Goldman Sachs

Goldman Sachs is a global financial services firm that provides investment banking, securities, and investment management services to corporations, governments, financial institutions, and high-net-worth individuals. It advises on mergers and acquisitions, restructurings, and other corporate actions; underwrites public offerings and debt; and helps clients raise capital through various markets. The firm engages in market making and client execution across fixed income, currencies, commodities, and equities, and offers securities services including financing and lending to institutional clients. Its asset management and wealth advisory businesses manage assets and provide investment solutions for a broad client base, including institutions and individuals. Headquartered in New York, the company serves clients worldwide and operates across multiple business lines to support capital formation, risk management, and investment activities.

Vikas Agrawal

Managing Director and Head of Alternative Energy Investing

Philip Aldis

Partner

Andre Alfaro

Managing Director

Sara Beth Beckmeier

Vice President

Nigel Beslee

Managing Director

Alexander Blostein

Managing Director and Senior Analyst, Global Investment Research

Charles Bouckaert

Managing Director

Michael Brandmeyer

Global Co-Head and Co-Chief Investment Officer - External Investing Group

Beat Cabiallavetta

Partner

Ming Cheah

Vice President - Life Sciences Investing

David Chou

Managing Director

David Cohen-Mintz

Managing Director

Samayita Das

Vice President

Adam Dawson

Managing Director

Brian DeCenzo

Managing Director, TMT / Internet Banking — Investment Banking Division

Joseph DiSabato

Managing Director, Enterprise Technology

Nicholas Dier

Vice President

Nicola Dondi

Managing Director

Dominique Dorlipo

Managing Director, France Country Head

Benjamin Ferguson

Managing Director, Co-Head of Japan and Head of Client and Business Management

Ben Fife

Vice President - GS Growth

Wolfgang Fink

CEO, Germany and Austria

Adam French

Vice President

Sebastien Gagnon

Managing Director

Clare Greenan

Vice President, Financial Technology

Ashwin Gupta

Managing Director

Brendon Hardin

Vice President, Enterprise Technology

James Hayward

Managing Director of Growth Equity

Harold Hope III

Partner and Managing Director

Erdit Hoxha

Partner

Stephanie Hui

Partner

Graham Hurtt

Vice President, Technology and Services Investment Banking

Russ Hutchinson

COO of Global M&A

Gaurav Jaitly

Managing Director

Irit Kahan

Managing Director

Ben Kaminski

Executive Director

Michael Kondoleon

Managing Director

Jason Kreuziger

Managing Director, Enterprise Technology

Simon Kubbies

Managing Director (Private Equity)

Kirk Lepke

Managing Director

Alexander Lippert

Managing Director, Enterprise Technology

Cedric Lucas

Managing Director

Lyla Maduri

Managing Director

Tanner Mahoney

Vice President

Jade Mandel

Vice President, Growth Equity

Joshua Matheus

Managing Director

Teresa Mattamouros

Managing Director, Asset and Wealth Management (Infrastructure Fund)

Mathew McDermott

Managing Director

Masanori Mochida

President of Goldman Sachs Japan

Justine Moore

Private Equity Group Analyst

Antoine Munfa

Managing Director, Healthcare Technology

Peter Munzig

Financial Analyst

Scott Myers

Managing Director

Harsh Nanda

Partner

Jason Nassof

Vice President

Richard Norton

Fund Manager, Managing Director and Head of France Private Equity

Paul Pate

Managing Director, Financial Technology

Ben Payne

Managing Director

Jeffrey Possick

Managing Director

Nikhil Reddy

Managing Director, Asset Management Division

Andrew Reed

Analyst

Ben Reiber

Vice President

Michael Reilly

Vice President, Enterprise Technology

Josh Richardson MD

Managing Director

Max Ritter

Managing Director

Ronald Rolighed

Managing Director

Simon Rothery

CEO

Brady Schuck

Managing Director

Peter Seccia

Managing Director

Greg Shell

Head Managing, Inclusive Growth Strategy Partner

Sarah Shenton

Vice President in the Merchant Banking Division

Andrew Sickinger

Vice President, M&A

Gavin Simms

Managing Director

Matt Singer

Vice President

Pankaj Soni

Managing Director

Rajat Sood

Managing Director

Stephen Branton Speak

Partner and Managing Director

John Stevenson

Vice President

Ram Sundaram

Partner

Alex Tishakov

Analyst, Investment Banking Division

Samuel Villegas

President and CEO of Goldman Sachs

Christian Von Schimmelmann

Managing Director, Global Co-Head Petershill Group, Co-Chairman GP Strategies Investment Committee

Letitia Webster

Managing Director, Chief Sustainability Officer, Merchant Banking Division

Kevin Xu

Managing Director, Asia Pacific Healthcare and Life Sciences Investing

Kaixun Zhang

Managing Director

Alec Zhang

Analyst

Past deals in Personal Finance

Oportun

Post in 2025
Founded in 2005, Oportun is a digital banking platform that empowers members with responsible credit options, savings tools, and budgeting capabilities. It has provided over $15 billion in affordable credit, saving members approximately $2.3 billion in interest and fees.

