Sparta Software Corporation, operating as Sparta Science, specializes in personalized predictive analytics software aimed at enhancing physical performance and reducing injury risk for athletes, military personnel, and patients. The core offering is The Sparta System, which features The Sparta Scan—a rapid assessment tool that evaluates movement, balance, and stability to create a unique Movement Signature for each user. This scan allows for real-time comparisons against a comprehensive database to identify strengths and vulnerabilities, leading to the automatic generation of tailored training plans. Sparta's technology is employed across various sectors, including military, healthcare, sports, and fitness, to improve resilience, expedite recovery, and optimize overall performance. Established in 2007 and headquartered in Menlo Park, California, the company also maintains a facility in Alexandria, Australia.
Axio Global, Inc. specializes in cyber security products and risk management services designed to help organizations understand and mitigate cyber risks. The company's flagship offering, Axio360, is a comprehensive platform that provides users with dashboards to track security improvements and generate reports for executives. By quantifying cyber risk and assessing the effectiveness of existing cyber capabilities, Axio enables organizations to make informed decisions that enhance their security posture and accelerate their maturity in managing cyber risks. The platform fosters a common understanding of cyber risk across all organizational stakeholders, allowing Chief Information Security Officers to articulate their strategies, risk officers to optimize insurance portfolios, and executive leadership to maintain confidence in their cyber resilience strategies. Incorporated in 2016, Axio is headquartered in New York City, with additional offices in Tysons, Virginia, and Decatur, Georgia.
Cloudwall Capital is a team of passionate fintech and research professionals looking to help institutional investors navigate the digital asset marketplace.
Afficiency Inc. is an insuretech company based in New York, specializing in the development of innovative life insurance solutions. Founded in 2016, the company leverages data and technology to create products that are straightforward for consumers to understand and purchase. Afficiency has introduced a new category in the industry known as Income Replacement Life Insurance, further enhancing its portfolio. Its offerings include a marketplace that automates and accelerates the insurance process, providing customizable policy quoting and AI-driven recommendations. The company collaborates with insurance carriers, distributors, and technology partners to deliver these digital solutions, making the life insurance experience more efficient and accessible. With a management team possessing extensive expertise in life insurance, compliance, risk management, and data science, Afficiency is well-equipped to launch successful products in the market.
Health Gorilla, Inc. specializes in providing interoperability solutions that enhance data sharing across the healthcare ecosystem, including patients, payers, providers, digital health solutions, and laboratories. The company's main offering is a clinical network that aggregates and normalizes patient data, facilitates clinical orders, and delivers real-time notifications, empowering patients with access to their personal health information. By ensuring secure interoperability and supporting social determinants of health (SDOH), Health Gorilla aims to deliver high-quality, actionable data that improves healthcare delivery, clinical outcomes, and revenue cycle management for healthcare organizations. The company, originally founded as Informedika, Inc. in 2011, rebranded to Health Gorilla in April 2014 and is headquartered in Sunnyvale, California.
The Demex Group is a technology company that specializes in providing climate-resilience solutions through innovative financial risk management. The company has developed a platform that allows businesses to address financial risks associated with extreme weather and climate volatility. By offering tools for analyzing, pricing, and transferring climate-linked risks, Demex enables clients to better manage their exposure to severe weather events, such as hurricanes, droughts, and heat waves. This approach not only helps organizations mitigate risks but also creates opportunities for them to access traditional insurance options tailored for catastrophic events. Through its comprehensive risk management solutions, Demex aims to support businesses in navigating the challenges posed by a changing climate.
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.
CompStak, Inc. is a New York-based company that operates a crowd-sourced online database specializing in commercial lease comparisons. Founded in 2011, CompStak provides a platform where brokers, landlords, appraisers, and researchers can exchange detailed information on completed commercial lease transactions. The database includes essential data such as tenant names, addresses, rental rates, square footage, landlord concessions, and broker details. This comprehensive information is utilized by various stakeholders, including real estate private equity firms, banks, asset managers, REITs, and hedge funds, to conduct valuations and analyses of potential investments. Additionally, institutional property owners leverage CompStak's data to benchmark their assets against the market. The company has established a strategic partnership with Knowledge Cubed to enhance its data offerings.
