General Atlantic Portfolio

Our portfolio companies are already on a strong growth trajectory — our goal is to enhance it. We have a solid track record of delivering strategic, practical and impactful support to our portfolio companies.

Creative Planning ×

Creative Planning is a leading national provider of comprehensive wealth management services and customized investment plans.

  • Sector: Financial Services
  • Headquarters: Overland Park, KS
  • Year Invested: 01/10/2020
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Blend ×

Blend is a white-label SaaS provider of point of sale mortgage origination software for banks and non-bank mortgage lenders.

  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Year Invested: 05/29/2019
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Chime ×

Chime is a digital consumer banking provider.

  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Year Invested: 03/05/2019
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Invoice Cloud ×

Invoice Cloud, Inc. is a leading Software as a Service (“SaaS”) provider of vertical software, billing, and payments solutions.

  • Sector: Financial Services
  • Headquarters: Braintree, MA
  • Year Invested: 02/11/2019
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SigFig ×

SigFig is a leading online digital wealth management platform, providing financial institutions with an integrated, white-label solution to offer their customers high-quality and affordable investment advice.

  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Year Invested: 03/16/2018
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Alkami ×

Alkami Technology is a leading provider of digital banking solutions to credit unions and banks.

  • Sector: Financial Services
  • Headquarters: Plano, TX
  • Year Invested: 12/26/2017
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CBOE ×

Chicago Board Options Exchange (CBOE) is the world’s largest options exchange holding company.

  • Sector: Financial Services
  • Headquarters: Jersey City, NJ
  • Year Invested: 05/11/2007
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OptionsHouse ×

Acquired by eTrade, OptionsHouse provides online trading platforms for retail and institutional options traders and investors.

  • Sector: Financial Services
  • Headquarters: Chicago, IL
  • Year Invested: 08/29/2014
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Insurity, Inc. ×

Insurity offers innovative and flexible technology solutions to the property and casualty insurance industry, including policy, billing and claims solutions, data analytics, predictive tools, and digital enablement.

  • Sector: Financial Services
  • Headquarters: Hartford, CT
  • Year Invested: 06/10/2016
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Avant ×

Avant is a technology-driven online lending platform with a mission to lower the barriers and costs of borrowing, offering personal installment loans to the near-prime consumer segment in the U.S. and U.K.

  • Sector: Financial Services
  • Headquarters: Chicago, IL
  • Year Invested: 12/14/2015
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Amount ×

Amount enables financial institutions to provide secure, mobile-first experiences for a variety of products.

  • Sector: Financial Services
  • Headquarters: Chicago, IL
  • Year Invested: 10/14/2015
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First Republic Bank ×

First Republic Bank is a leading commercial bank and trust company providing services across private banking, real estate lending, and wealth management, including trust and custody services.

  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Year Invested: 06/30/2010
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Oak Hill Advisors ×

Oak Hill Advisors is a leading global investment advisor specializing in non-investment grade and alternative credit.

  • Sector: Financial Services
  • Headquarters: New York, NY
  • Year Invested: 10/25/2011
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MSCI ×

MSCI is a leading provider of investment decision support tools worldwide.

  • Sector: Financial Services
  • Headquarters: New York, NY
  • Year Invested: 06/14/2004
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Amherst Pierpont ×

Amherst Pierpont is a leading independent brokerage firm providing institutional and middle-market clients with access to a broad range of fixed-income products.

  • Sector: Financial Services
  • Headquarters: Stamford, CT
  • Year Invested: 02/19/2010
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