Lightyear
Private equityNew York · Growth · 58 people tracked
Also known as Lightyear Capital Llc
Investment thesis
Lightyear partners with management teams of strong, growing companies and aims to make them stronger by delivering more than capital. Drawing on 25+ years of experience, deep domain expertise, an integrated portfolio solutions team, and an operating partners network, the firm supports companies in broadening markets, strengthening operations, enhancing teams, and building enduring enterprise value. Its coordinated approach is designed to create efficiencies, share best practices, and provide a seamless, supportive experience for portfolio management teams.
Source: firm website, verified Aug 25, 2026.
Team · 58 people
from the firm's websiteWhat they invest in
from 33 of 41 portfolio companiesFintech ×19SaaS ×11InsurTech ×9Digital Health ×4Enterprise Software ×4Healthtech ×4HR Tech ×3AI & Machine Learning ×2
HQs:United States×8United Kingdom×1Netherlands×1
Investments · 41 tracked
founders shown can be your intro pathProsperity Partners is an accounting and advisory firm providing CPA, M&A, and business growth services to clients across multiple U.S. offices.
Enterprise SoftwareFintech
Jeremy Dubow(CEO)
Co-investorsReverence Capital PartnersACE & Company
Alegeus provides a platform for administering benefit accounts and payments, including HSA, FSA, HRA, COBRA, commuter, and supplemental benefits programs, along with outsourced administration services.
FintechHealthtechSaaS
Allworth Financial is a fiduciary wealth management firm offering financial planning, investment management, tax planning, and estate planning through on-staff investment, tax, insurance, and estate experts.
Fintech
Co-investorsParthenon
Altus Group provides software, data, and advisory services for commercial real estate investment decisions, including the ARGUS Intelligence Platform for property valuation, cash flow forecasting, and portfolio/fund management.
AI & Machine LearningPropTechSaaS
ampliFI provides an end-to-end loyalty and cardholder engagement platform for financial institutions, offering custom earning and redemption programs, branded program websites, and business intelligence.
FintechMarketing TechSaaS
Antares provides insurance and reinsurance capacity, risk transfer solutions, and claims and underwriting services through its Lloyd's and company market platforms.
FintechInsurTech
Cerity Partners provides financial planning, investment management, tax, and risk management advisory services for individuals, families, and businesses.
Fintech
Co-investorsCerity Partners VenturesGenstarW Capital PartnersWarburg PincusWest Coast Financial
Cetera provides support and affiliation services for financial professionals and institutions, including financial advisors.
FintechDenver, US
Greg Olson(Executive Officer)Erinn Ford(Executive Officer)Stan Smiley(Executive Officer)Bernie Breton(Executive Officer)Lisa Gok(Executive Officer)Larry Roth(Executive Officer)
Co-investorsGenstar
Collegiate Funding Solutions provides college-planning software and client-acquisition resources for financial advisors and college planning specialists.
EdTechFintechSaaS
Corestream provides a platform for employers to build, promote, and manage voluntary benefits and employee perks, including payroll-deducted benefits and discounted rates on consumer brands.
HR TechInsurTechSaaS
Centerfield Insurance Services builds direct-to-consumer digital marketing and customer routing solutions for insurance carriers in the U.S.
AdTechInsurTechMarketing Tech
Co-investorsBessemer Venture Partners
Inszone Insurance is an insurance agency providing personal and commercial insurance coverage to individuals and businesses.
InsurTech
King Risk Partners is an insurance brokerage offering personal and commercial coverage including business, home, auto, and life insurance, along with industry-specific programs.
InsurTech
Malcolm C. King, Sr.
Lendmark Financial Services is a consumer lender offering personal loans with fixed rates and customized terms, providing same-day funding through online pre-qualification or in-branch applications.
ConsumerFintech
Lighthouse provides AI-powered technology (LighthouseIQ) and expert services to help legal and compliance teams handle litigation, investigations, eDiscovery, and compliance matters.
