/Investor DB

Flexpoint Ford — Full Portfolio

76 tracked investments · listed companies and verified rows first

WisdomTree (NASDAQ: WETF)wisdomtree.comNYSE: WT

WisdomTree designs and markets exchange-traded products (ETPs), mutual funds, digital asset products, and private asset investments to institutional and retail investors globally.

Jonathan Steinberg(Founder)inJarrett LilieninBryan Edmiston(Chief Financial Officer)inMarci Frankenthaler(Chief Legal Officer and Secretary)R. Jarrett Lilien(President and Chief Operating Officer)Alexis Marinof(Chief Executive Officer, Europe)in

Co-investorsRRE Ventures

Accuserveaccuserve.cominMar 2024

Accuserve provides water mitigation and restoration services for property owners dealing with water damage claims, prioritizing minimal demolition and expert-certified repair processes.

Construction TechInsurTechPropTechSaaSDenver, US

Hunter Powell(CEO)in

Co-investorsAquiline Technology Growth

AFH Financial Groupafhwm.co.ukin𝕏

AFH Wealth Management provides investment portfolio management and financial advisory services to individuals looking to grow, generate income from, or preserve their wealth, including annual face-to-face adviser reviews and in-house wills, trusts, and estate planning.

Fintech

Alan Hudson(Chartered Financial Planner (firm leader))in

Alera Groupaleragroup.comin𝕏Dec 2016

Alera Group provides employee benefits consulting and alternative funding solutions for self-funded health plans.

Enterprise SoftwareFintechHR TechInsurTechDeerfield, US

PETER MARATHAS(Executive Officer)inROB LIEBLEIN(Executive Officer)inWILLIAM CORRIGAN(Executive Officer)ALAN LEVITZ(Executive Officer, Director)in

BoardCLINT BROOKS(Director)RYAN CLARK(Director)

Co-investorsGenstar

Apollo Careapollocare.comin

Apollo Care provides an integrated platform for pharmaceutical patient access, offering copay solutions, hub services, data warehousing, and gross-to-net analytics to improve affordability and outcomes.

Data & InfrastructureDigital HealthEnterprise SoftwareHealthtechSaaS

Ariel Rearielre.comin𝕏

Ariel Re is a reinsurance company operating Lloyd's of London Syndicate 1910, offering investors access to reinsurance portfolios focused on low-frequency, high-severity risk.

Climate TechFintechInsurTechHamilton, BM

Don Kramer(Founder)inRyan Mather(Chief Executive Officer)inRohan Pai(Chief Financial Officer)inKatie Partington Howarth(Chief Capital Officer)inMatthew Twilley(Chief Analytics Officer)inIhab Khalil(Chief Information Officer)in

Co-investorsNew Capital PartnersOlympus PartnersPelican

Artesrxartesrx.com

ArtesRx is a behavioral health long-term care pharmacy organization that operates a network of community-based pharmacies serving patients with complex medication needs, particularly those managing mental illness and substance use disorders.

Digital HealthHealthtechMedical DevicesNew York, US

Baker Hillbakerhill.comin

Baker Hill provides loan origination software that enables financial institutions to make faster lending decisions.

AI & Machine LearningFintechSaaS

Bhvn Insbhvn-ins.comin

Bridgehaven is an insurance company offering underwriting services in the Lloyd's and international insurance markets.

FintechInsurTech

Paul(Chief Underwriting Officer)

Chsltdchsltd.com

CHS manufactures and distributes specialized medical products and components for hospitals, clinics, and healthcare facilities across categories including anesthesia, cardiology, critical care, and respiratory care.

Advanced ManufacturingHealthtechMedical DevicesBurlington, CA

Tim Valters(Chief Executive Officer)

Clearsteadclearstead.comin

Clearstead is a financial advisory firm that manages approximately $68 billion in assets for private clients, institutions, and trust companies, offering integrated financial planning, tax planning, family office services, and investment management.

Enterprise SoftwareFintechCleveland, US

Bradley Knapp(CEO & President)in

Create Music Groupcreatemusicgroup.comin𝕏Mar 2026 · $450M

Create provides infrastructure, technology, data, marketing, and capital services to independent music labels and creators through a consolidated platform.

Creator EconomyFintechMarketing TechMedia & Entertainment

Jonathan(Co-Founder & CEO)Alexandre(Co-Founder & COO)Wayne(Co-Founder & CBO)William(President & CFO)

Co-investorsAres

Crediblycredibly.com

Credibly is an alternative lender and financing provider for small and medium-sized businesses, offering working capital loans, merchant cash advances, business lines of credit, equipment financing, SBA loans, and long-term loans.

