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Financial Services

General Atlantic has a long track record of investing in leading Financial Services and Financial Technology companies around the world. As growth investors, we seek opportunities to partner with entrepreneurs and businesses that are driving innovation in the sector, ranging from leading financial institutions to the global technology, data and services providers that are core to the broader financial ecosystem.

Our Current and Former Financial Services Portfolio VIEW ALL

Creative Planning ×

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

  • Region: United States
  • Sector: Financial Services
  • Headquarters: Overland Park, KS
  • Date Invested: 01/10/2020
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D-Local ×

D-Local is a leading international payment facilitator focused on emerging markets.

  • Region: Latin America
  • Sector: Financial Services
  • Headquarters: Montevideo, Uruguay
  • Date Invested: 12/16/2019
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Qontigo ×

Qontigo is a financial intelligence provider and portfolio risk and analytics software business.

Qontigo was created in 2019 through the combination of Axioma, DAX and STOXX and is part of Deutsche Börse Group.

  • Region: EMEA
  • Sector: Financial Services
  • Headquarters: Frankfurt, Germany
  • Date Invested: 09/13/2019
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Neon ×

Neon is a leading Brazilian neo-bank.

  • Region: Latin America
  • Sector: Financial Services
  • Headquarters: São Paulo, Brazil
  • Date Invested: 07/17/2019
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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.

  • Region: United States
  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Date Invested: 05/29/2019
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Chime ×

Chime is a digital consumer banking provider.

  • Region: United States
  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Date Invested: 03/05/2019
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EngageSmart ×

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

  • Region: United States
  • Sector: Financial Services
  • Headquarters: Braintree, MA
  • Date Invested: 02/11/2019
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KFin Technologies Private Limited ×

KFin Technologies Private Limited is a leading provider of investor and issuer services for the asset management industry and Indian corporations.

  • Region: India & Southeast Asia
  • Sector: Financial Services
  • Headquarters: Hyderabad, India
  • Date Invested: 11/22/2018
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Saxo Bank ×

Saxo Bank is a provider of multi-asset electronic trading solutions for retail and institutional investors globally.

  • Region: EMEA
  • Sector: Financial Services
  • Headquarters: Gentofte, Denmark
  • Date Invested: 06/15/2005
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Greensill ×

Greensill is a market-leading provider of working capital finance for companies globally, enabling companies to provide suppliers with the opportunity for faster payment while preserving their own capital position.

  • Region: EMEA
  • Sector: Financial Services
  • Headquarters: London, United Kingdom
  • Date Invested: 07/26/2018
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Financial Services Sector Team VIEW ALL

Aaron Goldman

Managing Director,
Co-Head of Financial Services
New York

Aaron Goldman ×

Aaron Goldman is a Managing Director and Co-Head of General Atlantic’s Financial Services sector with a particular focus on investments in financial technology. Prior to joining General Atlantic in 2007, Aaron was part of the growth equity arm of the Fremont Group in San Francisco where he made several investments in the Internet, communications, and healthcare sectors. While at the Fremont Group, he served as President and Chief Financial Officer of LPL Technologies, a growth stage company focused on the early diagnosis of ovarian cancer. Prior to that, Aaron was an Analyst in Donaldson, Lufkin and Jenrette’s Leveraged Finance group.

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Paul Stamas

Managing Director,
Co-Head of Financial Services
New York

Paul Stamas ×

Paul Stamas is a Managing Director and Co-Head of General Atlantic’s Financial Services sector. He has also been active in the firm’s Healthcare sector. Before joining General Atlantic in 2010, Paul was an Associate at Welsh, Carson, Anderson & Stowe, concentrating on investments in the healthcare services and information & business services sectors. Prior to that, he was an Analyst in the Consumer Retail Group in the Investment Banking division at Goldman Sachs. Paul was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2016 and 2019.

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Gabriel Caillaux

Co-President,
Managing Director,
Head of EMEA
London

Gabriel Caillaux ×

Gabriel Caillaux is Co-President, Managing Director and Head of General Atlantic’s business in EMEA. He is also a member of the firm’s Management, Investment, and Portfolio Committees. Since joining the firm in 2004, Gabriel has helped expand the firm’s investment focus across the greater European region to include Eastern Europe and the Middle East. He focuses on investments in the Financial Services and Technology sectors. Before joining General Atlantic, Gabriel worked in the telecoms, media & technology division at Merrill Lynch in London and New York.

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Martín Escobari

Co-President,
Managing Director,
Head of Latin America
New York, São Paulo

Martín Escobari ×

Martín Escobari is Co-President, Managing Director and Head of General Atlantic’s business in Latin America. Martín is Chairman of the firm’s Investment Committee and also serves on the Management and Portfolio Committees.

Before joining General Atlantic in 2012, Martín was a Managing Director at Advent International where he focused on the financial services sector. Prior to that, he was Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer that went public on the Bovespa and was sold to Lojas Americanas in 2006. Martin started his career as a management consultant at The Boston Consulting Group.

