Streamlined Ventures is a seed-stage investment firm investing in companies transforming verticle markets through Data Science, APIs, Blockchain/Web3, AI, and Software Automation.

Streamlined Ventures

Valor Equity Partners is an operational growth investment firm that focuses on growth companies across various stages of development. For decades, it has served its companies with the expertise to solve the challenges of growth and scale. Valor Equity partners with companies and entrepreneurs who are committed to the highest standards of excellence and the courage to transform their industries.

Valor Equity Partners

For 25 years, Signatures Capital founder Bobby Yazdani has been funding early stage technology businesses and collaborating with entrepreneurs and leadership teams to help build world-changing companies.  Signatures Capital has built relationships at major research universities, government laboratories and incubators, as well as cultivated an extensive network of entrepreneurs across the technology industry. Through its relationships, Signatures Capital gains specialized access that allows them to identify and capitalize on transformative technology themes before they become mainstream. Their goal is to partner with founders who recognize these shifts and then steward those boldly building the future.  Bobby began investing privately in 1989. In 2006, he formalized his activities by founding Signatures Capital.

Signatures Capital

Panorama is a growth private equity firm based in Omaha, with professionals in Palo Alto, Denver, and NYC, having deep roots in Mid-America and Silicon Valley. Over $125M in committed capital from leading family offices, foundations, and entrepreneurs worldwide in Panorama Point Partnership, LP (Fund I), and Co-Investments. Panorama is raising its second investment fund, Panorama Growth Partners, LP (Fund II) – targeting $200M.   Founded on 25 years of investment experience by Stephen J. George, who was previously the Co-Founder and CIO of Capricorn Investment Group, a $5B private investment firm; and Clarey L. Castner, the former CEO of the University of Nebraska Foundation.  Commenced operations in 2013 with the mission to be the most dynamic and rewarding private equity partnership worldwide. At the core of Panorama’s investment philosophy is to invest in compelling, hard-to-access diversified growth-stage companies across the risk-reward spectrum.

Panorama Point Partners

LeFrak is a preeminent, family-owned property company committed to community development and long-term ownership. Its investments are geographically diverse and span many business sectors. It has significant investments in securities, private businesses, and energy.

LeFrak

Sway Ventures is a US-based venture capital firm investing in early to mid-stage technology companies. The company invests in high performing teams, building revolutionary technology, creating the next enterprise or consumer category.

Sway Ventures

Group 11 invests in visionary entrepreneurs who are utilizing the unstoppable momentum of AI and FinTech to redraw the landscape of their respective industries. With a goal of creating change across generations and building long term value through technology, Group 11 has emerged as a coveted partner to veteran entrepreneurs at the forefront of their fields.  Since its inception in 2012, the top-decile performing firm has deployed over $580 million across six funds in some of the world’s most prominent and disruptive technology companies, including: Tipalti, Navan, Next Insurance, HomeLight, Sunbit, Masterschool, Healthee, Dream, and BridgeWise.

Group 11

8VC seeks to enable industry transformation. In a wave of creative destruction, they believe emerging platforms will replace the decades-old technology infrastructure behind many industries, promoting greater innovation and prosperity.

We’ve partnered with entrepreneurs globally who have created technology firms with over one trillion dollars of combined market cap to help you grow your business.

Palm Drive Capital

CE Innovation Capital is an investment firm that provides digital innovation and wealth management services. Founded in February 2016, CreditEase FinTech Investment Fund (“CEFIF”) is a venture fund investing in FinTech companies globally. CEFIF has an equivalent of $1 billion in the total committed capital. The fund invests in five sub-segments within the domain of FinTech: Lending, Payment, Personal Finance/Wealth Management, Enterprise Solutions, and Insurance.

CreditEase Fintech Investment Fund

Chromo Invest is an Investment Studio focused on Global Alternative Investments and “Out-of-the-box” investment ideas. The firm manages liquid and illiquid investments for a UHNW Brazilian family and selected clients. They seek global investment theses in order to achieve an appreciation of the capital invested in the long term, with participatory and contributory activities in business. It analyzes the intrinsic characteristics of potential businesses, far beyond financial indicators. Chromo Invest's mission as an alternative investment manager is to be a powerful guiding focus for businesses and investors, such as marine lighthouses, which project the light to indicate the right direction and warn of obstacles ahead of any adversity.

