JP Morgan

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

James Baker

Executive Director, Investment Specialist

Andy Dacy

Managing Director

Nicholas Meer

Managing Director

Anya Schiess

Co-Managing Partner

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Risk Management

Semperis

Series C in 2024
Semperis, Inc. is an enterprise identity protection company that specializes in safeguarding and recovering Active Directory environments from cyber breaches and identity system failures. Founded in 2013 and headquartered in New York, with an additional location in Ramat Gan, Israel, Semperis provides a suite of solutions, including the Directory Services Protector, which allows organizations to automatically restore an entire Active Directory forest and quickly recover critical attributes. Their offerings also include the Active Directory Forest Recovery and the Active Directory State Manager, which facilitate real-time granular searches, comparisons, and restorations of attributes. Semperis serves a diverse range of industries, including financial services, healthcare, and government, helping clients enhance their cyber resilience and protect against data breaches and operational errors.

Acin

Series B in 2022
Acin is a market-defining fintech company that is on a mission to make banks safer and transform the financial industry’s approach to non-financial risk, through the use of data.

Edge Laboratories

Funding Round in 2022
EdgeLab was founded in 2013 by investment, risk management and technology professionals. They are a group of passionate and highly motivated engineers and scientists, coming from the fields of computer science and security, financial engineering and risk management, scientific computing, numerical analysis and statistics. They would gladly welcome you for a meeting with us and have the opportunity to present you their demo platform.

Access Fintech

Series C in 2022
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Aumni

Series B in 2021
Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

Access Fintech

Series B in 2020
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Access Fintech

Series A in 2018
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Chasing Returns

Venture Round in 2018
Chasing Returns Limited, based in Dublin, Ireland, operates a platform that specializes in software-generated trade log analysis, aimed at assisting retail traders in managing their returns and risks. Founded in 2014, the company provides tools that help traders identify areas for improvement, such as tendencies to over-trade after losses or prematurely exit profitable positions. Their platform enables users to set specific trading objectives and track their progress towards achieving these goals. Additionally, it offers real-time risk management features, including alerts for stock movements, allowing clients to monitor their selected stocks closely. Through these services, Chasing Returns seeks to enhance trading behavior and overall success for its users.

Global X

Series C in 2016
Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs). Founded in 2008, we are distinguished by our smart core, income, alpha, risk management and access suites of ETFs, and we have more than 50 funds available across U.S. and foreign exchanges. Global X is recognized as a leader in providing intelligent investment solutions for our clients.

Essent Group

Private Equity Round in 2009
Essent Group Ltd. (NYSE: ESNT) is a Bermuda-domiciled holding company. Through its subsidiaries, Essent Group serves the housing finance industry by offering mortgage insurance, reinsurance and risk management products to mortgage lenders and investors to support homeownership. Essent provides private capital to bear mortgage credit risk, enabling lenders and mortgage investors to make mortgage financing available for homeowners.

Essent Guaranty

Private Equity Round in 2009
Essent Guaranty is an insurance firm that focuses on risk management and solutions.
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