Policygenius Inc. is an online insurance brokerage based in New York that specializes in providing a range of insurance products, including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014, the company operates a digital marketplace that allows users to review, research, and compare insurance quotes. This platform aims to assist individuals in finding the appropriate insurance coverage tailored to their needs and budget. Additionally, Policygenius offers online insurance checkup services, further enhancing its commitment to helping customers navigate the complexities of insurance and financial protection.
Beacon Pointe Advisors, LLC is an employee-owned family office based in Newport Beach, California, established in 2002. The firm specializes in wealth management and consulting services for high net worth individuals, institutions, and charitable organizations. Its offerings include financial planning, performance measurement, asset allocation, investment policy design, and retirement plan services. Beacon Pointe employs a combination of quantitative and qualitative analysis to guide its investment strategies, which focus on public equity and fixed income markets. With additional offices across various locations, including California, Arizona, Colorado, Florida, Massachusetts, Pennsylvania, Texas, and New Jersey, Beacon Pointe Advisors is recognized as one of the largest independent Registered Investment Advisory firms in the nation.
Integrated Specialty Coverages is a Managing General Agent (MGA) building end-to-end insurance products by connecting our broad network of insurance markets and retail/wholesale distribution channels..
Policygenius Inc. is an online insurance brokerage based in New York that specializes in providing a range of insurance products, including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014, the company operates a digital marketplace that allows users to review, research, and compare insurance quotes. This platform aims to assist individuals in finding the appropriate insurance coverage tailored to their needs and budget. Additionally, Policygenius offers online insurance checkup services, further enhancing its commitment to helping customers navigate the complexities of insurance and financial protection.
Private Equity Round in 2019
Toorak Capital Partners is an investment manager based in Summit, New Jersey, established in 2016. The firm specializes in funding small balance business purpose residential, multifamily, and mixed-use loans across the United States and the United Kingdom. Toorak acquires loans from reputable loan originators, focusing on high credit quality. The company manages its investment portfolio through an internal team responsible for loan sourcing, pricing, underwriting, acquisition, and asset management. Toorak has also sponsored several securitizations to support its funding activities. The leadership at Toorak possesses extensive experience in mortgage credit, encompassing areas such as real estate lending, capital markets, securitization, and asset management.
Söderberg & Partners is a wealth management firm based in Stockholm, Sweden, established in 2004. The company provides a diverse array of services, including life and non-life insurance consulting, pension plans, fund investments, and savings. It also offers advisory services to institutions, municipalities, and counties regarding pension assets and other asset management needs. The firm's assets are managed by a dedicated executive management team, ensuring a focus on delivering tailored financial solutions to meet the needs of its clients.
Private Equity Round in 2019
Altavair L.P. is a principal investment firm based in Issaquah, Washington, specializing in aviation finance. Established in 2003, the firm focuses on acquiring, leasing, repurposing, and selling commercial jet aircraft and engines, as well as purchasing specific types of used aircraft and equipment. It prefers to engage in sale-leaseback transactions, acquire off-lease assets for leasing or trading, and invest in secured debt instruments related to aircraft. Altavair has completed over $8 billion in lease transactions, serving 44 customers across 27 countries with more than 200 aircraft, including direct orders from manufacturers. Additionally, the firm has raised over $1 billion in capital for two commercial aviation investment funds and has established strong relationships in the debt and capital markets, borrowing over $6 billion from various financial institutions. With offices in Seattle, London, and Singapore, Altavair's management team brings extensive experience in commercial aviation leasing and finance, enabling the firm to effectively navigate the aviation industry's complexities.
Private Equity Round in 2018
Toorak Capital Partners is an investment manager based in Summit, New Jersey, established in 2016. The firm specializes in funding small balance business purpose residential, multifamily, and mixed-use loans across the United States and the United Kingdom. Toorak acquires loans from reputable loan originators, focusing on high credit quality. The company manages its investment portfolio through an internal team responsible for loan sourcing, pricing, underwriting, acquisition, and asset management. Toorak has also sponsored several securitizations to support its funding activities. The leadership at Toorak possesses extensive experience in mortgage credit, encompassing areas such as real estate lending, capital markets, securitization, and asset management.
Avendus Capital, founded in 1999 and headquartered in Mumbai, is a leading investment banking firm in India, specializing in private equity syndication and mergers and acquisitions. The firm serves a diverse clientele ranging from mid-market companies to large global organizations, providing services that span growth stage funding to complex transactions. Avendus Capital has established expertise across six specialized verticals: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials. The firm is committed to fostering entrepreneurial relationships and offers a comprehensive suite of financial services, including asset management, credit solutions, investment banking, and wealth management, all supported by deep domain knowledge and an understanding of the regulatory landscape.
Private Equity Round in 2017
Avendus Capital, founded in 1999 and headquartered in Mumbai, is a leading investment banking firm in India, specializing in private equity syndication and mergers and acquisitions. The firm serves a diverse clientele ranging from mid-market companies to large global organizations, providing services that span growth stage funding to complex transactions. Avendus Capital has established expertise across six specialized verticals: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials. The firm is committed to fostering entrepreneurial relationships and offers a comprehensive suite of financial services, including asset management, credit solutions, investment banking, and wealth management, all supported by deep domain knowledge and an understanding of the regulatory landscape.
Private Equity Round in 2016
A10 Capital, LLC is a real estate credit institution founded in 2007 and headquartered in Boise, Idaho, with additional offices in Dallas and various cities across the United States. The company specializes in providing small to middle market commercial real estate loans and financing services, including origination, underwriting, legal review, and in-house servicing for the duration of the loan. A10 Capital offers a range of loan products, such as bridge loans, term loans, and note purchase loans, and is involved in financing auction purchases, REO acquisitions, traditional brokerage acquisitions, portfolio acquisitions, recapitalization, distressed debt purchases, discounted payoffs, and maturing loan refinances. The firm emphasizes accessibility and support for clients facing commercial real estate financing challenges, ensuring that its services are tailored to meet diverse needs across the country.
Avendus Capital, founded in 1999 and headquartered in Mumbai, is a leading investment banking firm in India, specializing in private equity syndication and mergers and acquisitions. The firm serves a diverse clientele ranging from mid-market companies to large global organizations, providing services that span growth stage funding to complex transactions. Avendus Capital has established expertise across six specialized verticals: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials. The firm is committed to fostering entrepreneurial relationships and offers a comprehensive suite of financial services, including asset management, credit solutions, investment banking, and wealth management, all supported by deep domain knowledge and an understanding of the regulatory landscape.
Private Equity Round in 2015
Marshall Wace LLP is an employee-owned hedge fund manager based in London, established in 1997. The firm specializes in global long/short equity strategies and manages a variety of hedge funds and equity mutual funds for its clients. With additional offices in New York and Hong Kong, Marshall Wace invests in public equity markets worldwide, as well as in alternative investments. The firm employs a combination of quantitative and fundamental analyses to drive its investment decisions. It offers a range of products that allow investors to choose funds with different sources of alpha and beta. Marshall Wace is recognized for its strong performance, having been awarded Management Firm of the Year by the EuroHedge Awards in 2011. Its investment approach merges traditional stock-specific research with its proprietary systematic alpha capture strategy, known as MW TOPS, aimed at delivering consistent, risk-adjusted returns for its clients.
Artivest offers a digital platform for private investment managers and investors. Artivest connect a wider audience of suitable investors with investment opportunities in top-quality private equity and hedge funds that are typically available only at institutional minimum investment sizes. Our technological, financial, and operational expertise powers a seamless experience for individual investors and a scalable point of access for financial advisors and fund managers.
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