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 that focuses on developing innovative life insurance solutions. Founded in 2016, the company leverages data and technology to simplify the design and purchase of life insurance products for consumers. Afficiency's offerings include a unique category known as Income Replacement Life Insurance, which aims to improve accessibility and understanding for users. Its digital solutions are not only utilized by insurance carriers but also by distributors, and technology and data partners, facilitating the delivery of insurance products in a user-friendly manner. With a team that possesses extensive experience in areas such as life insurance, compliance, risk management, data science, and marketing, Afficiency is well-equipped to launch successful life insurance products tailored to modern consumer needs.
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 customizes and delivers climate-resilience through financial risk solutions on a global scale.
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.
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.
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.
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.
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.
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 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.
The Demex Group is a technology company that customizes and delivers climate-resilience through financial risk solutions on a global scale.
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.
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 is a financial services platform that helps financial professionals generate new business and connect with their clients better.
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, specializes in developing insurtech products tailored for the consumer experience economy. Founded in 2016 and headquartered in Newport Beach, California, the company provides ticketing and registration platforms that allow businesses to manage inventory, revenue, fan engagement, and data in real time. Its offerings include enterprise-level technology designed for security, scalability, and data protection. With a team that brings over 100 years of combined expertise in areas such as fraud, risk, insurance, finance, and payments, Protecht delivers embedded technologies that enhance financial and inventory control, customer engagement, and data analytics. The company's approach aims to create a robust economic infrastructure that fosters peace of mind for both businesses and consumers while offering comprehensive solutions to its insurance partners.
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 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.
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. 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.
Sure Inc. is a San Diego-based company founded in 2014 that specializes in providing an online application for purchasing various types of insurance coverage. Users can obtain insurance for items such as luggage, smartphones, clothing, and personal property, as well as for renters and personal injuries. Sure collaborates with multiple insurance providers, including Nationwide, Chubb, and MetLife, to offer a diverse range of insurance solutions tailored to consumer needs. The mobile app is designed for convenience, allowing users to buy and manage their insurance policies anytime and anywhere, making it easier for individuals to protect their assets and manage risk effectively.
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 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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.