15
Total investments
2
Early stage
5
Mid stage
2
Late stage
21y
Years active
Portfolio
11 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2018
NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm’s open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.
An innovative and inclusive workplace
At NextCapital, our vision is to be the most investor-centric company, where everyone can find and follow their optimal path to a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.
Learn more about NextCapital at www.themuse.com/companies/nextcapital
Board Member
Mar 2017
Get the world’s best utility data, where and when you need it. With the largest global network of utilities and a powerful data collection platform, Urjanet makes the world’s utility data easily accessible and usable. Our cloud-based platform seamlessly extracts and normalizes disparate utility bill and interval data directly from the source, and delivers it into the business systems and applications that rely on it. For more information, visit www.urjanet.com.
Board Member
Apr 2016
Trōv is a global leader in embedded insurance, powering the future of digital insurance distribution and emerging mobility. Its robust insurtech platform empowers financial institutions and insurance incumbents to easily embed insurance products within other digital experiences to increase recurring revenue. Trov provides everything required to enable seamless distribution of digital insurance products, including carrier partnerships, end-to-end technology, and supporting professional services. Trov's customers include industry leaders such as Waymo, Groupe PSA, Lloyds Banking Group, and Suncorp, amongst others.
Founded in 2012 by serial entrepreneur Scott Walchek, Trov has raised over $114 million from leading VCs and strategic partners. The company is based in the San Francisco Bay Area and maintains offices in New York and London. For more information, please visit www.trov.com.
Board Member
Oct 2015
A pioneer in insurance technology, Insureon operates the largest online marketplace for small business insurance in the United States. Our proprietary technology platform enables business owners to easily compare quotes and purchase the insurance policies they need. We also license this platform to select industry participants looking to improve service to their clients. We are integrated with every major U.S. carrier, manage over $400 million in premiums annually, and are licensed in all 50 states. For more information, visit https://www.insureon.com.
Board Member
May 2015
Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale. Our platform works tirelessly to protect every customer interaction, processing 90 billion events and securing $8 trillion in payments every year. Our modern RiskOps approach unifies Data, AI, and Control to secure the entire customer journey, offering protection across fraud prevention, identity, and AML. Top leaders and organizations in banking and payments trust us to help them build institutional confidence, ensure compliance, and modernize their risk infrastructure globally.
Beyond the platform, our clients gain expert insights backed by 10 years of AI research and a global team of behavioral experts, practitioners, and data scientists. This collective intelligence turns billions of data points into a powerful, well-rounded defense.
Feedzai has recently reached a valuation of $2 billion, marking us as a leader in the industry. Our mission is clear: we are building a world where financial institutions move faster than criminals, a world where fraud and risk leaders can solve problems by the billions. Our technology protects 1 billion consumers and 90 billion transactions each year.
Board Observer
May 2015
Poynt is a revolutionary open commerce platform empowering merchants with software and services to transform their business. Founded in 2013, Poynt reimagined the ubiquitous payment terminal into a connected, multi-purpose device that runs third-party apps. As smart terminals become mainstream, Poynt OS is an open operating system that can power any smart payment terminal worldwide, creating a new app economy for merchants and allowing developers to write once and distribute everywhere. Poynt is headquartered in Palo Alto, Calif., with international headquarters in Singapore, and is backed by Elavon, Google Ventures, Matrix Partners, National Australia Bank, NYCA Partners, Oak HC/FT Partners, Stanford-StartX Fund, and Webb Investment Network.
Find out more at poynt.com.
Board Member
Nov 2014
FastPay reduces friction for buyers and sellers across the media landscape. We empower advertisers, agencies, suppliers, and technology companies with smarter payments covering the entire media ecosystem and intelligent back-office workflows that improve efficiency and reduce cost. We deliver proven results because of our media industry expertise, proprietary data & technology, and vast capital resources.
Headquartered in Los Angeles, with offices in New York and Boston, FastPay has originated over $6 billion in transaction volume since inception.
Board Member
Apr 2013
DueDil (now FullCircl) is a company intelligence platform that delivers insights on more than 50 million companies and the people behind them. We provide a complete view of the UK and Irish market so the SME onboarding process is as robust as it is frictionless. We provide all of this in a single KYB for Life platform that is easy to consume, whether you’re looking to automate or give your team a leg up.
We believe that creating a best in class customer experience starts with best in class customer insights.
We all know that context matters when making important decisions. The FullCircl Business Information Graph (B.I.G.)™ ingests billions of data points a day and surfaces more than 270 million connections between companies, directors and shareholders.