Oportun

Post in 2024
Founded in 2005, Oportun is a digital banking platform that empowers members with responsible credit options, savings tools, and budgeting capabilities. It has provided over $15 billion in affordable credit, saving members approximately $2.3 billion in interest and fees.

Amount

Venture Round in 2024
Amount, Inc. is a digital technology company based in Chicago, Illinois, specializing in mobile banking solutions for financial institutions. Established in 2018, Amount focuses on accelerating digital transformation by offering a range of services that enhance customer acquisition and optimize performance across various product categories, including personal loans, credit cards, and deposit accounts. Its flagship product, Amount 360, is a cloud-based platform that provides comprehensive solutions with features such as omnichannel integration, fraud prevention, and risk analytics. Amount's services enable financial institutions to modernize their retail offerings and improve user experiences, with clients collectively managing nearly $1 trillion in U.S. assets and serving over 25 million customers.

CSB Bank

Post in 2024
CSB Bank Limited is a private sector bank in India, established in 1920 and headquartered in Thrissur, Kerala. It provides a wide range of banking products and services tailored for small and medium enterprises, retail customers, and non-resident Indians. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. Its offerings include various deposit products such as current accounts, savings accounts, and term deposits, as well as an extensive array of loans, including personal, home, vehicle, and gold loans. CSB Bank also engages in investment activities, including trading in equity and fixed income securities, and provides financial services like money transfers, utility payments, and foreign exchange. With a network of approximately 411 branches and 300 ATMs across India, CSB Bank serves over 1 million customers, focusing on accessibility in both urban and rural areas.

Younited Credit

Venture Round in 2022
Younited Credit is an online credit institution that offers transparent credit services. It empowers borrowers by providing them with a platform to share their experiences.

Clara

Debt Financing in 2022
Clara is a Latin American fintech company specializing in corporate spending management. It offers locally-issued corporate cards, bill pay services, financing solutions, and a software platform designed to streamline expense reporting and provide real-time insights into spending.

Nubank

Post in 2022
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.

NextCapital

Acquisition in 2022
NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.

Provu

Venture Round in 2021
Provu is a fintech company based in São Paulo, Brazil, established in 2015, that focuses on personal and digital credit solutions. The company provides a fully online personal loan service, offering amounts ranging from R$2,500 to R$50,000 with rates tailored to individual financial profiles. Provu aims to facilitate access to credit by ensuring transparency and eliminating hidden costs, thereby enhancing the borrowing experience for its users. With a commitment to innovation and technology, Provu seeks to provide fair and personalized lending options, promoting financial health among its customers.

Younited Credit

Venture Round in 2021
Younited Credit is an online credit institution that offers transparent credit services. It empowers borrowers by providing them with a platform to share their experiences.

Lendbuzz

Series C in 2021
Lendbuzz, Inc. is a Boston-based company that operates an innovative car financing platform aimed at individuals with limited or no credit history, such as international students, foreign professionals, and expatriates. Founded in 2015, Lendbuzz uses machine learning algorithms and proprietary technology to assess the creditworthiness of consumers who are typically underserved by traditional financial institutions. By evaluating background information, including employment and educational history, the platform provides tailored car loans and financing solutions with favorable terms and low-interest rates. Lendbuzz partners with auto dealerships to enhance their offerings, allowing them to serve a more diverse clientele and close additional business opportunities. The company emphasizes a streamlined documentation process, making it easier for clients to access and manage their loans.

Amount

Series D in 2021
Amount, Inc. is a digital technology company based in Chicago, Illinois, specializing in mobile banking solutions for financial institutions. Established in 2018, Amount focuses on accelerating digital transformation by offering a range of services that enhance customer acquisition and optimize performance across various product categories, including personal loans, credit cards, and deposit accounts. Its flagship product, Amount 360, is a cloud-based platform that provides comprehensive solutions with features such as omnichannel integration, fraud prevention, and risk analytics. Amount's services enable financial institutions to modernize their retail offerings and improve user experiences, with clients collectively managing nearly $1 trillion in U.S. assets and serving over 25 million customers.

