Valkyrie
Venture Round in 2022
Valkyrie Investments is a specialized alternative asset management firm.
ForwardLane
Seed Round in 2018
ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.
Crux Informatics Inc., founded in 2017 and headquartered in San Francisco, California, specializes in data processing and management services through its external data automation platform. This platform facilitates the integration, transformation, and observability of third-party data, effectively bridging the gap between data suppliers and consumers. Crux automates the development of data pipelines, ensures ongoing validation of data quality, and manages operations on a large scale across various cloud platforms. By leveraging advanced technology and a team of experienced data engineers, Crux enhances the efficiency of external data integration workflows, catering to the needs of companies seeking to optimize their data operations. The company has garnered support from prominent financial institutions, indicating its strong presence in the industry.
Symbiont.io, Inc. is a financial technology company that specializes in developing a smart contracts platform tailored for institutional applications of blockchain technology. Founded in 2013 and headquartered in New York City, with an additional office in Amsterdam, the company provides a comprehensive infrastructure for capital markets. This includes a unified ledger for sharing business logic and market data, as well as the Symbiont Assembly platform, which facilitates the issuance, tracking, and management of financial instruments such as loans, securities, and commodities. By enabling complex financial instruments to exist within a decentralized blockchain network, Symbiont aims to enhance transparency, reduce risk, and lower costs for financial institutions and government entities. The company has established partnerships with industry leaders, including Vanguard and the State of Delaware, to drive innovation and improve operational efficiency in the capital markets sector.
Market Realist
Venture Round in 2017
Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.
Untapt
Convertible Note in 2016
Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.
Tradelegs
Series A in 2016
Tradelegs LLC, founded in 2010 by Hani El-Sakkout and Gideon Agar, is based in New York and specializes in decision-support software solutions for portfolio and risk managers, analysts, and traders. The company's flagship product, Derivatives Strategist, is a subscription-based software that allows users to generate and optimize custom options strategies tailored to their investment objectives. This technology adapts to changing market conditions, helping users maximize expected profits while managing risk throughout the trade lifecycle. By providing tools that enable the prediction and optimization of equity, Tradelegs supports institutional investors in achieving tactical returns and managing downside risk effectively.
Bristlecone Holdings
Series A in 2016
Bristlecone, Inc. is a financial technology company focused on helping businesses assess consumer creditworthiness. Founded in 2013 and headquartered in Reno, Nevada, the firm develops software that utilizes big data analytics and automated approval algorithms to analyze a wide range of customer data points. By incorporating leading indicators such as bank accounts, social data, and public records, Bristlecone leverages machine learning to issue immediate credit decisions. This innovative approach results in personalized credit profiles that empower merchants to effectively evaluate risks associated with lending, thereby facilitating growth in their business operations.
WealthForge
Series A in 2016
WealthForge, established in 2009 and headquartered in Richmond, Virginia, specializes in developing and operating a technology platform for private capital markets. The company's core offering, the Altigo platform, facilitates transactions between advisors and sponsors in the alternative investment space, fostering marketplace connections and streamlining the investment process. WealthForge's platform provides regulatory compliance, investment processing, and access to pre-vetted alternative investments, along with tools such as invest button, rep order entry, subscription automation, and reporting. Additionally, the company offers brokerage services, document preparation, investor relations, placement agent work, and escrow services to companies raising capital.
Trumid Financial LLC is a financial technology company based in New York that specializes in electronic trading solutions for the credit market. Founded in 2014, Trumid operates the Trumid Market Center, an electronic trading network specifically designed for corporate bonds, and offers Trumid Bond Stream, a tool that provides TRACE pricing data. The company focuses on enhancing the credit trading experience by integrating advanced technology with market expertise, facilitating direct access to liquidity and valuable market intelligence for professionals in the corporate bond sector. Additionally, Trumid Labs leverages data science to manage its network and provide bond price lookup services, enabling participants to make informed trading decisions. Trumid operates as a subsidiary of Trumid Holdings LLC.
Airex, Inc. operates an online marketplace designed for the buying, selling, and consumption of financial applications, data feeds, research, bond reports, and related financial information. The company's primary offering, AIREX Market, enables users to discover and transact in various financial products effortlessly through a cloud-based platform. In addition, the AIREX Market Partner Program facilitates access for customers and clients, allowing them to search for and purchase these digital products conveniently. Airex serves a diverse clientele including retail investors, registered investment advisors, wealth managers, family offices, asset managers, global investment banks, hedge funds, insurance companies, and corporations. Founded in 2012 and based in New York, Airex aims to streamline the traditional sales model for financial products, making it more efficient and accessible for all market participants.
Trunomi
Seed Round in 2015
Trunomi, Inc. operates a consent-based data-sharing platform aimed at enhancing customer verification processes for financial industry clients in the U.S. and internationally. Founded in 2014 and based in Campbell, California, Trunomi enables customers to digitally manage and share their personal data through a secure personal data store, ensuring compliance with data privacy regulations. The platform allows businesses to understand the data they hold, comply with global regulations, and automate data subject request management. Notably, Trunomi's patented technology does not store customer personal data, ensuring a zero-risk solution that operates beyond jurisdictional data boundaries. The platform also supports secure messaging and document sharing, and is designed to improve customer experience by transforming privacy into a positive engagement.
