Savvy Wealth
Series A in 2022
Savvy Wealth is a digital platform designed to modernize human financial advice. It empowers financial advisors by providing AI-powered software, sales automation, marketing tools, and streamlined back-office workflows. This enables advisors to scale revenue faster and spend more time on client-facing tasks.
Ethic is a technology company that specializes in developing a data-driven platform aimed at simplifying financial planning services and portfolio management. The platform utilizes advanced investment consulting technology to create sustainable portfolios that minimize tracking error relative to established benchmarks. This functionality supports family offices, health advisers, and endowment foundations in delivering tailored sustainability insights and constructing optimized passive portfolios for their clients. Through its innovative approach, Ethic enhances the financial planning process by integrating sustainability considerations into investment strategies.
Matter Health
Series A in 2022
Matter Health is a technology-enabled healthcare provider focused on delivering preventative and primary care services, particularly for seniors. The company aims to simplify healthcare by bringing high-quality care closer to patients' homes, addressing their complex physical, mental, and social needs. By utilizing unique patient data profiles, Matter Health develops customized care plans and identifies risk factors specific to older adults. This approach not only enhances the quality of care provided but also aims to reduce costs, ultimately improving the health and well-being of communities.
Brooklyn Investment Group
Seed Round in 2022
Brooklyn Investment Group is a wealth management firm that leverages artificial intelligence to enhance its digital platform. The company's innovative approach integrates institutional-grade portfolio optimization with automated tax-loss harvesting, allowing for sophisticated management of client investments. By employing machine learning and natural language processing, Brooklyn Investment Group is able to analyze and interpret complex data, thus enabling clients to transform abstract developments into measurable financial impacts. This technology-driven methodology positions the firm as a forward-thinking leader in the wealth management sector, focused on optimizing investment strategies for its clients.
Savvy Wealth
Seed Round in 2022
Savvy Wealth is a digital platform designed to modernize human financial advice. It empowers financial advisors by providing AI-powered software, sales automation, marketing tools, and streamlined back-office workflows. This enables advisors to scale revenue faster and spend more time on client-facing tasks.
Hazel Technologies
Series C in 2021
Hazel Technologies develops and produces postharvest technologies that extend the shelf life of fresh produce. The company’s core product is a carton insert that releases ethylene inhibitors, such as 1‑MCP, to slow respiration and aging in fruits and vegetables, thereby reducing spoilage and waste. In addition to its hardware, Hazel offers horticultural consulting and supply‑chain solutions that help growers, shippers, and retailers optimize storage conditions and inventory management. Founded in 2015, the company is headquartered in Chicago, Illinois, with an additional site in Salinas, California. Its technologies have been validated by academic research and supported by USDA funding, positioning Hazel as a key player in improving the efficiency and sustainability of the fresh‑produce supply chain.
Built Technologies
Series C in 2021
Built Technologies develops a cloud-based platform for managing construction loans. Its software streamlines draw management processes, reduces risk, enhances customer experience, and facilitates collaboration among lenders, borrowers, builders, and inspectors.