We partner with management teams who are transforming financial & business technology.

Avetta

Avetta helps the world’s leading organizations effectively manage supply chain compliance by using configurable, cloud-based technology and expert insights. With coverage in North America, Europe, Latin America and Asia Pacific, as well as the industry’s highest customer satisfaction, Avetta is a leader in the $14 billion global supply chain risk management solutions marketplace.

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Avetta
  • Description –  
    Outsourced Supply Chain Compliance Software
  • Investment Date –  
    February 2019
  • Location – Orem, Utah
  • Status –  
    Active
  • Sector(s) –  
    Business Technology / Enterprise Software / Governance Risk & Compliance
  • Long Ridge Team –  
BlueTarp

BlueTarp offers a B2B credit management platform designed to improve the purchase-to-payment lifecycle. The company offers its fully customizable B2B credit management program directly to merchants and suppliers. BlueTarp also partners with banks and other financial institutions, which utilize its technology platform to service their corporate customers.

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BlueTarp
  • Description –  
    B2B Credit Management Services
  • Investment Date –  
    July 2013
  • Location – Portland, Maine
  • Status –  
    Active
  • Sector(s) –  
    Financial Technology / Payments / Specialty Finance
  • Long Ridge Team –  
BROWZ

BROWZ provides a SaaS based supply chain risk management platform. BROWZ works with the world’s largest organizations to provide supplier qualification and management solutions. The company serves thousands of customers across over 35 industries, providing clients with transparency into their supply chain to mitigate risk and make informed decisions about vendor selection.

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BROWZ
  • Description –  
    Outsourced Supply Chain Compliance Software
  • Investment Date –  
    December 2012
  • Location – Salt Lake City, Utah
  • Status –  
    Exited
  • Sector(s) –  
    Business Technology / Enterprise Software / Governance Risk & Compliance
  • Long Ridge Team –  
TradAir

TradAir provides an institutional FX trading platform to banks and brokers. TradAir’s platform allows market participants to aggregate liquidity, create two-way pricing streams, and distribute the pricing through a front-end GUI. While TradAir offers an end-to-end platform, each component of the platform can function as an independent module within an institution’s trading workflow.

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TradAir
  • Description –  
    Institutional FX Trading Platform for Global Banks and Brokers
  • Investment Date –  
    December 2014
  • Location – Tel Aviv, Israel
  • Status –  
    Active
  • Sector(s) –  
    Capital Markets / Financial Technology
  • Long Ridge Team –  
EQIS

EQIS provides independent financial advisors with an investment and practice management platform. The platform provides advisors and their clients with access to world-class institutional asset managers, historically available only to high net worth individuals and institutions. EQIS offers sophisticated practice management tools to advisors to help them meet their client’s wealth management needs.

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EQIS
  • Description –  
    Turnkey Asset Management Platform for Financial Advisors
  • Investment Date –  
    February 2016
  • Location – San Rafael, California
  • Status –  
    Active
  • Sector(s) –  
    Financial Technology / Wealth / Asset Management
  • Long Ridge Team –  
Carson Group

Carson Group provides market-leading wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson also runs a nationally recognized registered investment advisor for retail clients and offers expert coaching, practice management, and national conferences to advisors.

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Carson Group
  • Description –  
    Wealth Management Technology and Services for Advisors and Clients
  • Investment Date –  
    April 2016
  • Location – Omaha, Nebraska
  • Status –  
    Active
  • Sector(s) –  
    Wealth / Asset Management
  • Long Ridge Team –  
Broadway Technology

Broadway Technology powers fixed income and foreign exchange trading for the largest global banks, with customers executing over $100 trillion of annual volume through the Broadway platform. The company provides front-office trading applications and enterprise solutions to address mission-critical trading needs for banks, brokers, and asset managers.

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Broadway Technology
  • Description –  
    Trading Technology for Global Banks and Brokers
  • Investment Date –  
    April 2017
  • Location – New York, New York
  • Status –  
    Active
  • Sector(s) –  
    Capital Markets / Enterprise Software / Financial Technology
  • Long Ridge Team –  
Ametros

Ametros offers a broad set of financial and medical management tools and technology, including medical administration reporting, automated payment technology, and access to significant healthcare discounts for pharmaceuticals, provider visits, and medical equipment. Since inception, Ametros has been a trusted partner for thousands of individuals receiving funds from workers’ compensation and liability settlements.

