certified to process payments in 10 countries in APAC.

Ansel Health

Series A in 2021
Brella is modernizing supplemental health benefits to build a world where health hardship doesn’t mean financial hardship. Brella’s simple supplemental plan covers 13,000+ conditions and pays cash on the diagnosis that you can use for anything that is needed on the road to recovery. Brella Insurance was founded in 2019 and is based in Hoboken, New Jersey.

Axio

Series A in 2020
Axio Global, Inc. offers cyber security products and risk management services to organizations. Its product, Axio360, is a platform which provides dashboards, track security improvements, and produce reports for executives. It serves owners and operators, private and public companies, government agencies, and insurance providers. The company was incorporated in 2016 and is headquartered in New York, New York with additional offices in Tysons, Virginia and Decatur, Georgia.

Accupost Corporation

Series A in 2002
Accupost Corporation, now a business unit of TransUnion, is a technology and outsource services provider of post-closing solutions for the mortgage services industry. Accupost’s post-closing system automates back-office processes to improve efficiencies, increase productivity and minimize the risks associated with non-compliance of loan documentation. The company’s platform includes mortgage assignment and release processing, document retrieval, portfolio due diligence, document imaging and government insuring services. In August 2004, AccuPost was acquired by TransUnion Settlement Services, a subsidiary of leading global information solutions company TransUnion.

Credit Sesame

Venture Round in 2019
Credit Sesame, Inc. owns and operates a credit and loan management platform. Its platform analyzes loans, existing home mortgages, and credit card debts. The company also offers credit score, credit monitoring, credit report card, and identity theft protection. Additionally, it provides personalized recommendations for refinancing home mortgage. Credit Sesame, Inc. was founded in 2006 and is based in Mountain View, California with an additional office in San Francisco, California.

Gainfully

Series A in 2019
Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.

CompStak

Private Placement in 2019
CompStak uses a crowd-sourced model to gather real estate information for investors, brokers, asset managers, and appraisers. CompStak's wedge into the market is a platform for the exchange of commercial lease comps. Brokers, landlords, appraiser, and researchers use their site and submit comps on completed commercial lease transactions. It was founded in 2011 and headquartered in New York, United States.

Clearcover

Private Placement in 2018
Clearcover is a digital car insurance provider offering better coverage for less money. The company's API-first approach enables customers to have great insurance at affordable rates. Founded in 2016, Clearcover is headquartered in Chicago, Illinois.

NextCapital

Series D in 2020
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. It was founded in 1996 and headquartered in Chicago, Illinois.

Credit Sesame

Private Placement in 2019
Credit Sesame, Inc. owns and operates a credit and loan management platform. Its platform analyzes loans, existing home mortgages, and credit card debts. The company also offers credit score, credit monitoring, credit report card, and identity theft protection. Additionally, it provides personalized recommendations for refinancing home mortgage. Credit Sesame, Inc. was founded in 2006 and is based in Mountain View, California with an additional office in San Francisco, California.

Clearcover

Series B in 2019
Clearcover is a digital car insurance provider offering better coverage for less money. The company's API-first approach enables customers to have great insurance at affordable rates. Founded in 2016, Clearcover is headquartered in Chicago, Illinois.

Sure

Series A in 2017
Sure is a mobile app that allows you to purchase insurance when you want it, and where you want it. Sure is the future of personal insurance with Episodic Insurance . Getting insured is one of the most financially responsible actions you can take. they"ve made it easier than ever to feel protected.Sure helps savvy consumers like you with purchasing and managing the insurance policies that best suit your lifestyle.

Flyreel, Inc.

Private Placement in 2020
Flyreel, Inc. designs and develops a platform that guides users in underwriting property insurance. The company’s platform uses artificial intelligence; and guides users through the underwriting process using insurance specific computer vision, creating a detailed baseline record of the property and its contents. Flyreel, Inc. was formerly known as MyFactals, Inc. and changed its name to Flyreel, Inc. on March 2018. The company was incorporated in 2013 and is based in Denver, Colorado.

Flyreel

Series A in 2020
Flyreel is the most advanced AI-assisted underwriting solution for commercial and residential properties. Our mobile AI assistant adapts and guides users through the underwriting process using insurance-specific computer vision, creating a detailed baseline record of the property and its contents. Flyreel's solution improves the customer experience and reduces inefficiencies with automation powered by Artificial Intelligence.