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Sandeep Naik

Managing Director,
Head of India & Southeast Asia
Mumbai

Sandeep Naik ×

Sandeep Naik is a Managing Director and Head of General Atlantic’s business in India & Southeast Asia. He is also a member of the firm’s Management and Portfolio Committees. Before joining General Atlantic in 2012, Sandeep served as a Partner and Co-Head of India for Apax, leading investments in the healthcare, financial and business services, and retail and consumer sectors. Earlier in his career, he was Global Marketing Manager at Medtronic Inc., a scientist at Mayo Clinic, and a management consultant with McKinsey & Company. He is also the Co-Founder of InfraScan Inc., a medical device business focused on detecting bleeding inside the brain using a handheld device. Sandeep was selected as a Young Global Leader by the World Economic Forum and has served on the Global Agenda Council of New Order of Economic Thinking.

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Joern Nikolay

Managing Director,
Head of Munich
Munich

Joern Nikolay ×

Joern Nikolay is a Managing Director and leads General Atlantic’s business in Germany, Austria, and Switzerland as part of the EMEA team. Prior to joining General Atlantic in 2008, Joern was an Associate at TA Associates in London. Before that, he was a Case Team Leader at Bain & Company in Düsseldorf, and an Analyst at Morgan Stanley in Frankfurt.

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Shantanu Rastogi

Managing Director Mumbai

Shantanu Rastogi ×

Shantanu Rastogi is a Managing Director and focuses on investments in the firm’s Financial Services, Technology, Healthcare, and Consumer sectors in the India & Asia-Pacific region. He rejoined General Atlantic in 2013 after working at the firm from 2005 to 2007. Previously, Shantanu was a Principal at Apax Partners, and prior to that, he was a Management Consultant at McKinsey & Company.

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Eric Zhang

Managing Director,
Head of China
Beijing, Hong Kong, Shanghai

Eric Zhang ×

Eric Zhang is a Managing Director and Head of General Atlantic’s business in China.  Before joining the firm in 2016, Eric was a Global Partner and Managing Director at The Carlyle Group from 2006 to 2016 where he focused on investments in Asia. Previously, he was Vice President of Mergers and Acquisitions at Credit Suisse in Hong Kong, and prior to that, he was a Vice President in the Investment Banking division at China International Capital Corporation Limited in Beijing.

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Rodrigo Catunda

Principal São Paulo

Rodrigo Catunda ×

Rodrigo Catunda is a Principal at General Atlantic and focuses on the firm’s investments across various sectors in Latin America. Prior to joining General Atlantic in 2011, Rodrigo was an Investment Banking Associate at J.P. Morgan in São Paulo and New York, focused on Latin America.

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Henri de Castries

Senior Advisor London

Henri de Castries ×

Henri de Castries is a Senior Advisor at General Atlantic, providing strategic support and advice to the firm’s investment teams and portfolio companies in the EMEA region. Before joining General Atlantic in 2017, Henri served as Chairman and CEO of AXA, spending a total of 27 years at the company. During this time, he oversaw multiple merger and acquisitions transactions including AXA’s acquisition of Group UAP in 1997 and Winterthur Group in 2007. Prior to AXA, he served in the French Treasury Department, during which time he was appointed to oversee foreign exchange markets and balance of payments.

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Luis Cervantes

Principal,
Head of Mexico Office
Mexico City

Luis Cervantes ×

Luis Cervantes is a Principal and leads General Atlantic’s Mexico City office, focusing on the firm’s growth investments in Mexico and across Latin America. Prior to joining General Atlantic in 2013, Luis was an Associate at Advent International where he concentrated on investments across sectors in Latin America. Previously, he was an Investment Banking Analyst at UBS in the Latin American group based in Mexico City. Luis also serves as an Adjunct Professor at Universidad Iberoamericana.

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Christian Figge

Principal Munich

Christian Figge ×

Christian Figge is a Principal at General Atlantic and focuses on investments in Germany, Austria, and Switzerland. Prior to joining General Atlantic in 2012, Christian was a Research Assistant at the Technical University of Munich with a focus on empirical entrepreneurial finance topics. Before that, he worked at BC Partners and L.E.K. Consulting where he concentrated on the business services, healthcare, and industrial sectors.

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Roger Gao

Principal Hong Kong

Roger Gao ×

Roger Gao is a Principal at General Atlantic and focuses on investments in the firm’s Financial Services and Technology sectors in China. Before joining the firm in 2012, Roger was an Analyst in the Investment Banking division at Goldman Sachs based in Hong Kong where he focused on the consumer, retail, and healthcare sectors.

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Raph Osnoss

Principal New York

Raph Osnoss ×

Raph Osnoss is a Principal at General Atlantic and focuses on the firm’s investments in the Financial Services sector. Before joining General Atlantic in 2014, Raph was an Associate with Berkshire Partners in Boston where he concentrated on investments across a number of sectors including business services, communications, healthcare, and consumer. He began his career as an Analyst in the Investment Banking division of Goldman Sachs in the Leveraged Finance group.