Chromo Invest

WestCap is a strategic operating and investing firm that partners with visionary leaders to build generational businesses. Their team is comprised of seasoned industry leaders and entrepreneurs who guide companies through pivotal stages of growth. Some of their notable investments include Airbnb, StubHub, Ipreo, Addepar, Hopper, iCapital, SIMON, GoodLeap, and NYDIG. The firm has offices in New York, San Francisco, and London. For more information, visit www.WestCap.com.

WestCap

D1 Capital Partners is an investment firm that deploys capital in both public and private markets. It invests on behalf of investors globally, including endowments and foundations, family offices, sovereign wealth funds, outsourced CIOs, hospitals, and pensions. D1 has a fundamental and research-intensive investment strategy with a focus on medium to long-term returns. Its research centers on the consumer, business services, financial services, healthcare, industrials, real estate and technology, media, and telecom sectors.

D1 Capital Partners

Cota Capital is an SEC-registered multi-stage investment firm focused on private and public enterprise technology companies. Cota has invested in more than 100 private and public technology companies since inception. Cota’s overall Mission is to deliver impactful outcomes through principle-guided investment in modern enterprise technologies.

Cota Capital

Vika Ventures is a venture capital firm that specializes in pre-IPO investments and the private equity market. Vika Ventures was founded in 2019 and was headquartered in New York. link to forfeiture of assets: https://cases.justia.com/federal/district-courts/georgia/gamdce/4:2021cv00206/122843/3/0.pdf

Vika Ventures

Addepar

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

Addepar is a wealth management platform that caters to financial advisors, asset managers, private banks, and other financial institutions. The platform aggregates portfolio, market, and client data and uses analytics to provide users with data-driven insights to make informed decisions when advising clients. In October 2021, the company acquired AdvisorPeak, a software solutions provider for financial advisors, for an undisclosed amount. AdvisorPeak provides software solutions for financial advisors to streamline the digital wealth management process. Following the acquisition, AdvisorPeak’s product offering is expected to complement that of Addepar’s, which will aid Addepar in offering a broader range of services.

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies

UBS has launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets.

Provide solutions for financial advisors/asset managers to automate wealth management and administration functions.

Addepar is a wealth management platform that caters to financial advisors, asset managers, private banks, and other financial institutions. The platform aggregates portfolio, market, and client data and uses analytics to provide users with data-driven insights to make informed decisions when advising clients. In October 2021, the company acquired AdvisorPeak, a software solutions provider for financial advisors, for an undisclosed amount. AdvisorPeak provides software solutions for financial advisors to streamline the digital wealth management process. Following the acquisition, AdvisorPeak’s product offering is expected to complement that of Addepar’s, which will aid Addepar in offering a broader range of services.As of August 2021, the company managed around USD 3.0 trillion worth of assets on its platform and served over 600 users across 25 countries. The company also reported adding assets at a rate of USD 15 billion per week between mid-2020 and June 2021.In June 2021, the company raised USD 150 million in Series F funding from D1 Capital Partners at a valuation of USD 2 billion. The funding is earmarked for expanding the company’s geographical footprint, expanding its workforce, and further developing its platform.

Ellevest is a hybrid investment management platform that specifically targets women, with an algorithm that takes into account gender-specific factors such as career breaks, longer life expectancy, and income differences.Ellevest currently offers services under three categories: Ellevest Essential (at a monthly fee of USD 1), Ellevest Plus (USD 5 per month), and Ellevest Executive (USD 9 per month). All three offerings include portfolio customization, banking services (spending and savings accounts), access to human advisors, and on-demand learning for subjects such as investing, career, and money. Ellevest Plus is more costly because it handles retirement accounts for clients. Meanwhile, Ellevest Executive handles both retirement accounts and investment management for multiple goals. The company also offers private wealth management services for clients who wish to invest USD 1 million or more through the platform. A dedicated advisor will work together with clients to create investment plans to meet their goals.Ellevest reported assets under management (AUM) of USD 1.4 billion as of December 2021, growing 44% during the year.In April 2022, Ellevest raised USD 53 million in Series B <a href="https://sp-edge.com/updates/9622?industryIds=28">funding </a>co-led by BMO and Contour Venture Partners. The company planned to use the funds to expand its product offering and provide personalized coaching.