TIO Networks

Post in 2008
TIO Networks serves the largest telecom, wireless, cable and utility network operators in North America. With more than 60,000 physical location endpoints in our bill payment processing network, TIO symbolizes fast, convenient and secure access to high quality bill payment services.

Loan Servicing Solutions

Debt Financing in 2007
Loan Servicing Solutions, LLC is a special servicing company concentrating on servicing defaulted residential mortgages. The company is located in Buffalo, New York. In March 2008 the Company was acquired by Arbor Residential Mortgage, LLC.

Wellthie

Series A in 2017
Wellthie Inc., an insurance technology company, offers broker and carrier shopping tools to simplify insurance distribution for small businesses and individuals. It offers cloud-based e-commerce platform for selling tools, medical and ancillary quotes, broker management dashboard, modeling and scenario planning, online storefront, custom client proposals, distribution channels, marketplace product promotion, small group and individual analysis, market insights, and consumer engagement. The company was founded in 2013 and is headquartered in New York, New York.
Homeowners of America Holding Corporation, through its subsidiary, provides property and casualty insurance to homeowners, condominium owners, and tenants for losses that result from catastrophes in Texas. It offers homeowners, dwelling fire and extended coverage, tenant, and condominium owner’s policies. The company sells its products to the public through independent insurance agents. Homeowners of America Holding Corporation was incorporated in 2005 and is based in Irving, Texas.

Avalon Healthcare Holdings

Venture Round in 2007
Avalon Healthcare Holdings, Inc., a health insurance company, offers deductible consumer directed health plans to employers and individuals. The company offers various plan benefits, including co-pay plans and HSA compatible plans. The company was incorporated in 2004 and is based in Tampa, Florida.

RedVision System

Series A in 2003
RedVision is an independent provider of innovative Real Property Research solutions that combine experts and technology to improve service levels and the bottom line.They serve users of title evidence looking for relevant and accurate information solutions. They combine their integrated workflow platform, a vast title plant database and well-trained service experts to provide consistent, cost effective information solutions used to make expedient business decisions.

Gainfully, Inc.

Private Placement in 2019
Gainfully, Inc. provides an online marketing platform that includes social networking tools and a platform to license third-party applications for the financial services industry that delivers branded marketing content and campaigns to advisors and generate new business. It offers a mobile application that provides a financial network that provides advisors, brokers, and agents with access to content resources and a library of client resources for sharing, as well as allows users to market their professional brand with automated social media, send personally branded emails, subscribe to campaigns for automatic content updates, and generate leads and referrals. The company’s network also allows asset management and insurance companies to scale marketing; broker-dealers and registered investment advisors (RIAs) to empower their representatives online; and financial product distribution and marketing firms to accelerate service. The company was formerly known as AdvisorDeck, LLC. Gainfully, Inc. was incorporated in 2012 and is based in San Francisco, California with an additional office in New York, New York.

Financeit

Series A in 2013
Financeit USA Inc. provides an online platform that allows businesses to offer consumer financing to their customers from various Web enabled devices. It also enables user to create and manage loans. The company was founded in 2011 and is based in New York, New York. Financeit USA Inc. operates as a subsidiary of Financeit Canada Inc.

Planet Payment

Convertible Note in 2005
Planet Payment delivers innovative payment processing solutions that solve many of the challenges facing today’s global electronic payments industry. They deliver their payment processing and multi-currency solutions to 71 financial services institutions around the world. Their services are currently deployed at 103,000 active merchant locations in 23 countries and territories across the Asia Pacific region, the Americas, the Middle East, Africa and Europe. At the heart of Planet Payment is our centrally-hosted transaction platform which manages the global connectivity and interaction between consumers, merchants, banks, and the payment networks. Their platform provides the flexibility to deliver solutions tailored to meet the specific needs of banks and merchants in both established and dynamic emerging markets around the world.

Boost

Seed Round in 2017
Boost Insurance USA, Inc. develops and offers a platform for emerging insurtech startups in the property and casualty insurance market. Its infrastructure as a service platform (IaaS) provides modern insurance data exchange focusing on insurance products, distribution, data analytics, underwriting, and claims. The company guides entrepreneurs through the product development and regulatory processes. The company was incorporated in 2017 and is based in New York, New York.

