FIRM RECORD
Summit Partners.
10 deals in the register, newest first — each row labelled with the firm's role.
Envestnet / Vestmark INVESTEDFinTechWealth ManagementSEP 10
Portfolio management, trading, and tax-transition SaaS platform for wirehouses, broker-dealers, and wealth management firms; supports more t
Summit Partners / Socure ACQUIREDFinTechRisk, Fraud & ComplianceAUG 27AI-native identity verification, fraud detection, and compliance decisioning platform serving banks, fintechs, government agencies, and larg
Socure / Fravity INVESTEDFinTechRisk, Fraud & ComplianceAUG 27Agentic AI platform automating KYC, KYB, AML, sanctions screening, and fraud investigation workflows for financial services compliance and f
Celcoin / Via Capital SPONSORFinTechBanking & LendingFEB 1Via Capital SCD operates as a licensed direct credit company offering working capital, receivables anticipation, and FIDC solutions to Brazi
Doctrine / Maite.ai SPONSORLegalLegal AI & ResearchFEB 1Spain's leading legal AI platform.
Summit Partners / Stay22 SPONSORMarTechRetail & E-commerce PersonalizationFEB 1AI-driven platform helping travel creators, media publishers, and event organizers monetize audience booking intent via affiliate links to l
Doctrine / Maite SPONSORLegalLegal AI & ResearchFEB 1Maite.ai provides a Spanish-language legal AI copilot for document drafting, research, and case law analysis, sold to law firms, corporate l
General Atlantic / Odoo INVESTEDHorizontal SaaSERP & Business ManagementJAN 1Odoo is an open-source business management software suite offering ERP, CRM, accounting, and other applications used across industries.
Blackstone Growth / NetBrain INVESTEDDevTools/InfrastructureNetworkingJAN 1NetBrain sells a no-code, intent-based network automation and observability platform to enterprises and managed service providers for hybrid
Francisco Partners / Jamf INVESTEDCybersecurityEndpoint & BrowserJAN 1Apple device management and security software used by organizations to manage and secure Apple devices.
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