Ellevest

ComposedPro is a digital investment advisor that handles clients’ investment accounts at their employers (such as employer-sponsored accounts) as well as private investment accounts, focusing on low cost Employer-Coordinated Portfolios. The company oversees USD 25 million in total assets over 181 customer accounts as of the company’s Q2 2020 filing. ComposedPro manages half of the company’s accounts on a discretionary basis, meaning an investment advisor has the discretion to make buy and sell decisions for a client’s account. ComposedPro also has 46 non-discretionary accounts totalling USD 7.9 million in assets. The average investment account size is USD 138,222 placed across exchangeable assets such as exchange-traded funds (ETFs), equities, bonds, and options.

ComposedPro

Guideline provides automated investment management services for employer-sponsored retirement accounts. The services also include plan set-up and administration, enrollment and education, recordkeeping, compliance with Retirement Income Security Act, and reporting.As of July 2023, Guideline had assets under management (AUM) of over USD 9 billion and over 350 employees. The company stated that it is the only provider that does not charge plan participants (i.e. employees) with any fees. Guideline charges the employers with a straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry (i.e. fee is charged on account balances). The standard service has a base fee of USD 49 per month and an additional USD 8 per participant. The standard service includes unlimited phone/email support to both plan participants and employers. For prime service, access to a dedicated account manager is available at a higher base fee of USD 129 and an additional fee of USD 8 per participant. In addition, the company stated that it has a low mutual fund expense ratio, at 0.08%. It purchases mutual funds from Vanguard and other fund providers.Funding and financialsIn June 2021, Guideline raised USD 200 million in funding led by General Atlantic. The company intends to utilize the funding to broaden its 401(k) offerings and introduce new retirement plan solutions.

Guideline

Based in Plano, Texas, AssetBuilder is a robo-advisory company that develops investment portfolios based on the Fama/French school of thought, using low-cost active index funds. It has Dimensional Fund Advisors (the eighth largest fund company in the world as of September 2019) as its funding partner. Human advisors are available to provide investing guidance. As of April 2019, the firm’s assets under management (AUM) amounted to USD 765.9 million. The firm’s business model relies on a fee-only structure, meaning a customer solely pays AssetBuilder to create and manage investments (the company does not receive product-specific commission). The minimum investment for AssetBuilder is USD 50,000 with an asset management fee ranging from 0.24% to 0.45%; the higher the investment, the lower the fee. Though the firm does not have a setup fee, it requires a custodial cost for setting up a portfolio of USD 11.95 per trade for each recommended mutual fund. Most of the platform’s portfolios require about 11 to 14 mutual funds, costing about USD 131.45 to USD 167.30 to open an account.

AssetBuilder

Based in Canada, Smart Money Invest provides portfolio management services to individual clients, advisors, and employers (such as group saving plans for retirement). Human advisors are available to serve individual investors.The company provides financial tools to develop a long-term financial strategy by calculating net worth, setting a budget, managing investment accounts, and planning for retirement.

Smart Money Invest

Robo advisory startups that offer automated investment services directly to individuals solely via digital platforms.

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Robo advisory startups that offer automated investment services to businesses via both digital platforms and human financial advisors.

Provides solutions for financial institutions to set up their own robo-advisory function and offer services to clients.

Startups that offer online platforms for investors to trade various securities such as stocks, ETFs, and options directly via the platform

Leverages AI/ML to automate allocation and management of investment funds to cater to retail investors

Operates a B2B SaaS model to support financial institution in offering various investment related services

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 Addepar, a digital wealth management platform, recently revealed that it has surpassed USD 5 trillion in combined assets under management. This includes assets from retail and institutional clients such as individual users, family offices, wealth managers, large banks, and global institutions.
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Addepar

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