White Oak Commercial Finance
Debt Financing in 2025
White Oak Commercial Finance offers tailored financing solutions to middle-market companies, focusing on those with strong management and promising ideas. Their services include asset-based lending, invoice discounting, supply chain financing, and trade credit risk management, aiming to support businesses that contribute positively to the global economy.
Opportunity Finance Network
Grant in 2024
Founded in 1986, Opportunity Finance Network is a Philadelphia-based economic development agency that serves as a national network of community development financial institutions (CDFIs). These mission-driven institutions invest in opportunities benefiting low-income and disadvantaged communities across America.
Versana
Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
Setpoint.io
Series B in 2024
Setpoint is building trust in our credit system. An operating system for capital markets functions that drives capital and operational efficiency, while offering peace-of-mind to Capital Providers. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders.
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.
Founded in 2022, Lumine Group is a private equity firm based in Mississauga, Canada. The company invests in media, information technology, software, the Internet of Things (IoT), and Software as a Service (SaaS) sectors.
Aequum Capital
Debt Financing in 2024
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.
NorCal SBDC is an advisory firm that provides workshops, training, regional programs, finance, restaurant program, and patent services.
Nasdaq Private Market
Series B in 2024
Nasdaq Private Market facilitates trading of private company stocks through its platform. It offers liquidity solutions such as tender offers, auctions, and block trades to companies, employees, shareholders, banks, broker-dealers, and investors. Since inception, it has facilitated over $44 billion in transactional volume.
Operation HOPE
Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality.
The company was founded in 2016 and is headquartered in Atlanta, Georgia.
Volante Technologies
Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
Volante Technologies
Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
BIzCap
Debt Financing in 2023
BizCap, Business Capital (BIZCAP®), is a time-tested commercial finance and advisory firm that structures and delivers customized non-dilutive credit solutions to midsize companies in special situations. BizCap implements resourceful working capital, restructuring, and growth capital solutions for companies in need of immediate liquidity, especially when conventional capital sources are elusive or not an option.
BB Energy
Debt Financing in 2023
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.
Auramet International
Debt Financing in 2023
Auramet International, founded in 2004 and headquartered in Teaneck, New Jersey, operates as a physical merchant bank specializing in the precious metals sector. The company purchases a variety of precious metals, including bullion, doré, concentrate, scrap, sponge, and carbon, from mining firms, refineries, and recycling businesses. Auramet markets these materials to a diverse range of industrial end users, including refineries, vehicle manufacturers, catalyst producers, and bullion banks. In addition to its trading activities, the firm provides financing and advisory services tailored to the mining industry, which encompass working capital facilities, in-process refining facilities, pre-production advances, bridge financing, and pre-export financing. Auramet also has experience in base metal concentrate transactions, such as those involving copper, zinc, and nickel.
FIA Tech operates an online platform that enhances operational efficiency through integrated, cloud-based systems. Its platform offers compliance and reference data solutions, connecting exchanges, brokers, clearers, and clients for end-to-end management of brokerage relationships, payments, settlements, and reconciliations. This enables market participants to reduce risk and mitigate operational costs while meeting regulatory challenges effectively.
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Versana
Venture Round in 2023
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
BB Energy
Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.
Aequum Capital
Debt Financing in 2022
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.
Bilt Rewards
Venture Round in 2022
Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent.
Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment.
Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.
Pico
Private Equity Round in 2022
Pico delivers technology services and a network platform for the financial markets community, providing a portfolio of transparent, low-latency market technologies and an agile service delivery model. Its network platform enables instant access to financial markets and is instrumented with analytics and telemetry to support performance visibility and operational edge.
Trovata is a fintech company that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.
Octaura
Seed Round in 2022
Octaura is an electronic loan trading platform for the syndicated loan and CLO markets, offering electronic trading protocols, straight-through processing for trade booking, and data analytics to support due diligence and pricing decisions. The platform provides liquidity, access, and loan-level and portfolio analytics to enable real-time trading decisions, grow trading volumes, enhance market liquidity, and reduce entry barriers for market participants.
Volante Technologies
Funding Round in 2021
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.
AlphaSense
Series C in 2021
AlphaSense is a market intelligence platform that helps research and business professionals discover, navigate, and monitor financial data and disclosures. The web-based platform collects data from filings, research, news, and other sources and makes it searchable through artificial intelligence and natural language processing, enabling users to search, set alerts, and analyze data points with accuracy. It serves a large enterprise base, including financial institutions and a majority of S&P 500 clients. Headquartered in New York, the company also operates offices in London, Helsinki, and Pune.
Bilt Rewards
Seed Round in 2021
Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent.
Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment.
Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.
FIA Tech operates an online platform that enhances operational efficiency through integrated, cloud-based systems. Its platform offers compliance and reference data solutions, connecting exchanges, brokers, clearers, and clients for end-to-end management of brokerage relationships, payments, settlements, and reconciliations. This enables market participants to reduce risk and mitigate operational costs while meeting regulatory challenges effectively.
