Cap Labs
Seed Round in 2025
CAP Labs is a technology company specializing in the development of stablecoins, a type of cryptocurrency designed to maintain a stable value. The company's platform enables the creation of various denominations of redeemable stablecoins, which are backed by reserves to ensure their value remains stable. CAP Labs also offers a decentralized finance (DeFi) protocol that generates high and sustainable yields through these stablecoins, providing users with access to profitable yield options not typically available in traditional finance.
Plaid
Venture Round in 2025
Plaid is a technology platform that provides APIs and developer tools to connect consumer bank accounts and financial data with applications. It enables developers to build modern financial services by offering infrastructure and intelligence tools that allow access to transactions, authentication for bank accounts, identity verification, real-time balances, asset verification, and income data. Its products include Transactions, Auth, Identity, Balance, Assets, and Income, supporting personal finance, consumer payments, lending, banking and brokerage, and business finance solutions. Plaid serves developers from startups to large financial institutions, helping democratize financial services with a developer-friendly experience. The company was founded in 2012 and is headquartered in San Francisco, California.
Capital Markets Gateway
Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.
Crossmint
Venture Round in 2025
Crossmint is the leading enterprise-grade developer platform to build onchain. Crossmint's suite of products includes wallets, tokenization, payments, and more; and powers 40,000+ companies and developers, including Fortune 500 companies and major brands like Mastercard, Adidas, Red Bull, Coinbase, Phantom, and more.
Ethena
Funding Round in 2025
Ethena provides derivative infrastructure in order to transform Ethereum into the first crypto-native yield bearing stablecoin.
Transparently.AI
Seed Round in 2024
Transparently.AI is an AI software company that uses machine learning to detect accounting manipulations and fraud in company reporting before they are publicly discovered. It provides probabilities of manipulation in listed companies and predicts the likelihood of corporate failure due to such activities, enabling clients like pension plans, investment managers, and regulators to improve their corporate monitoring processes.
Ethena provides derivative infrastructure in order to transform Ethereum into the first crypto-native yield bearing stablecoin.
EthosX
Venture Round in 2023
EthosX is a blockchain-based decentralized finance platform focused on creating end-to-end financial derivatives. The platform allows users to hold derivatives as tokens in their wallets, facilitating the sale and transfer of these assets without the need for centralized exchanges, clearinghouses, or other intermediaries. By enabling crypto traders to leverage market volatility, EthosX aims to enhance profit potential in the trading of financial derivatives. Its innovative approach empowers individuals to engage in the derivatives market with greater flexibility and autonomy.
Ethena provides derivative infrastructure in order to transform Ethereum into the first crypto-native yield bearing stablecoin.
Putnam Investments
Acquisition in 2023
Putnam Investments, established in 1937, is a global investment management firm headquartered in London, UK, with approximately $6.57 billion in assets under management. It serves a diverse client base, including pension plans, investment companies, and corporations. The firm offers a range of investment services, focusing on equity and fixed income markets, and employs a risk-conscious, active management approach. Putnam operates as a subsidiary of Putnam International Holdings LLC.
KresusLabs
Series A in 2023
Kresus allows users to connect to their bank accounts and view their transactions, balances, and budgets.It supports a wide range of banks and financial institutions also allows users to categorize their expenses and view insights into their spending habits and uses end-to-end encryption to protect users
Deel
Secondary Market in 2022
Deel is a payroll and compliance platform designed to simplify hiring, paying, and managing a global remote workforce. The platform combines contract creation and templates, payroll processing, tax compliance, and localized benefits administration in a single interface, enabling employers to onboard international employees and contractors efficiently. It provides tools for payments, invoicing, receipts, and customer support, along with guidance on local labor regulations and tax requirements. Deel supports global contractors by facilitating contract generation, onboarding, and compliant payment workflows, and helps organizations manage cross-border teams across multiple countries. By integrating hiring, payroll, taxes, and benefits, the platform aims to streamline international talent management and payroll operations, reducing administrative burdens and risk for businesses expanding worldwide.
Proof of Impact
Seed Round in 2022
Founded in 2019, Proof of Impact is a data intelligence company based in San Diego, California. It operates a blockchain-based platform that enables verified impact investing and financing for projects worldwide, serving NGOs, corporates, non-profits, and individuals.
Alongside
Venture Round in 2022
Alongside builds indexes for cryptocurrencies.
Infima employs deep learning technologies to revolutionize mortgage security analytics. Its solutions provide actionable insights into future borrower, security, and market behavior, empowering investors and traders to make informed decisions for superior portfolio construction and risk management.
