Investor insights
Sectors invested in
FinTech1
Biotechnology1
Consumer Lending1
Financial Services1
Software1
Clinical Trials1
Health Diagnostics1
Therapeutics1
Consumer Loans1
Lending1
Regional Banks1
Credit & Market Risk Management1
Banking1
CDFI1
Loan Trading1
Balance Sheet Optimization1
Family Offices1
Marketplace Lenders1
CRA1
Financial Technology1
Funding rounds participated in
$13M sweet spot round size
Most of their 2 investments are in rounds between $2.6M and $24M
Investor type
Venture Capital
Basic info
Industry
financial services
Sectors
Retirement Planning
Tax Planning
Comprehensive Financial Planning
Estate Planning
Financial Services
Finance
College Planning
Asset Management
Advice
Investment Management
Date founded
1976
Investments made
C
Community Capital Technology | CCT raised $2.6M on September 1, 2020
Investors: Naples Technology Ventures, 412 Venture Fund LP and Allegheny Financial Group
V
Visterra Inc. raised $24M on October 5, 2017
Investors: Omega Funds, Vertex Ventures HC, Polaris Partners, Flagship Ventures, Bill & Melinda Gates Foundation and Allegheny Financial Group