Portfolio


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

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

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VENTURE Investments