Checkbook Inc., founded in 2014 and headquartered in San Mateo, California, offers a digital check platform designed to streamline payments for individuals and businesses. The service addresses the inefficiencies associated with traditional paper checks by enabling users to send and receive funds via email, ensuring instant deposits and next-day fund availability. Checkbook's platform supports real-time money transfers without requiring the recipients' involvement, making it easier for businesses to manage their transactions. With a focus on simple onboarding and cost-effective solutions comparable to ACH payments, Checkbook aims to provide a seamless and efficient alternative to conventional payment methods.
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.
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.
Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.
MotoRefi, Inc. operates an automotive refinance platform designed to help customers save on their car loans. By partnering with various local and community lenders, the company offers competitive loan rates and aims to reduce monthly payments, with customers typically saving an average of $100 each month. MotoRefi's secure digital platform allows users to assess potential savings and complete the refinancing process easily from home. The company handles all aspects of the transaction, including paying off the previous lender and retitling the vehicle, eliminating the need for customers to visit the DMV. Founded in 2016, MotoRefi is headquartered in Arlington, Virginia.
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.
Health Gorilla, Inc. specializes in providing interoperability solutions that enhance data sharing across the healthcare ecosystem, including patients, payers, providers, digital health solutions, and laboratories. The company's main offering is a clinical network that aggregates and normalizes patient data, facilitates clinical orders, and delivers real-time notifications, empowering patients with access to their personal health information. By ensuring secure interoperability and supporting social determinants of health (SDOH), Health Gorilla aims to deliver high-quality, actionable data that improves healthcare delivery, clinical outcomes, and revenue cycle management for healthcare organizations. The company, originally founded as Informedika, Inc. in 2011, rebranded to Health Gorilla in April 2014 and is headquartered in Sunnyvale, California.
Marble is an insurance management platform focused on enhancing the customer experience by offering a rewards-based membership program. This innovative approach allows users to manage their home and auto insurance policies in a single digital wallet, where they can easily compare rates and find suitable policies. By prioritizing the needs of its members, Marble aims to reduce insurance costs and provide value through its loyalty program, which also serves as an effective marketing channel for insurance companies. This dual focus ensures that users not only save money but also earn rewards as they navigate their insurance options, creating a win-win situation for both consumers and providers.
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.
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.
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.
Matic Insurance Services, Inc. is a digital insurance agency that provides tailored insurance solutions for consumers, originators, and insurance servicers. Established in 2014 and headquartered in Columbus, Ohio, with additional offices in Los Angeles, San Francisco, and Lviv, Ukraine, the company partners with various insurance carriers to offer a range of policies. This independent approach enables Matic to deliver optimal recommendations, ensuring clients receive both competitive pricing and suitable coverage options.
NextCapital Group, Inc. is a fintech firm that specializes in providing a digital advice platform designed for financial planning, investment advice, and managed account solutions. The platform enables institutions to offer personalized services to individual investors, including those with 401(k), IRA, and taxable brokerage accounts. NextCapital's offerings include the NextCapital Non-Discretionary Advisory Service, which provides investment planning and recommendations, as well as the NextCapital Premium service, which delivers advanced investment analytics on a subscription basis. Additionally, the company offers the NextCapital Personal Portfolio Service, a discretionary investment management service. Founded in 1996 and headquartered in Chicago, Illinois, with an office in Burlington, Vermont, NextCapital aims to deliver accessible and tailored financial solutions to a diverse range of investors, from beginners to high-net-worth individuals.
