• Wealth.com

  Participated · Series B · Apr 2026

  Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

• Homethrive

  Participated · Equity · Nov 2024

  Homethrive provides a technology-enabled, end-to-end caregiving platform that gives working caregivers access to 24/7 on-demand resources and live one-on-one support from care guides and social work professionals. The platform emphasizes personalized caregiving support to improve outcomes, lower costs, and save time for caregivers. Homethrive’s services are offered primarily as an employee benefit through employers and through select health plans, and are available nationally. The company is co‑led by co‑CEOs Dave Jacobs and David Greenberg. It plans to use the new funding to expand its end-to-end caregiving platform and to scale its AI-driven care navigation and recommendations. Homethrive is based in Chicago, Illinois. Homethrive offers a high-impact family caregiving platform called Dari that blends self-service digital caregiving and health support with one-on-one virtual Care Guides who provide concierge-level guidance and care coordination. Members have 24/7 access to resources on Medicare, Alzheimer’s, long-term care, family dynamics, self-care, and special needs; those needing more support are paired with a credentialed Care Guide. The service is offered nationally to employers, insurers, and affinity groups and has been implemented by over 100 clients and partners in the past 18 months, including Rockefeller Capital Management. Homethrive reports operating outcomes including an 80% reduction in voluntary turnover, 100% of employees feeling more supported, an average savings of 16.4 work hours per month per member, 96% of employees reporting significant stress reduction, a drop in need for high-cost senior living facility care from 75% to 10%, and 24% lower claims cost versus a control group. The company plans aggressive expansion with self-insured employers and insurance plans and will invest in its technology stack to create more personalized experiences enhanced by AI and machine learning. The recent financing is intended to scale the offering to help millions of older adults safely age in place while supporting their unpaid family caregivers. Homethrive provides a High Touch/High Tech program that combines 24x7 digital and human concierge services with expert coaching from certified Homethrive social workers to help older adults remain independent at home. Its program generates personalized recommendations and coordinates services including meals, transportation, home care, medication delivery, and Medicare plan selection assistance. The Homethrive offering is available nationally and is primarily distributed through insurance companies and self-insured employers. The company raised $18M in a Series A round led by 7wireVentures and Pitango HealthTech and will use the proceeds to accelerate expansion into health plans and the self-insured employer market and to further build out its technology stack and digital tools. Co-founded by Dave Jacobs and David Greenberg, Homethrive is headquartered in Chicago, IL. The company plans to scale payer and employer partnerships while enhancing its digital infrastructure to support growth.

• Matic Insurance

  Participated · Equity · Oct 2020

  Matic operates a digital insurance marketplace that integrates insurance into the home and auto ownership journey and partners with carriers and distributors to embed coverage in consumer workflows. Founded in 2014, the company works with more than 70 carrier partners and over 100 distribution partners across mortgage origination and servicing, banking, real estate, and personal finance. Matic recently acquired Policygenius’s property and casualty book of nearly 30,000 policies, adding scale to its personal-lines footprint and onboarding those customers to its carrier marketplace and dedicated customer service team. With a new minority investment from Primus Capital, Matic plans to invest in its proprietary platform, broaden its embedded partnerships, and pursue additional acquisitions. The company’s current financial details and valuation were not disclosed in the reporting.

• Algo

  Participated · Equity · Feb 2020

  Algo offers an AI-driven supply-chain SaaS suite that turns data into actionable insight for demand planning, inventory optimization, and in-store allocation. Its products target retailers, suppliers, distributors and manufacturers to improve demand planning and inventory allocation processes. The company says its suite delivers a game-changing shift in how customers manage demand planning, inventory allocation, and in-store optimization. Algo plans to expand its offerings and onboard additional retailers and merchants as part of a strategy to consolidate the fragmented supply-chain software industry. Proceeds from the recent funding helped complete Algo’s merger with V Net Solutions in December 2023 and provide additional growth and acquisition capital. The announcement did not disclose revenue, user counts, or other operating metrics. Algo offers a SaaS platform and a natural-language virtual supply chain bot that enables enterprises to analyze, drive, predict, and prescribe critical business data and functions, including demand and inventory planning, sales forecasting, product lifecycle management, and category optimization. The platform is used by Fortune 500 enterprises to increase sell-through, optimize inventory, minimize returns, and drive measurable ROI across the enterprise. Led by Amjad Hussain, CEO, chairman and founder, the company sells its software to large enterprise customers. In February 2020 Algo raised $15M in funding and said it will use the capital to continue to expand operations and its business reach. As part of the transaction, Scottie Wardell of Integrity Growth Partners will join Algo’s board of directors. The company is based in Troy, Michigan.

No current team members are available.