Boost

Series A in 2020
Boost Insurance USA, Inc. develops and offers a platform for emerging insurtech startups in the property and casualty insurance market. Its infrastructure as a service platform (IaaS) provides modern insurance data exchange focusing on insurance products, distribution, data analytics, underwriting, and claims. The company guides entrepreneurs through the product development and regulatory processes. The company was incorporated in 2017 and is based in New York, New York.

Demex

Seed Round in 2020
The Demex Group is a technology company that customizes and delivers climate-resilience through financial risk solutions on a global scale.

Clearcover

Series C in 2020
Clearcover is a digital car insurance provider offering better coverage for less money. The company's API-first approach enables customers to have great insurance at affordable rates. Founded in 2016, Clearcover is headquartered in Chicago, Illinois.

SmartX Technology Solutions Inc.

Private Placement in 2019
SmartX Technology Solutions Inc. operates a financial services platform. The company was incorporated in 2018 and is based in West Palm Beach, Florida.

Rev

Series C in 2013
Rêv is a financial services technology company developing payment products around the world, leveraging a proprietary transaction processing platform, pioneering a number of firsts in travel, loyalty, currency exchange, and next generation mobile banking. Learn more at www.revworldwide.com.

HedgeCo

Series A in 2008
HedgeCo is the leading provider of services and information to the hedge fund community. It caters to over 7,000 funds and 40,000 members with the overall goal of facilitating intelligent decisions to investors and hedge fund managers by providing a high degree of transparency and unbiased knowledge. It allows investors to identify and research an array of funds to find information on strategies and performance including powerful tools to rank and analyze potential investments. It serves as an educational resource for industry information, as well as staying up-to-date on the latest news and market trends and commentary from managers and market participants.

PayGround

Series A in 2023
PayGround, Inc. designs and develops billing process and payment software solutions for the healthcare industry. The company enables healthcare providers to review patient accounts, create and send invoices, track pending and completed invoices, and see billing analytics. It also enables patients to view and pay billing records and track past and present invoices. The company serves healthcare providers and patients. PayGround, Inc. was founded in 2018 and is headquartered in Chandler, Arizona.

Matic Insurance

Series B in 2023
Matic Insurance Services, Inc. operates as a digital insurance agency that offers solutions for consumers, originators, and insurance servicers. The company was formerly known as Matic Insurance and changed its name to Matic Insurance Services, Inc. in May 2014. Matic Insurance Services, Inc. was incorporated in 2014 and is based in Columbus, Ohio with additional offices in Los Angeles and San Francisco, California; and Lviv, Ukraine.

Delos Insurance

Seed Round in 2023
Delos is building a digital property insurance company for homeowners in catastrophe areas. Insurance is difficult to find in high risk regions; few insurers write in these areas and the ones that do are expensive and slow. One main cause for this problem is low resolution catastrophe models, which have caused regular insurers to pull out of high risk areas. Our team has extensive experience in data science and aerospace engineering and is creating new, higher-resolution catastrophe models. We use these models to create a new home risk rating system. We will also use our models to innovate on product, actively managing our client's risk and helping them prepare for their likely perils.

Driver Technologies

Venture Round in 2023
Driver is a hardware-free mobile app that allows users to video record their trip while receiving alerts when they are at risk of hitting another car or pedestrian, drifting out of their lane, falling asleep or getting too distracted - all for free. The app will also enable users to control their phone with their voice in order to enable safe consumption of original and partnership-based: entertainment, news, communications, traffic and augmented reality navigation.

SafeRent Solutions

Series C in 2001
SafeRent provides quality information to empower good leasing decisions, reduce bad debt, and mitigate risk. They also help to manage risk associated with lease defaults.

Marble

Venture Round in 2022
Insurance companies spend billions on marketing to find new customers, and often those costs come back to you in the form of higher premiums. We’re changing that. At Marble, we put our members at the center of the insurance process so they can effortlessly protect the things they care about, all while earning the value they deserve. We’re laser-focused on saving insurance customers money by building a rewards-based membership program. This same loyalty program serves as a more direct and effective marketing channel for insurance companies. It’s not often that you get to say this when talking about insurance, but with Marble, everybody truly does win.