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Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.
Veris Wealth Partners is a New York, NY-based company in the Financial Services sector.
Netwave Communications Inc. is a Toronto, ON-based company in the Financial Services sector.
TrueBridge identifies and invests in high-performing, access-constrained venture capital opportunities that generate premium value for its partners. The firm is recognized for its data-driven approach to investing in both venture funds and venture-backed companies, as well as for its longstanding partnership with Forbes to produce The Midas List, an annual ranking of technology’s top investors. TrueBridge was founded in 2007 by Edwin Poston and Mel Williams, who bring over 30 years of experience as successful private equity investors, entrepreneurs, and transaction advisors. The firm currently manages over $1.8 billion in institutional assets and is a registered investment advisory with the Securities & Exchange Commission.
EquityZen connects shareholders of private companies with investors seeking alternative investments. We`re hiring! Private company shareholders have a brand new way to diversify and monetize their holdings. EquityZen`s proprietary solution provides access to cash without any effect on the company`s shareholder count or capitalization table. Meanwhile, accredited investors (AIs) gain access to returns previously limited to larger asset managers: upside in growth firms. EquityZen`s platform establishes a secure marketplace, allowing AIs to browse investment opportunities in emerging companies and industries.