Pismo Acquisition, Valuation, Funding & Investors

Earnix is a Tel Aviv-headquartered software provider of pricing analytics and optimization platforms for insurance and retail banking. The company's solutions integrate predictive modeling with operational systems to adjust loan, deposit, and policy offerings in real time. Earnix serves global clients including AIG, HSBC, and Allianz, enabling dynamic risk assessment and revenue maximization.

Open Financial Technologies is a Singapore-headquartered neobanking platform for SMEs across Asia, streamlining banking, payments, accounting, and expense management in one interface. It serves over 1 million businesses with tools to unify financial operations, allowing focus on growth. Backed by investors including Tiger Global, Speedinvest, Beenext, and 3one4 Capital, the company employs more than 250 fintech specialists. Launched in 2018, Open expands in markets like India and Southeast Asia with integrated services for small enterprises.

Vise is a New York-headquartered fintech company founded in 2016 automating investment management for financial advisors via AI. Its platform handles personalized portfolio construction, rebalancing, tax optimization, and client reporting, allowing advisors to prioritize relationship-building while serving clients with customized strategies across asset classes.

Zebec is a protocol on the Solana blockchain enabling continuous value streaming for payroll subscriptions and microtransactions. Its Stream Payroll product facilitates real-time salary payments in USDC to over 500 enterprises worldwide. Integrated with wallets like Phantom Zebec processes billions in streamed volume annually.

TrustDecision is a Hangzhou-based fintech company founded in 2013 that provides risk control and anti-fraud solutions. It develops AI-powered software for financial institutions, insurers, payment platforms, e-commerce sites, and social networks, processing billions of transactions daily to detect theft and fraud.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Vitec Software Group AB is a software company in Vertical Market Software in the Nordic region. The company provides software for the pharmacy market, automotive and machine industry, banks and insurance companies, healthcare companies, real estate agents, and the education sector. Its segments comprise Auto, Energy, Real Estate, Finance and insurance, Environment, Estate Agents, and Education and health.

Korea Credit Data is a Seoul-headquartered fintech provider serving over 2 million merchants with business management, customer analytics, POS systems, payment processing, and marketplace services. Through subsidiaries like Korea Payment Networks, IMU for POS, and Korea Credit Service as a credit bureau, it holds the first CB license issued in 17 years. Backed by investors including Temasek's Pavilion Capital, Morgan Stanley Tactical Value, Kakao, KB Kookmin Bank, Hanwha Life, Shinhan Card, Dunamu's Upbit, GS25, and Fiserv, the group has raised over $220 million.

Optasia is a B2B2X AI-powered fintech platform covering scoring, financial decisioning, disbursement and collection. The company operates across Africa, the Middle East, Asia, Europe, and Latin America. Its services include: Micro Lending, Airtime Advance, and Data Monetization.

Caribou is a fintech platform headquartered in New York. It enables drivers to refinance auto loans through partnerships with banks like Capital One and KeyBank, targeting payment reductions via competitive rates. The service uses credit analysis algorithms for instant pre-approvals. Launched in 2020, Caribou streamlines refinancing for used car owners nationwide.

Juniper Square is a San Francisco-headquartered software platform for private market fund managers providing investor portals, CRM, automated accounting, and compliance tools. It streamlines fundraising through digital subscription documents, wire tracking, and performance reporting for real estate, private equity, and venture funds. The company serves over 1,000 firms managing $3 trillion in assets with AI-powered insights and mobile access for investor relations.

Omnio is a fintech provider of white-label banking and payment platforms headquartered in London. Formed in 2018 through the merger of PCT and Tuxedo Money Solutions, it delivers cloud-based services including digital wallets, card issuing, and account management to businesses in Europe, Australia, North America, and Africa. The company supports enterprises and governments with compliant financial products such as remittances and lending solutions.

Shenzhen Sunline Tech Co Ltd is a banking software and technology services company in China. Some of its products include Core Business System SunLTTS, Bank Loan Business System, Smart Deposit Business System, Cash Management Business System, Digital Core System, Digital Financial Business Platform, Business Middle Office Center, Digital Loan Business System, Data Warehouse, and others. It generates the majority of its revenue from Software development followed by System integration and Maintenance business.

Donnelley Financial Solutions Inc is a risk and compliance software solutions and related services provider. The company provides regulatory filing and deal solutions via its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. It operates in four reportable segments: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management (its key revenue-generating segment), Investment Companies - Software Solutions, and Investment Companies - Compliance and Communications Management. Its geographical segments are the United States (USA), Europe, Asia, Canada, and Others, of which the USA accounts for the vast majority of its total revenue.

Imprint is a financial technology company specializing in co-branded credit cards and loyalty programs. It collaborates with consumer brands to launch customized rewards cards featuring digital experiences and brand-specific perks integrated through its technology stack.

Fujian Apex Software Co Ltd is a China based professional platform-based software company and application solutions provider. It offers software services like business process management (BPM) for different areas including financial securities, including securities and futures and funds, banks and trusts, electronic trading and private equity fund, and business and education.

CAPTRUST is a Raleigh, North Carolina-headquartered independent registered investment advisor that delivers retirement plan advisory, wealth management, and financial planning services. The firm advises over 3,000 retirement plans covering 11 million participants and serves endowments, foundations, and high-net-worth individuals. CAPTRUST specializes in fiduciary governance, investment policy development, and fee benchmarking for defined contribution and defined benefit plans. Registered with the SEC since 2006, it operates through offices across the United States, including Texas, California, and Florida.