Led · Seed · Mar 2026

Quorus provides operational infrastructure to manage thousands of separately managed accounts, integrating a differentiated tax overlay methodology alongside portfolio management. The platform combines tax-conscious portfolio implementation with product expertise, oversight and trading of accounts on behalf of asset managers and their clients. Quorus supports asset managers and advisors by abstracting operational complexity and enabling customized, tax-managed separate account offerings without increasing headcount. The company has established relationships with several large asset management partners and a strategic collaboration with WisdomTree to support SMAs and model portfolio trading. Quorus is based in Westport, Conn., and recently raised a $5 million seed round to fund expansion of supported portfolio strategies, deeper functionality for users, broader integrations, and increased go-to-market efforts.

Led · Equity · Nov 2025

AlphaBeta ETF Ltd is an Israeli financial-technology company focused on building systematic, data-driven and AI-first investment strategies. Its platform combines proprietary technology, quantitative models and a network of academic researchers to create alternative sources of return that are designed to be uncorrelated with traditional markets. The firm’s research concentrates on factor-based and AI-powered approaches that mirror hedge-fund sophistication while targeting the liquidity and transparency of exchange-traded funds. Through its newly announced collaboration with WisdomTree, AlphaBeta plans to embed its models deeper into ETF research, index design and portfolio management workflows. The partners intend to launch next-generation, AI-driven strategies in an ETF wrapper, accelerating time-to-market for differentiated products across Europe and other regions. Financial details beyond the new investment were not disclosed, and no operating metrics such as revenue or assets under management were provided.

Led · Series C · Sep 2025

Fnality International is building a global settlement network that uses distributed ledger technology (DLT) to connect established wholesale markets with emerging institutional tokenized assets. Its flagship offering, the Sterling Fnality Payment System (launched in the U.K. in December 2023), provides 24/7, central-bank-backed cash rails for real-time delivery-versus-payment of tokenized securities, payment-versus-payment foreign-exchange settlement, and on-demand repo transactions. Fnality’s platform leverages ‘earmarking’ to secure settlement while optimizing liquidity management across participants. The company works closely with central banks and major financial market infrastructures to ensure regulatory compliance and interoperability with innovations such as stablecoins and tokenized deposits. Near-term plans include extending the network to additional major currencies and enhancing liquidity tools to support a broader digital-asset ecosystem. By fusing decentralized finance operational efficiencies with traditional finance capital efficiency, Fnality aims to become a foundational pillar of the next-generation financial market infrastructure.

Participated · Seed · Aug 2021

Onramp Invest provides a turnkey, fully integrated digital-asset platform that enables financial professionals to onboard clients, open discretionary accounts across multiple custodians, invest in and track a wide variety of digital assets, and access model portfolios via the Onramp Model Marketplace. The platform includes integrated dashboards, broad integrations with commonly used tools, and an educational library, Onramp Academy, which will be made free to all financial professionals. Onramp emphasizes rapid client onboarding (under five minutes) and plans to add the ability to build and share custom models and offer separately managed accounts. The company intends to use the new funding to accelerate product innovation and expand marketing and communications to financial professionals. Leadership says the product roadmap has been informed by input from the financial services community to ensure compliance and compatibility with regulated institutions. Onramp Invest is a San Diego–based integration platform as a service (iPaaS) that provides RIAs with education, access, and tools to offer cryptoassets to clients. The platform enables advisers to view held-away cryptoassets via links to 10 sources, onboard clients quickly through integrations with Gemini and Prime Trust, and buy bitcoin and ETH on behalf of clients. Onramp offers educational resources through Onramp Academy, providing client-ready materials and deep-dive research for adviser continuing education. Since launching its platform at the end of May, the company has focused on expanding adviser-facing services and integrating into existing adviser workflows and billing models. Onramp celebrated its first year in business on August 3 and recently raised $6M in seed fundraising to support growth. It has also made senior appointments and promotions as it scales, including a Chief Innovation Officer and internal leadership advances.

Participated · Series B · Apr 2021

Securrency is a developer of institutional-grade blockchain-based financial and regulatory technology that centers on automated compliance for the issuance, exchange, administration, and servicing of digital assets. Its core platform is designed to provide rails for secure, real-time settlement and to bridge legacy financial systems and blockchain infrastructure. The company says it operates from multiple international hubs with a world-class development and commercial team and plans to expand its roster in 2021. Securrency intends to establish regulated financial services businesses in the Abu Dhabi Global Market (ADGM) in partnership with Abu Dhabi Catalyst Partners and has applied for relevant licenses. Through Securrency Labs it plans to develop DeFi products and a community-driven, low-code/no-code platform for creating blockchain-based financial instruments, and it also plans retail-focused products. The company recently completed a $30M Series B and previously raised $17.65M in a Series A in early 2020, which it says will fund expansion into new products and markets worldwide. Securrency develops institutional-grade blockchain-based market infrastructure centered on a patent-pending distributed identity and Compliance Aware Token framework that enforces multi-jurisdictional regulatory policy. Its technology is blockchain-agnostic and designed to enable ledger-to-ledger transactions and interoperability to facilitate global liquidity. The company offers its technology via SaaS and PaaS delivery models and positions itself as a bridge between legacy financial platforms and blockchain networks. Securrency’s compliance and policy-enforcement tools automate multi-jurisdictional rules to provide transparency and oversight for market participants and regulators. As part of its go-to-market approach, the company is collaborating with an ETF sponsor to demonstrate applications of its technology within the ETF ecosystem. Securrency’s recent Series A financing provides capital to advance its product and commercial efforts.