Financial Services

BVP has a long history of investment in the financial services. The 1970s saw it investing in bank services roll-ups; thereafter it moved into areas as diverse as investment services (Quadriserve, LifeHarbor, Gerson Lehrman, Motilal Oswal and Soleil) and personal banking (Truaxis, Shriram City Financial, and Zopa).

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Team

Charles Birnbaum

Charles Birnbaum

Charles Birnbaum joined Bessemer in 2013 and is a Vice President.

Primary Office:
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Brian Feinstein

Brian Feinstein

Brian Feinstein is a Partner at Bessemer Venture Partners.

Primary Office:
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Alex Ferrara

Alex Ferrara

Alex Ferrara is a Partner at Bessemer Venture Partners.

Primary Office:
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Vishal Gupta

Vishal Gupta

Based in Bangalore, Vishal Gupta is a Managing Director at BVP.

Primary Office:
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Aneesha Raghunathan

Aneesha Raghunathan

Aneesha Raghunathan joined Bessemer in 2015 where she focuses on healthcare, financial services and cloud computing investments. 

Primary Office:
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Rob Stavis

Rob Stavis

Rob Stavis is a Partner at Bessemer Venture Partners.

Primary Office:
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Jordan Windmueller

Jordan Windmueller

Jordan Windmueller is an investor, where he focuses on healthcare, financial technology, cloud computing, and consumer internet.

Primary Office:
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Current Companies

Abacus

Abacus Labs, Inc. is a cloud-based expense management platform for SMBs.

Investment Date: 
2014
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ACTIV Financial Services, Inc.

Provides market-data content and technologies to market makers, hedge funds, brokers and trading systems.

Investment Date: 
2009
Geography: 
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Betterment

Online wealth management solution that provides users with an easy way to invest.

Investment Date: 
2010
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Bread

Bread is an alternative lending company that uses a pay-over-time button on retailer websites to allow consumers to pay in installments.

Investment Date: 
2015
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Gerson Lehrman Group

Provides systems to help financial-services firms, consultancies, corporations and not-for-profit institutions find, engage, and manage their proprietary expert networks.

Investment Date: 
2004
Geography: 
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HiBob

HiBob is a cloud platform for employee management that integrates HR and benefits.

Investment Date: 
2015
Geography: 
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Home First Finance Company

Home First Finance Company is a housing finance company in India. The company aims to make home loans easier for consumers who are buying their first home.

Investment Date: 
2010
Geography: 
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Intacct Corp.

Intacct provides best-in-class accounting, business, and financial management applications delivered in the cloud. 

Investment Date: 
2008
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K2 Intelligence

K2 Intelligence provides specialized risk services and solutions to corporations, sovereign nations and individuals.

Investment Date: 
2010
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NetAmbit

NetAmbit a customer centric, technology enabled financial services supermarket.

Investment Date: 
2007
Geography: 
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Quantopian

Quantopian is a platfrom for users to build, test and execute trading algorithms.

Investment Date: 
2014
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United Capital Financial Advisers

United Capital is a fast growing national partnership of exceptional private wealth counseling offices.

Investment Date: 
2009
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Zopa

An online community linking lenders and borrowers.

Investment Date: 
2006
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Past Companies

American Federal Bank

Bank that grew to operate 40 branch offices in northwestern South Carolina, along with a consumer finance company.

Investment Date: 
1989
Exit Year: 
1993
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Community First Bankshares

Multi-bank holding company grew to operate banks in 39 communities in North and South Dakota and Minnesota.

Investment Date: 
1987
Exit Year: 
1991
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Kroll Bond Ratings

Startup credit ratings agency established to offer unbiased ratings for investors in fixed income securities.

Investment Date: 
2010
Exit Year: 
2015
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MainBancorp

Bank holding company.

Investment Date: 
1996
Exit Year: 
2003
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Motilal Oswal Financial Services Ltd

Motilal Oswal is a diversified financial services firm offering a range of financial products and services.

Investment Date: 
2006
Exit Year: 
2009
Geography: 
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Pillar (acq. by IMRS)

Maker of enterprise-wide budgeting software and one of the first companies to use Graphical User Interfaces (GUIs) and object-oriented technology and to run over a network, allowing multiple simultaneous users.

Investment Date: 
1988
Exit Year: 
1994
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Shriram City Union Finance

Shriram City Union Finance is India’s premier financial services company, providing retail lending services to individuals and small businesses from a network of 633 outlets.

Investment Date: 
2008
Exit Year: 
2014
Geography: 
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Soleil Securities

Provides high-quality, ideologically independent research to institutional clients.

Investment Date: 
2003
Exit Year: 
2011
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Truaxis (formerly Billshrink)

Truaxis provides personalized recommendations to help consumers save money on everyday services.  In September 2012, Truaxis was acquired by MasterCard (NYSE:MA).

Investment Date: 
2007
Exit Year: 
2012
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