Investor insights
Sectors invested in
Financial Services5
FinTech5
Investment Management4
Personal Finance3
Finance3
Wealth Management3
Wealth Advisory Services3
Registered Investment Advisor3
Financial Planning3
Financial Advice3
401k3
Portfolio Management3
Banking3
Personal Finance Software3
Real Estate1
Financial Data API1
Productivity Tools1
Analytics1
Banking APIs1
Financial Technology1
Funding rounds participated in
$50M sweet spot round size
Most of their 5 investments are in rounds between $4.8M and $50M
Investor type
Private Equity Firm
Basic info
Industry
financial services
Sectors
Financial Services
Date founded
1894
Investments made
n
nesto raised $80M on December 13, 2022
Investors: Portag3 Ventures, Portage, Diagram Ventures, BMO Capital Markets and Igm Financial Services Inc
P
Personal Capital raised $50M on February 5, 2019
Investors: Igm Financial Services Inc
Q
Quovo raised $4.8M on May 3, 2018
Investors: London life / Great-West Lifeco Inc, Portage, Portag3 Ventures, Salesforce Ventures and Igm Financial Services Inc
P
Personal Capital raised $25M on December 15, 2016
Investors: Igm Financial Services Inc
P
Personal Capital raised $50M on May 19, 2016
Investors: Igm Financial Services Inc