Centricity
Seed Round in 2024
Centricity is a digital platform-as-a-service for private wealth management that supports investment professionals and high-net-worth clients in managing portfolios. The platform provides technology-enabled tools for portfolio oversight, reporting, and client engagement, with an emphasis on transparency and cost efficiency. Based in Gurugram, India, Centricity was founded in 2022 and aims to streamline wealth management workflows and related fundraising activities for advisers and asset managers.
Stable Money
Seed Round in 2024
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
Axonius, Inc. is a cybersecurity company that specializes in asset management for connected devices used by businesses. Founded in 2017 and headquartered in Tel Aviv, Israel, the company offers a platform that provides comprehensive asset inventory, identifies gaps in security coverage, and ensures compliance with security policies. Axonius delivers a unified and extensible system that integrates data from various networked devices and existing standalone management services, allowing IT and security operations teams to gain visibility and control over their devices. The platform features an easy-to-use adapter API and plug-in framework for integrating new device types and facilitates secure sharing of adaptors across the organization. Deployment options include both on-premise and cloud solutions, enabling enterprises to manage mobile, computing, and IoT devices effectively.
Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.
Pontera
Venture Round in 2023
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Founded in 2019, Farther is a wealth management firm that combines expert advisors with advanced technology to deliver personalized financial advice. It caters to high-net-worth individuals, offering a data-driven approach and proprietary algorithms to manage investments tailored to clients' risk tolerance.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Stable Money
Series A in 2023
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
Lightyear
Series A in 2022
Lightyear is an investment platform operating in 22 European countries, designed to facilitate money management and wealth growth for retail customers and businesses. The platform offers a diverse range of investment options, including stocks, funds, and cash interest products, while emphasizing accessibility and simplicity in the investing process. With a focus on low fees and an award-winning design, Lightyear aims to remove unnecessary barriers to investing. The company's team, which includes former employees from notable financial technology firms, is based in London and Tallinn. Lightyear is authorized and regulated by the Financial Conduct Authority, ensuring compliance and security for its users.
Axonius, Inc. is a cybersecurity company that specializes in asset management for connected devices used by businesses. Founded in 2017 and headquartered in Tel Aviv, Israel, the company offers a platform that provides comprehensive asset inventory, identifies gaps in security coverage, and ensures compliance with security policies. Axonius delivers a unified and extensible system that integrates data from various networked devices and existing standalone management services, allowing IT and security operations teams to gain visibility and control over their devices. The platform features an easy-to-use adapter API and plug-in framework for integrating new device types and facilitates secure sharing of adaptors across the organization. Deployment options include both on-premise and cloud solutions, enabling enterprises to manage mobile, computing, and IoT devices effectively.
Everyrealm
Series A in 2022
Everyrealm is a digital real estate investment firm focusing on virtual worlds through NFTs. It invests in, manages, and develops assets such as NFTs, virtual real estate, metaverse platforms, gaming infrastructure.
Alchemy Insights, Inc. is a blockchain intelligence and infrastructure platform that serves hedge funds and financial institutions. Founded in 2013 and based in San Francisco, it offers a comprehensive suite of tools for analyzing blockchain data, including on-chain data, market trends, and community activity. The platform employs advanced machine learning techniques to help users identify entities, individuals, and currency flows on the blockchain, thereby aiding in sales, security, and strategic decision-making. Alchemy's emphasis on providing developers with essential tools allows for the creation of scalable and reliable decentralized applications without the complexities of managing blockchain infrastructure. The company is backed by notable organizations and individuals, reflecting its prominent position in the blockchain space.
Seashell
Seed Round in 2022
Seashell offers a compliant financial platform designed to help users earn high, stable interest by leveraging blockchain innovations. The company emphasizes regulatory compliance and aims to deliver market-leading yields through a simple, push-button experience, providing a flexible and secure way for customers to save and grow their money. By combining financial services with blockchain technology, Seashell seeks to make earning interest more accessible while maintaining safeguards that protect user funds.
