UNest is a financial technology company based in North Hollywood, California, founded by Ksenia Yudina in 2018. The company specializes in providing an accessible digital investing platform aimed at helping families build a secure financial future for their children. UNest allows parents to open a UTMA account quickly and easily through its app, with no paperwork required. The platform offers advisor-guided investment plans, a simple gifting feature, and the ability to set up recurring contributions. Additionally, users can earn rewards through UNest Rewards.
Coverance
Series B in 2020
Coverance Insurance Solutions, Inc. is an insurance broker based in Long Beach, California, focused on providing insurance plans tailored for seniors within the health insurance marketplace. Founded in 2017, the company operates as a nationally licensed insurance agency, specializing in Medicare Supplemental Insurance. Coverance aims to help seniors secure affordable and quality health coverage that meets their individual needs.
Acorns
Venture Round in 2019
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
Synergy One Lending
Seed Round in 2019
Synergy One Lending is a licensed mortgage origination company operating in 45 states, specializing in both retail and wholesale business channels. Established in 2013, the firm offers a comprehensive range of home financing products, including traditional and reverse mortgages. It operates under the brand Retirement Funding Solutions for its reverse mortgage services and More Lending for its specialty product wholesale offerings. By leveraging a broad network of loan officers, mortgage brokers, and direct sales channels, Synergy One Lending aims to support clients in growing their businesses while providing modern mortgage solutions.
Say is a technology company based in New York that has developed a platform to enhance communication between companies and their individual shareholders. Founded in 2017, Say's platform empowers shareholders to exercise their full ownership rights by facilitating open dialogue outside traditional shareholder communication channels. It features various services, including proxy processing, fund reports, trade confirmations, post-sale prospectus delivery, and the management of voluntary corporate actions and class actions. By connecting individual shareholders with one another and providing tools to aggregate and authenticate their voices, Say aims to level the playing field with institutional investors and transform the experience of stock ownership.
Coverance
Venture Round in 2018
Coverance Insurance Solutions, Inc. is an insurance broker based in Long Beach, California, focused on providing insurance plans tailored for seniors within the health insurance marketplace. Founded in 2017, the company operates as a nationally licensed insurance agency, specializing in Medicare Supplemental Insurance. Coverance aims to help seniors secure affordable and quality health coverage that meets their individual needs.
Qmerit
Venture Round in 2018
Qmerit Inc. is a software company based in Irvine, California, that specializes in simplifying the implementation of renewable energy products for residential and light commercial markets. Founded in 2015, Qmerit operates a Software-as-a-Service platform designed to enhance the efficiency and effectiveness of service workforce management. The platform includes features for workforce onboarding, work activity alignment, real-time tracking, and performance analytics. It leverages a nationwide network of certified electrical contractors to provide high-quality installation and maintenance services for electric vehicle charging stations, battery storage systems, and microgrid solutions. Qmerit also offers an innovative performance measurement system known as the Qmerit Contribution Index (QCI™), which scores contractors based on various performance metrics, creating a framework that encourages excellence and accountability. Additionally, Qmerit has partnered with Avendra to aggregate purchasing power for parts and materials, enabling clients to benefit from significant cost savings in their service operations.
Silvergate Capital
Funding Round in 2018
Silvergate Capital Corporation, established in 1988 and based in La Jolla, California, operates as a bank holding company for Silvergate Bank. It offers a range of banking services, including deposit accounts and various loan products, catering to both business and individual clients in the U.S. and internationally. Notably, Silvergate provides cash management services tailored for digital currency-related businesses, setting it apart in the industry. The company is committed to delivering personalized service and customized banking solutions to meet clients' current and long-term needs.
Emergent Business Group
Venture Round in 2017
Emergent Business Group specializes in providing proprietary technology and collection services to various lending institutions, including credit card banks, subprime auto lenders, consumer installment lenders, and emerging online credit providers. The company's platform offers comprehensive solutions for collections, recovery, outsourcing vendor management, debt purchasing, and performance auditing. By leveraging cloud-based technology, Emergent ensures the secure storage and management of confidential financial data for large banks, specialty finance companies, and consumer loan entities. Positioned to capitalize on emerging credit cycles, Emergent is well-equipped to navigate potential market corrections in the consumer lending sector.
The Closing Exchange
Private Equity Round in 2017
The Closing Exchange, founded in 2017 and based in Huntington Beach, California, specializes in providing signing and support services to the mortgage, reverse mortgage, auto financing, and structured settlement sectors. The company offers a comprehensive vendor management platform that connects clients with a trusted network of notaries and attorneys for the notarization of various documents. By focusing on high service levels and regulatory compliance, The Closing Exchange aims to enhance transparency and streamline the management of signing activities for top-tier title and escrow companies, mortgage lenders, and individual consumers. Its integrated technology solutions allow clients to effectively manage their notary workflows, ensuring a secure and efficient process tailored to their specific needs.