MetLife is a prominent global provider of insurance and financial services, founded in 1868. The company offers a wide range of products, including life, dental, disability, and long-term care insurance, as well as annuities and auto and home insurance. MetLife operates through several segments, including Insurance Products, Retirement Products, Corporate Benefit Funding, and Auto and Home, in addition to its international operations and banking services. With around 90 million customers across more than 60 countries, MetLife is recognized as the largest life insurer in the United States and serves a significant portion of the Fortune 500 companies. The company transitioned to a mutual structure in 1915, prioritizing the interests of its policyholders, before going public in 2000. Its principal offices are located in Midtown Manhattan, New York City, and it maintains a strong presence in various global markets, including Asia, Latin America, Europe, and the Middle East.
Chief Risk Officer, Executive Vice President and Member of the Executive Leadership Team
Nick Milnes
Director and Head of Asia and Europe Private Equity
Cyndi Mosquera
Associate Director, Private Equity Investments
Todd Stockton
Vice President and CFO - Capital Markets Group
Dennis White
President and CEO
25 past transactions
Chariot Reinsurance
Private Equity Round in 2024
Chariot Reinsurance is a life and annuity reinsurance company.
Nanum Vitamin
Pre Seed Round in 2024
Nanum Vitamin offers easy meals for children at risk of skipping meals without the burden of using an online child meal card registration payment system.
Empathy
Series B in 2024
Empathy is a platform for families to deal with the loss of their people. Empathy combines technology and human support to provide a digital companion application built to empower bereaved families.
bolttech
Series B in 2023
Bolttech is an InsurTech company that specializes in an AI-driven point-of-sale insurance platform, designed to create a technology-enabled ecosystem for protection and insurance. The platform provides a comprehensive range of offerings, including device protection, travel, motor, property, life insurance, and digital insurance, catering to the needs of consumers. By leveraging digital and data-driven capabilities, bolttech facilitates connections between insurers, distributors, and customers, streamlining the process of buying and selling insurance and protection products. The company is focused on expanding its presence internationally, particularly in Asia, to enhance accessibility and efficiency in the insurance market.
Home Lending Pal
Grant in 2020
Home Lending Pal is a company that offers an innovative lending software platform designed to serve as an artificial intelligence-powered mortgage advisor. This platform helps consumers understand their chances of mortgage approval and reveals hidden ownership costs, enabling informed home-buying decisions. By providing access to risk data typically reserved for lenders, Home Lending Pal empowers consumers and promotes transparency in the mortgage process. The company charges lenders a monthly fee for implementing its fairness solutions, which aim to enhance compliance, efficiency, and engagement with marginalized communities. By fostering trust and demonstrating that increased fairness can lead to greater profits, Home Lending Pal supports lenders in optimizing their marketing strategies to boost application volumes and approval rates.
Versant Health
Acquisition in 2020
Versant Health is a prominent managed vision care company based in Linthicum Heights, Maryland, serving over 35 million members across the United States. Formed through the merger of Superior Vision and Davis Vision, which were acquired by Centerbridge in 2016 and 2017, Versant Health provides comprehensive eye health and vision care solutions. Its offerings encompass a wide range of services, from routine vision benefits to specialized medical management, catering to the needs of commercial groups, health plans, and government-sponsored programs. The company is committed to delivering cost-effective, high-quality, and individualized eye care through its products and related technologies, as well as training and management services for eye care professionals.
Finclude
Grant in 2020
Finclude operates a credit scoring platform that facilitates the assessment of consumer creditworthiness across Europe. By utilizing a unique approach that focuses on transactional behavior, Finclude enables businesses to evaluate individuals regardless of their credit history. The platform aggregates and interprets data from various banks, providing a comprehensive view of a customer's affordability and creditworthiness. This innovative system supports more informed credit decisions for both businesses and consumers, promoting greater financial inclusivity.
