Financial Technology

fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights.

FPS Group serves the retirement planning industry by developing products and services designed to offer clients innovative and efficient ways to streamline processes, cut costs and improve their bottom line.

HealthSavings Administrators is a leader in investment-focused health savings accounts (HSAs) specifically designed to address healthcare expenses now and in retirement.

Innovest offers its clients a secure and integrated trust accounting and wealth management technology platform, payment solutions, and related fulfillment services delivered in a Software as a Service (SaaS) environment

PEX Card is the industry's first turnkey commercial prepaid debit card program launched specifically to help businesses streamline employee expense management.

TSA Consulting Group is a privately held Florida based corporation founded solely for the purpose of providing compliance administration services to 403(b) eligible employers in public school systems and colleges.

Healthcare IT

Connexin Software is the leading provider of electronic medical records and practice management systems for use in pediatric clinical settings.

Consolo delivers web-based, hospice-specific software services for electronic health records, billing services and care coordination.

Netgain provides services and solutions that simplify the healthcare computing environment and allows healthcare professionals to focus on patient care.





Past Investments


Matrix Financial Solutions - sold to Broadridge in January of 2011


RazorInsights - sold to athenahealth in January of 2015

DocuTAP - sold to Warburg Pincus in May of 2016


InvestLink Technologies - sold to ASPire Financial Services in November of 2011           

Wealth Management Systems - sold to DST in July of 2015

IrishCentral.com was sold to Irish Studio LLC in May of 2016


Aplifi - sold to Internet Pipeline in October of 2013                                                                   

Phoenix Energy Technologies - sold to Duke Energy in October of 2015

Critical Mix - sold to BV Investment Partners in September of 2016