Sravni.ru

Secondary Market in 2020
Sravni.ru is a financial products comparison platform that aims to assist individuals in making informed financial decisions and achieving their financial goals. The company provides services that allow users to compare and purchase various financial and insurance products, including bank deposits, loans, credit cards, and insurance options. These offerings are updated daily and validated by a team of independent experts and analysts, ensuring that users receive accurate and impartial information. By facilitating the comparison of these products, Sravni.ru helps customers make choices that align with their personal objectives, such as purchasing a home or planning for future investments.

Lendbuzz

Debt Financing in 2020
Lendbuzz, Inc. is a Boston-based company that operates an innovative car financing platform aimed at individuals with limited or no credit history, such as international students, foreign professionals, and expatriates. Founded in 2015, Lendbuzz uses machine learning algorithms and proprietary technology to assess the creditworthiness of consumers who are typically underserved by traditional financial institutions. By evaluating background information, including employment and educational history, the platform provides tailored car loans and financing solutions with favorable terms and low-interest rates. Lendbuzz partners with auto dealerships to enhance their offerings, allowing them to serve a more diverse clientele and close additional business opportunities. The company emphasizes a streamlined documentation process, making it easier for clients to access and manage their loans.

Better.co.uk

Funding Round in 2020
Trussle Lab Ltd, based in London, operates as an online mortgage broker, specializing in providing mortgage advice to first-time buyers and homeowners. Established in 2015, Trussle aims to simplify the mortgage process by moving it online, significantly reducing the time, hassle, and costs typically associated with securing a mortgage. The service is free for customers, with Trussle earning fees from lenders once a mortgage is successfully completed. As a trading style of Trussle Lab Ltd, the company is an appointed representative of Mortgage Advice Bureau Limited and is regulated by the Financial Conduct Authority. Utilizing automation and mortgage monitoring, Trussle effectively compares and tracks various mortgage products to help borrowers secure the most suitable deals for financing their homes.

Nutmeg

Series E in 2019
Nutmeg is a UK-based online wealth management company offering a digital discretionary investment service for individuals. Founded in 2011 and headquartered in London, it provides a platform to build and manage diversified investment portfolios, including ISAs and pensions, with a focus on easy access to investing and transparent, cost-conscious charges. The platform enables clients to choose global portfolios and have investments managed online, aiming to simplify investing and help users meet their financial goals.

Neyber

Series C in 2017
Neyber is a financial technology company focused on enhancing personal finance through workplace benefits. By collaborating with employers, Neyber offers a unique lending platform that enables employees to access affordable, salary-deducted loans with fair rates. The company's services are designed to integrate seamlessly with payroll systems, making it easier for employees to manage their financial health. Neyber aims to reduce credit costs and promote financial education, thereby improving employee engagement and productivity while addressing stress-related absenteeism. By fostering a community-oriented approach to borrowing and saving, Neyber provides individuals with the resources they need to achieve greater financial well-being.

Nubank

Debt Financing in 2017
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.

MoneyHero Group

Series B in 2017
MoneyHero Group is a fintech company that focuses on personal finance aggregation and comparison, aiming to empower individuals for a better financial future. The company's key pillars include Personal Finance Platforms and B2B Business, fostering partnerships with Creatory Channel Partners and Content Creators under eKos_connect. MoneyHero Group shapes the future of finance through technology and connectivity.

BDO Unibank

Post in 2017
BDO Unibank is a full-service universal bank in the Philippines, headquartered in Makati City. It serves corporate and retail customers with a broad range of products and services, including lending and deposits, treasury and cash management, and trust and investment services. The bank also provides investment banking, private banking, insurance, leasing and financing, remittance, rural banking, and card services such as credit cards and cash cards, along with securities brokerage. It offers private, online, and mobile banking to individuals and institutions. Through its local subsidiaries and networks, BDO Unibank supports capital markets activities and wealth management, delivering a comprehensive platform that combines traditional banking with financing, remittance, and digital solutions.

Nubank

Debt Financing in 2016
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.

Revolution Money

Series C in 2009
Revolution Money is a financial services company focused on disrupting traditional credit card companies and digital payment platforms. It offers a unique credit card, the RevolutionCard, which utilizes PIN activation instead of signatures, enhancing security by allowing the card to be printed without personally identifiable information. This innovative approach aims to reduce identity theft and lower processing fees through an internet-based transaction system. Additionally, Revolution Money provides MoneyExchange, a service that enables users to transfer funds between one another, with the added benefit of accessing these funds via a debit/ATM card. Transfers between account holders are free, promoting seamless transactions. The company is partially owned by Revolution, LLC, an investment firm founded by Steve Case, and is supported by a board comprising notable figures from the financial industry.
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