The Demex Group is a technology company that specializes in providing climate-resilience solutions through innovative financial risk management. The company has developed a platform that allows businesses to address financial risks associated with extreme weather and climate volatility. By offering tools for analyzing, pricing, and transferring climate-linked risks, Demex enables clients to better manage their exposure to severe weather events, such as hurricanes, droughts, and heat waves. This approach not only helps organizations mitigate risks but also creates opportunities for them to access traditional insurance options tailored for catastrophic events. Through its comprehensive risk management solutions, Demex aims to support businesses in navigating the challenges posed by a changing climate.
Axio Global, Inc. specializes in cyber security products and risk management services designed to help organizations understand and mitigate cyber risks. The company's flagship offering, Axio360, is a comprehensive platform that provides users with dashboards to track security improvements and generate reports for executives. By quantifying cyber risk and assessing the effectiveness of existing cyber capabilities, Axio enables organizations to make informed decisions that enhance their security posture and accelerate their maturity in managing cyber risks. The platform fosters a common understanding of cyber risk across all organizational stakeholders, allowing Chief Information Security Officers to articulate their strategies, risk officers to optimize insurance portfolios, and executive leadership to maintain confidence in their cyber resilience strategies. Incorporated in 2016, Axio is headquartered in New York City, with additional offices in Tysons, Virginia, and Decatur, Georgia.
SMArtX Advisory Solutions operates an asset management platform designed to offer advisors access to a wide range of investment strategies, including traditional, alternative, and index strategies, all through a unified managed account structure. The platform enables real-time portfolio valuation and sleeve-level performance reporting, along with intraday allocation tools. Advisors can customize and manage individual portfolios across multiple client accounts simultaneously. Additionally, features such as rebalance and drift management ensure that portfolios remain aligned with pre-set allocations. This comprehensive approach facilitates access to institutional-quality managers and a variety of investment options, including individual securities, mutual funds, and ETFs, all within a single brokerage account.
Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.
Clearcover, Inc. is a digital car insurance provider headquartered in Chicago, Illinois, founded in 2016. The company offers an online platform that enables customers to obtain automobile insurance at competitive rates. Clearcover employs an API-first approach to streamline the insurance process, allowing for an intuitive and efficient quote experience. By leveraging advanced technology and minimizing traditional advertising expenses, Clearcover is able to pass savings onto its customers while providing comprehensive coverage options. The company sells its insurance products both through agents and directly online, catering to a wide range of customer needs.
Tomorrow Ideas, Inc. specializes in developing an application aimed at safeguarding families' financial futures. The app offers a range of features, including tools for creating a last will and testament, establishing a revocable living trust, and setting up guardianship for children and pets. Additionally, it includes calculators for net worth and life insurance, a comparison of term life insurance options, and provides a complimentary insurance policy. The application is accessible on both iOS and Android platforms. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas is committed to helping families navigate important financial decisions.
Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.
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.
CompStak, Inc. is a New York-based company that operates a crowd-sourced online database specializing in commercial lease comparisons. Founded in 2011, CompStak provides a platform where brokers, landlords, appraisers, and researchers can exchange detailed information on completed commercial lease transactions. The database includes essential data such as tenant names, addresses, rental rates, square footage, landlord concessions, and broker details. This comprehensive information is utilized by various stakeholders, including real estate private equity firms, banks, asset managers, REITs, and hedge funds, to conduct valuations and analyses of potential investments. Additionally, institutional property owners leverage CompStak's data to benchmark their assets against the market. The company has established a strategic partnership with Knowledge Cubed to enhance its data offerings.
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.
Clearcover, Inc. is a digital car insurance provider headquartered in Chicago, Illinois, founded in 2016. The company offers an online platform that enables customers to obtain automobile insurance at competitive rates. Clearcover employs an API-first approach to streamline the insurance process, allowing for an intuitive and efficient quote experience. By leveraging advanced technology and minimizing traditional advertising expenses, Clearcover is able to pass savings onto its customers while providing comprehensive coverage options. The company sells its insurance products both through agents and directly online, catering to a wide range of customer needs.
