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 Business Development
Arcadia
Debt Financing in 2024
Arcadia, Inc. is a technology company focused on providing access to clean energy through its online platform. Founded in 2014 and based in Washington, D.C., the company connects users—ranging from residential homes to businesses—with renewable energy sources, such as wind farms and community solar projects. Its application enables users to manage their accounts, track energy usage, and participate in clean energy initiatives in their area. By democratizing access to energy data from over 125 utilities across the United States, Arcadia empowers consumers to transition away from fossil fuels and supports efforts to address energy inequality. The company also operates a leading community solar program, which contributes significantly to renewable energy generation while promoting economic growth.
Capital Connect
Grant in 2024
Capital Connect will provide training and technical assistance to businesses to prepare them for capital seeking and connect them to suitable funders through online and digital resources.
Endeavor Miami
Grant in 2024
Endeavor Miami, established in 2013 as the first U.S. affiliate of the global organization Endeavor, is an accelerator firm located in Miami, Florida. Supported by the John S. and James L. Knight Foundation, the organization aims to foster entrepreneurship by identifying and supporting high-impact entrepreneurs. As of 2023, Endeavor Miami backs 35 companies led by 60 high-impact entrepreneurs, collectively generating over $900 million in revenues and employing more than 6,000 individuals. The firm focuses on early-stage companies with significant growth potential, providing them with the resources and network needed to scale their businesses effectively.
Upside Down Consulting
Grant in 2023
Upside Down Consulting provides consulting services to help unlock the power of worker ownership, such as assisting businesses in transitioning to employee ownership, assisting community groups in developing worker cooperatives that provide dignified jobs for their members and constituents and developing and advancing legislative and field building initiatives that promote economic democracy.
Metro Detroit Black Business Alliance
Grant in 2023
The Metro Detroit Black Business Alliance develops programes and advocates for policies that result in profitable and sustainable black-owned businesses that are connected to public and private economic opportunities while building trust.
Entrepreneur Ready
Grant in 2023
Entrepreneur Ready is an online community based accelerator designed to compress time and de-risk ideas before going to market.
KLYM
Series A in 2023
KLYM is a financial services platform operating in Latin America, specializing in digital financial solutions for businesses. The platform provides various financing options, including working capital financing, purchase order financing, and vendor financing. By streamlining the financing process, KLYM enables companies to access the capital they need quickly and efficiently, with approvals typically granted in less than an hour. This innovative approach allows businesses to secure funding without the complexities associated with traditional banking institutions, thereby facilitating their growth and operational efficiency.
UBIZ Venture Capital
Debt Financing in 2022
UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.
Polsky Center at the University of Chicago
Grant in 2022
The Polsky Center for Entrepreneurship and Innovation at the University of Chicago is dedicated to fostering innovation and entrepreneurship among the university's community. It operates several initiatives aimed at supporting early-stage ventures, including the New Venture Challenge (NVC) program and the Polsky Center Accelerator Program. These programs are designed to assist UChicago-affiliated teams in developing their business ideas and bringing them to market. In addition, the Polsky Center launched the Innovation Fund in 2010 to expedite the commercialization of promising research discoveries originating from the university. Through these efforts, the Polsky Center plays a significant role in nurturing entrepreneurial talent and facilitating the transition of academic research into viable business solutions.
LyRise
Seed Round in 2022
LyRise is a developer of a data talent network that aims to simplify the acquisition and development of remote AI engineering teams. The platform addresses the challenges businesses face in sourcing qualified AI talent by providing a streamlined approach to assessing, training, and facilitating these teams. By leveraging its network, LyRise enables companies to access a global workforce skilled in artificial intelligence and data, ensuring that they can efficiently build and expand their engineering capabilities without wasting time or resources. The company's focus on ethical skill development further enhances its value proposition in the competitive AI landscape.
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.
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.
Ziada
Seed Round in 2021
Ziada is a mobile application that connects consumers with service providers in the unorganised sector. The platform facilitates growth for service providers by helping them find new clients actively seeking trusted services. Additionally, Ziada offers business advisory services and access to equipment rental, enhancing the capabilities of service providers. Users can select the required service category and choose a provider based on their location, thus streamlining the process of finding reliable assistance.
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.