AI & Machine LearningEnterprise SoftwareLegalTech
NAU Country provides Federal crop insurance products and related tools for agricultural agents and farmers, including grain and revenue pricing data, hail probability alerts, and weather services.
AgTechInsurTech
NIBC is a bank that provides asset financing to companies and individuals, covering private housing, rental and commercial real estate, and infrastructure.
FintechThe Hague, NL
Co-investorsW Capital Partners
Paradigm is a catastrophic and complex care management organization that uses a value-based, outcomes-focused approach to manage severe injuries and diagnoses, including catastrophic spinal cord injuries, workplace musculoskeletal injuries, and behavioral health.
Digital HealthHealthtechInsurTech
Michael Choo(Chief Medical Officer, Workers' Compensation)Dr. Cope(Founder)John S. Watts, Jr.(CEO)Tom Mastri(Executive VP, Finance and Business Development)Danielle Melton(Medical Director)
Co-investorsCouncilOMERS Private Equity Inc.
Pathlight Capital is a private credit investment manager that provides asset-based loans secured on a first or second lien basis against tangible and intangible assets to companies across various industries.
Fintech
PayByPhone offers a mobile app for drivers to pay for and extend parking sessions using credit/debit cards or digital wallets like Apple Pay and Google Pay.
FintechMobility & TransportationSaaS
PracticeTek is a software and services company that builds SaaS platforms for outpatient healthcare clinics, including dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas.
Digital HealthHealthtechSaaS
Prime Pensions, Inc. provides retirement plan administration, design, and consulting services, including actuarial and recordkeeping support, to clients and their financial advisors.
Fintech
ProfitSolv provides a suite of billing, payments, and software solutions for professional services firms, including legal, accounting, consulting, architecture, and engineering practices.
FintechLegalTechSaaS
Co-investorsFTV Capital
Skyward Specialty is a specialty property and casualty (P&C) insurance provider that works with brokers and agents to deliver underwriting and risk solutions across niche markets.
FintechInsurTechHouston, US
Andrew Robinson(CEO)
Therapy Brands (Ensora Health) builds electronic health record (EHR) and practice management software for therapy practices, including mental health, physical, occupational, and speech therapy providers.
Digital HealthMental HealthSaaS
Co-investorsOak HC/FT
Wealth Enhancement provides team-based wealth management and financial planning, pairing local advisor teams with specialists in tax, estate planning, and retirement.
Fintech
Co-investorsTA Associates
Wren Sterling is an independent financial planning firm offering advice on investments, retirement, tax, inheritance, protection insurance, mortgages, and workplace employee benefits.
Fintech
Co-investorsPalatine
Ygrene provides financing for residential home improvement projects such as energy-efficiency and resiliency upgrades, using a qualification process that does not require a minimum credit score.
CleantechEnergyFintech
Portfolio news
latest coverage across their companies
Cerity Partners · finance.yahoo.com · Aug 19, 2026
Fund performance · per public LP disclosures · 4
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Lightyear Fund VI, L.PLPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board | 2024 | — | 0.0% | 0.00x | 0.00x |
| Lightyear Fund V, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board | 2021 | — | 15.9% | 1.49x | 0.26x |
| Lightyear Fund IV, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board | 2016 | — | 19.0% | 2.10x | 1.49x |
| Lightyear Fund III, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board, Nebraska Investment Council | 2011 | — | 23.4% | 2.24x | 2.22x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- How many investments has Lightyear made?
- Lightyear has 41 tracked investments.
- What stage does Lightyear invest at?
- Lightyear invests at the Growth stage.
- What sectors does Lightyear focus on?
- Lightyear focuses on Enterprise Software, Fintech, Healthtech, InsurTech.
- Where is Lightyear located?
- Lightyear is headquartered in New York, US.
- Does Lightyear lead rounds?
- Yes, Lightyear leads investment rounds.
- Who does Lightyear co-invest with?
- Lightyear most often shares deals with Genstar, W Capital Partners, Bessemer Venture Partners, among 15 tracked co-investors.
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