Protecht, Inc., operating as TicketGuardian, is a provider of insurtech solutions designed for the consumer experience economy. Founded in 2016 and based in Phoenix, Arizona, the company develops a suite of products that includes ticketing and registration platforms, enabling real-time control over inventory, revenue, and customer engagement. Protecht's technology offers security and scalability for managing demand and protecting data, while also delivering an end-to-end insurance solution tailored for the non-refundable ticketing sector. This includes a transactional insurance engine that allows users to receive refunds for tickets if they cannot attend events due to various covered reasons such as illness, job loss, or emergencies. With a team that boasts over a century of combined experience in fraud, risk, insurance, and finance, Protecht aims to enhance financial control and customer peace of mind in the evolving online economy.
Authentic4D is an insurtech company that specializes in evaluating and visualizing bodily injury claims for insurance companies and attorneys. The company operates a medical imaging review and resolution platform that simplifies complex medical images by converting them into easily understandable videos. This technology allows for side-by-side comparisons of a claimant's medical images with the same anatomy in both healthy and injured states. By providing clear visualizations, Authentic4D enables insurance companies to identify potential fraudulent claims more effectively, ultimately reducing litigation costs and ongoing treatment payments.
SmartAsset is a financial technology company that provides automated personalized financial advice to help individuals make informed financial decisions. Utilizing proprietary technology and unique Automated Financial Modeling software, SmartAsset enables users to simulate the impact of various financial choices on their personal finances. The company offers a range of calculators and tools related to home buying, retirement planning, life insurance, personal loans, and more, which are accessible on its website and through financial publisher sites via its Captivate tool. Additionally, SmartAsset connects consumers with financial advisors through its SmartAdvisor service. To support its mission, the company also features an in-house editorial team that produces thousands of educational articles and data-driven studies, enriching the user experience with valuable financial insights.
Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.
Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.
Advizr Inc. develops financial planning applications aimed at enhancing the financial advisory process. Its flagship product, Advizr Express, provides users with a quick assessment of their retirement readiness and is designed for compatibility with iPads, tablets, and integration into client websites. The software automates the delivery of financial advice, allowing more financial advisors to offer comprehensive planning services, thereby enabling clients of varying net worth to access personalized financial plans. Founded in 2012 and based in New York, Advizr operates as a subsidiary of Orion Advisor Services, LLC, and was co-founded by Hussain Zaidi, Mustapha Baassiri, and Jorge Alvarez.
Sure Inc. is a San Diego-based company that specializes in providing a mobile application for purchasing various types of insurance coverage, including luggage, smartphones, personal property, and liability insurance. Founded in 2014, the company partners with multiple insurance providers to offer a range of solutions tailored to consumer needs. Sure's platform facilitates the purchase and management of insurance policies, making it convenient for users to obtain coverage when and where they need it. The company focuses on streamlining the insurance process through digital transformation and offers features that support the entire insurance lifecycle, catering to both consumers and businesses.
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.
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.
Snapsheet is a leader in virtual appraisals and cloud-native claims management software, focusing on transforming the end-to-end claims process through digitization and intelligent automation. The company's software facilitates various stages of claims management, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. By offering unmatched technology and processes, Snapsheet enhances customer experience and promotes organizational agility. It has established itself as an industry innovator, deploying one of the fastest digital auto insurance claims processes in the United States. Serving over 100 clients, including major insurance carriers and insurtech firms, Snapsheet is recognized as a trusted partner in claims innovation.