Endowus
Venture Round in 2021
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Parrot Finance
Pre Seed Round in 2021
Parrot unlocks institutional investing strategies, traditionally hidden behind expensive and exclusive wealth advisors
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Alchemy Insights, Inc. is a blockchain intelligence and infrastructure platform that serves hedge funds and financial institutions. Founded in 2013 and based in San Francisco, it offers a comprehensive suite of tools for analyzing blockchain data, including on-chain data, market trends, and community activity. The platform employs advanced machine learning techniques to help users identify entities, individuals, and currency flows on the blockchain, thereby aiding in sales, security, and strategic decision-making. Alchemy's emphasis on providing developers with essential tools allows for the creation of scalable and reliable decentralized applications without the complexities of managing blockchain infrastructure. The company is backed by notable organizations and individuals, reflecting its prominent position in the blockchain space.
Elementus
Series A in 2021
Founded in New York in 2017, Elementus is a data science company specializing in blockchain intelligence. It provides an enterprise platform that combines proprietary data with patented algorithms to deliver unique insights and enable fast, actionable decision-making within the crypto economy for institutional asset managers, financial service organizations, and government agencies.
Aquant develops an AI-driven platform that maximizes equipment uptime by predicting faults, diagnosing service issues, and optimizing van stock. Serving industries such as life sciences, capital equipment, and food service, Aquant's solution aggregates real-time signals, identifies failures, and provides actionable insights to enhance operational efficiency.
MejorCDT
Pre Seed Round in 2021
MejorCDT is an investment platform specializing in fixed-term products. It offers high-yield savings accounts as its primary service, allowing users to compare and invest without visiting a physical bank.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Matrixport
Series C in 2021
Matrixport is a comprehensive platform offering digital asset services, including trading, investing, leveraging, and secure custody for cryptocurrencies.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Axonius, Inc. is a cybersecurity company that specializes in asset management for connected devices used by businesses. Founded in 2017 and headquartered in Tel Aviv, Israel, the company offers a platform that provides comprehensive asset inventory, identifies gaps in security coverage, and ensures compliance with security policies. Axonius delivers a unified and extensible system that integrates data from various networked devices and existing standalone management services, allowing IT and security operations teams to gain visibility and control over their devices. The platform features an easy-to-use adapter API and plug-in framework for integrating new device types and facilitates secure sharing of adaptors across the organization. Deployment options include both on-premise and cloud solutions, enabling enterprises to manage mobile, computing, and IoT devices effectively.
United Dwelling
Convertible Note in 2021
United Dwelling, Inc. is a Los Angeles-based company founded in 2019 that focuses on addressing the affordable housing crisis in California. The company specializes in constructing additional dwelling units (ADUs) on underutilized land, such as vacant lots, garages, and backyards. By converting these spaces into affordable homes, United Dwelling helps property owners enhance the value of their real estate while providing housing solutions for low and middle-income residents, particularly in workforce housing. The firm manages the entire process, including design, permitting, construction, tenant placement, property management, and maintenance. Utilizing data-driven insights, United Dwelling identifies suitable properties for development, thereby offering homeowners the opportunity to generate rental income and significantly increase their property value.
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Wintermute
Series B in 2021
Wintermute is a global leader in algorithmic trading for digital assets. With an average daily trading volume of over $5 billion across 350+ tokens on 80+ exchanges, it facilitates OTC trades and provides liquidity provisioning services. Wintermute actively invests in early-stage DeFi projects, supporting the growth of decentralized finance.
Wintermute
Series A in 2020
Wintermute is a global leader in algorithmic trading for digital assets. With an average daily trading volume of over $5 billion across 350+ tokens on 80+ exchanges, it facilitates OTC trades and provides liquidity provisioning services. Wintermute actively invests in early-stage DeFi projects, supporting the growth of decentralized finance.
Mynd is a tech-enabled property management firm specializing in single-family rental properties. It offers comprehensive solutions including marketing, tenant screening, rent collection, maintenance, accounting, and data-driven insights to optimize property performance and maximize returns for clients.
