Baker Tilly
Private Equity Round in 2024
Founded in 1931, Baker Tilly is a global consulting firm headquartered in Chicago, Illinois. It offers comprehensive services including analytics, valuation, government contractor advising, growth strategies, investment banking, performance optimization, internal audit, cybersecurity, and executive search, serving clients across various sectors such as agribusiness, banking, construction, healthcare, education, insurance, software, technology, and government.
Ren
Private Equity Round in 2023
Renaissance Philanthropic Solutions Group (RenPSG) is an independent philanthropic solutions provider based in North America. The company specializes in delivering tailored services that incorporate tax expertise and accounting support, ensuring a high level of client service. RenPSG utilizes proprietary cloud computing technology to enhance its offerings, providing clients with efficient and effective solutions for their philanthropic needs.
Sequoia Financial Group
Private Equity Round in 2022
Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.
Well Dot, Inc. is a health technology company that builds an AI‑driven consumer‑health engagement platform and mobile application. The platform aggregates clinical and consumer data to tailor interactions that help users pursue health goals. It delivers personalized health guidance, actionable steps, and real‑time support from health professionals. Founded in 2019, the company is headquartered in Chapel Hill, North Carolina, with additional offices in Newton, Massachusetts; New York, New York; and Minneapolis, Minnesota.
Suntera Global provides corporate, fund, and private client services across multiple jurisdictions. Its flexible services adapt to all forms of private and institutional wealth. It has a global client base over a diverse range of industries and has developed particular specialisms in several key international sectors.