John Hancock

John Hancock is a Boston-based financial services company that has been operating since 1862. It offers a diverse range of financial solutions tailored to meet the needs of clients at various life stages. Its primary products include life insurance, mutual funds, 401(k) plans, long-term care insurance, and annuities. The company primarily distributes these products through licensed financial advisors and its own network of independent firms. Additionally, John Hancock Investment, a subsidiary established in 1969, focuses on asset management, particularly in the energy, transport, utilities, and telecom sectors within the United States. The company is committed to providing comprehensive insurance and investment services while managing assets through a dedicated executive management team.

Kristie Feinberg

Head of Wealth and Asset Management, US and Europe President & CEO

6 past transactions

Vault

Seed Round in 2018
Vault provides the most comprehensive software platform in the market to address the financial burden of student loan debt. Our intuitive web-based tool provides a highly secure employee experience that empowers employees to achieve financial freedom. With the option to make contributions to employees’ debt repayment, Vault enables companies to attract and retain their valuable talent. Vault empowers companies with relevant, flexible products that provide advice, create pathways to manage student debt more effectively, and enable paying-down student loans while building 401(k) savings.

Liveoak Technologies

Seed Round in 2017
Liveoak is a computer software company that specializes in cloud-based platform. It features a cloud-based software application platform that utilizes video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. The company was founded in 2014 and headquartered in Austin, Texas.

WiseBanyan

Seed Round in 2016
WiseBanyan is the world's first free financial advisor. It helps people save and invest for their goals, starting with their very first dollar --- for free. Launched in 2014, WiseBanyan provides automated goal-based investing and automated financial planning, all with no minimums. Today, there are over 25,000 people using it to save and invest over $5.5 billion in goals.

Guide Financial

Acquisition in 2015
Web-based platform that enables financial advisors and institutions to help clients build assets and manage their full financial lives - leveraging powerful behavioral finance techniques, automated plan execution and seamless advisor integration Guide modernizes the financial advising experience and democratizes access to high-quality financial guidance across the United States. We are based in San Francisco, California and partner with Intuit to provide users with secure access to accounts at 19,000 financial institutions across North America.

WiseBanyan

Seed Round in 2014
WiseBanyan is the world's first free financial advisor. It helps people save and invest for their goals, starting with their very first dollar --- for free. Launched in 2014, WiseBanyan provides automated goal-based investing and automated financial planning, all with no minimums. Today, there are over 25,000 people using it to save and invest over $5.5 billion in goals.

InfraREIT

Private Equity Round in 2010
InfraREIT, Inc. is a high-growth, real estate investment trust (REIT) that owns rate regulated electricity delivery infrastructure assets in Texas. With Their emphasis on the fast-growing state of Texas and the southwestern U.S., InfraREIT offers a unique opportunity to invest in a rapidly expanding dividend-focused business.
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