InterNex Capital
Seed Round in 2015
InterNex Capital, LLC is a digital asset-based lender established in 2015 and headquartered in Harrison, New York. The company specializes in providing working capital financing solutions to small and mid-sized businesses across various sectors, including pharmaceuticals, advertising, transportation, engineering, and manufacturing. Its offerings include revolving lines of credit, term loans, and invoice discounting services. By leveraging technology, data analytics, and credit scoring algorithms, InterNex Capital delivers tailored financial solutions, underwriting, and monitoring to meet the needs of its clients.
Incapture Technologies
Series B in 2015
Incapture Technologies, founded in 2012 and headquartered in San Francisco, California, specializes in developing software solutions aimed at optimizing enterprise applications. The company’s primary product, Rapture, provides a dynamic software infrastructure that facilitates the management of complex data sets in a distributed environment. This platform enables businesses to enhance application development and streamline data processing while ensuring control and compliance. By focusing on practical applications of advanced technology, Incapture Technologies helps organizations transition from theoretical concepts to real-world value creation.
ClearServe
Series A in 2015
ClearServe is a developer of a cloud-based portfolio and wealth management platform aimed at enhancing transparency in investment management for family offices, multi-managers, and private investors. By replacing outdated manual processes and legacy software with an innovative solution, ClearServe addresses significant pain points in the industry. The platform integrates an alternative tracking system with user-friendly design elements, enabling users to make informed finance and investment decisions. Through its commitment to data transparency, ClearServe empowers clients to navigate their portfolio investments more effectively.
Market Realist
Series B in 2015
Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.
DriveWealth
Series A in 2015
DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.
Untapt
Venture Round in 2015
Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.
Bristlecone Holdings
Seed Round in 2015
Bristlecone, Inc. is a financial technology company focused on helping businesses assess consumer creditworthiness. Founded in 2013 and headquartered in Reno, Nevada, the firm develops software that utilizes big data analytics and automated approval algorithms to analyze a wide range of customer data points. By incorporating leading indicators such as bank accounts, social data, and public records, Bristlecone leverages machine learning to issue immediate credit decisions. This innovative approach results in personalized credit profiles that empower merchants to effectively evaluate risks associated with lending, thereby facilitating growth in their business operations.
Axial Networks
Series B in 2015
Axial Networks, Inc. operates an online platform designed to connect private companies with various capital sources, facilitating financial transactions in the private capital markets. The platform enables users, including CEOs, capital providers, advisors, and bankers, to create professional profiles that enhance credibility and foster connections with potential investors and partners. It offers services such as deal sourcing, marketing, and analytics to help companies find growth capital, identify acquisition opportunities, and manage the deal process effectively. The platform covers a broad range of industries, including healthcare, real estate, financial services, and technology, and supports various capital types, such as growth capital and acquisition financing. Founded in 2004 and based in New York, Axial Networks aims to streamline the process of connecting private companies with the necessary capital to finance their growth or facilitate exits.
Tradelegs
Series A in 2014
Tradelegs LLC, founded in 2010 by Hani El-Sakkout and Gideon Agar, is based in New York and specializes in decision-support software solutions for portfolio and risk managers, analysts, and traders. The company's flagship product, Derivatives Strategist, is a subscription-based software that allows users to generate and optimize custom options strategies tailored to their investment objectives. This technology adapts to changing market conditions, helping users maximize expected profits while managing risk throughout the trade lifecycle. By providing tools that enable the prediction and optimization of equity, Tradelegs supports institutional investors in achieving tactical returns and managing downside risk effectively.
Incapture Technologies
Series B in 2014
Incapture Technologies, founded in 2012 and headquartered in San Francisco, California, specializes in developing software solutions aimed at optimizing enterprise applications. The company’s primary product, Rapture, provides a dynamic software infrastructure that facilitates the management of complex data sets in a distributed environment. This platform enables businesses to enhance application development and streamline data processing while ensuring control and compliance. By focusing on practical applications of advanced technology, Incapture Technologies helps organizations transition from theoretical concepts to real-world value creation.
Ogg Trading
Series B in 2014
Ogg Trading, LLC, founded in 2011 and based in New York, specializes in providing trading solutions for institutional foreign exchange clients both in the United States and internationally. The company focuses on the development and delivery of advanced trading technology designed to assist institutional traders on both the buy-side and sell-side. Ogg Trading offers a system that utilizes algorithms to identify the best execution prices in the market, ensuring that clients can achieve optimal trading outcomes. By leveraging sophisticated quantitative capabilities, the firm aims to enhance its clients' competitive edge in trade execution while maintaining high standards of liquidity and execution efficiency. As of June 2018, Ogg Trading operates as a subsidiary of OTC Exchange Network, Inc.