United Dwelling
Series B in 2020
United Dwelling, Inc. is a Los Angeles-based company founded in 2019 that focuses on addressing the affordable housing crisis in California. The company specializes in constructing additional dwelling units (ADUs) on underutilized land, such as vacant lots, garages, and backyards. By converting these spaces into affordable homes, United Dwelling helps property owners enhance the value of their real estate while providing housing solutions for low and middle-income residents, particularly in workforce housing. The firm manages the entire process, including design, permitting, construction, tenant placement, property management, and maintenance. Utilizing data-driven insights, United Dwelling identifies suitable properties for development, thereby offering homeowners the opportunity to generate rental income and significantly increase their property value.
Pontera
Funding Round in 2020
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Axonius, Inc. is a cybersecurity company that specializes in asset management for connected devices used by businesses. Founded in 2017 and headquartered in Tel Aviv, Israel, the company offers a platform that provides comprehensive asset inventory, identifies gaps in security coverage, and ensures compliance with security policies. Axonius delivers a unified and extensible system that integrates data from various networked devices and existing standalone management services, allowing IT and security operations teams to gain visibility and control over their devices. The platform features an easy-to-use adapter API and plug-in framework for integrating new device types and facilitates secure sharing of adaptors across the organization. Deployment options include both on-premise and cloud solutions, enabling enterprises to manage mobile, computing, and IoT devices effectively.
Aquant develops an AI-driven platform that maximizes equipment uptime by predicting faults, diagnosing service issues, and optimizing van stock. Serving industries such as life sciences, capital equipment, and food service, Aquant's solution aggregates real-time signals, identifies failures, and provides actionable insights to enhance operational efficiency.
Matrixport
Venture Round in 2019
Matrixport is a comprehensive platform offering digital asset services, including trading, investing, leveraging, and secure custody for cryptocurrencies.
Rukita is a proptech company focused on enhancing urban living through innovative rental housing solutions. As a prominent player in the hospitality sector and asset management, Rukita aims to make quality living accessible by offering lifestyle residences tailored for various phases of life. The company not only provides comfortable homes for residents but also empowers property owners to maximize their asset value and generate income. By addressing the evolving needs of urban dwellers, Rukita is committed to redefining the rental experience and improving overall housing access in city environments.
Property Share Online Platform
Series A in 2019
Property Share Online Platform Pvt. Ltd., founded in 2015 and based in Bengaluru, India, operates a real estate platform that facilitates fractional ownership of properties. It enables individuals to invest in completed residential properties alongside like-minded investors, thereby lowering the financial barriers typically associated with quality real estate investments. By allowing investments starting from Rs. 500,000, Property Share provides a unique opportunity for ordinary investors to own a share in high-quality developments and earn monthly rental income. The platform addresses the challenges posed by high threshold limits in traditional real estate investments, offering a more accessible alternative for those seeking to diversify their portfolios.
Aquant develops an AI-driven platform that maximizes equipment uptime by predicting faults, diagnosing service issues, and optimizing van stock. Serving industries such as life sciences, capital equipment, and food service, Aquant's solution aggregates real-time signals, identifies failures, and provides actionable insights to enhance operational efficiency.
Haven Money
Venture Round in 2018
Haven Money is a financial technology company that offers a wealth management platform designed to assist users in managing their finances effectively. The platform enables users to automatically save and invest towards their financial goals by analyzing their spending and saving habits. Utilizing advanced artificial intelligence, Haven adjusts users' account balances daily based on individual income and expenditure patterns. The service includes a free dashboard that provides users with an overview of their financial status, while also facilitating seamless transfers of funds from Haven accounts to checking accounts. By targeting busy millennials, Haven Money aims to simplify financial management through automation, making it easier for users to achieve their financial objectives.
eBroker, also known as e-Proxy, is an internet finance company specializing in overseas asset allocation and improving industry efficiency. Acting as a sales crowdsourcing platform, eBroker's e-Agent sells high-quality overseas assets to first-tier elites through innovative business models and intermediation. With a financial management division serving over 10,000 clients, the company has received significant capital investment from various institutions such as Xianfeng Evergreen, Guangshen Anzhen, Yunjiu Capital, Lippo Group, Xianfeng Group, and Shin Kong Group.
