Northwestern Mutual

Northwestern Mutual, established in 1857, is a leading financial services company based in Milwaukee, Wisconsin. It offers a wide range of products and services, including life, disability income, and long-term care insurance, annuities, and brokerage and advisory services. The company provides comprehensive financial planning, combining the expertise of its professionals with digital tools to help clients achieve financial security. Northwestern Mutual manages billions of dollars in investments through its wealth management and investment services businesses. It operates as a mutual organization, with its subsidiaries including Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company.

30 past transactions

Discovery World

Grant in 2023
Discovery World is a one-of-a-kind experience dedicated to revealing the wonders of science and inspiring a lifelong passion for discovery.

Zoological Society of Milwaukee

Grant in 2023
The zoological Society of Milwaukee is to protect wildlife and endangered species, educate people about the value of wildlife and the environment, and maintain the Milwaukee County Zoo.

Summerfest

Grant in 2023
Summerfest is the World’s Largest Music Festival that attracts the music industry’s hottest stars, emerging talent and local favorites.

Marcus Center for Performing Arts

Grant in 2023
Marcus Center for Performing Arts is the official site where you can find information and purchase tickets.

Betty Brinn Children's Museum

Grant in 2023
Betty Brinn Children's Museum offers outreach programs that support disadvantaged children and families, particularly low-income families and those with special needs.

United Performing Arts Fund

Grant in 2023
Supporting the Performing Arts in the Greater Milwaukee Area

Betty Brinn Children's Museum

Grant in 2022
Betty Brinn Children's Museum offers outreach programs that support disadvantaged children and families, particularly low-income families and those with special needs.

Wellthi

Venture Round in 2022
Wellthi is a fintech social enterprise that provides a B2B embedded virtual branch within mobile banking applications. The company offers a suite of configurable white-label APIs, mobile apps, and payment solutions designed to help financial institutions enhance customer origination and retention. Wellthi's platform promotes financial health, credit readiness, and access to affordable capital, allowing users to track, manage, and achieve their financial goals in a secure environment. By leveraging online communities, social networking, and generative AI, Wellthi enables financial institutions to better serve their customers and improve operational efficiency while significantly reducing the costs associated with maintaining physical branches or hosting in-person events.

Shur

Pre Seed Round in 2022
Shur is a fintech company that operates on a business-to-business-to-consumer model, focusing on providing financial services to professionals with student loans. The company offers financial wellness programs that integrate alternative credit scoring, financial advice, insurance, and banking solutions. By promoting generational wealth, Shur helps users navigate early financial challenges, develop comprehensive financial plans, and understand essential credit-building tools. Its services aim to protect loan repayment and credit scores, facilitating a smoother transition back into repayment and guiding borrowers toward wealth creation. Through its innovative approach, Shur not only assists individuals in managing their student loan obligations but also generates new revenue opportunities for banks and financial institutions.

Alex’s Lemonade Stand Foundation

Grant in 2022
Alex's Lemonade Stand Foundation (ALSF) is a pediatric cancer research foundation dedicated to improving the lives of children with cancer. The organization focuses on raising funds and awareness for childhood cancer causes, promoting the research of new treatments and cures. ALSF organizes a variety of fundraising activities to support these initiatives, aiming to foster public awareness of the critical need for medical research in this field. Through its efforts, ALSF strives to make a significant impact in the fight against childhood cancer.

Motion Dynamics

Debt Financing in 2022
Motion Dynamics is a manufacturer specializing in wire-based micro-components and sub-assemblies tailored for the medical and aerospace industries. The company produces precision wire components, including springs and nitinol, as well as complex wire assemblies used in critical applications such as micro-catheters, pacemakers, and neuromodulation devices. Motion Dynamics focuses on delivering customized products that feature fine and ultra-fine wire diameters, unique alloy types, and high precision tolerances, ensuring they meet the rigorous demands of their clients in high-growth markets. Through its commitment to innovation and quality, Motion Dynamics aims to provide exceptional design and manufacturing services to support advancements in medical technology.

CrossKudi

Pre Seed Round in 2021
CrossKudi is a fee-free, blockchain-enabled company specializing in international money transfers, primarily catering to immigrants. It has developed an online payment gateway that facilitates cross-border transactions, allowing users to accept, process, and disburse funds efficiently. By leveraging blockchain technology, CrossKudi ensures that its money transfer services are not only affordable and instant but also secure, addressing a critical need for seamless financial transactions in the global market.

