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Investments

Great Businesses Start with Great People

Partnership. Vision. Collaboration.

We look for exceptional partners to collaborate on innovative businesses that drive growth.

Our investment philosophy is centered on creative approaches to solving for the needs of investors with majority positions in brokerage, investment banking, and wealth management companies.

Equal parts smarts, agility, and hard work have enabled us to build a portfolio of complementary businesses that, together, drive innovation across the industry.

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Partnership. Vision. Collaboration.

We look for exceptional partners to collaborate on innovative businesses that drive growth.

Our investment philosophy is centered on creative approaches to solving for the needs of investors with majority positions in brokerage, investment banking, and wealth management companies.

Equal parts smarts, agility, and hard work have enabled us to build a portfolio of complementary businesses that, together, drive innovation across the industry.

Selected Investments:

2025

Satschel

Satschel is creating solutions to eliminate friction and fraud in the financial services industry utilizing blockchain, biometrics, and AI. Satschel™️ developed two transformational platforms to address pressing issues in the financial services industry. Simplici : The most advanced randomized multi-factor identity verification platform utilizing biometrics and AI for end-to-end account origination with the most comprehensive transaction fraud mitigation solution on the market. Liquidity : SEC-regulated digital (blockchain) ATS marketplace featuring a no-code API-minting solution for traditionally illiquid assets. Onboarding is done via Simplici. To learn more visit: Financial Service Solutions for Secure & Seamless Digital Life.

2024

Finray

Finray transforms financial service’s data management, offering fast data handling with less IT need. They are a leading provider of financial services solutions that resolve issues in connecting industry-specific data to provide timely and accurate information for finance organizations. Finray addresses CFO’s major challenges by boosting financial data quality, cutting costs, and enhancing business outcomes swiftly. They are the only market solution that starts with validated meta-data and builds outcomes rather than traditional, legacy solutions that start with the code without the outcomes in mind. Visit finray.io to learn more.

2024

Stavtar

Stavtar is a leading fintech company that fully automates business spend and expense allocation for alternative investment managers. Their flagship Office of the CFO platform, StavPay, captures, houses and manages vendors, contracts, invoices, allocations,  and approvals.  StavPay also integrates with general ledgers, banks, wire platforms, fund administrators, soft dollar providers and other relevant third parties. Visit stavtar.com to learn more.

2024

AgentSmyth

AgentSmyth transforms financial analysis by leveraging advanced AI Agents based on Large Language Models (LLMs) enhanced with petabyte-scale alternative datasets. AgentSmyth's agents decipher intricate structured and unstructured financial data, converting it into clear, actionable insights.  Visit AgentSmyth to learn more.

2025

King Ridge Capital Advisors

King Ridge Capital Advisors (KRCA) is a multi-strategy ILS platform designed to leverage cutting-edge analytics and technology to redefine risk transfer and access to insurance-linked assets. Offering a diverse suite of ILS solutions with low correlations to the broader market by leveraging underwriting expertise and in-depth knowledge of the property and casualty (re)insurance market.

2025

The Farmer Companies

The Farmer Companies is a CPG focused PE firm that licenses, invests into and acquires great brands that can expand to new market verticals. Visit The Farmer Companies to learn more.

2019

Amgine

Amgine is the leading AI Automation platform for managed business travel that is becoming the next generation automated booking platform in the industry. It is designed to enhance travel management companies and traveler connections for delightful and ultra-efficient experiences. Visit amgine.ai to learn more.

2020

Ampliwork

Ampliwork offers AI-driven solutions to enhance workplace productivity. They deliver digital workers to boost performance, drive revenue, cut costs, and streamline risk mitigation and compliance. Visit ampliwork.com to learn more.

2023

&Partners

&Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything we do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform — all designed to allow them to seize emerging opportunities and adapt to evolving client needs. To learn more visit: &Partners | Where partnership and financial promise meet.

2023

Previdence

Previdence is a cutting-edge platform that leverages technology and analytics to provide comprehensive mental health support. The services include personalized insights, interventions, and risk assessment solutions for early detection and prevention. These services help their clients to retain and attract talent, improve performance, and much more. Visit previdence.com to learn more.