BlackRock is a global investment management corporation founded in 1988 and headquartered in New York City. It provides a diverse array of services, including investment advisory, risk management, and asset management across various asset classes and sectors, such as real estate, energy, and technology. The firm manages funds for a wide range of clients, including large institutions and individual investors, focusing on delivering tailored investment solutions to help secure better financial futures. BlackRock operates through its subsidiaries, including BlackRock Capital Investment Advisors, which offers investment advisory services, and BlackRock Private Equity Partners, which specializes in direct and fund investments in private equity and venture capital. With a strong emphasis on both public and private markets, BlackRock’s expertise spans multiple strategies and geographic regions, making it one of the world's largest asset managers, with trillions of dollars entrusted to its care.
Circle is a financial technology company that leverages blockchain technology to facilitate the sending, receiving, and investing of cryptocurrency assets globally. Founded in 2013 by Jeremy Allaire and Sean Neville, Circle offers a user-friendly online platform that simplifies money transfers and includes services such as Circle Pay for peer-to-peer payments. In addition, the company provides Circle Invest, allowing users to buy and sell cryptocurrencies, and Circle Trade, which operates a trading desk with a substantial liquidity pool for digital assets, averaging $2 billion in monthly trading volume. With significant backing from investors, including notable firms such as Goldman Sachs and Accel Partners, Circle has established a presence in major cities, including Boston, New York, San Francisco, Dublin, London, and Hong Kong. The company is dedicated to accelerating global crypto innovation and adoption through its various financial services.
Trumid Financial LLC is a financial technology company that specializes in electronic trading solutions for the corporate bond market. Founded in 2014 and based in New York City, Trumid operates the Trumid Market Center, an electronic trading network that connects market professionals to a wide array of liquidity sources. This platform enhances trading efficiency through various protocols and an intuitive design that integrates seamlessly into traders' workflows. Trumid also offers Trumid Bond Stream, which provides real-time TRACE pricing data, and Trumid Labs, which utilizes data science to enhance network management and facilitate bond price lookups. Through its innovative technologies and product offerings, Trumid aims to improve transparency, liquidity, and trade execution in the credit trading space.
MoneyLion, Inc. is a mobile banking and financial membership platform that provides a comprehensive suite of services aimed at helping individuals manage their finances effectively. Founded in 2013 and headquartered in New York, with additional offices in San Francisco and Kuala Lumpur, MoneyLion offers a range of features including managed investment accounts, checking accounts, and cashback rewards through its all-in-one mobile banking membership. The platform leverages advanced analytics and machine learning technology to deliver personalized financial advice and solutions, encouraging positive financial behaviors among its users. By providing low-cost access to banking, borrowing, and investment options, MoneyLion seeks to empower individuals to take control of their financial futures and achieve their financial goals.
10x Future Technologies, founded by former Barclays CEO Antony Jenkins, will transform the way financial services providers operate with its new core digital banking platform. At the heart of the platform will be a full suite of enterprise-grade capabilities covering banking process automation, compliance reporting, security and analytics, all enabled by leading technology. 10x Future Technologies will offer banks a secure, cloud-based operating system with advanced database design and data modelling services with a modular construction and open APIs. Its technology will enable a single point of entry for other financial technology providers to engage with banks through a secure connection.
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.
Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.
Aperio serves investment advisors, single family offices, tax-exempt institutions, and fund sponsors. Their technology-based processes are designed to make serving clients seamless and efficient. But their work doesn’t end with technology. They take a tailored, consultative approach, working with investors and their advisors to craft optimal solutions that address their unique portfolio challenges. Combining this personalized approach with quantitative data-driven processes, we are able to offer flexibility, efficiency, and insight, all factors that establish trust and longevity.
Trumid Financial LLC is a financial technology company that specializes in electronic trading solutions for the corporate bond market. Founded in 2014 and based in New York City, Trumid operates the Trumid Market Center, an electronic trading network that connects market professionals to a wide array of liquidity sources. This platform enhances trading efficiency through various protocols and an intuitive design that integrates seamlessly into traders' workflows. Trumid also offers Trumid Bond Stream, which provides real-time TRACE pricing data, and Trumid Labs, which utilizes data science to enhance network management and facilitate bond price lookups. Through its innovative technologies and product offerings, Trumid aims to improve transparency, liquidity, and trade execution in the credit trading space.
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.