Forge
Venture Round in 2021
Forge Global is a private securities marketplace that serves the complex and emerging needs of the private market ecosystem by forging new connections through its technology, data, and expertise. Founded in 2014, the firm empowers investors and shareholders by facilitating liquidity in the private markets.
Forge is backed by top Silicon Valley investors and large, global institutions including Deutsche Börse, Temasek, Wells Fargo, BNP Paribas, FT Partners, Draper Associates, Peter Thiel, Munich Re Ventures, and LUN Partners Group.
Unity National Bank
Venture Round in 2021
Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.
Proof operates as a technology company specializing in secure digital transactions. It provides an identity-assured transaction management platform that verifies the identities of individuals engaging in online business dealings. By confirming identities and securing transactions, Proof helps protect both businesses and their customers from fraudulent activities, fostering trust in digital environments.
M&F Bank
Funding Round in 2021
M&F Bank is a historic independent community bank committed to meeting the needs of a wide range of individuals and businesses within their markets, while providing unparalleled customer service with an above-average return for our shareholders.
Trovata is a fintech company that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.
OpenFin
Venture Round in 2020
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Pico delivers technology services and a network platform for the financial markets community, providing a portfolio of transparent, low-latency market technologies and an agile service delivery model. Its network platform enables instant access to financial markets and is instrumented with analytics and telemetry to support performance visibility and operational edge.
Banco Latinoamericano de Comercio Exterior, S.A. (Bladex) is a supranational bank established by the central banks of Latin American and Caribbean countries to promote trade finance in the region. Bladex focuses on providing trade financing to selected commercial banks, middle-market companies, and corporations within the area. The bank operates through its Commercial Division and Treasury Division, financing its lending and investment activities primarily through interbank deposits from regional central banks and financial institutions, as well as borrowings from international commercial banks. Additionally, it raises funds through the sale of its debt securities to financial institutions and investors across Asia, Europe, North America, and the region. Importantly, Bladex does not offer retail banking services to the general public, such as savings or checking accounts, and does not accept retail deposits.
National Foundation for Credit Counseling
Grant in 2020
National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.
MEMX
Venture Round in 2020
MEMX LLC is a member-owned equities trading platform catering to both retail and institutional investors. Founded in 2018 and headquartered in Jersey City, New Jersey, the company focuses on enhancing the trading experience through its innovative platform. By prioritizing transparency and efficiency, MEMX aims to improve market access and execution for its members.
DadeSystems
Series D in 2020
DadeSystems, LLP is a provider of payment processing software solutions based in Miami, Florida, founded in 2011. The company specializes in automating the cash application process, offering a suite of products under the DadePay brand. These solutions include DadePay AR, which matches payments to open accounts receivable, and DadePay Mobile, designed for invoice matching and remittance processing. Additionally, DadePay ePayments facilitates customer payment reminders through email or text, while DadePay Mailroom automates loan payment processing for financial institutions. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager for transaction monitoring to identify anomalies. DadeSystems serves a diverse array of industries, including manufacturing, healthcare, retail, and finance, providing tools that enhance efficiency, reduce processing costs, and improve cash flow management.
Accion Serving San Diego
Grant in 2019
Accion Serving Southern California is a nonprofit microlender that is part of a larger nationwide network dedicated to supporting entrepreneurs. Its mission is to provide accessible financing and essential resources to help individuals start, sustain, and expand their businesses. By offering fair and flexible loans, Accion Serving Southern California connects business owners with tailored opportunities and expert guidance, ensuring they have the necessary tools to succeed in their ventures. The organization focuses on fostering healthy business growth in the community, making it a vital resource for aspiring and established entrepreneurs alike.
DirectBooks
Seed Round in 2019
DirectBooks is a prominent communications platform that specializes in the primary markets, focusing on investment grade fixed income. The company has developed a global financing digital platform aimed at streamlining the primary issuance process for fixed-income instruments. By creating a centralized distribution point, DirectBooks facilitates effective management of communications among various stakeholders involved in the issuance process. The platform offers real-time updates on multiple deals, enhancing the efficiency and accuracy of workflows for both investors and underwriters. Through its emphasis on industry standardization and automation, DirectBooks seeks to optimize the exchange of deal data, documentation, and pertinent information within the financial market.
Wisconsin Women’s Business Initiative Corp(WWBIC )
Grant in 2019
WWBIC is a leading innovative statewide economic development corporation “Putting Dreams to Work.” They focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being. They provide targeted individuals interested in starting, strengthening or expanding businesses with access to vital resources and tools such as quality financial and business education and responsible financial products.They improve the economic well-being of targeted low income individuals by building assets and advancing economic self-sufficiency. They particularly focus on women, people of color, and low-income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability.
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Valley Economic Development Center(VEDC)
Grant in 2018
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful.
As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.
