| Name | Title | Contact Details |
|---|
Carver Edison is a New York City-based financial technology company committed to revolutionizing Employee Stock Purchase Plans (ESPPs). Carver Edison works with public companies to increase stock plan participation rates through its Cashless Participation™ technology and education platform, Carbon™. The company is backed by leading Fintech entrepreneurs and executives including Eli Broverman, co-founder of Betterment, Jeff Cruttenden, co-founder of Acorns, as well as leading industry executives.
Capital Institutional Services, Inc. is one of the leading companies in the Financial Services sector.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
More than half of our portfolio companies hold licenses to Yale technology. Our ties in Connecticut extend well beyond the ivy-covered walls of Yale, with relationships with the University of Connecticut, Jackson Labs, Connecticut Innovations, and the State’s strong support of new ventures.
Coventree is a Toronto, ON-based company in the Financial Services sector.