FintechSaaS

Dash Financial Technologiesdashfinancial.comin𝕏

DASH Financial Technologies is a U.S. options technology and execution provider offering routing, order management, and analytics solutions to financial institutions.

Enterprise SoftwareFintechSaaSNew York, US

Peter Maragos(CEO)inTim Miller(Co-COO)

Duettiduetti.coinMar 2025 · $200M

Duetti offers independent music creators fast deals to buy music rights (masters, publishing, and royalties), along with catalog management, distribution, and marketing services to grow their careers.

Creator EconomyFintechMarketplacesMedia & EntertainmentNew York City, US

Christopher Nolte(Founder)inLior Tibon(Founder)in

Co-investorsCohen CircleNycaNyca PartnersRaineViola VenturesDeciens+5 more

Elliott Daviselliottdavis.comin𝕏Jun 2025

Elliott Davis is a professional services firm providing corporate valuation, financial reporting, litigation support, and tax planning services to businesses across multiple industries.

Advanced ManufacturingEnterprise SoftwareFintechCharlotte, US

Enstarenstargroup.comin𝕏

Enstar is a global reinsurance and insurance group that manages complex insurance risks and liabilities through retrospective solutions and specialist underwriting.

FintechInsurTechHamilton, BM

Dominic Silvester(Director and Chief Executive Officer)

Co-investorsJc FlowersSixth StreetStone Point

Financial Pacific Leasingfinpac.com

Columbia Bank is a regional bank serving the western United States with over 350 locations, offering retail and commercial banking, SBA lending, investment and wealth management services.

FintechTacoma, US

Chris Chinni(Executive Vice President, Chief Operating Officer)

GeoVerageovera.comin

GeoVera provides earthquake insurance coverage for homeowners, offering protection that standard homeowners insurance policies do not include.

FintechInsurTech

Kevin Nishin

Co-investorsNew Capital Partners

Keystone Agency Partnerskeystoneagencypartners.cominJan 2023

Keystone provides capital, strategic support, and a suite of services—including field management, claims advocacy, and intellectual capital sharing—to independent insurance agencies across the US.

FintechInsurTech

Dan Girardi(Chief Strategy Officer)in

Co-investorsWarburg PincusBain CapitalCrescent Capital

Leretalereta.comin

LERETA provides technology and data solutions for the mortgage and insurance industries, offering valuation, title, and servicing support to financial services firms.

Enterprise SoftwareFintechPropTechSaaS

Katie Brewer(Chief Executive Officer)inSuzanne Powell(Chief Operations Officer)inRandy Kozlowski(Chief Strategy Officer)inKevin Quinn(Chief Revenue Officer)inKelly Hebert(Chief People Officer)inMatt Stadler(Chief Data & Analytics Officer)in

MGA Homecaremgahomecare.comin𝕏

MGA Homecare provides home-based healthcare and therapy services across multiple U.S. states including Arizona, Colorado, Texas, Washington, North Carolina, and Tennessee.

Digital HealthHealthtechWellness & Fitness

Mobilityworksmobilityworks.comin𝕏

MobilityWorks sells and leases wheelchair-accessible vans and mobility vehicles, offering new and pre-owned models with side- and rear-entry conversions along with financing, rentals, and delivery.

ConsumerE-commerceHealthtechMobility & TransportationRetail Tech

Bill Koeblitz(Founder)inTaylor Clarkin

Movantismovantis.comin

Movantis provides a unified platform that lets companies access cross-border payment infrastructure—including real-time transactions, FX, issuing, and wallet capabilities across traditional and digital rails—through a single integration.

Enterprise SoftwareFintechSaaS

Noveltrynovel.comin𝕏Jun 2026

Novel provides U.S. business banking services to international entrepreneurs, including multi-currency accounts and cross-border payment capabilities across 140+ currencies.

FintechSaaSMinneapolis, US

Aldrin Clement(Founder)inPaul Clement(Founder)

Co-investorsNeer Venture PartnersY CombinatorAltaclub VCAltaIR CapitalCraft VenturesFoundation Capital+7 more

Novel Financial Holdingsnovelfh.comJun 2026

Novel FH is an insurance company focused on underwriting and risk transfer, led by experienced insurance and reinsurance professionals.

FintechInsurTech

Rob Bredahl(Chief Executive Officer)

BoardJacques Bonneau(Chairman)

Payfactopayfacto.comin𝕏

PayFacto provides payment processing technologies and point-of-sale software (including Maitre'D and Veloce) for merchants, ISOs, ISVs and payment facilitators, with a focus on the hospitality and food service industry.