Mi Casa Resource Center
Grant in 2019
Mi Casa Resource Center is dedicated to empowering individuals and families to achieve their educational and economic goals through comprehensive training and support. The organization offers a range of educational programs designed to inspire youth and facilitate career advancement for adults, fostering leadership and academic success. Additionally, Mi Casa Resource Center provides resources that promote business ownership, helping families thrive in their communities. By connecting clients with essential services, Mi Casa Resource Center aims to enhance economic opportunities and support sustainable growth for those in underserved areas.
DreamSpring
Grant in 2019
DreamSpring is an award-winning, 25 year old nonprofit organization that increases access to credit, makes loans and provides a community of support to help entrepreneurs realize their dreams. DreamSpring proudly serves Arizona, Colorado, Nevada, New Mexico and Texas
Commons on Champa
Grant in 2019
Commons on Champa is a nonprofit organization that provides expertise, time, funding, and volunteerism to its vibrant entrepreneurial community. They motivate entrepreneurs to master their businesses and build lifelong relationships through the experience of servant leadership.
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.
Midwood Investment & Development
Debt Financing in 2019
Midwood's mission is to restore and revitalize the fabric of major urban centers to improve the way people live, work and play through industry-leading design, planning and execution. For over 90 years Midwood has cultivated a diversified real estate portfolio comprised of retail, office, residential, mixed use and net leased properties. Founded in Midwood, Brooklyn in 1925 by Samuel Lemberg, the company has grown from a residential brokerage into a sophisticated investment and development platform that owns over 125 properties in 10 states and the District of Columbia comprising in excess of 3,500,000 square feet with a development pipeline of several million square feet. Today the company actively seeks to acquire investment and development opportunities in our primary markets of New York City, Boston, Philadelphia and Washington D.C.
FS/KKR Advisor
Debt Financing in 2018
FS/KKR Advisor is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies.
EF Hutton
Post in 2018
EF Hutton is a financial services firm established in 2020 and located in New York City. The company specializes in investment banking and advisory services, offering a range of solutions such as equity financing, debt financing, and private equity banking. Additionally, EF Hutton provides support for initial public offerings, mergers and acquisitions, fairness opinions, and valuation analysis. The firm serves a diverse array of industries including energy, financial services, information technology, retail, healthcare, and real estate, among others. Through its comprehensive services, EF Hutton aims to assist businesses in their financial growth and strategic initiatives.
EF Hutton
Post in 2018
EF Hutton is a financial services firm established in 2020 and located in New York City. The company specializes in investment banking and advisory services, offering a range of solutions such as equity financing, debt financing, and private equity banking. Additionally, EF Hutton provides support for initial public offerings, mergers and acquisitions, fairness opinions, and valuation analysis. The firm serves a diverse array of industries including energy, financial services, information technology, retail, healthcare, and real estate, among others. Through its comprehensive services, EF Hutton aims to assist businesses in their financial growth and strategic initiatives.
LevelUp
Venture Round in 2017
LevelUp is building next-generation mobile experiences for over 200 brands nationwide: empowering businesses to engage customers, grow sales and build a long-term scalable mobile strategy. LevelUp’s platform offers a broad range of customized functionality: mobile rewards, payments, native online ordering, customer relationship management, a campaign creator with custom messaging, loyalty, gifting, and much more. The LevelUp omnichannel loyalty and CRM platform gathers data from all in-store and order-ahead transactions, enabling merchants to develop and implement targeted marketing campaigns to increase customer spend and frequency. LevelUp’s strategic partnerships with Chase, Facebook, Google, and more give restaurants access to millions of customers in addition to those using their app. LevelUp is the only provider who is building a network that will enable you to take advantage of future shifts in the mobile landscape.
Motif
Series E in 2015
Motif is a digital brokerage firm that specializes in thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company originally began as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif emphasizes the importance of effective communication through eCommerce websites and strategies, recognizing that a misalignment can lead to lost revenue opportunities. The firm takes a customer-centric approach, offering marketing solutions and creative services designed to address the specific needs of direct-to-consumer and retail companies. By prioritizing the right strategies and fostering a human-first customer experience, Motif aims to help clients optimize their business potential and achieve their financial goals.
Asista.com
Venture Round in 2000
Asista.com is an intelligent service automation platform designed to be cross-functional, collaborative, and socially intelligent. This service automation platform is the upcoming online business-to-business marketplace for indirect goods and services.
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