SmartAsset is a financial technology company that provides automated personalized financial advice to help individuals make informed financial decisions. Utilizing proprietary technology and unique Automated Financial Modeling software, SmartAsset enables users to simulate the impact of various financial choices on their personal finances. The company offers a range of calculators and tools related to home buying, retirement planning, life insurance, personal loans, and more, which are accessible on its website and through financial publisher sites via its Captivate tool. Additionally, SmartAsset connects consumers with financial advisors through its SmartAdvisor service. To support its mission, the company also features an in-house editorial team that produces thousands of educational articles and data-driven studies, enriching the user experience with valuable financial insights.
LiftForward, Inc. operates an online marketplace that facilitates loans for small businesses while offering attractive debt products to investors. Founded in 2013 and based in New York, the company enables businesses to secure loans of up to $1,000,000 for various purposes, including asset purchases, purchase order financing, and working capital. LiftForward also provides payment solutions that support subscription services and Hardware as a Service, allowing businesses to pay monthly fees for equipment and accessories. Its offerings include digital lead generation, point-of-sale software, and white-labeled e-commerce platforms, alongside a comprehensive financing solution. Additionally, LiftForward's platform enhances e-commerce customer experiences and simplifies equipment acquisition, enabling businesses to invest in their operations without incurring significant upfront costs.
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.
Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.
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.
Private Equity Round in 2013
Hamilton Insurance Group is a specialty insurance and reinsurance company that operates globally with underwriting operations in Lloyd's, Ireland, Bermuda, and the United States. The company utilizes analytics and research to enhance underwriting and investment value for its clients and shareholders. Hamilton Insurance Group features three principal underwriting platforms: Hamilton Global Specialty, Hamilton Select, and Hamilton Re, which are organized into two main business segments: International and Bermuda. As of March 31, 2014, the company possessed over $800 million in capital, underscoring its financial foundation in the specialty insurance market.
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.
Rêv is a financial services technology company that specializes in developing innovative payment products globally. The company utilizes a proprietary transaction processing platform to deliver solutions in areas such as travel, loyalty, currency exchange, and mobile banking. By focusing on creating convenient and efficient payment experiences, Rêv aims to disrupt traditional payment models and provide significant benefits to users worldwide.
Ceannate Corp. is a Schaumburg, Illinois-based company that specializes in solutions for the U.S. student loan marketplace. Established in 2004, it develops web-based tools for loan and payment integrity while also offering Business Process Outsourcing (BPO) services focused on education receivables management. Ceannate provides comprehensive support to universities by delivering default aversion services that assist students in selecting appropriate payment plans, processing deferments, and understanding the implications of forbearance. Additionally, the company engages in data gathering and receivables management for both government and private sectors, thereby enhancing client relationships with current and former students. Its expertise extends to addressing financial and mental health issues across educational institutions and workplaces.
TIO Networks is a provider of a cloud-based, multi-channel bill payment processing and receivables management platform. It caters to major telecom, wireless, cable, and utility network operators in North America. The company operates a vast network of over 60,000 physical locations, offering convenient and secure access to high-quality bill payment services. Its platform facilitates the acceptance, validation, and collection of customer payments through various channels, including self-service kiosks, retail walk-ins, mobile applications, and web solutions. By integrating with back-office billing systems, TIO Networks helps businesses reduce costs associated with physical billing and collection activities while enhancing cash flow through real-time payment processing.
HedgeCo, LLC operates HedgeCo.Net, a comprehensive online database and information portal for the hedge fund industry. Founded in 2002 and based in West Palm Beach, Florida, with an additional office in New York, HedgeCo serves over 7,000 hedge funds and 40,000 members. The platform enables accredited investors to search for various funds, analyze performance metrics, and utilize ranking tools to identify top performers. HedgeCo also provides a range of services, including hedge fund website design, consultation, third-party marketing, seeding, and prime brokerage introductions. Additionally, it acts as an educational resource by offering industry news, market trends, and insights from managers and market participants, thereby promoting informed decision-making among investors and hedge fund managers.
Accruit, LLC is a Colorado based like-kind exchange service provider and Qualified Intermediary.
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.
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.
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.
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.
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.
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.
