Activity in this selectionMar 31, 2026 · Fintech · Mar 1, 2026
- Rounds participated in
- 2
- Confirmed lead rounds
- —
2 roles undisclosed- New companies
- 2
First participation on record · 0 follow-on- Funding in participating rounds
- $167.5M
2 disclosed · full round size, not this investor’s share
Rounds
2 in this selectionGeoWealthProvides a proprietary technology and turnkey asset management platform for registered investment advisors
Role not disclosedUpvestProvides API-based infrastructure for securities businesses
Role not disclosed