Minerva Neurosciences
Post in 2019
Minerva Neurosciences, Inc. is a clinical-stage biopharmaceutical company based in Waltham, Massachusetts, dedicated to developing and commercializing therapies for central nervous system diseases. The company's lead product candidate, roluperidone, is in Phase III clinical trials aimed at treating schizophrenia. Additionally, Minerva is advancing seltorexant, which has completed Phase IIb trials for insomnia and major depressive disorders, and MIN-301, currently in pre-clinical trials for Parkinson's disease. Minerva has entered into a license agreement with Mitsubishi Tanabe Pharma Corporation for the global development of roluperidone, excluding Asia, and has a collaboration with Janssen Pharmaceutica for seltorexant. Founded in 2007 and formerly known as Cyrenaic Pharmaceuticals, Minerva Neurosciences focuses on providing innovative therapeutic options for patients with significant unmet medical needs in the CNS space.
Willing
Acquisition in 2019
Willing makes quality end of life planning easy and affordable for everyone.
Monetus
Grant in 2019
Monetus is an investment management company in Brazil that focuses on enhancing the financial well-being of its clients. By integrating advanced technology, design, and data, Monetus offers a streamlined investment experience that is accessible, profitable, and secure. The company employs principles of behavioral economics and modern portfolio theory, along with machine learning, to create diversified investment portfolios tailored to individual client goals. Additionally, Monetus provides personalized recommendations based on thorough analysis of investor profiles and objectives, ensuring that clients are well-equipped to manage, protect, and grow their wealth effectively.
MicroVest I
Debt Financing in 2018
MicroVest is an asset management firm based in Bethesda, Maryland, that specializes in providing investors with unique global investment opportunities. The firm focuses on creating financial solutions that promote economic growth and development, particularly in underserved markets. By leveraging its expertise in managing capital, MicroVest aims to facilitate investments that not only yield financial returns but also contribute to positive social impact. Through its strategic approach, MicroVest seeks to bridge the gap between investors and emerging markets, fostering sustainable development while addressing the needs of communities in various regions.
Hip Money
Grant in 2018
Hip Money is a Brisbane Australia based Financial Technology (FinTech) company designed to create software to improve the financial health and wellness of Australians. It was originally formed after receiving the Advance Queensland Hot DesQ grant in October of 2017. In May of 2018, we were proud to announce a year-long engagement with Bank of Queensland to work directly with their innovation team to help their customers save more money and increase their financial well being.
Wireless Infrastructure Group
Debt Financing in 2018
Wireless Infrastructure Group is an independent company focused on developing and operating wireless communication infrastructure in the UK and beyond. Established in 2006, WIG constructs and manages communication towers and other infrastructure, employing a shared model to enhance network connectivity. The company has steadily expanded its portfolio, which now includes over 2,000 shared infrastructure assets, through both the construction of new facilities and the acquisition of under-managed assets from utilities, mobile operators, and police forces. Recently, WIG has also ventured into the Republic of Ireland and the Netherlands, fostering competition and innovation within the telecom sector dominated by larger players.
Frollo
Grant in 2018
Frollo is a purpose driven fintech organisation on a mission to help improve people’s lives through increased financial wellbeing. This means simplifying and automating the process of getting ahead with their finances through providing actionable insights, gamification and being part of our community. Frollo is delivering on this mission by offering a free financial wellbeing app to both customers as well as small businesses in the app store (iOS and Android). The Frollo app has been awarded winner of Metlife Financial Inclusion and Top 50 in the world for Financial Inclusion. Frollo also partners with financial institutions to help them innovate, build out their feature set and quickly take new features to market through an API enabled platform. The platform already leverages open banking data and supports an easy implementation through an API platform. Frollo has been selected as one of only 10 companies in Australia to work on the Government Open Banking Pilot and GDR compliance.
Enigma
Series C in 2018
Enigma Technologies, Inc. is a New York-based operational data management and intelligence company that focuses on providing a searchable database of public records and information to enhance decision-making and streamline operations. The company offers a suite of products including Enigma Data Infrastructure, which features tools for data operations and metadata improvement, and Enigma Solutions tailored for industries such as financial services, healthcare, and insurance. Additionally, Enigma provides analysis-ready public data across various sectors, as well as a repository of public information. Enigma Labs fosters collaboration to develop open data tools for public use, while the company’s application programming interface (API) enables developers to create data-rich applications and services. Enigma's offerings also include specialized data services like entity resolution and geocoding. Founded in 2011, Enigma serves notable organizations such as American Express and PayPal, providing insights into the identity, activity, and risk profiles of small businesses.