Mark Labs

Pre Seed Round in 2021
Mark Labs Inc. is a data analytics software company that specializes in providing a platform for nonprofits and their donors to understand and communicate social impact data. Established in 2015 and headquartered in Washington, District of Columbia, with an additional office in London, the company utilizes artificial intelligence and a unique ESG assessment methodology to evaluate the Environmental, Social, and Governance performance of investments. Mark Labs’ platform enables donors to track, analyze, and report the outcomes of their grant-making and sustainability initiatives while allowing nonprofits to monitor their activities and report to funders effectively. By leveraging diverse expertise in engineering, finance, and data science, Mark Labs aims to enhance transparency and accountability in impact investment, empowering clients to make informed decisions and communicate their portfolios' impact confidently.

Bright Cellars

Series B in 2021
Bright Cellars Inc. is an online wine club that specializes in delivering personalized wine selections to its members through a monthly subscription model. Founded in 2014 and headquartered in Milwaukee, Wisconsin, the company utilizes a machine-learning algorithm that analyzes user responses from a questionnaire to recommend wines tailored to individual tastes. This approach not only helps new wine drinkers explore and refine their preferences but also creates an educational experience around wine appreciation. Bright Cellars allows users to receive curated wine deliveries at their doorstep each month and offers options for gifting selections to others. The company aims to inspire a new generation of wine enthusiasts by providing a transformative and personalized experience.

Hued

Seed Round in 2021
HUED is a digital health company dedicated to enhancing healthcare quality for Black, Latinx, and Indigenous populations. Its platform addresses the unique healthcare needs of underserved communities by connecting patients with culturally competent healthcare providers. HUED offers resources to improve health literacy and assists healthcare organizations in adopting equity-based care practices. Through its services, the company enables patients to search for, review, and book appointments with providers who understand their physical, mental, and cultural requirements, thereby fostering better health outcomes and greater access to essential care.

Vestwell

Series C in 2021
Vestwell is a developer of a digital savings platform focused on creating retirement plans for employees. The company provides automated retirement investing options tailored for registered investment advisers (RIAs), ensuring compliance with relevant rules and regulations. By streamlining the process of defined contributions for companies and their employees, Vestwell enables advisers to effectively engage with their clients while facilitating automation in retirement planning.

Healogics

Private Equity Round in 2021
Healogics is a specialized provider of wound care services that operates outpatient wound care centers in hospitals and partners with skilled nursing facilities to address the needs of patients with chronic wounds. The company’s mission is to advance the science of wound medicine and improve treatment outcomes for individuals suffering from various conditions, including diabetes, cancer, and vascular diseases. By collaborating with over 300 skilled nursing facilities and providing inpatient consults at more than 60 partner hospitals, Healogics ensures a comprehensive approach to wound care, combining standard and advanced treatment options to enhance patient recovery.

Socialeads

Series A in 2020
Socialeads, Inc. is a technology company that specializes in artificial intelligence software designed for the financial services sector. Founded in 2018 and headquartered in Milwaukee, Wisconsin, Socialeads provides a platform that leverages machine learning and data science to analyze social media networks. This platform helps financial advisors and companies identify potential clients by assessing the size, depth, and value of their personal and professional connections. By utilizing natural language processing, Socialeads interprets social media content to uncover insights about individuals' behaviors, sentiments, and life events, enabling users to strategically engage with the right prospects at the right time. Additionally, the platform features AI chatbots and notification systems, delivering actionable data directly to users’ devices.

Paceline

Seed Round in 2020
Paceline is bringing together the worlds of health & wellness and financial services to change the nature of preventive health in society. We’re building a best-in-class fitness rewards platform and innovative financial ecosystem, powered by physical activity, with the goal of helping people live longer, healthier, and better lives.

Lumanu

Seed Round in 2019
Lumanu, Inc. is a digital marketing platform that connects brands with influencers and creators. Founded in 2016 and headquartered in Oakland, California, with an additional office in Milwaukee, Wisconsin, Lumanu offers a suite of solutions designed to facilitate collaboration in the creator economy. Its SocialCert product enables influencers to share content and usage rights with marketers, while Content Manager allows for the ingestion of influencer-generated content. Additionally, the SmartBoost solution assists in creating advertisements using creative assets from influencers. By providing tools for payment management, compliance, and content collaboration, Lumanu empowers creators and freelancers to effectively manage their businesses and foster meaningful partnerships with brand marketers, agency marketers, and performance marketers.