FintechRetail TechSaaSMontreal, CA

Martin Leroux(Founder)in

Propel Insurancepropelinsurance.comin

Propel delivers customized insurance programs designed to protect companies against liability, property damage, and loss across the United States.

Enterprise SoftwareInsurTech

Ptmaptma.comin

PTMA provides term investment solutions for public entities including local governments, school districts, and public agencies seeking predictable, non-pooled investment options aligned with their cash flow schedules and reserve timelines.

FintechGovTech

SageSuresagesure.cominJun 2026 · $460M

SageSure provides property insurance coverage tailored to regional markets, focusing on challenging or catastrophe-prone areas.

InsurTechJersey City, US

Terrence M. McLean(Manager)inJason Jacobs(Executive Officer)inAndrew DiLoreto(Manager)

BoardDominic Hood(Manager)Colin Smith(Manager)Timothy J. Graff(Manager)

Senior Whole Healthseniorwholehealth.comin

Managed care company providing health care and social benefits to dual-eligible seniors who qualify for both Medicare and Medicaid; named Inc. 500's #1 Fastest Growing Private Company in the US in 2008.

Co-investorsCouncilNew Capital PartnersNoro-Moseley PartnersTA Associates

Service Finance Companysvcfin.com

Service Finance appears to provide consumer financing, operating borrower and dealer portals that handle loan applications and payments.

Fintech

Mark E. Berch(Founder)in

Talcotttalcott.comin

Talcott Financial Group is an international life insurance group offering annuity and retirement products to individuals and reinsurance and legal entity acquisition solutions to insurance companies.

FintechInsurTech

Imran Siddiqui(Chief Executive Officer)inEllen Below(Chief Communications Officer & Head of Community Involvement)inChris Cramer(Chief Tax Officer & Deputy Chief Legal Officer)inSalvatore Gianone(Chief Auditor)Oliver Jakob(Chief Risk Officer)inDiane Krajewski(Chief Human Resources Officer & Head of Operations)in

Co-investorsSixth StreetGoldman Sachs

Top RXtoprx.comin

TopRx is a pharmaceutical distributor serving independent pharmacies, group purchasing organizations, long-term care facilities, and other healthcare providers with generic drugs, branded pharmaceuticals, diagnostic products, and medical supplies since 1987.

Enterprise SoftwareHealthtechLogistics & Supply ChainMemphis, US

Trak Americatrakamerica.comin

TRAKAmerica manages debt recovery for accounts receivable, using a network of collection agencies and law firms alongside a compliance management system.

Data & InfrastructureEnterprise SoftwareFintechSaaSBonita Springs, US

Matt Russellin

Co-investorsH.I.G. Capital

Vale Insurance Partnersvaleinsurancepartners.com

VALE Insurance Partners is a specialty insurance provider offering representations and warranties, warranty and indemnity, tax indemnity, contingent and litigation risks, intellectual property, and capital protection insurance to corporate clients and private equity firms in M&A and transactional contexts.

FintechInsurTechLegalTechNew York, US

Y-Primeyprime.comin𝕏

YPrime provides a clinical trial technology platform with patient engagement features (eConsent and eCOA) designed to accelerate trial timelines, improve data quality, and enhance participant experience for pharmaceutical companies, biotechs, and contract research organizations.

BiotechDigital HealthEnterprise SoftwareHealthtechMedical DevicesSaaSMalvern, US

Jaime Cook(Executive Officer, Director)inShawn Blackburn(Executive Officer, Director)in

BoardMatthew Rice(Director)inElizabeth Tallett(Director)Richard Gastineau(Director)Paul Blake(Director)

Co-investorsGray VenturesTopmark PartnersBallast Point Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

AFH Wealth ManagementAMD HoldingsAmerican Strategic InsuranceAmRiscBridgehavenCanadian Hospital SpecialtiesCFGI Holdings, LLCCorientCorporate Finance GroupCorvaEagle Hospital PhysiciansEasterlyGoldstateHilltop HoldingsHome SolutionsInnovative Aftermarket SystemsIntegraCare Home HealthJefferson Capital InternationalJetPay CorporationKastle TherapeuticsKeystoneLimelightNettwerkNorwich GroupPelican Auto Finance LLCPTMA Financial SolutionsPurchasing Power LLCReich & TangRetailCapitalRyan SpecialtySeawallSeawall ReSeawall Re IISelect RehabilitationSoutheast Eye SpecialistsSummit Behavioral HealthcareTigerRiskTigerRisk PartnersVeriClaim

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.