Onramp Invest
Seed Round in 2021
Onramp Invest is a technology company focused on integrating traditional and digital asset financial infrastructures to facilitate investment and portfolio management. It provides a platform designed specifically for registered investment advisors, offering tools for education, access, and management of cryptocurrency investments. The platform features diversified model portfolios, qualified custodians, and automated portfolio rebalancing, enabling financial professionals to efficiently manage multi-asset portfolios in real time. Onramp Invest aims to simplify the investment process while offering a comprehensive suite of features to support the growing interest in emerging digital assets, ultimately striving to eliminate barriers to economic opportunity.
Securrency
Series B in 2021
Securrency, Inc. is a financial technology company based in Riva, Maryland, with additional locations in Washington, D.C., New York City, and Abu Dhabi. Founded in 2015, Securrency specializes in developing a platform that facilitates the tokenized issuance and trading of securities. Its technology integrates traditional financial services with advancements in distributed ledger technologies, enabling seamless interaction between on-chain and off-chain systems. By providing tools for multi-jurisdictional identity and compliance, Securrency enhances market efficiency and security, making financial services more transparent and accessible. The company's platform supports a range of distributed ledgers, allowing various financial market participants, such as issuers and broker-dealers, to conduct transactions in a compliant manner while connecting investors with asset owners and startups seeking capital.
Securrency
Series A in 2020
Securrency, Inc. is a financial technology company based in Riva, Maryland, with additional locations in Washington, D.C., New York City, and Abu Dhabi. Founded in 2015, Securrency specializes in developing a platform that facilitates the tokenized issuance and trading of securities. Its technology integrates traditional financial services with advancements in distributed ledger technologies, enabling seamless interaction between on-chain and off-chain systems. By providing tools for multi-jurisdictional identity and compliance, Securrency enhances market efficiency and security, making financial services more transparent and accessible. The company's platform supports a range of distributed ledgers, allowing various financial market participants, such as issuers and broker-dealers, to conduct transactions in a compliant manner while connecting investors with asset owners and startups seeking capital.
AdvisorEngine
Debt Financing in 2018
AdvisorEngine, Inc. operates a comprehensive web-based wealth management technology platform tailored for investment advisors. Founded in 2012 and based in New York, the company offers a range of modules, including portfolio management, trading, client websites, and robo-advisory services, all designed to enhance the advisor-client relationship. Its platform integrates online wealth management, customer relationship management, and portfolio management, providing a seamless and flexible experience across various workflows. This integration allows advisors to effectively manage both traditional face-to-face interactions and digital engagements. In addition to its technology offerings, AdvisorEngine provides implementation and consulting services to support its clients in the wealth management sector. Originally established as Vanare Inc., the company rebranded to AdvisorEngine in November 2016, reflecting its commitment to innovation in the investment advisory space.
ETF Securities
Acquisition in 2017
ETF Securities is a prominent independent provider of commodity exchange traded products (ETPs), offering a diverse range of investment solutions that include exchange traded commodities, currencies, and third-generation exchange traded funds. Established as a leader in the sector, the company gained recognition for launching the world's first physically-backed gold ETP in 2003. With a comprehensive portfolio of over 300 ETPs, ETF Securities caters to investors seeking to diversify their portfolios beyond conventional asset classes and strategies. The company has built a reputation for its expertise in alternative investment opportunities, appealing to a broad spectrum of investors worldwide. As of late 2012, assets invested in ETF Securities' ETPs approached $30 billion, reflecting the company's significant impact on the investment landscape.
AdvisorEngine
Series A in 2016
AdvisorEngine, Inc. operates a comprehensive web-based wealth management technology platform tailored for investment advisors. Founded in 2012 and based in New York, the company offers a range of modules, including portfolio management, trading, client websites, and robo-advisory services, all designed to enhance the advisor-client relationship. Its platform integrates online wealth management, customer relationship management, and portfolio management, providing a seamless and flexible experience across various workflows. This integration allows advisors to effectively manage both traditional face-to-face interactions and digital engagements. In addition to its technology offerings, AdvisorEngine provides implementation and consulting services to support its clients in the wealth management sector. Originally established as Vanare Inc., the company rebranded to AdvisorEngine in November 2016, reflecting its commitment to innovation in the investment advisory space.