At IntraFi Network, we provide solutions that deliver the flexibility that financial institutions, their customers, and their communities need to thrive in today’s market. We are a trusted partner to nearly 3,000 of the nation’s banks, other financial institutions and most minority depository institutions. Our financial network is the largest of its kind, and the solutions we offer help our network participants build stronger customer relationships, fund more loans, seamlessly manage liquidity needs, and earn fee income.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Dealpath, Inc. offers a cloud-based software platform tailored for real estate investment and capital markets, facilitating data management and collaboration. The platform enables pipeline tracking, deal analytics, and collaborative workflows, serving a diverse range of clients, including public REITs and private equity real estate firms. By providing a comprehensive solution for managing the deal lifecycle, Dealpath enhances investment decisions and operational efficiency for its users. The company has achieved significant milestones, supporting over $6 trillion in transactions and partnering with notable firms in the industry. Founded in 2014, Dealpath is headquartered in San Francisco, California, with an additional office in New York City.
Private Equity Round in 2019
BC Partners is an international alternative investment firm founded in 1986, managing over €23 billion in assets. With offices in London, Hamburg, Paris, and New York, the firm specializes in private equity and has expanded its offerings to include credit and real estate platforms. BC Partners focuses on seven key sectors: media, retail, technology, healthcare, banking, business services, and utilities. The firm seeks to invest in market-leading businesses that demonstrate strong barriers to entry and present significant opportunities for growth and value creation. To date, BC Partners has completed over 113 investments, representing a total enterprise value of €145 billion, and operates as an integrated team across its global network.
Private Equity Round in 2019
GI Partners is a private equity and real estate investment firm founded in 2001 and headquartered in San Francisco, California. The firm specializes in control investments in middle-market companies and properties primarily in North America and Western Europe. It focuses on various sectors, including specialty healthcare, education services, software, information technology, business services, real estate, hospitality, logistics, media, energy, and financial services. GI Partners typically makes initial equity investments of up to $900 million in companies with enterprise values up to $2 billion, while its real estate investments target deal sizes between $25 million and $1 billion. In addition to its investment activities, the firm offers consulting services aimed at business development, growth strategies, and operational improvements.
Private Equity Round in 2019
Lionpoint Group LLC is a global consulting firm specializing in strategy, operations, and technology advisory services for the alternative investments industry. Founded in 2014 and headquartered in New York, the firm offers a range of services including strategic advisory, operations transformation, system selection and integration, enterprise performance management, and project management. Additionally, it assists clients with product implementations, upgrades, and optimization projects across various systems such as customer relationship management, investment accounting, portfolio monitoring, and investor reporting. Lionpoint Group serves a diverse clientele, including asset managers, investors, and advisors, focusing on enhancing operational efficiency and enabling technology solutions within the sector.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Refinitiv US Holdings Inc. specializes in providing data, analytics, trading, and risk assessment tools for the global financial markets. The company serves over 40,000 institutions across more than 190 countries, delivering essential financial market data and infrastructure to financial and trading organizations. Refinitiv offers a range of products, including trading platforms, data management tools, and risk intelligence solutions, which facilitate trading, investment, wealth management, and regulatory compliance. Its portfolio features various financial data analysis products and open technology platforms that connect global market communities. Additionally, Refinitiv provides governance, risk, and compliance tools, as well as information on market data, financial benchmarks, and economic data. Founded in 2018 and headquartered in New York, Refinitiv operates as a subsidiary of Refinitiv Parent Limited, continuing to enhance the efficiency and effectiveness of financial institutions worldwide.
Private Equity Round in 2018
PAG is an alternative investment management firm founded in 2002 and headquartered in Central, Hong Kong, with additional offices across Asia, Australia, the United Kingdom, and Switzerland. The firm specializes in growth capital, private equity, real estate, and absolute return strategies, managing a diverse range of funds. PAG Asia Capital focuses on large-scale buyouts, control deals, and structured minority investments within the private equity sector. Its real estate strategy encompasses opportunity and core plus funds, targeting properties in Japan, China, and the broader Asia-Pacific region. The absolute return division aims to build long-term partnerships by providing flexible financing solutions for both short and long-term funding needs. PAG primarily invests in sectors such as financials, healthcare, information technology, media, telecommunications, education, and diversified financial services, with a particular interest in minority stakes and opportunities in China. The firm was formed through the merger of Pacific Alliance Group and Secured Capital Japan in 2011.
Private Equity Round in 2018
Founded in 1987, Kohlberg & Company is a private equity firm based in Mount Kisco, United States. The firm invests in the companies operating in the traditional manufacturing and services sectors, consumer product, industrial manufacturing, financial services and healthcare services.
Refinitiv US Holdings Inc. specializes in providing data, analytics, trading, and risk assessment tools for the global financial markets. The company serves over 40,000 institutions across more than 190 countries, delivering essential financial market data and infrastructure to financial and trading organizations. Refinitiv offers a range of products, including trading platforms, data management tools, and risk intelligence solutions, which facilitate trading, investment, wealth management, and regulatory compliance. Its portfolio features various financial data analysis products and open technology platforms that connect global market communities. Additionally, Refinitiv provides governance, risk, and compliance tools, as well as information on market data, financial benchmarks, and economic data. Founded in 2018 and headquartered in New York, Refinitiv operates as a subsidiary of Refinitiv Parent Limited, continuing to enhance the efficiency and effectiveness of financial institutions worldwide.