Quadrata
Seed Round in 2022
Quadrata is a web3-based passport network established in 2021 by Lisa Fridman and Fabrice Cheng, headquartered in Marina Del Rey, California. The company focuses on integrating an identity and compliance layer into decentralized finance (DeFi) across existing public blockchains. Its technology facilitates the creation of a permission-open DeFi ecosystem, allowing users to expand financial services while providing access to essential identity information, including KYC/AML status, country of residence, credit reputation, and accredited investor status. Through its innovative approach, Quadrata aims to enhance compliance and trust within the DeFi landscape.
Alcentra
Acquisition in 2022
Alcentra is a global asset management firm focused on sub-investment grade corporate credit. Established in 2002 and headquartered in London, the company offers expertise across senior secured loans, high-yield bonds, private credit, structured credit, special situations, and multi-strategy credits. Alcentra's experienced team, based in Boston, London, New York, and Singapore, works collaboratively to provide tailored investment solutions for clients worldwide.
Eaglebrook Advisors
Series A in 2022
Eaglebrook Advisors is a cryptocurrency-focused investment firm that specializes in providing financial advisors with access to bitcoin through its proprietary asset management platform. The firm offers a range of services designed to facilitate the management of digital investments, including portfolio integration, institutional custody, tax optimization, and liquidation strategies. By prioritizing security and compliance, Eaglebrook Advisors aims to simplify the investment process for financial advisors, enabling them to effectively manage and optimize their clients' cryptocurrency assets.
Zand
Venture Round in 2022
Zand is a digital bank that serves retail and corporate clients. It operates a platform that provides tools for managing personal and business finances, giving customers control over their financial activities and enabling simple, user-friendly banking services.
Capital Markets Gateway
Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.
Checkout.com
Series D in 2022
Checkout.com is a company that specializes in providing an online payments platform designed to facilitate secure digital transactions across the Internet. Established in 2012, it offers a comprehensive solution that supports payments in over 150 currencies, integrating local acquiring capabilities and advanced fraud detection through a single API. The platform enables businesses to accept all major international credit and debit cards, as well as various alternative and local payment methods. With a focus on eliminating intermediaries, Checkout.com connects retailers directly with customers' bank accounts, delivering data-rich insights that help enhance performance and improve approval rates. The company employs more than 1,700 people across 19 offices globally, ensuring local expertise and tailored risk management solutions to help businesses optimize their mobile and online purchasing while effectively managing potential risks.
Proof of Impact
Seed Round in 2021
Founded in 2019, Proof of Impact is a data intelligence company based in San Diego, California. It operates a blockchain-based platform that enables verified impact investing and financing for projects worldwide, serving NGOs, corporates, non-profits, and individuals.
Sunlight Financial
Post in 2021
Sunlight Financial is a technology-enabled point-of-sale financing company in the United States that partners with contractors to provide homeowners with financing for the installation of residential solar systems and other home improvements. The company offers point-of-sale financing to accelerate purchases and installations, serving projects across solar, roofing, HVAC, windows, energy efficiency, interiors, and related home upgrades. By leveraging technology and underwriting capabilities, Sunlight Financial aims to simplify consumer finance for both contractors and homeowners, delivering a fast, frictionless financing experience. It operates nationwide and was founded in 2014, with headquarters in New York.
Doublefin
Seed Round in 2021
Doublefin is a collaborative platform for people management and planning, designed for people teams, finance business partners, and budget owners. It provides headcount tracking, budget planning, finance workflows, spend analytics, and hiring insights along with intuitive management workflows, enabling organizations to leverage hiring data and analytics to inform planning and growth.
Payoneer is a financial technology company that operates a cross-border payments platform enabling small and medium-sized businesses to transact globally. The platform provides a Global Payment Service offering access to receiving accounts in the United States, the European Union, and Japan, allowing users to receive local bank transfers into their Payoneer account. It also supports mass payout capabilities from integrated partners across freelance, vacation rental, e-commerce, stock photography, and affiliate networks, enabling funds to be deposited directly into users' bank accounts. The service facilitates international transfers for companies and marketplaces in India and across multiple currencies. Payoneer serves freelancers, e-commerce businesses, and online advertisers, helping them grow and operate in the digital economy. Founded in 2005 and based in New York, the company focuses on connecting businesses to international markets and providing a secure, reliable cross-border payments experience.
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.
Lobus
Venture Round in 2021
Lobus, Inc. is a New York-based company that designs and develops a platform for assessing the value of artworks through both qualitative and quantitative analysis. Established in 2017, Lobus provides verified information about artists alongside publicly available market data, aiming to enhance the management of art assets. The platform offers tools for financial management and industry insights, enabling art owners to make informed decisions about their collections. By integrating mechanisms similar to those found in NFT marketplaces, Lobus seeks to enable partial ownership of physical artworks, allowing sellers to retain a stake in their pieces and benefit from future transactions.
