Bank of America β Full Portfolio
16 tracked investments Β· listed companies and verified rows first
Aiera provides AI-enabled infrastructure that gives institutional research teams permissioned, entitlement-aware access to proprietary financial content such as broker research, expert insights, transcripts, filings, live earnings calls, and news through a single searchable environment.
AI & Machine LearningEnterprise SoftwareFintech
Co-investorsDeutsche BankEvercoreHSBCJefferiesUBSFlybridge Capital Partners+2 more
A community development financial institution that provides capital and lending services to small businesses and underserved communities in Appalachia and energy communities.
FintechImpact & Social GoodAppalachian Region, US
Donna Gambrellin
Co-investorsDeutsche BankCeniarth
Genesis builds capital markets software for financial institutions, offering both ready-to-deploy packaged applications and bespoke custom solutions for trading and post-trade operations.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareFintechSaaSNew York, US
Stephen Murphy(Co-founder)inJames Harrison(Co-founder & CEO)in
Co-investorsBNY MellonSalesforce VenturesAccelInsight PartnersMolten VenturesTribeca Early Stage Partners+3 more
Versana provides a digital data platform serving the broadly syndicated loan and private credit markets, delivering real-time loan data and enterprise solutions to replace manual processes across the loan ecosystem.
Data & InfrastructureEnterprise SoftwareFintechSaaS
Scott McMunn(Chief Executive Officer)
Co-investorsMassMutual VenturesMotive PartnersApolloBNP Paribas
Banked provides a set of account-to-account payment products that let businesses accept and send payments, including instant settlement, refunds, payouts, and reconciliation through a single API.
CybersecurityFintechSaaSLondon, GB
Brad Goodall(Co-Founder & CEO)inNeil Ambler(Co-Founder & COO)inEllie Fernandes(Co-Founder)Patrick Cox(Co-Founder)inJoe Pettersson(CTO)inJohn Fernandez(CLCO)in
Co-investorsBackedEdenred VenturesFirestartrInsight PartnersLove VenturesAcrew Capital
Cake Ventures is a seed and pre-seed venture firm investing in companies built around demographic change.
Co-investorsAtento CapitalFoundryPivotal VenturesPlexo CapitalScreendoor
Cherry Hill, US
Douglas W. Clark(Executive Officer, Director)Michael Enright(Director)Brian Hogan(Director)Mark P. Joyce(Executive Officer)Thomas Brown(Director)Kirk Tilley(Director)
Co-investorsBregal Sagemount
CrossBoundary is an investment advisory and asset management firm focused on renewable energy, natural capital, and frontier market infrastructure in Africa, Latin America, and Asia.
CleantechEnergyEnterprise SoftwareFintechImpact & Social Good
Jake Cusack(Co-Founder and Managing Partner)inMatthew Tilleard(Co-Founder and Managing Partner)Tom Flahive(Co-Founder and Managing Partner)Paul Ouma(Advisory Partner and Co-Head of Africa Advisory)in
Co-investorsBlue Haven InitiativeKuramo Capital ManagementARCH Emerging Markets PartnersIFC
Greenwood is a mobile financial platform offering digital checking, high-interest savings, a Mastercard debit card, and commission-free stock and ETF investing, with banking services provided by Coastal Community Bank.
FintechImpact & Social Good
Ryan Glover(Founder)in
Co-investorsCohen CircleOpen Opportunity FundTruist VenturesPNCTTV CapitalWells Fargo Advisors
Cincinnati, US
Gim Lau(Executive Officer)Donald Pogan(Executive Officer)inTimothy J. Bonacci(Executive Officer, Director)inRobert P. Jenkins(Executive Officer)Henry Flowers(Director)
BoardElliott Appel(Director)
Co-investorsMorgan StanleySixth StreetUBS
Propel Finance provides tailored financing solutions for financial institutions, combining personalized service with digital automation through its technology platform.
FintechSaaSUK, GB
Mark Catton(Group Chief Executive Officer)inAlex Pooley(Group Chief Operations Officer)inAnne Williams(Executive Director)inGavin Dowding(Director of Digital and Product)inJon Maycock(Commercial Director)inSean Welsh(Interim Chief Financial Officer)in
Co-investorsQuilam CapitalBritish Business Bank
New York, US
Sean Hoover(Executive Officer, Director)Joseph Della Rosa(Director)Armando Diaz(Executive Officer, Director)Yogesh Wagle(Executive Officer, Director)
Co-investorsAllianceBernsteinMaC Venture CapitalNasdaq Ventures
Rubicon Carbon invests in and finances carbon removal and emissions reduction projects through forest restoration, peatland protection, and innovative carbon capture technologies.
CleantechClimate TechFintechImpact & Social Good
Tom Montag(Founding Chief Executive Officer)in
BoardAnne Finucane(Chairwoman)
Co-investorsTPGJetBlue VenturesSKY VCThe Rise Fund
Strivr provides an AI-powered quality assurance system delivered through smart glasses that lets its AI see what frontline workers see, detecting operational errors in real time and giving corrective, hands-free guidance.
AI & Machine LearningEnterprise SoftwareFuture of WorkHardwareLivingston, US
Zachary Gray(Executive Officer, Director)Deborah Gray(Executive Officer)
BoardDavid Angstreich(Director)Gordon Uehling III(Director)Andrew Gray(Director)
Co-investorsAdvancit CapitalBMW i VenturesGreatPoint VenturesAccenture VenturesGaingelsGeorgian+1 more
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Vivint offers smart home security systems for residential customers, including security hubs, sensors, cameras, and smart locks with professional installation.
ConsumerHardwareIoT
Todd Pedersen(Founder)in
Co-investorsCota CapitalPrelude VenturesRock Creek CapitalGoldman Sachs
Other
Tracked investments with no reachable website or further public details β typically companies that wound down, renamed, or were absorbed.
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.