JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.
Managing Director and Chief Product Officer, Consumer and Community Banking
Muhammad Aurangzeb
CEO Global Corporate Bank Asia Pacific
Scott A. Beardsley
Managing Director
Richard Cao
Investment Banking Analyst
William Creaser
Executive Director, Northeast Middle Market and Specialized Industries
Jamie Dimon
CEO and President
Mary Callahan Erdoes
Asset and Wealth Management CEO
Maria Escorcia
Vice President - Program Officer Florida - JPMorgan Chase Foundation
Jatin Garg
Senior Business Analyst
Julie Glynn
Managing Director
Alan Ho
CEO of China
Rao Lakkakula
Product Security Director
Dan Mendelson
CEO of Morgan Health
Douglas B. Petno
Commercial Banking CEO
E. Soinski
Managing Director
Jennie Sparandara
Managing Director
Sanoke Viswanathan
CEO of International Consumer and Wealth
Past deals in Banks
Banco do Brasil
Post in 2024
Banco do Brasil S.A., established in 1808 and headquartered in Brasília, is the largest bank in Latin America by assets and operates under federal control. The bank offers a comprehensive range of financial products and services tailored for individuals, small and medium enterprises, large corporations, and the public sector. Its offerings encompass traditional banking services such as deposit accounts, personal and commercial loans, credit cards, and online banking, as well as agribusiness financing. In addition to banking, Banco do Brasil provides insurance products, including life and property coverage, and engages in asset management and financial advisory services. The bank also facilitates foreign exchange transactions and electronic payment processing, enhancing its service portfolio to meet diverse customer needs.
10X Banking
Venture Round in 2024
10X Banking is a fintech company. They specialize in providing financial and banking services for customers, banks, and society.
C6
Corporate Round in 2023
C6 Bank is a full-service digital bank that offers a comprehensive range of banking services tailored for individuals and small to midsize businesses. The bank aims to enhance the banking experience by fostering genuine relationships with its customers. Services include checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and various lending products. Notably, C6 Bank provides specialized payroll loans for federal employees, retirees, and INSS pensioners, featuring some of the lowest interest rates available in the market. As a digital-first institution, C6 Bank operates without physical branches, focusing on delivering innovative financial solutions online.
MAXEX
Venture Round in 2023
MAXEX, LLC operates a digital mortgage exchange that facilitates the buying and selling of residential mortgage loans through a centralized clearinghouse. Based in Atlanta, Georgia, the company connects qualified mortgage lenders, including banks and non-bank institutions, with institutional investors such as Wall Street banks and real estate investment trusts. MAXEX provides a comprehensive platform that includes standardized rules, independent loan reviews, ongoing surveillance of loans and servicing, and a dispute resolution process, all aimed at ensuring efficient transactions. The platform allows participants to manage transactions at scale, enabling them to create bids and offers for individual loans and pools of loans, thereby enhancing liquidity in the mortgage market. Established in 2009, MAXEX is led by a team of mortgage experts and is supported by notable private equity and capital market investors.
First Republic Bank
Acquisition in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.
First Republic Bank
Post in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.
Thought Machine
Series D in 2022
Thought Machine is a fintech company focused on transforming core banking through innovative cloud-native technology. The company addresses the challenges posed by outdated IT infrastructure that many banks rely on, which hinders their capacity for innovation and customer service. Its primary product, Vault, is a comprehensive retail banking platform designed with a microservice API architecture that can be easily configured to meet the specific needs of various banks. By enabling banks to modernize their systems, improve user experiences, and enhance data analysis capabilities, Thought Machine aims to facilitate a significant evolution in the banking sector, fostering a more efficient and responsive financial environment.
Viva Wallet
Secondary Market in 2022
Viva Wallet is a European neobank that operates entirely in the cloud, utilizing Microsoft Azure to provide its services across 23 countries. As a Principal Member of Visa and MasterCard, it offers card acceptance solutions for businesses of all sizes through innovative Smart Android terminals, a dedicated Viva Wallet POS app, and advanced payment gateways for online transactions. The company also provides business accounts featuring local IBANs and Viva Wallet Mastercard cards. In addition to its payment processing capabilities, Viva Wallet supports small to midsize businesses with various value-added services, including merchant cash advances, expense management, virtual debit card issuance, and cash disbursement. The company has established a subsidiary banking entity, VIVABANK SA, and operates as an E-money Institution, compliant with PSD II Directive provisions, allowing it to offer services across the entire EEA region.
FISPAN
Series A in 2021
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.
Thought Machine
Series C in 2021
Thought Machine is a fintech company focused on transforming core banking through innovative cloud-native technology. The company addresses the challenges posed by outdated IT infrastructure that many banks rely on, which hinders their capacity for innovation and customer service. Its primary product, Vault, is a comprehensive retail banking platform designed with a microservice API architecture that can be easily configured to meet the specific needs of various banks. By enabling banks to modernize their systems, improve user experiences, and enhance data analysis capabilities, Thought Machine aims to facilitate a significant evolution in the banking sector, fostering a more efficient and responsive financial environment.
