Technology

We’ve been partnering with fearless founders for over 50 years.

Category

Region

Status

  • Tradier is an API-driven online broker dealer, providing independent software developers with the ability to easily embed trading and market data into their applications. Learn more at www.tradier.com.

    • Category

      • FinTech

    • Status

      • Private

    • Location

      Charlotte, NC

    • Year Invested

      2014

    • Team

      David Jegen
  • Unbxd applies artificial intelligence and advanced data sciences to connect e-commerce shoppers to the products they are most likely to buy.  Learn more at www.unbxd.com. 


    • Category

      • Enterprise IT

    • Status

      • Private

    • Location

      Mountain View, CA

    • Year Invested

      2017

  • Unison is the leading provider of home ownership investments, modernizing home financing through long-term partnerships. Unison works with lenders, regulators and institutional investors to integrate home ownership investing into the U.S. housing finance system. Unison HomeBuyer helps purchasers buy the home they want with less debt and risk, typically by doubling the down payment. The larger down payment makes it easier to qualify for a loan, increases buying power, lowers the monthly payment and/or allows a buyer to reserve cash. Unison HomeOwner provides current homeowners with cash to eliminate debt, remodel, pay for school, invest or use as a cash cushion, without the added debt or payments of a home equity loan or HELOC. Learn more at www.unison.com.

  • US HealthVest provides specialized, high quality psychiatric care, including substance abuse treatment, through a broad range of inpatient and outpatient programs. Learn more at www.ushealthvest.com.

    • Category

      • Health IT/Services

    • Status

      • Private

    • Location

      New York, NY

    • Year Invested

      2013

    • Team

      Jon Lim

  • Valor Performance is the premier digital learning platform focused on sustaining performance for executives and sales leaders. Valor’s software platform delivers personalized and research-based exercises as well as dedicated Valor coaches, who integrate the latest research on stress management and burnout with the insights of world-class athletes. Learn more at www.valorperform.com.

    • Category

      • Health IT/Services

    • Status

      • Private

    • Location

      Boston, MA

    • Year Invested

      2017

    • Team

      Carl Byers

  • Vendr is an end-to-end SaaS purchasing & renewal management platform. They manage your software purchases and renewals, so you can manage your business. Learn more at www.vendr.com.

    • Category

      • Enterprise IT

    • Status

      • Private

    • Location

      Boston, MA

    • Year Invested

      2019

    • Team

      David Jegen, Ben Gorman

  • Verid developed a knowledge-based authentication platform helping businesses to authenticate consumers through a series of questions. Verid was acquired by EMC in 2007.

    • Category

      • Enterprise IT

    • Status

      • Acquired

    • Location

      Ft. Lauderdale, FL

  • Vestwell is a digital platform that makes it easier to offer and administer 401(k) plans. Vestwell removes traditional friction points through a seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing. By acting as a single point of contact, Vestwell has modernized the retirement offering while keeping the plan sponsor’s and plan participant’s best interests in mind.  Learn more at www.vestwell.com.

    • Category

      • FinTech

    • Status

      • Private

    • Location

      New York, NY

    • Year Invested

      2016

    • Team

      Jay Farber

  • VitalWare makes the business of healthcare easier for providers through cloud-based SaaS solutions for analytics, documentation, coding, billing, and auditing technologies. VitalWare was acquired by Health Catalyst in 2020.

  • Warmly gives you instant insights on people in Zoom. Create genuine connections while reducing pre-meeting prep time by up to 90%. Learn more at www.warmly.ai.

    • Category

      • Enterprise IT

    • Status

      • Private

    • Location

      Boulder, CO

    • Year Invested

      2020

    • Team

      Gaurav Tuli, Ben Gorman

  • Welbe Health is a healthcare services company delivering coordinated and value-based care to medically frail seniors. Learn more at www.welbehealth.com.

    • Category

      • Health IT/Services

    • Status

      • Private

    • Location

      United States

    • Year Invested

      2015

    • Team

      Jon Lim, Carl Byers

  • Wellframe is a Boston-based digital medicine company focused on building the next generation of infrastructure for clinical care delivery by combining artificial intelligence, medicine, and large scale computer systems. Learn more at www.wellframe.com.

    • Category

      • Health IT/Services

    • Status

      • Private

    • Location

      Boston, MA

    • Year Invested

      2017

    • Team

      Carl Byers

  • Whatfix is a leading digital guidance and engagement platform that helps companies provide intuitive onboarding, and effective training and support. Whatfix’s contextual and personalized in-app content drives-up user productivity and engagement. Learn more at whatfix.com.

    • Category

      • Enterprise IT

    • Status

      • Private

    • Location

      San Jose, CA

    • Year Invested

      2019

    • Team

      Sanjay Aggarwal

  • Xoom is a digital money transfer company that allows users to securely transfer money online. Xoom went public in 2013 and was then acquired by PayPal in 2015. Learn more at www.xoom.com.

    • Category

      • FinTech

    • Status

      • Acquired

    • Location

      San Francisco, CA