Overview
Financial services for institutional investors, including asset management.
Founded
1792
Deals ยท 12mo
1
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Capitolis | Oct 2026Participated | $220 MSeries E | |
Fnality International | Sep 2025Participated | $133 MSeries C | |
ZILO | Sep 2025Participated | $27 MSeries A | |
Capitolis | Aug 2025Participated | $56 MOther Equity | |
Trovata | Jul 2025Participated | $9 MSeries B | |
iCapital Network | Jul 2025Participated | $820 MSeries E | |
Proxymity | Feb 2025Participated | $26 MOther Equity | |
Capitolis | Nov 2024Participated | $20 MOther Equity | |
ZILO | Jan 2024Participated | $32 MSeries A | |
Fnality International | Nov 2023Participated | $96 MSeries B | |
FundGuard | Apr 2022Led | $40 MSeries B | |
Proxymity | Mar 2022Participated | $6 MSeries B | |
Capitolis | Oct 2026Participated | $220 MSeries E | |
Fnality International | Sep 2025Participated | $133 MSeries C | |
ZILO | Sep 2025Participated | $27 MSeries A | |
Capitolis | Aug 2025Participated | $56 MOther Equity | |
Trovata | Jul 2025Participated | $9 MSeries B | |
iCapital Network | Jul 2025Participated | $820 MSeries E | |
Proxymity | Feb 2025Participated | $26 MOther Equity | |
Capitolis | Nov 2024Participated | $20 MOther Equity | |
ZILO | Jan 2024Participated | $32 MSeries A | |
Fnality International | Nov 2023Participated | $96 MSeries B | |
FundGuard | Apr 2022Led | $40 MSeries B | |
Proxymity | Mar 2022Participated | $6 MSeries B |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series A | 0 | 2 |
| Series B | 1 | 5 |
| Series C+ | 0 | 5 |
| Other Equity | 0 | 4 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Aug '13 | 1 |
| Sep '13 | 0 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 0 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 0 |
| May '14 | 0 |
| Jun '14 | 0 |
| Jul '14 | 0 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 0 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 0 |
| Mar '15 | 0 |
| Apr '15 | 0 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 0 |
| Aug '15 | 0 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 0 |
| Dec '15 | 0 |
| Jan '16 | 0 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 0 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 0 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 0 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 1 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 0 |
| Sep '19 | 0 |
| Oct '19 | 0 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 0 |
| Sep '20 | 0 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 1 |
| Apr '21 | 1 |
| May '21 | 0 |
| Jun '21 | 0 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 0 |
| Nov '21 | 0 |
| Dec '21 | 0 |
| Jan '22 | 0 |
| Feb '22 | 0 |
| Mar '22 | 2 |
| Apr '22 | 1 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 0 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 1 |
| Dec '23 | 0 |
| Jan '24 | 1 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 1 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 1 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 2 |
| Aug '25 | 1 |
| Sep '25 | 2 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 0 |
| Jan '26 | 0 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 0 |
| Oct '26 | 1 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Fintech | 16 |
| Crypto & Blockchain | 4 |
| AI & Machine Learning | 3 |
| Enterprise Software | 2 |
| Data, Analytics & IT | 2 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 3 |
| $10M-$25M | 1 |
| $25M-$50M | 5 |
| $50M-$100M | 4 |
| $100M-$250M | 3 |
| $250M-$500M | 0 |
| $500M-$1B | 1 |
| $1B+ | 0 |
Deals By Geography
Top 2 of 2 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 10 |
| Europe | 7 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Citi | 10 |
| UBS | 7 |
| J.P. Morgan | 6 |
| BNP Paribas | 5 |
| BNY Mellon | 5 |
| Barclays | 4 |
| Banco Santander | 3 |
| WisdomTree | 3 |
| 9Yards Capital | 2 |
| Andreessen Horowitz | 2 |
| Bank of America | 2 |
| Canapi Ventures | 2 |
| Computershare | 2 |
| Deutsche Bank | 2 |
| DTCC | 2 |
| Euroclear | 2 |
| Goldman Sachs | 2 |
| Index Ventures | 2 |
| ING | 2 |
| Morgan Stanley | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 1 | 6% |
| Participating | 16 | 94% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 0 | 0% |
| Co-led | 1 | 100% |
Team
Vice President, SSgA Information Technology Architecture
Transfer Agent
Executive Vice President, Chief Architect
Executive Vice President and Chief Risk Officer
Managing Director, Alpha Professional Services and Strategy
Global Head of Non Financial Risk & CTRO
President and Chief Executive Officer of State Street Global Advisors
Chief Executive Officer, Asia Pacific