Unity National Bank
Debt Financing in 2021
Unity National Bank is a financial institution based in Houston, Texas, established in 1963. It offers a range of business and personal banking products and services designed to meet the needs of its clients. For businesses, the bank provides various loan options, including SBA loans, commercial real estate financing, and loans for faith-based organizations, alongside checking and savings accounts, merchant services, and cash management solutions. Personal banking services include vehicle and home improvement loans, credit cards, and options for savings such as CDs and IRAs. Unity National Bank emphasizes accessibility through online and mobile banking, along with features like bill pay, overdraft protection, and safety deposit boxes. The institution, originally named Peoples Bank, rebranded in 1989 and is committed to helping individuals and businesses thrive financially.
C6
Corporate Round in 2021
C6 Bank is a full-service digital bank that offers a comprehensive range of banking services tailored for individuals and small to midsize businesses. The bank aims to enhance the banking experience by fostering genuine relationships with its customers. Services include checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and various lending products. Notably, C6 Bank provides specialized payroll loans for federal employees, retirees, and INSS pensioners, featuring some of the lowest interest rates available in the market. As a digital-first institution, C6 Bank operates without physical branches, focusing on delivering innovative financial solutions online.
10X Banking
Series C in 2021
10X Banking is a fintech company. They specialize in providing financial and banking services for customers, banks, and society.
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.
FISPAN
Venture Round in 2020
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.
FISPAN
Series A in 2019
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.
Mosaic Smart Data
Funding Round in 2019
Mosaic Smart Data Limited operates an online platform that specializes in data analytics solutions for capital market participants, particularly in the fixed income, currencies, and commodities (FICC) sectors. Founded in 2014 and based in London, the company consolidates various data sets to provide real-time insights into trading activities, allowing professionals in trading, sales, and management to monitor their operations at any level of detail. Mosaic Smart Data aims to empower financial institutions by enhancing their ability to harness data intelligently, thereby increasing business opportunities and meeting regulatory requirements. Its technology facilitates a thorough analysis of client trading flows and behaviors, enabling institutions to predict client needs and improve profitability in a challenging market landscape. As a subsidiary of JPMorgan Chase Holdings LLC, Mosaic Smart Data is positioned to transform vast amounts of information into actionable intelligence for financial market professionals.
Axoni
Series B in 2018
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.
Mosaic Smart Data
Private Equity Round in 2018
Mosaic Smart Data Limited operates an online platform that specializes in data analytics solutions for capital market participants, particularly in the fixed income, currencies, and commodities (FICC) sectors. Founded in 2014 and based in London, the company consolidates various data sets to provide real-time insights into trading activities, allowing professionals in trading, sales, and management to monitor their operations at any level of detail. Mosaic Smart Data aims to empower financial institutions by enhancing their ability to harness data intelligently, thereby increasing business opportunities and meeting regulatory requirements. Its technology facilitates a thorough analysis of client trading flows and behaviors, enabling institutions to predict client needs and improve profitability in a challenging market landscape. As a subsidiary of JPMorgan Chase Holdings LLC, Mosaic Smart Data is positioned to transform vast amounts of information into actionable intelligence for financial market professionals.
OpenFin
Series B in 2017
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.
Washington Mutual
Acquisition in 2008
Washington Mutual is a savings bank holding company providing consumer banking and financial services. It accepts deposits from the general public, make, buy, and sell residential loans, consumer loans, and commercial loans. It is also engaged in certain commercial banking activities. Founded in 1988, Washington Mutual was acquired by JPMorgan Chase Bank, National Association on September 25, 2008.
Bank One
Acquisition in 2004
Bank One is a Chicago-based multibank holding company providing domestic retail banking, finance, and credit card services; worldwide commercial banking services; and trust and investment management services for commercial and business customers and consumers. The company’s retail segment provides a range of financial products and services including deposits, investments, loans, insurance, and online banking. Its commercial banking segment offers an array of products such as global cash management, treasury services, capital markets, commercial cards, lending, and other noncredit products and services for corporate banking and middle-market banking customers. Bank One’s capital markets business is engaged in the origination, trading, and distribution of asset-backed securities, investment-grade securities, derivatives, tax-exempt securities, foreign exchange, government bonds, and tax-oriented investments. Its investment management group provides investment, insurance, trust, and private banking services for individuals. Bank One also offers card services, private client services, and retail investment services. Bank One operates banking offices in Arizona, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Texas, Utah, West Virginia, Wisconsin and in certain international markets. Its products and services are delivered to customers through approximately 1,795 banking centers in 14 states, a network of ATM’s, bankone.com, and a 24-hour telephone banking network. Founded in 1998, Bank one was acquired by JPMorgan Chase & Co. on July 1, 2004.
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