OpSeeker
Grant in 2018
OpSeeker is an online financial advisory platform that enables users to enhance their investment strategies and savings using fictitious money. The platform allows individuals to create profiles and simulate long-term investments, focusing on the psychological aspects of investing. In addition to portfolio simulations, OpSeeker provides a range of educational resources, including videos, podcasts, infographics, and news, aimed at improving users' financial literacy and health. By engaging with virtual money, users can develop their investment skills without the risk associated with real capital.
Change Machine
Grant in 2018
Change Machine builds financial security for low-income communities for people-powered technology. We champion the aspirations of individuals who are most economically disadvantaged by oppressive public policies and practices. Since our founding in 2005, our products and practices have set the national standard for inclusive financial coaching. Over 6,000 practitioners across 46 states have used our platform to build their practice, connect with each other, and amplify their impact.
Logan Circle Partners
Acquisition in 2017
Logan Circle Partners is an asset management firm specializing in fixed-income products. Established with a commitment to investment performance and client service, the firm offers a diverse range of fixed-income strategies tailored to the evolving requirements of its clients. Its offerings encompass the full spectrum of maturity and risk, including short, intermediate, and long-duration investments, as well as investment-grade credit, high-yield, and emerging market debt. This focus allows Logan Circle to provide dynamic and effective capital allocation solutions that adapt to the changing landscape of financial markets.
American Life Insurance Company
Acquisition in 2010
Alico alone is one of the largest and most diversified international insurance companies in the world: 20 million people in over 50 countries look to us for their insurance and savings needs. Our proud history of successful growth spans nearly 90 years, and we’ve become a global business by treating our customers as individuals and serving them locally.
SafeGuard Health Enterprises
Acquisition in 2008
Safeguard Health Enterprises is a privately held company specializing in managed care dental and vision insurance programs. With over 30 years of experience in the industry, the company offers a range of dental plans including DHMO, PPO, and Administrative Services Only (ASO), as well as vision plans. Safeguard serves a diverse clientele, including Fortune 500 companies, educational institutions, employee benefit trusts, and government agencies. The company has grown its membership to 1.8 million, reflecting its commitment to providing comprehensive dental and vision care solutions.
Grand Bank
Acquisition in 2000
Grand Bank opened for business March 1, 2002 in Hamilton Square at 1 Edinburg Road. In 2013, they opened Their newest branch on Route 33 in Hamilton. Their philosophy for developing Their banking relationships with Their customers is personal attention. When you bank at Grand Bank you will sit at Their individual teller stations and receive personalized service. They specialize in commercial, residential and small business lending and offer a full range of deposit products including electronic banking. They strive to provide extraordinary customer service and to have a presence in the Mercer County community. They are members of the Community Bankers Association of New Jersey, New Jersey Bankers Association, MIDJersey Chamber of Commerce, Princeton Regional Chamber of Commerce and have been recognized at the Top SBA Lender for 2015.
Conning
Acquisition in 2000
Conning & Company, founded in Hartford, Connecticut in 1912, is a money management firm specializing in the insurance industry and equity investments. The firm develops customized investment strategies tailored to the specific objectives and risk tolerances of its clients, which include major institutional investors and insurance company managements. Conning employs a disciplined investment process grounded in fundamental analysis and leverages its risk management tools to create effective investment solutions. With investment centers located in Asia, Europe, and North America, the firm manages its assets under the supervision of its board of directors and operates as a Registered Investment Adviser.
General American Life Insurance Company
Acquisition in 1999
GenAmerica offers life insurance products and services to the high net worth individuals, small business owners, and corporate clients. It is a subsidiary of MetLife. GenAmerica was founded in 1933 and is based in St Louis, Missouri.
Security First Group
Acquisition in 1997
Security First Group, Inc. (SFG), a Los Angeles-based subsidiary that will serve as MetLife's key organization to design, manufacture and distribute financial services products through financial intermediaries, including NASD firms, NY wirehouses, regional investment firms as well as banks and credit unions.
Empathy
Empathy is a platform for families to deal with the loss of their people. Empathy combines technology and human support to provide a digital companion application built to empower bereaved families.
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