FIRM RECORD
Wells Fargo.
8 deals in the register, newest first — each row labelled with the firm's role.
Bilt / Livly INVESTEDReal Estate/PropTechMultifamily & ResidentSEP 15
All-in-one resident mobile app and property management platform for multifamily apartment communities, covering rent payments, maintenance,
Universal Health Services / Talkspace SELL SIDEHealthcareBehavioral Health & WellnessSEP 10Virtual therapy and psychiatry platform offering text, audio, and video sessions with ~6,000 licensed professionals to individuals, teens, c
Aquiline Capital Partners / Flourish SELL SIDEFinTechWealth ManagementSEP 2Cash management, annuities, and home-lending software platform built exclusively for independent registered investment advisors, enabling th
Socure / Fravity INVESTEDFinTechRisk, Fraud & ComplianceAUG 27Agentic AI platform automating KYC, KYB, AML, sanctions screening, and fraud investigation workflows for financial services compliance and f
Genstar Capital; Stone Point Capital / Ascensus SELL SIDEFinTechFund Administration & Private MarketsAUG 25Retirement plan recordkeeping, third-party administration, and 529/ABLE savings program technology and services platform serving financial a
Thoma Bravo / Accelerant Holdings BUY SIDEInsuranceUnderwriting & MGA PlatformsAUG 13Data-driven risk exchange platform connecting specialty insurance underwriters (MGAs) with risk capital partners including insurers, reinsur
Francisco Partners / Moneris Solutions Corporation BUY SIDEFinTechPaymentsAUG 11Payment processing and commerce technology platform providing in-store POS terminals, mobile payments, ecommerce checkout, gateway/API servi
KKR / OSTTRA INVESTEDFinTechCapital Markets & TradingFEB 1Post-trade software firm valued at $3.1 billion.
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