Scenic Advisement
Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies. Our deep private and public market experience enables us to attract global, institutional investors in a discrete, transparent and market-driven way.
Sahicoin
Sahicoin is a fintech company founded in 2021 by Amit Nayak, Ankush Rajput, and Melbin Thomas, all alumni of IIT Kanpur. Headquartered in Wilmington, Delaware, Sahicoin focuses on financial education and market insights in the cryptocurrency sector. The company aims to connect crypto enthusiasts with experts, fostering knowledge sharing and...
Refundo
Refundo is the only minority-owned fintech banking partner in the tax industry that helps tax professionals serve the underbanked within our community.
We are committed to making the tax process more accessible and equitable by catering to the diverse needs of those in need of financial empowerment. We understand the...
Razorvision Consulting
Razorvision Consulting is a premier digital transformation agency that merges cutting-edge technology with marketing expertise, empowering businesses to drive profitable and sustainable growth in a digital-first world.
Pulsate
Pulsate is a technology company that specializes in mobile engagement solutions for financial institutions, particularly community banks and credit unions. Founded in 2013 and headquartered in Madison, Wisconsin, Pulsate also has a presence in Dublin, Ireland, and operates globally across four continents.
The company offers a comprehensive platform that enhances...
Pula Capital Management LP
Pula Capital Management LP is a quantitative investment manager and systematic trading firm based in Charlottesville, Virginia. Founded before 2019, the firm has a team of about seven employees and launched its first trading program in January 2022. Pula received a strategic investment from Felton Group, LLC in December 2019,...
Juniper Payments A PSCU Company
Juniper Payments simplifies domestic and cross border payment processes through innovative technology, strategic integration and streamlined processing for financial institutions of all sizes. We have over 20 years of experience providing high availability transaction, reporting and risk management services consolidated into a single, user-friendly solution. More than 15,000 users from...
Institutional Cash Distributors ICD
Institutional Cash Distributors (ICD) is a financial services company that specializes in treasury management solutions. Founded in 2003 and headquartered in Golden, CO, with a significant presence in New York, ICD has established itself as a leading provider of investment technology for treasury professionals. In August 2024, ICD became the...
Inspire Global Ventures
Inspire Global Ventures provides exceptional innovation through the Inspire Global Venture Fund, investing in forward-thinking companies solving the world's most pressing environmental and technological challenges to create a more sustainable future. Focusing on climate, cleantech, emerging technology and fintech.
We began as a family office investing in private and alternative...
IMTC
IMTC is a fintech company that specializes in cloud-based investment management software, focusing on fixed income assets. Their platform is designed to enhance how asset and wealth management firms handle fixed income portfolios, enabling automation of workflows and facilitating faster, more accurate investment decisions.
The company offers a comprehensive suite...
Human Interest
Human Interest is a fintech company based in San Francisco that specializes in retirement plan solutions for small and medium-sized businesses (SMBs). Founded in 2015, the company aims to make retirement savings accessible by offering affordable, full-service 401(k) and 403(b) plans. Human Interest focuses on addressing the retirement savings gap...
HOF Capital
HOF Capital is a global multi-stage venture capital firm based in New York City, with additional offices in San Francisco and London. Founded in 2016, the firm partners with ambitious entrepreneurs to support the development of transformative technology companies. HOF Capital provides capital and strategic resources from the idea stage...
Grey YC W22
Grey is a fintech startup that provides inclusive global banking solutions tailored for remote workers, freelancers, and digital nomads, especially in emerging markets. Founded in July 2020 by Idorenyin Obong and Femi Aghedo, the company rebranded from Aboki Africa to Grey to align with its international goals.
Grey offers multi-currency...
GreenSkyA
GreenSky is a financial technology company based in Atlanta, Georgia, founded in 2006. It specializes in point-of-sale financing solutions, offering buy now, pay later (BNPL) services that enable merchants and consumers to access flexible payment options. The company provides tools for businesses in sectors like home improvement, retail, and healthcare,...
Great Valley Advisor Group
Great Valley Advisor Group ("GVA") is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.
GOLFTEC
GOLFTEC, founded in 1995 in Denver, Colorado, is a leader in golf instruction and club fitting. The company operates over 240 locations worldwide, including the U.S., Canada, China, Japan, Singapore, and Hong Kong. With a team of over 900 coaches, GOLFTEC has delivered more than 14 million lessons, achieving a...
Global Integrity Finance LLC
Global Integrity Finance LLC is a Texas-based financial services company that specializes in alternative lending solutions for real estate investors and commercial property transactions. Founded in 2015 and located in McKinney, Texas, the company is led by CEO Toby Potter, COO Mary Simmons, and Principal Angie Potter.
The company offers...
Frontbridge Capital
Frontbridge Capital ("FBC") is a private investment and advisory firm serving growth-stage companies in the innovation economy, primarily in the technology, media, and telecommunications ("TMT") sectors in North America. FBC employs a merchant banking approach, investing capital and providing advisory services to partner companies.
Fortitude Advisors
Fortitude Advisors is an investment banking and advisory firm based in Austin, Texas, specializing in founder-owned technology and technology-enabled businesses. The firm provides strategic guidance and transaction support, focusing on mergers and acquisitions, capital raising, and strategic advisory services for middle-market technology companies. Fortitude emphasizes alignment with client interests, offering...
First National Capital Corporation
First National Capital Corporation (FNCC) is a leading financial services company based in Irvine, California, specializing in equipment financing solutions. As one of the largest privately held equipment finance companies in the United States, FNCC provides competitive financing options across various industries, including equipment, project, and aviation financing. The company...