Lumanu

Pre Seed Round in 2019
Lumanu, Inc. is a digital marketing platform that connects brands with influencers and creators. Founded in 2016 and headquartered in Oakland, California, with an additional office in Milwaukee, Wisconsin, Lumanu offers a suite of solutions designed to facilitate collaboration in the creator economy. Its SocialCert product enables influencers to share content and usage rights with marketers, while Content Manager allows for the ingestion of influencer-generated content. Additionally, the SmartBoost solution assists in creating advertisements using creative assets from influencers. By providing tools for payment management, compliance, and content collaboration, Lumanu empowers creators and freelancers to effectively manage their businesses and foster meaningful partnerships with brand marketers, agency marketers, and performance marketers.

Alinea Engage

Seed Round in 2018
Alinea Engage LLC is a software company based in Milwaukee, Wisconsin, founded in 2015. It specializes in developing a patient intake and engagement platform tailored for outpatient physical therapy and rehabilitation providers. The platform enhances patient engagement by automating processes such as digitizing intake forms and completing onboarding prior to appointments. Alinea Engage's technology aims to strengthen the continuum of care between healthcare providers and patients, ultimately increasing operational efficiency, expanding capacity, and improving profitability for providers. By focusing on exceptional patient experiences, the company fosters loyalty and engagement from the initial contact throughout the patient journey.

Socialeads

Seed Round in 2018
Socialeads, Inc. is a technology company that specializes in artificial intelligence software designed for the financial services sector. Founded in 2018 and headquartered in Milwaukee, Wisconsin, Socialeads provides a platform that leverages machine learning and data science to analyze social media networks. This platform helps financial advisors and companies identify potential clients by assessing the size, depth, and value of their personal and professional connections. By utilizing natural language processing, Socialeads interprets social media content to uncover insights about individuals' behaviors, sentiments, and life events, enabling users to strategically engage with the right prospects at the right time. Additionally, the platform features AI chatbots and notification systems, delivering actionable data directly to users’ devices.

ClientWise

Acquisition in 2018
ClientWise LLC is a business and executive coaching and consulting firm dedicated to financial professionals. Established in 2006 and based in Mount Kisco, New York, the company specializes in providing tailored coaching solutions that include financial advisor coaching, executive and leadership coaching, and group workshop sessions. ClientWise offers a range of programs designed to enhance performance and foster professional development, such as the Business Builders Workshop and the Coaching Skills Program. The firm also produces research and content resources like the ClientWise eXchange and benchmark assessment reports. By leveraging its deep understanding of the financial industry, ClientWise aims to help clients optimize growth and maximize revenue, ultimately developing industry leaders and elevating service standards within the sector. ClientWise operates as a subsidiary of NM-SAS LLC.

LearnVest

Acquisition in 2015
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.

Betterment

Series D in 2015
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Brash Entertainment

Private Equity Round in 2007
Brash Entertainment, established in June 2007, is an entertainment company dedicated to publishing high-quality video games inspired by theatrical releases. By collaborating with top creative talents from Hollywood and innovative independent game development studios, Brash aims to harness the potential of popular films and television shows. The company's experienced production team focuses on creating engaging gaming experiences that align with the narratives and characters of contemporary media franchises.

Financeware

Series B in 2001
Financeware specializes in providing probability-analysis technology and marketing strategies tailored for financial advisors and institutions. In the ever-evolving world of fintech, Financeware helps innovators stay ahead by creating, collaborating, and integrating cutting-edge solutions. With a focus on connecting winning solution sets to market opportunities across the wealthscape, Financeware leverages decades of tech leadership to deliver a seamless and simplified wealth experience for clients. By offering unrivaled views of the horizon and a deep bench of expertise, Financeware ensures that access and advantage are earned in today's competitive financial landscape.

NETdelivery

Series C in 2001
The Boulder, Colo.-based company develops software to allow secure collection, distribution and management of business forms and information over the Internet, as a means to cut the amount of paper and time need to exchange the same information manually.

Magier AI

Magier AI is an innovative company focused on enhancing data privacy through advanced enterprise software solutions. The company provides an AI-driven platform that combines sophisticated personally identifiable information (PII) masking, real-time threat detection, and user-friendly controls, allowing businesses to maintain comprehensive control over their sensitive data. Magier AI's technology facilitates the automation of PII masking at scale, ensuring organizations effectively protect their information while complying with constantly changing regulatory demands. By leveraging artificial intelligence, Magier AI equips companies with intuitive tools that prioritize the security of their data, fostering confidence in an increasingly complex digital environment.
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