Mynd is a tech-enabled property management firm specializing in single-family rental properties. It offers comprehensive solutions including marketing, tenant screening, rent collection, maintenance, accounting, and data-driven insights to optimize property performance and maximize returns for clients.
Mynd
Venture Round in 2017
Mynd is a tech-enabled property management firm specializing in single-family rental properties. It offers comprehensive solutions including marketing, tenant screening, rent collection, maintenance, accounting, and data-driven insights to optimize property performance and maximize returns for clients.
Mynd is a tech-enabled property management firm specializing in single-family rental properties. It offers comprehensive solutions including marketing, tenant screening, rent collection, maintenance, accounting, and data-driven insights to optimize property performance and maximize returns for clients.
eBroker, also known as e-Proxy, is an internet finance company specializing in overseas asset allocation and improving industry efficiency. Acting as a sales crowdsourcing platform, eBroker's e-Agent sells high-quality overseas assets to first-tier elites through innovative business models and intermediation. With a financial management division serving over 10,000 clients, the company has received significant capital investment from various institutions such as Xianfeng Evergreen, Guangshen Anzhen, Yunjiu Capital, Lippo Group, Xianfeng Group, and Shin Kong Group.
StacksWare
Seed Round in 2015
StacksWare, Inc. is a software company based in San Francisco, California, founded in 2015. It specializes in agentless software asset management solutions specifically designed for Virtual Desktop Infrastructure (VDI) and virtualized servers. The company's platform includes a Virtual Appliance that collects and aggregates software usage data, allowing IT administrators to monitor software assets within their VMware environments through an intuitive dashboard. This capability enables organizations to identify and eliminate unused software licenses, thereby reducing unnecessary licensing costs. Additionally, StacksWare's solution facilitates the deployment and removal of software, supports monitoring of critical applications, and assists in conducting internal security audits, all achieved with minimal setup through a simple drag-and-drop installation process. As of September 2017, StacksWare operates as a subsidiary of Avi Networks, Inc.
Storability Software
Series B in 2001
Storability Software specializes in enterprise storage resource management solutions designed to streamline and centralize the administration of complex, multi-site, and multi-vendor storage infrastructures. Its flagship product, the Global Storage Manager, is an open standards-based solution that empowers organizations to better understand and manage their storage assets. By utilizing Storability Software's offerings, customers experience enhanced asset utilization, improved management efficiency, superior service quality, and increased availability of their storage resources. The company's focus on simplifying storage management allows clients to maximize their investment in storage technology.
Pluris is a valuation firm based in New York City, established in 2006. It specializes in providing valuation advisory services, focusing on real estate appraisals, business valuations, intangibles, and intellectual properties, as well as assessments of illiquid, complex, and distressed securities. The firm caters to a diverse clientele that includes investment funds, investment banks, broker-dealers, private and public companies, their shareholders and executives, and high-net-worth individuals and families. In addition to its valuation services, Pluris offers daily marks services for high-volume clients and large institutions globally. The company is also involved in developing next-generation IP core infrastructure, leveraging its Teraplex architecture to enhance scalability, fault-tolerance, and performance, providing service providers with a pathway to future upgrades without significant infrastructure overhauls.
Storability Software
Series A in 2000
Storability Software specializes in enterprise storage resource management solutions designed to streamline and centralize the administration of complex, multi-site, and multi-vendor storage infrastructures. Its flagship product, the Global Storage Manager, is an open standards-based solution that empowers organizations to better understand and manage their storage assets. By utilizing Storability Software's offerings, customers experience enhanced asset utilization, improved management efficiency, superior service quality, and increased availability of their storage resources. The company's focus on simplifying storage management allows clients to maximize their investment in storage technology.
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).