Financial Services & Transaction Technology
Financial services sectors such as banking, asset management and commerce have been transformed by information technology. Challenged by immense transactional volumes, demanding quality requirements and intense regulatory oversight, the financial services industry is a frequent early adopter of pioneering IT technologies and solutions.
Current areas of interest:
| Digital/e-signature |
Micro/Mobile Payments |
| Monitoring and Compliance |
Metering & billing |
| Straight Through Processing |
Structured Products |
Current Investments:
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Placemark Investments
Wellesley, MA
www.placemark.com
Placemark Investments is a Registered Investment Advisor and investment management technology firm, dedicated to delivering highly customized and tax-optimized separate account software solutions to trusted advisors and their clients. Placemark combines the input of top institutional investment management firms with client-specific attributes, restrictions and tax considerations to build customized portfolios that seek to maximize each individual investor's after-tax return. |
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Auction Holdings Allston, MA
www.artfact.com
Auction Holdings (DBA, “Artfact”) is the leading independent provider of technology and marketing services to the $40 billion live auction market. Artfact provides, on a hosted basis, estate and art auctioneers with online bidding support, auction management software, and marketing services. Concurrent with the financing, Auction Holdings acquired Auctionzip, the world’s largest directory of live auction listings. Following the acquisition, the Company will build upon its market leading platform for serving over 7,000 “sell-side” auctioneers and over 1 million “buy-side” dealers and collectors. |
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Pyxis Mobile
Waltham, MA
www.pyxismobile.com
Pyxis Mobile is the mobile application provider focused on the financial services industry. Pyxis Mobile's mPlatform¨ solutions are used by mobile financial professionals to extend critical business data from internal enterprise systems to the mobile device of their choice. |
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The Corporate Marketplace
North Kingston, RI
www.tcmpi.com
The Corporate Marketplace runs an e-commerce hub for the corporate incentives market. TCMPI has exclusive relationships with high end luxury goods brands and provides them with access to the corporate incentives market through direct and channel relationships. TCMPI works with brands such as Swarovski, Mont Blanc, Tag Heuer, Kenneth Cole, Pfaltzgraff, Villeroy & Boch and Baume & Mercier. |
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HubCast Burlington, MA www.hubcastinc.com
HubCast runs a global print network for enterprise and agency customers. Print work can be done around the globe with consistent quality thoughout the network of commercial grade printers. This Open Commercial Print Utility truly enables the distribute and print model for printing. |
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Exchange Solutions
Waltham, MA
www.exchangesolutions.com
Exchange Solutions operates customer management programs that improve customer acquisition, management, and profitability. ESI's solutions are based on the principle that collaboration between buyers and sellers will improve results for both parties. |
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Forefield
Malboro, MA
www.forefield.com
Forefield is the foremost provider of real-time sales, education, and presentation solutions for financial institutions and advisors. Forefield's SaaS-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. Customers range from large financial advisory firms to individual professions. |
Past Investments:
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Synchronoss Technologies
(NASDAQ: SNCR)
Bridgewater, NJ
www.synchronoss.com
Synchronoss is the leading provider of on-demand transaction management solutions to the communication service provider (CSP) market. The Company's ConvergenceNow product automates, synchronizes, and simplifies electronic service creation and the management of advanced services across new and existing interconnected networks.
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