H&R Block
H&R Block, Inc. is a leading provider of consumer tax services, specializing in assisted income tax return preparation, do-it-yourself (DIY) tax solutions, and virtual tax preparation services. Established in 1955 and headquartered in Kansas City, Missouri, the company operates approximately 12,000 retail locations, including company-owned and franchise offices, across the United States, Canada, and Australia. H&R Block offers a range of services, including federal and state tax return preparation, tax planning tools, electronic filing, and various financial products such as Refund Transfers and prepaid debit cards. The company has prepared over 680 million tax returns and focuses primarily on generating revenue from assisted tax preparation fees in the U.S. Its extensive network ensures that an H&R Block office is conveniently located within five miles of most Americans, making tax assistance readily accessible.
5 past transactions
Wave
Acquisition in 2019
Wave is a financial management company that specializes in providing online software solutions for small businesses. Founded in 2009 and headquartered in Toronto, Canada, Wave offers a comprehensive suite of services including accounting, invoicing, payroll, and payment processing. With over 3 million users in more than 200 countries, Wave is dedicated to enhancing the operational efficiency of micro and small businesses by helping them manage their finances effectively. The platform enables business owners to improve cash flow and streamline financial tasks, allowing them to focus on growth and sustainability.
MoneyStream
Series A in 2015
MoneyStream is an innovative financial technology company founded in 2012 and based in Los Gatos, California. It provides a comprehensive online service designed to streamline money management by linking and consolidating various financial tasks, including banking, bill payments, record keeping, payment scheduling, and cash flow management. The platform utilizes predictive technology to forecast household finances, presenting users with a visual cognitive calendar that organizes their financial activities in a secure environment. This all-in-one service aims to simplify the management of personal finances, making it easier for users to gain control over their financial well-being.
New River Innovation
Acquisition in 2014
New River Innovation, Inc. is a tax technology firm located in Greensboro, North Carolina, specializing in software solutions that enhance the efficiency of tax practitioners. The company aims to reduce the time spent navigating IRS processes through its flagship product, Beyond415, an award-winning application designed to streamline IRS practice and procedures with practical guidance and workflow automation. In addition to its software offerings, New River Innovation provides continuing professional education (CPE) courses approved by NASBA and the IRS, along with educational content for various industry publications and organizations.
Wipit
Seed Round in 2011
Wipit, Inc. is a mobile payment solution provider based in Lake Forest, California, established in 2010. The company focuses on serving the unbanked and underbanked consumers globally by offering a mobile payment application that allows users to make cash payments from their smartphones. Wipit’s services include bill payments, phone top-ups, fund transfers, and an integrated Visa prepaid card. Additionally, Wipit partners with prominent companies such as H&R Block and Euronet Worldwide to enhance its service offerings. Notably, Wipit is the service provider for the co-branded "Boost Mobile Wallet," collaborating with Boost Mobile to deliver mobile financial services to a large base of smartphone users. As of September 2015, Wipit operates as a subsidiary of Urban FT, Inc.
CompuServe
Acquisition in 1980
CompuServe Interactive Services provides complete and comprehensive products and access for Internet online users at home, in the workplace and around the globe. With the launch of CompuServe 7.0 in 2001, CompuServe reached a new milestone by making the gathering of information and exploring the Internet faster, easier and more convenient than ever before for its worldwide membership. Since its acquisition by AOL in 1998, CompuServe has continued to enhance its core service to meet the needs of one of the fastest-growing segments of the Internet: value-driven adults going online for the first time.
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