Jefferies Group LLC is an integrated investment banking and securities firm with a global presence, operating in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company provides a wide range of services, including investment banking, capital markets, asset management, and direct investing. Its investment banking segment offers services such as private placements, initial public offerings, and mergers and acquisitions, while its capital markets operations involve trading in equity, fixed income, and foreign exchange markets. Jefferies serves a diverse clientele, including institutional investors, corporations, and high net worth individuals, and specializes in various industries, including healthcare, technology, and financial services. Additionally, the company provides wealth management services and investment management to institutional investors, such as pension funds and sovereign wealth funds. Founded in 1962 and headquartered in New York, Jefferies is a subsidiary of Jefferies Financial Group Inc.
520 Madison Avenue, 10th Floor, New York City, New York 10022, US
Todd Breeden
Managing Director, Head of Venture Directs
Simon Brown
Managing Director, M&A
Paul Furer
Analyst (M&A)
Vagelis Kollintzas
EMEA Head of Financial Technology and Managing Director
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Jim Palen
Managing Director
Evie Vanezi
CEO
Past deals in Personal Finance
Oportun
Post in 2025
Oportun, Inc., founded in 2005 and based in San Carlos, California, is a financial services company that specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. The company aims to empower its 1.9 million members by offering a digital banking platform that includes intelligent borrowing, savings, budgeting, and spending tools. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit, effectively saving its members more than $2.3 billion in interest and fees. The company also offers a range of products, including unsecured and secured personal loans, auto loans, and various transaction services, all designed to help members achieve their financial goals and improve their financial well-being.
Oportun
Post in 2024
Oportun, Inc., founded in 2005 and based in San Carlos, California, is a financial services company that specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. The company aims to empower its 1.9 million members by offering a digital banking platform that includes intelligent borrowing, savings, budgeting, and spending tools. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit, effectively saving its members more than $2.3 billion in interest and fees. The company also offers a range of products, including unsecured and secured personal loans, auto loans, and various transaction services, all designed to help members achieve their financial goals and improve their financial well-being.
Oportun
Post in 2024
Oportun, Inc., founded in 2005 and based in San Carlos, California, is a financial services company that specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. The company aims to empower its 1.9 million members by offering a digital banking platform that includes intelligent borrowing, savings, budgeting, and spending tools. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit, effectively saving its members more than $2.3 billion in interest and fees. The company also offers a range of products, including unsecured and secured personal loans, auto loans, and various transaction services, all designed to help members achieve their financial goals and improve their financial well-being.
Updraft
Debt Financing in 2023
Updraft is a financial technology company that offers a lending and financial planning application aimed at helping millennials manage their finances more effectively. The platform assists users in breaking free from traditional credit card debt by providing tools for financial planning and credit report access. Through its automated system, Updraft enables users to replace existing credit card bills with lower-cost alternatives, promoting savings and encouraging better financial habits. By focusing on helping borrowers transition into savers, Updraft aims to improve users' credit scores and overall financial well-being. The application is available for iPhone users, making it accessible for those looking to enhance their money management skills.
Avant
Debt Financing in 2015
Avant, LLC operates an online marketplace lending platform that connects consumers with personal loan options for various purposes, including debt consolidation, medical expenses, and vacations. Founded in 2012 and headquartered in Chicago, Illinois, Avant utilizes big data and machine-learning algorithms to provide a tailored experience that simplifies credit access. The company partners with banks and financial institutions to enhance its services, which include fraud verification, credit policy enforcement, and analytics. Additionally, Avant runs an institutional marketplace, allowing institutional investors to purchase loans generated through its technology. The company's services cater to customers both in the United States and internationally, with additional offices in Los Angeles and London.
Avant
Debt Financing in 2014
Avant, LLC operates an online marketplace lending platform that connects consumers with personal loan options for various purposes, including debt consolidation, medical expenses, and vacations. Founded in 2012 and headquartered in Chicago, Illinois, Avant utilizes big data and machine-learning algorithms to provide a tailored experience that simplifies credit access. The company partners with banks and financial institutions to enhance its services, which include fraud verification, credit policy enforcement, and analytics. Additionally, Avant runs an institutional marketplace, allowing institutional investors to purchase loans generated through its technology. The company's services cater to customers both in the United States and internationally, with additional offices in Los Angeles and London.
Aura
Series B in 2014
Insikt is a technology-driven Community Development Financial Institution focused on providing fair and affordable loans to working families in the United States. Established in 2014 and based in San Francisco, the company aims to foster financially healthy low-income communities by offering empowering financial services to the underbanked and unbanked populations. Insikt utilizes proprietary scoring algorithms to efficiently review and approve credit applications, ensuring a streamlined lending process. Additionally, the company provides free credit scores and personalized expense management guidance to its borrowers, facilitating better financial decision-making and access to credit.
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.