JP Morgan

J.P. Morgan is a prominent player in the financial services industry, providing a wide range of solutions to clients in over 100 countries. With a rich history spanning more than 200 years, the firm prioritizes its clients' interests in all its operations. J.P. Morgan Asset Management stands out as a leading asset manager, catering to individuals, advisors, and institutions globally. The firm offers diverse investment strategies across various asset classes, bolstered by its substantial assets under management. Additionally, J.P. Morgan Ventures Energy Corporation specializes in commodity risk management solutions. The firm also manages several funds, including those focused on buyouts in the healthcare sector and opportunistic investments in infrastructure across multiple regions, including North America and Europe.

George Ahl

Managing Director and Client Portfolio Manager, Real Estate America

Ben Aiken

Managing Director, Portfolio Management

David Chen

Managing Director and Head of Real Estate - Asia Pacific, Global Real Assets

Leander Christofides

Co-Chief Investment Officer, Global Special Situations

Brad Demong

Managing Director

Michael Falcon

Chief Executive Officer of Global Investment Management Asia Pacific

Ben Francis

IIF Vice President Asset Management

Andrew Gilbert

Investment Principal

Alexia Gottschalch

Managing Director and Head of Business Development and Client Strategy

Robert Hardy

IIF Managing Director, Acquisitions

Robert Johnson

Managing Director and Head of Global Business Development

Andrew Kapp

Managing Director

Tetsuya Karasawa

Managing Director and Head of Real Estate for Japan

Keita KinoshIta

Vice President

Matt LeBlanc

Chief Investment Officer of the Infrastructure Investments Group

John Lynch

Managing Director, JPM Asset Management

Nicholas Moller

IIF Executive Director Investment Specialist

Daisuke Noguchi

Executive Director and Senior Investment Officer

Katherine Rosa

Global Head of Alternative Investments

Mark Scarsella

IIF Executive Director Asset Management

Noriaki Shirasago

Executive Director and Investment Specialist

Christopher Simard

IIF Vice President Investment Specialist

Sneha Sinha

IIF Vice President Asset Management

David Son

Executive Director

Larry Unrein

Portfolio Manager, Managing Director Global Head of Private Equity

Lawrence Unrein

Global Head, PE Group

Joe Valente

Managing Director

Mark Walters

Executive Director

Cassie Winn

IIF Vice President Product Development

Gilly Zimmer

Executive Director, Infrastructure Investments Group

Past deals in Wealth Management

Illuminate Financial

Venture Round in 2022
Illuminate Financial Management LLP is a venture capital firm established in 2014 and headquartered in London, United Kingdom, with an additional office in New York. The firm specializes in investments within the financial technology sector, focusing on companies that address challenges in financial services, particularly in compliance, regulation, and connectivity. Illuminate Financial targets early-stage investments, including Series A and seed financing, typically committing between $0.25 million and $3 million for a stake of 5% to 20% in its portfolio companies. While the firm invests globally, it places a significant emphasis on opportunities within the United Kingdom, Europe, and the United States. With deep domain expertise and a robust industry network, Illuminate Financial serves as a trusted partner, guiding its portfolio companies through the complexities of their early development phases.

TIFIN

Series D in 2022
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.

GeoWealth

Series B in 2021
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

TIFIN

Series C in 2021
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Aumni

Series B in 2021
Aumni is a data-driven investment management platform based in the United States that serves the venture capital industry. It offers a portfolio intelligence solution that helps venture capital firms enhance their operational efficiency and gain a competitive edge. Aumni's platform audits, analyzes, and visualizes key data from venture capital deal documents, extracting hundreds of data points to track critical insights, including investment rights, portfolio performance, and emerging investment trends. By converting complex deal data into a clear and error-free dataset, Aumni enables investors and venture firms to make informed strategic decisions and streamline their daily operations. The platform is designed for forward-thinking investment teams aiming to unlock and structure the vast amounts of untapped data within their portfolios.

Campbell Global

Acquisition in 2021
Campbell Global is a privately owned investment management firm based in Portland, Oregon, specializing in timberland and natural resource investments. Founded in 1981, the firm focuses on acquiring, managing, and disposing of undervalued timberland properties. It offers a range of services, including transaction advisory, property and portfolio management, as well as accounting and reporting services. Campbell Global employs in-house research to inform its investment decisions, ensuring a thorough approach to timberland investment management. The firm operates as a subsidiary of BrightSphere Investment Group Inc.

TIFIN

Series B in 2021
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
Watches of Switzerland Group PLC operates as a retailer of luxury watches in the United States and the United Kingdom. It offers luxury watches and jewelry; fashion and classic watches and jewelry; and gifts. The company operates 113 stores in the United Kingdom and 22 stores in the United States, as well as through five transactional websites under the Mono-Brand Boutiques, Watches of Switzerland, Mappin & Webb, Goldsmiths, and Mayors brand names. The company was incorporated in 2019 and is headquartered in Leicester, the United Kingdom.

55ip

Acquisition in 2020
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com

GeoWealth

Series A in 2018
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

Wise

Debt Financing in 2018
Wise is a company that specializes in international money transfer services, facilitating easy and low-cost transactions for individuals and businesses. Founded in 2010 and headquartered in London, Wise offers a core money transfer product and a borderless account designed for expats, freelancers, and travelers, which currently holds over £2 billion in deposits. The company also provides a mobile application that allows users to track their transfers and initiate new transactions conveniently. With additional offices in Tallinn and New York, Wise aims to simplify the process of sending money abroad swiftly and affordably.