Step is a fintech company that offers mobile-based banking services designed for teenagers. Its mission is to empower teens and young adults with financial independence and knowledge through its platform.
Forest Park Group
Seed Round in 2021
Forest Park Group specializes in providing technology solutions for the financial sector, focusing on enhancing credit platforms through its innovative protocols. The company has developed an API-driven interface that isolates lender data, allowing for improved operational control and efficiency in managing loan transactions. This platform facilitates the interpretation, sorting, routing, and action prompting of incoming and outgoing loan data across various phases of the transaction process. Additionally, Forest Park Group offers a liquidity tool designed to streamline trade execution and external coordination, featuring functionalities such as order management, data management, portfolio analytics, cash review, risk assessment, and deal administration. These capabilities aim to help financial institutions reduce settlement times while significantly lowering risks and closing costs.
Alkami Technology
Venture Round in 2020
Alkami Technology provides cloud-based digital banking solutions for credit unions and banks through its Alkami Digital Banking Platform, a SaaS offering designed to onboard and engage both retail and business users, accelerate revenue, and improve operational efficiency via a true cloud, multi-tenant architecture. The platform supports retail features such as P2P payments, card controls, alerts, account aggregation, rewards, personal finance management, and analytics, along with business banking capabilities like payroll, wires and payments, and sub-user permissions, plus integrated mobile banking and marketing tools. It also includes an integrated content management system for one-to-one product marketing and cross-sell opportunities, and covers marketing, bill pay, and other core digital banking functions. Alkami was founded in 2007 and is headquartered in Plano, Texas.
Legg Mason
Acquisition in 2020
Legg Mason, founded in 1899 and headquartered in Baltimore, Maryland, is a global asset management firm that provides investment management services to a wide array of clients, including pension funds, foundations, endowments, insurance companies, and individual investors. Through its subsidiaries, Legg Mason offers customized equity, fixed income, and multi-asset portfolios, as well as mutual funds and exchange-traded funds. The firm invests in public and private equity, fixed income, and alternative markets across the globe, employing a combination of fundamental and quantitative research. Legg Mason is committed to integrity and achieving the best possible results for its clients, with a focus on understanding their financial objectives and providing tailored solutions. As of 2020, Legg Mason operates as a subsidiary of Franklin Resources, Inc.
Propel
Convertible Note in 2020
Propel(x), Inc. is an online investment platform that connects investors with early-stage companies in the life sciences, computer sciences, energy, clean technology, and materials sectors. Founded in 2014 and based in Palo Alto, California, Propel(x) focuses on facilitating investments in startups centered around scientific discovery and innovative technologies. The platform enables investors to interact with industry experts, startup executives, and customers, which helps clarify complex technologies and accelerates fundraising efforts for emerging companies. Propel(x) aims to support the growth of pioneering ventures that contribute to significant advancements in various fields.
Capital Markets Gateway
Series B in 2020
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.
Lobus, Inc. is a New York-based company that designs and develops a platform for assessing the value of artworks through both qualitative and quantitative analysis. Established in 2017, Lobus provides verified information about artists alongside publicly available market data, aiming to enhance the management of art assets. The platform offers tools for financial management and industry insights, enabling art owners to make informed decisions about their collections. By integrating mechanisms similar to those found in NFT marketplaces, Lobus seeks to enable partial ownership of physical artworks, allowing sellers to retain a stake in their pieces and benefit from future transactions.
Legg Mason
Acquisition in 2020
Legg Mason, founded in 1899 and headquartered in Baltimore, Maryland, is a global asset management firm that provides investment management services to a wide array of clients, including pension funds, foundations, endowments, insurance companies, and individual investors. Through its subsidiaries, Legg Mason offers customized equity, fixed income, and multi-asset portfolios, as well as mutual funds and exchange-traded funds. The firm invests in public and private equity, fixed income, and alternative markets across the globe, employing a combination of fundamental and quantitative research. Legg Mason is committed to integrity and achieving the best possible results for its clients, with a focus on understanding their financial objectives and providing tailored solutions. As of 2020, Legg Mason operates as a subsidiary of Franklin Resources, Inc.
Aiera is a New York‑based platform that uses adaptive deep learning and natural language processing to deliver real‑time event intelligence for institutional investors. The system automatically monitors earnings calls, broker research, media coverage, SEC filings and meeting notes, extracting key insights and generating predictive indicators. It supplies alerts, buy/sell/hold recommendations and target prices, and offers workflow automation to integrate analyst and data resources. By combining machine‑learning models with human expertise, Aiera supports advanced fundamental investment strategies on a secure, scalable infrastructure.