Pico
Funding Round in 2017
Pico delivers technology services and a network platform for the financial markets community, providing a portfolio of transparent, low-latency market technologies and an agile service delivery model. Its network platform enables instant access to financial markets and is instrumented with analytics and telemetry to support performance visibility and operational edge.
Kensho Technologies
Series B in 2017
Kensho Technologies, Inc. is a provider of advanced analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. The company develops Kensho Financial Analytics Software, which delivers scalable analytical solutions to enhance decision-making within commercial entities. Kensho's offerings also include the Kensho Applied Mind, a sophisticated AI software that enables natural language processing to address complex financial inquiries in plain English. Additionally, Kensho operates a national security division known as Koto. Founded in 2012 and headquartered in Cambridge, Massachusetts, Kensho has expanded its presence with offices in New York, McLean, and Pacific Palisades. As of April 2018, Kensho Technologies operates as a subsidiary of S&P Global Inc.
CommunityWorks
Grant in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
CommunityWorks
Debt Financing in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
Transactis
Series E in 2016
Transactis, Inc. is a New York-based company specializing in Software-as-a-Service solutions for electronic bill presentment and payment. Established in 2001, Transactis enables businesses to transition from traditional paper-based billing to efficient digital alternatives. Its primary offerings include BillerIQ, a cloud platform for delivering electronic bills and accepting online, phone, and mobile payments, and DocumentIQ, a digital document management system for transforming and archiving documents. The company serves a diverse array of industries, including financial services, healthcare, utilities, and retail, among others. Operating solely through a network of resellers, which include financial institutions and technology companies, Transactis provides white-label SaaS solutions along with substantial sales, marketing, and technical support to empower its partners. The company adheres to rigorous regulatory standards, ensuring compliance with regulations such as HIPAA and PCI Level 1.
CarePayment is a healthcare finance company that specializes in patient financial engagement, helping individuals manage their medical expenses effectively. The company provides a range of financial solutions tailored for hospitals, physician practices, and ancillary service providers across the country. By offering flexible financing options, CarePayment enables patients to access necessary medical care when they need it, while also assisting healthcare providers in improving their financial performance. This approach supports the sustainability of quality healthcare services within communities.
Credit Central
Debt Financing in 2013
Credit Central is a financial services company that specializes in providing installment loans and tax preparation services. It aims to simplify the loan application process for residents of Alabama, Tennessee, South Carolina, and Texas. The company offers a variety of loan products, including secured personal loans and installment loans, along with optional credit-related insurance. Credit Central's services are designed to help clients manage their monthly payments effectively, tailoring them to individual budgets at the time of loan closure. The company is committed to making financial assistance accessible and straightforward for its customers.
FastPay
Debt Financing in 2012
FastPay is a company that specializes in providing liquidity and payment solutions tailored for the global media industry. It has facilitated over $20 billion in loans and business-to-business payments since its inception. The company has developed a payment platform that automates the media payment process for various stakeholders, including agencies, advertisers, and suppliers. FastPay's services include a proprietary media database, media dashboards, and integration with accounting systems, which help clients manage payment follow-ups and relationships more effectively. By addressing inefficient payment processes and long payment terms, FastPay enhances operational efficiency for its clients in the media landscape.
Merlin Securities
Acquisition in 2012
Merlin Securities was founded by Aaron Vermut and Stephan Vermut and was based in San Francisco, California and New York City.
Castle Pines Capital
Acquisition in 2011
Castle Pines Capital specializes in providing financial solutions tailored to the technology sector. They facilitate accounts receivable financing and purchase order finance for technology vendors and their reseller customers, enabling these businesses to improve cash flow and accelerate growth.
Wachovia Corporation
Acquisition in 2008
Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina.
Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.
ShareBuilder
Series D in 2001
Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.
Avolent, Inc. specializes in application software for electronic billing and settlement processes, offering a comprehensive web-based self-service solution for billing and payment needs. The company's software facilitates bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch printing. Avolent serves various industries, including healthcare, finance, insurance, distribution, and communications. In addition to its software offerings, the company provides services such as implementation, systems integration, technical support, and training. Avolent has established strategic partnerships with several leading firms, enhancing its capabilities and market reach. Through its solutions, Avolent aims to streamline financial interactions, reduce costs, improve cash flow visibility, and enhance customer service levels.
Netstock Direct
Series C in 2000
Netstock Direct is a privately-held internet company. They are the complete online resource for direct investing. Investors can search our proprietary database for specific companies or browse through lists of corporations offering direct investment plans.
Ragen Mackenzie
Acquisition in 1999
Ragen MacKenzie is the leading regional brokerage firm headquartered in the Pacific Northwest. The Company's primary business is retail securities brokerage, which it conducts through its Seattle headquarters and 10 additional offices in Washington, Oregon and Alaska, which include four offices operated by independent contractors. This business is directly supported by the Company's proprietary research efforts, which are based on a value-oriented, contrarian approach to investing.
Liberty Commercial Finance
Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.