Investor insights
Sectors invested in
FinTech2
Software2
Account Reconciliation1
Information Technology1
SaaS1
Financial Services1
Accounting1
Banking1
Advice1
Information Services1
Analytics1
Compliance Services1
Cybersecurity1
RIA Compliance1
Employee Trade Monitoring1
Audit Reports1
Business Continuity1
Compliance Software1
Email Archiving1
Compliance1
Funding rounds participated in
$15M sweet spot round size
Most of their 3 investments are in rounds between $15M and $15M
Investor type
Private Equity Firm
Basic info
Industry
financial services
Sectors
Core Services
Capital Markets & Investment Banking
Financial Services
Compliance
M&A
Transition Services
RIA Registration and Licensing
Marketing
Wealth Management
Business Design & Consulting
Technology
Financing
Consulting
Practice Management
TAMP
Advice
Investment Platform
Date founded
2010
Investments made
S
Smart RIA raised undisclosed on March 30, 2023
Investors: MarketCounsel and Dynasty Financial Partners
B
Bridge Financial Technology raised undisclosed on February 22, 2023
Investors: Dynasty Financial Partners
V
VRGL raised $15M on August 30, 2022
Investors: Checchi Capital Advisers, MissionOG, Flyover Capital , Sallyport Investments, FINTOP Capital, Fin Capital and Dynasty Financial Partners