Private Equity Round in 2018
Refinitiv US Holdings Inc. specializes in providing data, analytics, trading, and risk assessment tools for the global financial markets. The company serves over 40,000 institutions across more than 190 countries, delivering essential financial market data and infrastructure to financial and trading organizations. Refinitiv offers a range of products, including trading platforms, data management tools, and risk intelligence solutions, which facilitate trading, investment, wealth management, and regulatory compliance. Its portfolio features various financial data analysis products and open technology platforms that connect global market communities. Additionally, Refinitiv provides governance, risk, and compliance tools, as well as information on market data, financial benchmarks, and economic data. Founded in 2018 and headquartered in New York, Refinitiv operates as a subsidiary of Refinitiv Parent Limited, continuing to enhance the efficiency and effectiveness of financial institutions worldwide.
Hotel Investment Partners is a privately held Spanish hospitality company. The company owns a portfolio of 14 primarily coastal hotels with over 3,700 rooms in Spain’s most popular tourism destinations.
Private Equity Round in 2016
Marathon Asset Management, LP is an employee-owned investment firm founded in 1998, headquartered in New York City, with additional offices in Tokyo, London, and Singapore. The firm specializes in alternative investments, managing approximately $11 billion in capital across various strategies, including hedge funds, structured finance, and opportunistic credit investments. Marathon focuses on global credit and fixed income markets, employing a bottom-up approach that incorporates both fundamental and technical analysis. Its client base includes investment companies, municipal government entities, insurance companies, and other investment advisers. The firm manages diverse investment programs, including hedge funds, managed accounts, and collateralized loan obligations, catering to various industries such as media, financial services, and healthcare.
Private Equity Round in 2015
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.
Private Equity Round in 2015
Market Data Insights, (MDI) was established to deliver expert-based market data management solutions to financial services firms. They deliver structured managed service solutions with no long-term commitment for a fixed monthly fee. Even the smallest firm can get an affordable solution delivered by their expert team.
MDI is changing the way market data management solutions are delivered. They are committed to giving all clients control of their market data expense in the most cost-effective manner.
MDI is 'Making the Complex Simple.'
Ipreo Holdings LLC is a provider of market intelligence, data, and technology solutions tailored for participants in the global capital markets, including investment banks, publicly traded companies, and buy-side institutions. The company offers a range of products and services that encompass equity, fixed income, municipals, and loans, along with tools for research, sales, and trading. Its offerings include CRM systems, investor prospecting solutions, event management, and capital markets analytics. Additionally, Ipreo delivers corporate services such as bondholder identification, investor targeting, and corporate analytics. The firm is recognized for its Bigdough database, a leading source of institutional contact data crucial for effective investor outreach. With a strategic alliance with Symbiont.io, Ipreo operates globally from its headquarters in New York and serves a diverse clientele, including law firms, consulting firms, and universities, enhancing their decision-making and operational workflows throughout the capital raising process. Ipreo operates as a subsidiary of Markit Group Limited.
Lombard International Assurance, founded in 1991 and based in Luxembourg, specializes in insurance-based solutions for high net worth individuals and institutional clients. With over 20 years of experience, the firm collaborates closely with advisors to address complex financial needs and create secure futures for their clients. Lombard International is recognized for its expertise in global wealth structuring, primarily through innovative products such as unit-linked life assurance and private placement life insurance. By focusing on tailored wealth management services, the firm has established itself as a thought leader in the industry, serving clients with a commitment to security and comprehensive financial planning.
Intertrust provides fund and corporate, capital market, and private wealth and employee benefit solutions to multinationals, fund managers, financial institutions, and business entrepreneurs worldwide. It operates through five segments: The Netherlands, Luxembourg, Jersey, Cayman Islands, and rest of the world. Intertrust's corporate services include formation and implementation, domiciliation and management, legal administration, accounting and reporting, treasury management, performance and reward management, and escrow services; and fund services comprise fiduciary, legal administration, accounting and reporting, depositary, and escrow services, as well as risk and regulatory compliance services to hedge funds, private equity funds, and real estate funds. Its capital market services include special purpose vehicles and trustee, portfolio administration, calculation and payment agency, and investor reporting services. Intertrust's private wealth services comprise fund and trust formation services to international entrepreneurial families and high net worth individuals; and services to assist its private wealth clients in the management of assets and estate planning. It began operation in 1952, with its headquarters in Amsterdam in the Netherlands.
Blackstone Credit is a privately owned hedge fund sponsor that primarily serves pooled investment vehicles, corporations, insurance companies, banks, pension funds, endowments, foundations, family offices, and fund of funds. The firm focuses on investing in floating rate, senior secured loans, subordinated debt, corporate bonds, and equity interests in middle market private companies, while avoiding significant investments in start-ups or companies with speculative business plans. Its investment strategy spans various sectors, including consumer services, energy, capital goods, software, telecommunications, and healthcare, among others. Blackstone Credit primarily invests in the United States but also considers non-U.S. securities. The firm employs multiple investment strategies, including leveraged loans, distressed investments, and mezzanine securities, and actively engages in secondary market transactions. Blackstone Credit is based in New York, with additional offices in Los Angeles, Houston, and London, and operates as a subsidiary of The Blackstone Group.