In January, for the second time in a row, we were named RegTech Vendor of the Year at the 2019 British Banking Awards in recognition for its work in financial services transforming the digital customer journey for tens of thousands of UK SMEs.
Investors include Augmentum Fintech plc, Oak HC/FT and Notion Capital.
Board Member
Sep 2010
TxVia offers the most advanced transaction processing technology for emerging payments and financial services, as well as comprehensive supporting services. Its solutions encompass the full scope of consumer, corporate and government payment applications. TxVia enables electronic payments with a platform-as-a-service (PaaS) delivery model, a fully customizable solution that supports its clients’ specialized processing needs. TxVia clients, which include some of the largest payments companies in the world, realize significant time-to-market, cost, scalability, reliability and security benefits from its custom—rather than one-size-fits-all—platforms.
Board Observer
Jul 2007
Leading financial institutions worldwide count on Argus benchmarking data, analytics, models, and advisory services to understand their world today – and make decisions that position them for the future. Competitive benchmarks that boost our client’s bottom line. Predictive analytics that improve profits. Fraud prevention tools that protect their assets. Advisory services that accelerate their growth. And new solutions that excite and engage their customers. We translate raw numbers into business intelligence, and business intelligence into real-world actions that power our customers productivity and performance, so they can excel today — and win tomorrow. We leverage this expansive network of data-powered solutions to supply insights and advice around the world, transforming our unique data and deep domain expertise into our client’s business advantage.
https://www.argusinformation.com/
Experience · 17 entries
All (17)
Investments (15)
Founder (1)
Board (15)
2018
Board Member
Jan 2018
NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm’s open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.
An innovative and inclusive workplace
At NextCapital, our vision is to be the most investor-centric company, where everyone can find and follow their optimal path to a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you’re passionate about building solutions that can help everyone, then you’ll find a home at NextCapital.
Learn more about NextCapital at www.themuse.com/companies/nextcapital
2017
Board Member
Mar 2017
Get the world’s best utility data, where and when you need it. With the largest global network of utilities and a powerful data collection platform, Urjanet makes the world’s utility data easily accessible and usable. Our cloud-based platform seamlessly extracts and normalizes disparate utility bill and interval data directly from the source, and delivers it into the business systems and applications that rely on it. For more information, visit www.urjanet.com.
2016
Board Member
Apr 2016
Trōv is a global leader in embedded insurance, powering the future of digital insurance distribution and emerging mobility. Its robust insurtech platform empowers financial institutions and insurance incumbents to easily embed insurance products within other digital experiences to increase recurring revenue. Trov provides everything required to enable seamless distribution of digital insurance products, including carrier partnerships, end-to-end technology, and supporting professional services. Trov's customers include industry leaders such as Waymo, Groupe PSA, Lloyds Banking Group, and Suncorp, amongst others.
Founded in 2012 by serial entrepreneur Scott Walchek, Trov has raised over $114 million from leading VCs and strategic partners. The company is based in the San Francisco Bay Area and maintains offices in New York and London. For more information, please visit www.trov.com.
2015
Board Member
Oct 2015
A pioneer in insurance technology, Insureon operates the largest online marketplace for small business insurance in the United States. Our proprietary technology platform enables business owners to easily compare quotes and purchase the insurance policies they need. We also license this platform to select industry participants looking to improve service to their clients. We are integrated with every major U.S. carrier, manage over $400 million in premiums annually, and are licensed in all 50 states. For more information, visit https://www.insureon.com.
Board Member
May 2015
Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale. Our platform works tirelessly to protect every customer interaction, processing 90 billion events and securing $8 trillion in payments every year. Our modern RiskOps approach unifies Data, AI, and Control to secure the entire customer journey, offering protection across fraud prevention, identity, and AML. Top leaders and organizations in banking and payments trust us to help them build institutional confidence, ensure compliance, and modernize their risk infrastructure globally.
Beyond the platform, our clients gain expert insights backed by 10 years of AI research and a global team of behavioral experts, practitioners, and data scientists. This collective intelligence turns billions of data points into a powerful, well-rounded defense.
Feedzai has recently reached a valuation of $2 billion, marking us as a leader in the industry. Our mission is clear: we are building a world where financial institutions move faster than criminals, a world where fraud and risk leaders can solve problems by the billions. Our technology protects 1 billion consumers and 90 billion transactions each year.
Show all 17 entries ↓
Investment activity
2005–2018 · 15 investments
Recent (last 2 years)Earlier
