Vanguard is an investment management firm founded in 1975 and headquartered in Valley Forge, Pennsylvania. The company is unique in that it is client-owned, meaning its investors are also its ultimate owners. This structure underpins Vanguard's commitment to prioritizing the interests of its investors. The firm specializes in providing low-cost mutual funds and exchange-traded funds, along with a range of advisory services, including retirement planning, pension management, and wealth management. Vanguard aims to reduce costs and complexity for both individual and institutional investors, while also offering data-driven insights and portfolio construction guidance. Through its focus on transparency and investor-centric practices, Vanguard has established itself as a leader in the investment management industry.
Norm AI offers an AI-driven regulatory compliance platform tailored for the legal and compliance sectors. The platform addresses the regulatory sludge problem by transforming complex regulations into AI agents capable of making autonomous compliance decisions. This allows compliance teams to assign tasks to the regulatory AI using high-level instructions, while ensuring the quality of the output through validation at various levels of detail. Norm AI’s innovative solutions streamline compliance processes, improving efficiency and accuracy for organizations navigating intricate regulatory landscapes.
Petrindo
Post in 2024
Petrindo is involved in the coal and gold mining industries.
Writer
Series C in 2024
Writer is a full-stack generative AI platform that assists businesses in leveraging large language models for content generation across various departments, such as operations, marketing, and human resources. The platform features an integrated system of large language models, graph-based retrieval-augmented generation, AI guardrails, and development tools, facilitating the deployment of AI applications and workflows. By providing organized workflows, Writer enables organizations to produce consistent and on-brand content, ultimately enhancing operational efficiency and delivering a significant return on investment.
Vanilla
Series B in 2024
Vanilla is an innovative Estate Advisory Platform designed to enhance the estate planning experience for wealth management firms and their clients. By providing a comprehensive suite of tools, Vanilla enables advisors, planners, and estate attorneys to offer tailored advice, strengthen client relationships, and attract new business. The platform addresses inefficiencies in document preparation and enhances understanding of estate complexities, making it easier for clients to navigate estate-related challenges after a death. Ultimately, Vanilla aims to simplify and scale estate analysis, allowing estate professionals to deliver more value and support to their clients in managing estate tax considerations and planning effectively.
PolicyBazaar
Post in 2024
PolicyBazaar Insurance Brokers Private Limited is an online platform based in Gurugram, India, that offers a range of insurance services, including life, health, car, two-wheeler, travel, and home insurance. Founded in 2014, the company provides a comparison portal and mobile application that enable users to analyze and compare various insurance products based on coverage, premiums, benefits, and exclusions. By doing so, PolicyBazaar helps consumers make informed decisions regarding their insurance needs. The platform also includes tools and calculators to assist users in estimating their insurance requirements. With a focus on creating awareness about financial impacts related to death, disease, and damage, PolicyBazaar generates the majority of its revenue from its insurance services segment, which includes insurance broker services.
Zomato
Post in 2023
Zomato is an online restaurant guide and food delivery platform that enables users to discover, order, and review meals from a wide array of restaurants. With a user base exceeding 55 million across 24 countries, Zomato provides detailed information about dining options, allowing consumers to rate and review restaurants while building personal networks for trusted recommendations. The platform offers various services, including food delivery, table booking, and payment solutions, while also supporting restaurant partners through advertising opportunities and the supply of high-quality ingredients. Zomato operates different segments, with a significant focus on food ordering and delivery in India, alongside its additional services such as Hyperpure and quick commerce.
Writer
Series B in 2023
Writer is a full-stack generative AI platform that assists businesses in leveraging large language models for content generation across various departments, such as operations, marketing, and human resources. The platform features an integrated system of large language models, graph-based retrieval-augmented generation, AI guardrails, and development tools, facilitating the deployment of AI applications and workflows. By providing organized workflows, Writer enables organizations to produce consistent and on-brand content, ultimately enhancing operational efficiency and delivering a significant return on investment.
IFortis Worldwide
Series A in 2023
IFortis Worldwide is an IT company that offers ERP software consulting, industrial automation, RFID, UX design, and mobile app development.
Leightal Capital Management
Debt Financing in 2022
Leightal Capital Management is a global hedge fund that invests in a variety of asset classes, including equities, fixed income, and commodities. The fund is managed by a team of experienced professionals with a proven track record of success. Leightal Capital Management is committed to providing its investors with superior returns over the long term. The fund's investment philosophy is based on the belief that alpha can be generated by identifying and investing in mispriced assets. The fund's investment team uses a variety of research and analysis techniques to identify mispriced assets. The team also has a strong focus on risk management and capital preservation. Leightal Capital Management is a good choice for investors who are looking for a long-term investment partner with a proven track record of success.
Altruist
Series C in 2021
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.
Just Invest
Acquisition in 2021
Just Invest is a technology-driven asset management firm based in California, founded in 2016 by Alan Cummings, Jonathan Hudacko, and Vijay Rao. The company focuses on empowering financial advisors to better serve their clients by offering transparent and customizable investment solutions. With a strong emphasis on tax efficiency and personalization, Just Invest enables advisors to manage multi-asset class portfolios effectively. The firm utilizes large-scale data analysis, quantitative algorithms, and risk modeling to provide tailored asset allocation and investment services that cater to both taxable and tax-deferred accounts. By combining over 50 years of finance and technology expertise, Just Invest aims to enhance client engagement and redefine investment management practices.
Altruist
Series B in 2021
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.
Ola
Series G in 2015
Ola operates a mobile technology platform that integrates city transportation for customers and driver partners in India. Its mobile application allows its customers to book a range of cabs, auto-rickshaws, bikes, and shuttle buses. Ola's mobile application allows customers to book city taxi, outstation travel, car rental, and corporate travel services. Its mobile application is available on Windows, Android, and iOS platforms. Ankit Bhati and Bhavish Aggarwal founded Ola on December 1, 2010. It has its headquarters with additional offices in Bengaluru in India.
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