Albert is a financial services company that provides financial advice and automated savings guidance to consumers.

Bolt is a leading provider of optimized checkout, payments and fraud technology to online retailers.

Gen II is a leading independent U.S. private capital focused fund administrator.

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

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

Chime is a digital consumer banking provider.

EngageSmart delivers SaaS platforms that drive customer engagement, operational efficiency, and convenient billing and digital payments across multiple vertical end markets.

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.

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

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.

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

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