WealthForge
Series A in 2014
WealthForge, established in 2009 and headquartered in Richmond, Virginia, specializes in developing and operating a technology platform for private capital markets. The company's core offering, the Altigo platform, facilitates transactions between advisors and sponsors in the alternative investment space, fostering marketplace connections and streamlining the investment process. WealthForge's platform provides regulatory compliance, investment processing, and access to pre-vetted alternative investments, along with tools such as invest button, rep order entry, subscription automation, and reporting. Additionally, the company offers brokerage services, document preparation, investor relations, placement agent work, and escrow services to companies raising capital.
Market Realist
Series A in 2014
Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.
Untapt
Convertible Note in 2014
Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.
Symbiont
Seed Round in 2014
Symbiont.io, Inc. is a financial technology company that specializes in developing a smart contracts platform tailored for institutional applications of blockchain technology. Founded in 2013 and headquartered in New York City, with an additional office in Amsterdam, the company provides a comprehensive infrastructure for capital markets. This includes a unified ledger for sharing business logic and market data, as well as the Symbiont Assembly platform, which facilitates the issuance, tracking, and management of financial instruments such as loans, securities, and commodities. By enabling complex financial instruments to exist within a decentralized blockchain network, Symbiont aims to enhance transparency, reduce risk, and lower costs for financial institutions and government entities. The company has established partnerships with industry leaders, including Vanguard and the State of Delaware, to drive innovation and improve operational efficiency in the capital markets sector.
Mathmoney
Seed Round in 2014
Mathmoney
Incapture Technologies
Series A in 2014
Incapture Technologies, founded in 2012 and headquartered in San Francisco, California, specializes in developing software solutions aimed at optimizing enterprise applications. The company’s primary product, Rapture, provides a dynamic software infrastructure that facilitates the management of complex data sets in a distributed environment. This platform enables businesses to enhance application development and streamline data processing while ensuring control and compliance. By focusing on practical applications of advanced technology, Incapture Technologies helps organizations transition from theoretical concepts to real-world value creation.
WealthForge
Series A in 2014
WealthForge, established in 2009 and headquartered in Richmond, Virginia, specializes in developing and operating a technology platform for private capital markets. The company's core offering, the Altigo platform, facilitates transactions between advisors and sponsors in the alternative investment space, fostering marketplace connections and streamlining the investment process. WealthForge's platform provides regulatory compliance, investment processing, and access to pre-vetted alternative investments, along with tools such as invest button, rep order entry, subscription automation, and reporting. Additionally, the company offers brokerage services, document preparation, investor relations, placement agent work, and escrow services to companies raising capital.
ClearServe
Seed Round in 2013
ClearServe is a developer of a cloud-based portfolio and wealth management platform aimed at enhancing transparency in investment management for family offices, multi-managers, and private investors. By replacing outdated manual processes and legacy software with an innovative solution, ClearServe addresses significant pain points in the industry. The platform integrates an alternative tracking system with user-friendly design elements, enabling users to make informed finance and investment decisions. Through its commitment to data transparency, ClearServe empowers clients to navigate their portfolio investments more effectively.
Vesel Interactive
Seed Round in 2013
Vesel Interactive LLC, based in Weston, Florida, specializes in developing a search engine that provides comprehensive information on trading activity and volume leaders in equity derivatives. The company creates an electronic network where sell-side firms can share trading data to attract customers, ultimately aiding investors in securing better prices by highlighting active firms in options related to stocks, exchange-traded funds, and indexes. In addition to facilitating trade visibility, Vesel Interactive offers data mining solutions and real-time notifications, enabling buy-side investors to query sell-side firms about potential trading opportunities. Founded in 2011 by Christopher Hopgood and Kevin Kirbas, Vesel Interactive serves as a valuable resource for users seeking data analytics and market insights.
WealthForge
Series A in 2013
WealthForge, established in 2009 and headquartered in Richmond, Virginia, specializes in developing and operating a technology platform for private capital markets. The company's core offering, the Altigo platform, facilitates transactions between advisors and sponsors in the alternative investment space, fostering marketplace connections and streamlining the investment process. WealthForge's platform provides regulatory compliance, investment processing, and access to pre-vetted alternative investments, along with tools such as invest button, rep order entry, subscription automation, and reporting. Additionally, the company offers brokerage services, document preparation, investor relations, placement agent work, and escrow services to companies raising capital.
Market Realist
Seed Round in 2013
Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.
Valkyrie Investments is an alternative asset management firm that bridges traditional finance with the emerging cryptocurrency sector. The firm focuses on creating and managing diverse portfolios and products that include exposure to digital assets and other innovative investments. With a team of seasoned professionals who have extensive experience in leading financial institutions, Valkyrie Investments offers a platform designed to make investing in alternative assets both accessible and secure. The firm emphasizes the development of unique investment products, aiming to enhance returns for investors while fostering economic growth and technological advancement.