Alplathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions.
Invested – 2023
Alphathena
Alphathena
21 Shares
21 Shares
21 SHARES 21Shares is the world’s largest issuer of crypto exchange-traded products (ETPs) based in Zug, Switzerland. Their suite of ETPs has revolutionised access to crypto for both institutional and retail investors in the traditional finance community.
21Shares is the sister company to Amun. 21Shares is the world’s largest issuer of crypto exchange-traded products (ETPs) based in Zug, Switzerland. Their suite of ETPs has revolutionised access to crypto for both institutional and retail investors in the traditional finance community. 21Shares is the sister company to Amun.
Future Proof (formally Advisor Circle)
Future Proof (formally Advisor Circle)
Future Proof (formally Advisor Circle)is a media and events business focused on the independent financial advisor marketplace but built for the social media era.
First invested – 2020
BITA
BITA
BITA is the world’s first provider of end-to-end infrastructure for index-based and systematic investing. Their platform allows institutional clients to flexibly design, backtest, calculate, and benchmark investment strategies and indices.
First invested – 2021
ETF Logic – EXITED
ETF Logic – EXITED
ETF Logic is the company behind LOGICLY: a web-based platform that provides investment research, portfolio management tools, and solutions to the financial advisor community, RIAs, ETF Issuers, and Compliance teams.
First Invested – 2019
Exited – 2022
ETF.com
ETF.com
The world’s leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since 2001.
First invested – 2021
ETF Stream
ETF Stream
ETF Stream is a media and events company who produces data-driven content to cut through complexities surrounding the European and Australian ETF markets.
First invested – 2018
Fundment
Fundment
Fundment is a UK-based wrap platform for financial advisors that automates client onboarding and transfers while providing digital dashboards for advisor firms, portfolio managers, and their end clients.
First invested – 2020
Moorgate Benchmarks – EXITED
Moorgate Benchmarks – EXITED
Moorgate Benchmarks is an index specialist with a focus on index operations and administration services. Index operation services include index construction, optimisation, and calculation services.
First invested – 2019
Exited – 2021
TreasurySpring
TreasurySpring
TreasurySpring is an investment platform that provides access to the REPO market via a newly developed fund structure called Fixed Term Funds (“FTFs”).
First invested – 2019
Ultumus – EXITED
Ultumus – EXITED
ULTUMUS specialises in the distribution of ETF and INDEX data using market-leading technology. ULTUMUS captures, normalises, and distributes near realtime global daily ETF and INDEX composition, performance, and reference data across the global ETF market.
First invested – 2016
Exit – 2021
ETF Securities Australia – EXITED
ETF Securities Australia – EXITED
ETF Securities Australia is an Australian based ETF Issuer who launched the world’s first physically backed Gold ETF in 2003 (‘GOLD’). The current product range includes physically backed precious metals, equities, cash, and short and leveraged products.
First invested – [2003]
Exited – 2022
Skylight IPV
Skylight IPV
Skylight IPV is an independent price verification service covering commodities, rates, FX, and equities. This is a consensus-based pricing service enabling various desks across institutions to mark their book to an accurate and fair value.
First invested – 2019
WealthKernel
WealthKernel
WealthKernel is a digital wealth infrastructure platform providing the technology needed for digital asset/wealth managers to operate and come to market.
First invested – 2019
Velox
Velox
Velox provides a low-code full-stack platform that enables internal developers to have full control and autonomy over in-house development.
First invested – 2019
Keyenta
Keyenta
Keyenta is a treasury management function that aggregates, normalizes, and verifies the data into a treasury management system that delivers the relevant information, provides flexibility in how it is viewed, and offers accuracy and insights that can be relied on.
First invested – 2024
Cognitive Credit
Cognitive Credit
Cognitive Credit provides the world’s leading credit investors with specialist data and analytics to form smarter, faster credit views. We deliver detailed credit models automatically updated within minutes of earnings release, paired with workflow tools that elevate your productivity and empower your team to develop more actionable investment ideas – quicker than ever before.
First invested – 2024