Athena Capital Advisors
Acquisition in 2020
Athena Capital Advisors is an independent investment advisory and wealth management firm established in 1993 in the United States. The firm specializes in providing investment advice and management, acting as an external chief investment officer for its clients. Athena Capital Advisors offers a range of services, including wealth planning, impact investing, and investment administration and reporting. The firm caters to both institutional and private clients, assisting them in managing their financial portfolios through tailored investment services and products.
Proof of Impact
Series A in 2019
Founded in 2019, Proof of Impact is a data intelligence company based in San Diego, California. It operates a blockchain-based platform that enables verified impact investing and financing for projects worldwide, serving NGOs, corporates, non-profits, and individuals.
Bambu is a prominent digital wealth technology provider that focuses on developing and marketing digital wealth solutions for financial institutions. Founded in 2016 and headquartered in Singapore, the company offers its products under the brand names Intelligent Advisor, White-Label Robo, and Portfolio Builder. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company caters to various sectors, including banking, family offices, insurance, and asset management, serving over 20 financial institutions globally. In addition to its Singapore headquarters, Bambu has a subsidiary in the United Kingdom and the United States, along with representatives in the EMEA region. By leveraging advanced technology, Bambu enables its clients to provide personalized investment advice and create tailored portfolios for their customers.
Weel is an information technology company based in São Paulo, Brazil, that focuses on supporting the growth of small and medium-sized enterprises (SMEs). Founded in 2016, the company offers an automated online financial management platform designed to help businesses manage their cash flows effectively. This platform integrates with enterprise resource planning systems and facilitates the tracking of cash flows, billing statements, and record keeping. Additionally, it enables SMEs to access financing by allowing them to receive loans based on the prepayment of receivables. By providing these financial management and accountancy automation tools, Weel empowers merchants to optimize their inventories, improve cash flow, and enhance revenue generation.
Capital Markets Gateway
Series A in 2019
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.
Bambu is a prominent digital wealth technology provider that focuses on developing and marketing digital wealth solutions for financial institutions. Founded in 2016 and headquartered in Singapore, the company offers its products under the brand names Intelligent Advisor, White-Label Robo, and Portfolio Builder. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company caters to various sectors, including banking, family offices, insurance, and asset management, serving over 20 financial institutions globally. In addition to its Singapore headquarters, Bambu has a subsidiary in the United Kingdom and the United States, along with representatives in the EMEA region. By leveraging advanced technology, Bambu enables its clients to provide personalized investment advice and create tailored portfolios for their customers.
Founded in 2015, BondLink is a Boston-based company that develops a cloud-based debt management platform for municipal bond issuers. Its platform enables issuers to communicate directly with investors, update information in real-time, and conduct online roadshows and email announcements. By enhancing transparency and facilitating better communication between issuers and investors, BondLink helps reduce financing costs and diversify investor bases.
Wishfin.com
Venture Round in 2016
Wishfin is a financial platform designed to assist customers in accessing competitive rates and services from major banks. By providing quotes for various financial products, such as car loans, personal loans, credit cards, and fixed deposits, Wishfin empowers consumers to make informed financial decisions. The company's focus on leveraging advanced technology and financial expertise helps individuals fulfill their aspirations while promoting responsible financial management. Through its comprehensive service offerings, Wishfin aims to simplify the process of obtaining banking products and support users in achieving their financial goals.
IEX Group
Series C in 2014
IEX Group, Inc. operates a stock exchange focused on buying and selling securities, providing online trading services primarily for registered broker dealers. The company offers a range of services including matching, quoting, and routing of regulated securities. Founded in 2012 and based in New York, IEX emphasizes investor protection and performance by creating a marketplace that seeks to maximize the trading of shares at optimal prices while minimizing information leakage and inefficiencies. It operates IEX Cloud, a financial data platform, and IEX Astral, which serves as a data warehousing and delivery platform for securities trading data. IEX is committed to ensuring fair access to a balanced marketplace through its proprietary anti-colocation architecture and a straightforward pricing structure, aiming to foster an equitable trading environment for all qualified broker dealers.
K2 Advisors
Acquisition in 2012
K2 Advisors is a hedge fund investment advisory firm based in Stamford, Connecticut, established in 1994. Initially managing less than US$10 million, it has grown into a multi-billion dollar entity, catering to a diverse clientele that includes institutional investors, public and union pension funds, insurance companies, foundations, and high-net-worth individuals. K2 Advisors is dedicated exclusively to hedge fund investing and employs a comprehensive investment philosophy that emphasizes prudent capital allocation and rigorous risk management. The firm focuses on generating steady asymmetric returns across various economic conditions by utilizing a diverse array of hedge fund strategies that aim for lower volatility and reduced correlation to broader capital markets. K2 offers a range of products, including customized investment programs, commingled funds of hedge funds, and advisory services, thereby providing tailored solutions to meet the specific needs of its clients.