Summit Partners

Private Equity And Venture Capital
For Growth Companies

Financial Technology & Services

Summit has helped many Financial Technology & Services companies achieve dramatic growth and results. Learn more about our expertise in this sector by visiting our Industry Experience page, or read more about our Financial Technology & Services portfolio below.


Results may be sorted by company, year invested, or portfolio company status
CompanyDescriptionInvestedStatus
360 Treasury Systems AG

360T Group Logo
Multi-bank, multi-asset trading platform 2012 Current
Academic Management Services, Inc.

logo_AcademicManagementServices.gif
Tuition budgeting programs and student loans 1993 Former
Acturis Limited

Acturis Web Logo New
Insurance technology solutions 2010 Current
Benesight, Inc.

logo_Benesight.gif
Health and benefit plan admistrator 1998 Former
Card Capture Services, Inc.

logo_CardCapture.gif
Independent ATM provider 1997 Former
Chase Federal Bank FSB

Chase Federal Bank
Thirft bank holding company 1993 Former
Clearwater Analytics, LLC

Clearwater Analytics web logo
Investment portfolio reporting, accounting, and analytics software 2010 Current
Commercial Defeasance, LLC

logo_CommercialDefeasance.gif
Commercial loan defeasance management 2006 Current
Dorn Technology Group, Inc.

logo_DornTechnology.gif
Software solutions for the insurance industry 1998 Former
Employee Benefit Plans, Inc.

logo_EBP.gif
Health and accident insurance services 1986 Former
FleetCor Technologies, Inc.

logo_Fleetcor.gif
Fuel cards and workforce payment products 2002 Current
Flow Traders BV

logo_FlowTraders.gif
Electronic market maker 2008 Current
Focus Financial Partners, LLC

Focus Financial - new logo
Wealth management, benefit, and investment consulting services 2006 Current
Fortegra Financial Corporation

Fortegra Financial
Insurance services and products 2007 Current
Galtney Group Inc.

logo_GaltneyGroup.gif
Property and casualty healthcare insurance broker 1999 Former
Global Cash Access Holdings, Inc.

Global Cash Acces_logo
Cash access products and services for the gaming industry 2004 Former
Hatcher Associates, Inc.

logo_HatcherAssociates.jpg
Internet solutions for financial firms 1998 Former
iPayment, Inc.

logo_iPayment.gif
Payment processing services 1999 Former
Kaye Group

logo_KayeGroup.jpg
Commercial insurance brokerage 1991 Former
Liquidnet Holdings, Inc.

logo_Liquidnet.gif
Electronic marketplace for block trading 2005 Current
Litchfield Financial Corporation

logo_LitchfieldFinancial.gif
Vacation ownership finance agreements 1988 Former
Microbank Software, Inc.

logo_MicroBank.gif
Software for financial institutions 1992 Former
Multifonds (IGEFI Group Sàrl)

Multifonds Logo
Fund accounting and transfer agency software 2006 Current
Newtek Business Services, Inc.

Newtek Logo
Business Services 2012 Current
Ogone SA/NV

Ogone Web Logo
Online payment processing services 2010 Former
optionsXpress Holdings, Inc.

logo_optionsXpress.gif
Online brokerage for stock and equity options investors 2004 Former
Private Business, Inc.

logo_PrivateBusiness.gif
Solutions for financial institutions 1998 Former
Salient Partners, LP

Salient Partners, LP
Investment solutions for institutional and retail investors 2010 Current
SeaBright Holdings, Inc.

Seabright New Logo for Web
Specialty provider of workers’ compensation insurance 2003 Former
The Mutual Fund Store, LLC

logo_MutualFundStore.gif
Independent fee-based investment advisory services 2006 Former
Triton Systems, Inc.

logo_Triton.gif
Automated teller machines 1996 Former