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Luiz Ribeiro

Principal São Paulo

Luiz Ribeiro ×

Luiz Ribeiro is a Principal at General Atlantic and focuses on the firm’s investments in Brazil and Colombia. Before joining General Atlantic in 2016, Luiz worked as a Director at Advent International where he concentrated on the financial services and healthcare sectors while based in the São Paulo and Bogota offices. During his time at Advent, he served on the boards of a number of investments, and served as Interim CFO of Atmosfera.

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Sharad Bhojnagarwala

Vice President Mumbai

Sharad Bhojnagarwala ×

Sharad Bhojnagarwala is a Vice President at General Atlantic and focuses on the firm’s investments in the India and Southeast Asia regions. Prior to joining General Atlantic in 2011, Sharad was an Investment Professional at TVS Capital where he focused on investments in the mid-cap Consumer sector among others. Before that, he worked in technology roles at various companies in Boston, including EMC, Lucent Technologies, Trebia Networks, and ZipDiner.com.

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Philipp Thun-Hohenstein

Vice President New York

Philipp Thun-Hohenstein ×

Philipp Thun-Hohenstein is a Vice President at General Atlantic and focuses on investments in the Financial Services sector. Prior to joining General Atlantic in 2017, Philipp worked for Hellman & Friedman as a Private Equity Associate. Before that, he worked for Morgan Stanley as an Investment Banking Analyst.

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Caroline Woodworth

Vice President London

Caroline Woodworth ×

Caroline Woodworth is a Vice President at General Atlantic and focuses on investments in the firm’s Financial Services sector. Before joining General Atlantic in 2015, Caroline was a Senior Associate at J.C. Flowers & Co. in London where she focused on investments in the financial services sector. Prior to that, Caroline was an Investment Banking Analyst in the Financial Institutions group at Citigroup in New York.

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Shannee Braun

Senior Associate London

Shannee Braun ×

Shannee Braun is a Senior Associate at General Atlantic and focuses on investments in the firm’s Financial Services sector. Prior to joining General Atlantic in 2017, Shannee was an Investment Banking Analyst in the Financial Institutions group at Citigroup in New York where she primarily focused on the financial technology and asset management sectors.

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Lisa Latrèche

Associate London

Lisa Latrèche ×

Lisa Latrèche is an Associate at General Atlantic and focuses on investments in the firm’s Financial Services sector. Prior to joining General Atlantic in 2019, Lisa was an M&A analyst in the Generalist and Financial Institutions teams at Evercore in London.

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Richard Miller

Associate New York

Richard Miller ×

Richard Miller is an Associate at General Atlantic and focuses on investments in the firm’s Financial Services sector. Prior to joining General Atlantic in 2019, Richard was an Investment Banking Associate at Morgan Stanley in the Mergers & Acquisitions Group. Previously Richard was an Investment Banking Analyst at Morgan Stanley in the Financial Institutions Group.

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Tess Munsie

Senior Associate New York

Tess Munsie ×

Tess Munsie is a Senior Associate at General Atlantic and focuses on investments in the firm’s Financial Services sector. Prior to joining General Atlantic in 2018, Tess was an Investment Banking Analyst at Goldman Sachs in their Technology, Media, and Telecommunications Group.

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David Mangum

Senior Advisor

David Mangum ×

David Mangum is a Senior Advisor at General Atlantic; he brings significant expertise in global financial technology, payments solutions and software. Prior to joining General Atlantic in 2019, David was President and Chief Operating Officer of Global Payments Inc. (GPN). David was instrumental in leading the transformation of Global Payments from a payment processor to a worldwide provider of technology services and software. Prior to that, David was GPN’s Senior Executive Vice President and Chief Financial Officer. David also previously held executive leadership roles at Fiserv, Inc. and CheckFree Corporation.

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Nigel Morris

Senior Advisor New York

Nigel Morris ×

Nigel Morris is a Senior Advisor at General Atlantic, providing strategic support and advice to the firm’s investment teams and portfolio companies.  Nigel is the Managing Partner of QED Investors, a direct investment fund focused on high-growth companies that leverage the power of data strategies. He also works in an advisory capacity with Oliver Wyman Consulting. In 1994, Nigel co-founded Capital One Financial Services, a company that pioneered an information-based strategy to help transform the consumer lending industry.

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Pierre de Weck

Senior Advisor London

Pierre de Weck ×

Pierre de Weck is a Senior Advisor at General Atlantic, providing strategic support and advice to the firm’s capital partnering efforts, investment teams, and portfolio companies. From 2002 to 2012, Pierre was Global Head of Private Wealth Management and a Group Executive Committee member at Deutsche Bank AG in London. Previously, he spent nearly 20 years with UBS AG in a number of senior executive roles including Chief Executive Officer of North America, Chief Executive Officer of Europe, member of the Group Executive Board, and Chief Executive Officer of UBS Capital. Pierre started his career with Citibank in Zurich and later in New York.

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