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Ametros
  • Description –  
    Post-Settlement Medical Administration Services
  • Investment Date –  
    November 2017
  • Location – Wilmington, Massachusetts
  • Status –  
    Active
  • Sector(s) –  
    Business Technology / Insurance / Payments
  • Long Ridge Team –  
SALI Fund Services

SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI administers funds for a broad range of alternative asset managers, including many of the world’s largest hedge funds, credit funds, and private equity funds. SALI administers over 100 funds and has also partnered with 28 leading insurance companies to facilitate the availability of alternative investment options. IDFs facilitate access to alternative investment products for Private Placement Life Insurance (PPLI) policies.

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SALI Fund Services
  • Description –  
    Turn-key Solution for Insurance Dedicated Funds
  • Investment Date –  
    February 2018
  • Location – Austin, Texas
  • Status –  
    Active
  • Sector(s) –  
    Capital Markets / Financial Technology / Insurance / Wealth / Asset Management
  • Long Ridge Team –  
ProcessUnity

ProcessUnity provides cloud-based software for risk management. Many of the world’s leading companies have adopted ProcessUnity’s Vendor Cloud solution to automate the onboarding, due diligence and assessment processes associated with Third-Party Risk Management – shifting away from manual spreadsheets or legacy systems. The company helps mitigate brand and reputational risk by providing a holistic view of an organization’s vendor population, including visibility into vendor security practices, policies and performance.

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ProcessUnity
  • Description –  
    Cloud-based Solutions for Integrated Risk Management
  • Investment Date –  
    September 2018
  • Location – Concord, Massachusetts
  • Status –  
    Active
  • Sector(s) –  
    Business Technology / Enterprise Software / Governance Risk & Compliance
  • Long Ridge Team –  
Liquidnet

Liquidnet offers a leading marketplace for institutions to trade equity and fixed income securities. With focus on institutions seeking to trade large blocks, the average trade execution size on Liquidnet is over 100x larger than that found on US exchanges.

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Liquidnet
  • Description –  
    Institutional Block Equities Trading Platform
  • Investment Date –  
    March 2000
  • Location – New York, New York
  • Status –  
    Exited
  • Sector(s) –  
    Capital Markets / Financial Technology
  • Long Ridge Team –  
Currenex

Currenex is a pioneer in the electronification of FX trading. The company offers the FX community with market-leading technology, deep pools of liquidity, and tailored access.

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Currenex
  • Description –  
    Institutional FX Trading Services
  • Investment Date –  
    February 2004
  • Location – Redwood City, California
  • Status –  
    Exited
  • Sector(s) –  
    Capital Markets / Financial Technology
  • Long Ridge Team –  
Stonegate Mortgage

Stonegate Mortgage offers mortgage loans and financing services. The company’s mortgage loans and financing services originates, finances and services agency and non-agency residential mortgages through its network of retail offices and approved third party originators enabling businesses to access a wide array of residential mortgage loans.

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Stonegate Mortgage
  • Description –  
    Residential Mortgage Servicing and Origination
  • Investment Date –  
    March 2012
  • Location – Indianapolis, Indiana
  • Status –  
    Exited
  • Sector(s) –  
    Financial Technology / Specialty Finance
  • Long Ridge Team –  
FXCM

FXCM is a leading retail FX brokerage and offers access to the global FX trading market. FXCM was listed on the New York Stock Exchange and was subsequently acquired by Leucadia.

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FXCM
  • Description –  
    Retail FX Trading Platform
  • Investment Date –  
    December 2007
  • Location – New York, New York
  • Status –  
    Exited
  • Sector(s) –  
    Capital Markets / Financial Technology
  • Long Ridge Team –  
Portware

Portware provides execution management systems (EMS) to global financial institutions. Portware’s enterprise platform is used by global institutions representing more than $3 trillion in assets under management as the centralized hub for execution management across global equities, FX, futures, options and fixed income.

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Portware
  • Description –  
    Execution Management System for Asset Managers and Brokers
  • Investment Date –  
    July 2014
  • Location – New York, New York
  • Status –  
    Exited
  • Sector(s) –  
    Capital Markets / Enterprise Software / Financial Technology
  • Long Ridge Team –  
Structured Portfolio Management

Structured Portfolio Management is an asset manager specialized in U.S residential mortgage-backed securities, rates, volatility and credit enabling harvesting of risk premium.

Structured Portfolio Management
  • Description –  
    Residential Mortgage Backed Securities Asset Manager
  • Investment Date –  
    December 2007
  • Location – Stamford, Connecticut
  • Status –  
    Exited
  • Sector(s) –  
    Financial Technology / Specialty Finance
  • Long Ridge Team –