Pepper Advantage

A global third-party loan servicer offering a range of cutting-edge credit management and intelligence solutions operating in six jurisdictions across the UK, Europe and Asia Pacific

https://www.pepper-advantage.com/

Acquired: February 2025


Infinite Investment Systems

A leading provider of portfolio management and reporting software solutions for wealth managers, family offices, and investment firms across Canada

https://www.inf-systems.com/

Acquired: January 2025


Logo for Tricor Inc.

TRICOR Inc.

Top 100 U.S. insurance broker offering risk management and insurance brokerage services in Wisconsin and across the Midwest

https://www.tricorinsurance.com/

Acquired: October 2021


Logo for Finli.

Finli

UK based mass affluent financial advice and investment management firm with nation wide footprint

https://www.finli.com/

Acquired: July 2022


Logo for The Co-operative Bank.

Co-Op

A retail bank historically rooted in the Co-operative movement

Acquired: September 2021


logo for LMAX Group.

LMAX

A global financial technology company,  operating exchanges for FX and digital assets trading on behalf of a diverse group of institutional clients

https://www.lmax.com/

Acquired: January 2022


Logo for iLending.

iLending

Originates auto refinance loans for consumers through partnerships with a diverse network of credit unions and finance companies

https://ilendingcarloanrefinancing.com/

Acquired: April 2021


Logo for Inigo Limited.

Inigo Limited

A start-up specialty insurer at Lloyd’s of London, focusing on a limited number of some of the most profitable lines in the market

https://inigoinsurance.com/

Acquired: November 2020


Logo for Insigneo.

Insigneo

Independent wealth management platform focused on Latin American clients

https://insigneo.com/

Acquired: August 2022


JCF Asset Reconstruction

A licensed asset reconstruction company (“ARC”) specialized in non-performing loan portfolios; asset manager of non-performing assets

https://www.jcfarc.com/

Acquired: December 2022