Planet Payment specializes in providing integrated payment processing solutions tailored for the hospitality and retail sectors. The company offers a range of services including acquiring, processing, gateway, and currency conversion, along with value-added tax (VAT) refund and consulting services. By collaborating with various financial institutions and technology enterprises, Planet Payment helps merchants, acquirers, and consumers navigate the complexities of the global electronic payments landscape. Their centrally-hosted transaction platform facilitates seamless connectivity and interaction among consumers, merchants, banks, and payment networks. Currently, Planet Payment's services are utilized by 71 financial institutions and are deployed at 103,000 active merchant locations across 23 countries and territories in regions such as Asia Pacific, the Americas, the Middle East, Africa, and Europe, enabling them to meet the specific needs of both established and emerging markets.
Homeowners of America Holding Corporation is a Texas-based company that provides property and casualty insurance to homeowners, condominium owners, and tenants. Founded in 2005 and located in Irving, the company specializes in offering a variety of insurance products, including homeowners, dwelling fire, tenant, and condominium owner’s policies, as well as flood and extended coverage. Homeowners of America focuses on insuring well-maintained dwellings owned by clients with a history of responsible ownership, excluding luxury homes. The company distributes its insurance products through independent insurance agents across Texas, ensuring broad access for customers seeking protection against property damage from various catastrophes.
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.
Higher One Holdings, Inc. specializes in technology-based payment processing and refund disbursement services tailored for higher education institutions and their students in the United States. Founded in 2000 and headquartered in New Haven, Connecticut, the company offers a comprehensive suite of solutions, including online payment acceptance, automated billing, and personalized tuition payment plans. It also provides tools for managing event registrations and donations, as well as cashiering services for campus departments. Additionally, Higher One facilitates Refund Management services, distributing student refunds and employee payroll payments, and offers OneAccounts, which are FDIC-insured online checking accounts for students and faculty. As of August 2016, Higher One operates as a subsidiary of Blackboard Inc., expanding its reach and capabilities within the higher education sector.
Talbot Holdings, Ltd. is a specialty insurance group that operates within the Lloyd's insurance market, focusing on underwriting various specialty risks. The company has established strong franchises in marine and energy lines, war and political risks, direct property, and financial institutions, as well as contingency and treaty underwriting. Incorporated in Bermuda, Talbot's management team is based in London. In July 2007, the company was acquired by Validus Holdings Ltd. for $410 million.
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.
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.
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.
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.
NetSpend is a provider of prepaid Visa and MasterCard debit cards, primarily targeting the un- and under-banked consumer segment in the United States, which encompasses approximately 70 million individuals. The company markets its reloadable prepaid debit cards as a viable alternative to cash, credit, and traditional banking services. In addition to general-purpose prepaid debit cards, NetSpend offers a range of products, including Visa and MasterCard branded gift cards and a Visa Travel Money card. The company also provides various services to enhance the cardholder experience, such as direct deposit, interest-bearing savings accounts, bill payment capabilities, card-to-card transfer options, personal financial management tools, and online and mobile account access. Additionally, NetSpend offers overdraft protection and complimentary insurance coverage through its issuing banks.
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.
CoreLogic is a provider of consumer, financial, and property information, analytics, and services tailored for businesses and government entities. The company integrates public, contributory, and proprietary data to create predictive decision analytics, offering insights that enhance transparency in various markets. CoreLogic maintains the largest U.S. databases for real estate, mortgage applications, fraud, and loan performance, making it a recognized leader in areas such as mortgage and automotive credit reporting, property tax, valuation, flood determination, and geospatial analytics. Over one million users depend on CoreLogic's services to evaluate risk, support underwriting, and improve investment and marketing strategies while preventing fraud. Headquartered in Santa Ana, California, the company serves real estate professionals, financial institutions, insurance carriers, and government agencies, providing comprehensive data and analytics to assist clients in finding, purchasing, and protecting their homes.