Our portfolio
We back founders building for the future of financial services
Blaise
Blaise is an AI-powered platform that speeds up insurance operations in Fortune 500 insurers.
Dili
Dili is a due diligence platform for investment funds that uses large language models to unlock a firm's underutilized internal data and automate analyst workflows.
Ellevest
Ellevest provides an engaging investing experience to help women meet their financial goals in life.
Empathy
Empathy is a technology-powered, comprehensive bereavement care and end-of-life settlement platform distributed primarily through life insurance carriers.
FLX Networks
FLX Networks is a financial technology company revolutionizing the distribution experience between asset managers, wealth management firms, and financial advisors.
Halo
Halo Investing is a financial technology platform that provides structured note, annuity, and buffered ETF investments to the average investor.
HomeThrive
HomeThrive is a technology-enabled health care service company that reduces work, worry, and stress for unpaid family caregivers, their loved ones, and their employers.
Jump
Jump is an AI assistant for financial professionals, automating meeting workflows and CRM updates, embedding compliance, and delivering growth insights at scale for advisory and financial services firms.
Ladder
Ladder provides an online platform that enables consumers to purchase term policies in minutes from highly rated insurers.
MerQube
MerQube is a cloud-native indexing platform designed for designing, calculating, and disseminating financial indexes at scale.
Micruity
Micruity powers lifetime income products in retirement plans by enabling all stakeholders to share data through a single secure connection.
MyoLab
MyoLab develops human-embodied intelligence for a human-centered world through digital human twins that predict physiologically grounded behavior, enabling next-generation human-aware systems in health, sports, and robotics.
OneVest
OneVest is a wealth management technology platform that is configurable and modular, enabling financial institutions to modernize their wealth services.
Reframe Financial
Reframe Financial is an insurtech company focused on helping today’s families prepare for the financial issues of aging.
Savvy Wealth
Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice.
Transparency Analytics<br>
Transparency Analytics is dedicated to measuring risk and delivering transparent, technology-driven solutions for clients in the evolving world of private credit.
True Link
True Link provides financial services, including special needs trusts, managed accounts, and Visa Prepaid Cards for older adults, people with disabilities, and people recovering from addiction.
Vanilla
Vanilla's complete estate planning solution helps financial professionals and their clients visualize existing estate plans and create new plans.
Vestwell
Vestwell’s cloud-based, digital recordkeeper provides the underlying infrastructure to power workplace savings and investing programs, such as 401(k) and 403(b) retirement plans.
Exited investments
Accern
Accern accelerates workflows for enterprises with a no-code AI development platform.
Acquired by Wand AI
Advizr
Advizr is dedicated to creating financial planning software that enables profitable financial planning for all of its customers.
Acquired by Orion
Blooom
Blooom is an online investment advisor that manages employer-sponsored retirement accounts [401(k), 403(b) and TSP] for individual clients.
Acquired by Morgan Stanley
Covr
Covr is a multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions.
Acquired by Optifino
Ezra
Ezra is a health care company that uses medical imaging and artificial intelligence to provide innovative full-body cancer screening.
Acquired by Function Health
Gainfully
Gainfully is a financial services platform that helps financial professionals generate new business and better connect with their clients.
Acquired by White Glove
Human API
Human API is a real-time health data network that gives consumers a simple way to view and share their health data from everywhere.
Acquired by LexisNexis
LifeYield
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make and keep more money.
Acquired by SEI
Tomorrow
Tomorrow develops applications that help protect a family’s financial future.
Acquired by Ethos
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If you align with our investment thesis, we’d love to connect.
