Participated · Series B · Feb 2026

Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. The platform automates meeting preparation, note-taking, recaps, follow-ups and CRM updates while embedding industry-leading compliance and delivering over 20 AI-driven features. Launched in 2023, it has scaled from zero to 27,000 advisor users in under two years, adding more than 2,000 new advisors each month and touching firms that manage an estimated $12 trillion in client assets. Advisors using Jump report saving one to two hours per day and experiencing measurable increases in organic growth. The technology has processed the equivalent of 183 continuous years of client meetings and has earned seven industry awards. With new funding, Jump plans to evolve its meeting assistant into a comprehensive intelligence and AI orchestration layer that proactively identifies opportunities, risks and next-best actions for advisors, while enhancing enterprise-grade functionality for large deployments. The company has now raised a total of $105 million to support this vision.

Participated · Series A · Dec 2025

Micruity is a New York–based infrastructure company focused on making "retirement paychecks" possible for millions of savers by connecting the disparate players in the workplace savings ecosystem. Its platform offers scalable support for lifetime income products, annuity-enabled target-date funds, and Secure 2.0 features, while standardizing connectivity among recordkeepers, asset managers, and insurers. The system also handles participant-level income administration and portability, enabling employees to maintain consistent retirement income even when they change jobs. Micruity partners with leading financial institutions to embed these capabilities directly into existing retirement plans. The company intends to use newly raised capital to expand operations and accelerate product development. No revenue, customer, or other operating metrics were disclosed in the article.

Participated · Series C · May 2025

Empathy offers a loss-support platform and recently expanded into legacy planning with Empathy LifeVault, which enables creation and secure storage of legally binding estate plans and documents. The company integrates AI to improve the Care Team’s speed, accuracy, and automation while maintaining human-led support. Empathy reports coverage for over 45 million lives and handles one in five U.S. life insurance claims beyond the payout. Its offerings are distributed through partnerships with eight of the top ten U.S. life insurers and more than one thousand employers, and are available across North America, including every U.S. state and Canada. In the past four months, seven million individuals have received access to LifeVault through partners such as Aflac and New York Life. Empathy says it plans to deepen capabilities, accelerate product innovation, scale platform offerings, and expand its support ecosystem to reach more families during difficult moments. Empathy offers a bereavement-care platform that mixes AI tooling with human guides to support tasks from counseling and obituary writing to shutting down digital accounts and settling complex financial affairs. The company primarily sells via a B2B2C model through employers and insurers, which account for 99% of its business. Empathy reports some 40 million people using its platform (about 5 million employees and 35 million policyholders). The startup was founded in Israel and maintains R&D there while focusing its commercial efforts in the U.S.; it launched in the U.S. in 2021. Leadership includes CEO and co-founder Ron Gura and co-founder Yonatan Bergman. The company plans to use new funding to build more AI tools and continue its mission to “redefine bereavement care” while keeping human teams for empathetic services. Empathy offers a digital assistant that guides bereaved executors and families through practical tasks (estate paperwork, taxes) and emotional support (links to counseling and other resources). Its technology was built in Israel and the company chose to launch in the U.S. Early traction has been strong: about 250,000 bereaved executors visit and use Empathy’s services each month, and the company says it has captured a "nice, single-digit percent" of the market. Empathy is expanding partnerships with stakeholders in the end-of-life process, and to date some 300 cemeteries and 72 funeral homes refer customers to the service. The product mix includes wholly free resources as well as paid services. To support growth and keep up with demand, Empathy recently raised new capital; the company is not disclosing its valuation. Empathy combines technology and human support to provide a digital companion application that empowers bereaved families. The software streamlines end-of-life bureaucracy, minimizes tedious tasks, and automates processes involved in the administration of an estate. The team includes professionals from legal, accounting, product design, engineering, and cybersecurity, alongside grief experts who support families. Empathy launched its application on iOS and Android for users across the United States. The company intends to use its recent funding to continue expanding operations and its business reach. Empathy is led by founders Ron Gura and Yonatan Bergman and is based in New York and Tel Aviv, Israel.

Participated · Series B · Jan 2025

OneVest provides a modular, end-to-end wealth management platform that lets banks, RIAs, asset managers and insurance companies deploy full solutions or pick individual modules to modernize their wealth programs. The platform is designed to reduce implementation time and vendor costs, enable configurable hybrid investor experiences, and give advisors greater control and insights over their books of business. OneVest is building advanced AI capabilities to enhance decision-making and client engagement and is expanding offerings in alternative investments. The company emphasizes strategic integrations with partners such as BlackRock, Vanguard and Salesforce Financial Services Cloud to deepen value for mutual customers. OneVest says the product is positioned to help enterprises respond to a large intergenerational wealth transfer and to expand across the U.S. and Canada. The company recently closed a $20 million Series B equity round to support growth and product development. OneVest offers a modular, adaptable Wealth-as-a-Service platform that lets financial institutions integrate and configure wealth-management components to match specific needs. Its product includes investor and advisor interfaces, data aggregation, a book of record, and a portfolio management engine. The platform automates and streamlines front-, middle- and back-office functions that often rely on manual processes and siloed systems. OneVest says its solutions can be launched in weeks, reducing implementation time compared with legacy technology. The company plans to use new capital to accelerate growth, expand into the U.S. market, and grow teams across enterprise sales, operations, product, and engineering. OneVest was founded in 2021 and operates out of Calgary and Toronto. OneVest is a fintech based in Calgary and Toronto that offers an embedded Wealth-as-a-Service (WaaS) platform for fintechs, digital banks and financial institutions. Its core product is an API-driven platform that enables enterprises to launch personalized investment portfolios and digitally-native wealth experiences in a matter of weeks. The technology integrates with fintechs, credit unions, traditional banks and wealth management firms to bundle investing capabilities with other financial products. The company was founded by Amar Ahluwalia, Jakob Pizzera and Nathan Di Lucca. OneVest plans to use newly raised capital to expand the team, grow sales and drive product development. No operating metrics or revenue figures were disclosed in the article.

Participated · Equity · Jul 2024

Gametime Hero provides a free platform for official and community sports organizers to list clubs, clinics, and pick-up events so adults can find activities that match their skill levels. The app targets barriers to entry for beginners and aims to make it easier for newcomers to join established groups. Founders Brittany Bell (CEO) and AR Bell (CTO, a former Google software engineer) are first-time entrepreneurs. The product released a beta last fall and will officially launch in July, with a launch party scheduled for July 29 in Minneapolis. The app currently operates in the Twin Cities and Seattle, with plans to expand across the United States and possibly internationally. Financially, Gametime Hero received $100,000 from the MSP Equity Accelerator—its first large funding after earlier crowdfunding—and will use the funds to accelerate sales and marketing.