WaFd Bank

WaFd Bank, also known as Washington Federal, is a publicly traded financial institution that operates 243 branches across eight western states in the United States. The bank offers a range of financial services, including personal and commercial banking, mortgage lending, and wealth management. WaFd Bank focuses on providing tailored banking solutions to meet the needs of individuals, families, and businesses in its service areas. Its extensive network of offices allows for personalized customer service and community engagement, reinforcing its commitment to the regions it serves.

Joy Barrett

Senior Vice President Banking Division Manager

3 past transactions

Archway

Series A in 2023
Archway Software specializes in developing digital customer interaction software that provides a unified access point for banking platforms to connect with external financial software providers. By bridging the gap between internal banking systems and consumer applications, Archway enables regional and community banks to enhance their service offerings and compete effectively with larger national and global institutions. The company's solutions facilitate seamless integration, allowing banks to utilize their existing infrastructure and data more efficiently while meeting the evolving needs of their customers.

Succession Capital

Debt Financing in 2021
Succession Capital, a subsidiary of Lynx Equity Limited, specializes in managing private equity funds. The firm is recognized for its ability to identify and enhance value within a diversified portfolio of companies. Succession Capital focuses on investments in mid-market companies, aiming to build value through opportunistic acquisitions and strategic leadership. The firm leverages its financial expertise to structure transactions that are advantageous for its investments, which positions it effectively within its market niche.

MX Technologies

Series B in 2019
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
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