CleanCapital is a financial technology company based in New York that facilitates investments in clean energy. It provides a platform for accredited investors, including institutional investors and family offices, to invest in secure and diversified renewable energy projects. The company manages infrastructure funds that focus on impact investments in energy and infrastructure. Investors can track their investments in real-time through CleanCapital's online platform, enhancing transparency and engagement in the clean energy sector.
Envestnet, Inc. is a prominent provider of technology-enabled investment solutions and services tailored for financial advisors. Headquartered in Chicago, the company operates through two main segments: Wealth Solutions and Data & Analytics. Its offerings include the Envestnet | Enterprise platform, which provides a comprehensive open architecture for wealth management, as well as specialized tools like Tamarac for trading and portfolio management and MoneyGuide for goals-based financial planning. Envestnet also delivers retirement solutions, consulting services, and a robust data aggregation platform, enhancing the efficiency and effectiveness of financial advisors in managing client relationships and portfolios. The organization serves a diverse clientele, including independent advisors, banks, and larger financial institutions, and has grown to become one of the largest wealth management solution providers, employing over 700 individuals across various locations.
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.
Tennenbaum Waterman Fund is a direct lending fund managed by Tennenbaum Capital Partners, LLC, a prominent alternative investment management firm founded in 1999. Based in Santa Monica, California, the fund focuses on investments across North America and Europe, targeting sectors such as commercial products, commercial services, financial services, business products, cleantech, and industrial sectors. Tennenbaum Capital Partners has established a strong track record in credit opportunities, having invested approximately $9 billion in over 170 portfolio companies through various strategies, including specialty funds focused on debtor-in-possession financing. With about $5 billion in capital under management, the firm is well-positioned to pursue diverse investment opportunities while maintaining a commitment to performance and strategic growth.
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.
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.
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.
Funding Circle is a London-based online lending platform established in 2010 that connects investors with small and medium-sized businesses seeking capital. Operating in the United Kingdom, the United States, Germany, the Netherlands, and Spain, Funding Circle facilitates direct lending through its marketplace, allowing a variety of investors—including individuals, banks, local councils, and institutional investors—to fund business loans. The platform offers both secured and unsecured loans to help businesses with various financial needs, such as working capital, asset purchases, and property development. Additionally, Funding Circle collaborates with institutional investors on securitization programs and issues loan payment dependent debt securities. By bridging the gap between businesses in need of funding and investors seeking attractive returns, Funding Circle aims to create a mutually beneficial relationship that supports economic growth and job creation.
LendingClub Corporation is an online lending marketplace based in San Francisco, California, that connects creditworthy borrowers with investors. Founded in 2006, the platform offers a variety of unsecured personal loan products, including options for education, patient finance, auto refinancing, and small business loans. By facilitating direct investment in these loans, LendingClub provides investors access to an asset class that has traditionally been limited to institutional investors. The company generates most of its revenue through transaction fees from its role in processing loan applications and working with bank partners to enable loan originations. This approach aims to simplify and accelerate the lending process, making it more accessible for consumers and beneficial for investors.
Barclays Global Investors was an investment management subsidiary of Barclays Bank, based in the United Kingdom. It was recognized as the largest corporate money manager globally, overseeing over £1.04 trillion in assets as of October 2007. The firm was headquartered in San Francisco and maintained research and portfolio management teams in key cities, including London, Sydney, Tokyo, and Toronto. Additionally, it had client service offices in various major financial centers across Europe, North America, and Asia. In a significant industry shift, Barclays Global Investors was acquired by BlackRock, marking a notable consolidation in the investment management sector.
Merrill Lynch Investment Managers
Acquisition in 2006
Merrill Lynch Investment Managers is a Finance company.
State Street Research & Management
Acquisition in 2004
State Street Research & Management is an investment management company. It provides services for high-net-worth individuals; banking and thrift institutions; investment companies; pension and profit sharing plans; pooled investment vehicles; charitable organizations; corporations; and state and municipal government entities. State Street Research & Management manages separate client-focused portfolios and also serves as an investment advisor to a family of mutual funds. The firm invests in the public equity and fixed income markets across the globe, focusing on the United States and Canada. It invests in growth and value stocks of small- mid- and large-cap companies, employing quantitative analysis and hedging techniques. State Street Research & Management was founded in 1924 and is based in Boston, Massachusetts, with an additional office in New York. It was acquired by BlackRock, Inc. on January 31, 2005.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.