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.

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

Wealth Management Systems is a benefits technology company developing web services and interfaces for leading 401(k) providers and financial services organizations.

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.

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

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.

DocuTAP provides EMR and practice management software to assist urgent care center physicians with workflow management.

Other Investments

Critical Mix provides global sampling and data collection services to the market research industry.


IrishCentral.com is the largest Irish American media site. It was launched in March 2009 and now serves over 2 million unique visitors a month.


Phoenix Energy Technologies is a strategic partner and leading provider of Enterprise Energy Management software and services to the retail sector.


Past Investments


Matrix Financial Solutions - sold to Broadridge Financial Solutions in January of 2011

RazorInsights - sold to athenahealth in January of 2015


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


Aplifi - sold to Internet Pipeline in October of 2013