Fremont Group
199 Fremont Street, Suite 1900, San Francisco, CA, 94105, United States
Overview
Fremont Group is a San Francisco-based private investment firm with assets under management across a broad array of asset classes. They are distinguished by our focus on superior performance, our operating orientation, and our commitment to true partnership. They have the financial resources, the expertise, and the breadth of experience to identify opportunities where others might not and to move quickly to capitalize on those that fit our criteria. At Fremont, Their fundamental business strategy is grounded in a dedication to true partnership. When They offer an investment opportunity to other individuals and institutions, it is an invitation to invest alongside us, to become Their financial partner. They commit substantial amounts of Their own capital to the investment, truly aligning Their interests with those of Their co-investors. Similarly, They strive to be a true partner to Their portfolio companies, one that provides not only capital, but business expertise and access to networks and resources that improve the probability of the company’s long-term success. An organization is, fundamentally, a reflection of its people: their talent and experience, their ingenuity, their integrity. At Fremont, our people set us apart. They are among the best investment professionals in the business – and among the best business people in the investment world. They are a team with impressive depth and breadth, a group of disciplined investors with business acumen, intelligence, and a hands-on operating style that enables them to collaborate well with portfolio companies and investment partners to create value and fuel growth.
- Total investments
- 4
- Lead investments
- 2
- Investments · 12mo
- 0
- Active investors
- 8
Sector focus
- Finance
Investment portfolio
- BrightPlan
Led · Series A · Apr 2021
BrightPlan is a San Jose, CA–based total financial wellness company offering a real-time, personalized platform for employees that integrates with employer benefits. Its solution combines a digital platform with human advisors to support employee personal financial goals at every stage of life. The platform is designed to help enterprises attract, retain and engage talent. The company is led by founder and CEO Marthin De Beer. BrightPlan intends to use new funding for expansion and continued product innovation. On 02/04/2021 it closed a $9.5M Series A financing, strengthening its position to grow the platform and services.
- Salty.
Participated · Equity · Dec 2020
Salty Dot provides a Software-as-a-Service embedded insurance platform that uses artificial intelligence and machine learning to analyze customer data, evaluate multiple carriers, and present the best bindable quote in real time. Led by founder and CEO James Hall, the company positions its technology for partner integration to embed insurance at point of sale. The firm raised an additional $15M to drive growth with partners, optimize its embedded insurance platform, and further develop product capabilities. That raise brings Salty Dot’s total capital raised to date to over $31M. The company is based in Salt Lake City, Utah. The article does not disclose revenue, user counts, or the specific instrument types used in the financing. Salty Dot offers a proprietary SaaS platform that enables carriers and distribution partners to present personalized insurance policies to insure products or services at the point of purchase. The platform analyzes unique buyer and purchase data and uses intelligent systems to recommend the best policy seamlessly. Salty has been licensed in all 50 states and reports successful implementations with select partners that validate its model. After accelerating out of stealth, the company has raised $16 million in total funding. Salty plans to extend the platform’s intelligent capabilities and expand into additional products and markets in 2021. The company is applying the new capital to recruit and grow its distribution network.
- Prumentum
Participated · Series A · May 2017
Prumentum Group is building a hybrid robo wealth manager that pairs a technology platform called BrightPlan with human financial advice from an established advisory firm. The company has pursued a dual-track strategy: scaling robo-advisory capabilities while integrating Plancorp’s financial planning methodology. Prumentum acquired an initial 40% stake in Plancorp, with an option to purchase up to 100% through an equity exchange later. Plancorp brings decades of experience and roughly $3.6 billion in assets under management, serving high‑net‑worth individuals, families and institutions. Founders Marthin De Beer (a former Cisco executive) and Robert Wallace self-funded the business initially and then raised external capital. The firm intends to use its tech to enable Plancorp to serve many more clients than traditional advisory methods would allow. Investors were chosen for their long-term horizons to support the company’s multi-year growth plans.
- Mission Product Holdings
Led · Equity · Feb 2015
Mission Athletecare, launched in 2009 by CEO Josh Shaw and Serena Williams, is a New York-based company that develops thermoregulating products for athletic performance and recovery. Its product line includes instant cooling towels (EnduraCool™), skull caps, sleeves and hats. Products are available at 15,000 retailers across the U.S. The company works with doctors, scientists and athletes to pioneer its thermoregulating offerings. Mission raised $35m in growth capital and intends to deploy the funds for organic growth and M&A expansion in its core cooling and heating categories. As part of the new investment, Hap Klopp, founder and former CEO of The North Face, joined Mission’s board.