Predict your next investment

Portico Capital Securities company logo
Investment Bank
FINANCE | Investment Banking
porticocapital.com

See what CB Insights has to offer

Investments

1

About Portico Capital Securities

Portico Capital is an investment bank exclusively serving the Information and Business Services/Software industry.

Portico Capital Securities Headquarter Location

35 Mason Street 4th Floor

Greenwich, Connecticut, 06830,

United States

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Portico Capital Securities News

Insight Venture Partners backs Wealth-X

Nov 25, 2014

Portico Capital Securities advised Wealth-X on the transaction. Also, Euan Menzies and Matthew Gatto of Insight Venture Partners have been added to Wealth-X’s board of directors. Headquartered in Singapore, Wealth-X is a provider of sales, marketing and compliance solutions to companies and nonprofits targeting the ultra high net worth market. PRESS RELEASE Wealth-X, the global leader in providing sales, marketing, and compliance solutions to companies and not-for-profit organizations targeting the ultra high net worth (UHNW) market, today announced it received a major investment from Insight Venture Partners. The financing will be used to expand global operations including sales and marketing, invest in product innovation and further evaluate strategic acquisition opportunities. Since its founding in 2010, Wealth-X has expanded significantly to become the leading provider of intelligence and prospecting data for financial institutions, luxury brands and not-for-profit organizations. Wealth-X has more than 200 employees in 13 offices on five continents. Wealth-X co-founders Mykolas Rambus and David Friedman will continue to lead the business, with Rambus serving as chief executive officer and Friedman as president and global head of sales and client development. “We are tremendously excited by the partnership between Insight and Wealth-X, as this will directly benefit the results our clients achieve in the marketplace,” Mykolas Rambus said. “There has historically been a dearth of meaningful data and solutions to engage ultra affluent consumers, and we are honored to be recognized as the trusted growth solution for hundreds of the world’s best companies and professionals.” “Wealth-X has become the industry standard for organizations focused on UHNW consumers, clients, and donors,” said Euan Menzies, managing director at Insight Venture Partners. “We believe in the strategy that Mykolas and David are executing and actively support the global expansion of the business through our knowledge of data businesses and our financial backing.” Euan Menzies and Matthew Gatto from Insight Venture Partners, have joined Wealth-X’s board of directors. Portico Capital Securities LLC served as exclusive financial advisor to Wealth-X with respect to the transaction. About Wealth-X Wealth-X is the world’s leading ultra high net worth (UHNW) intelligence and prospecting firm with the largest collection of curated research on UHNW individuals, defined as those with net assets of US$30 million and above. Headquartered in Singapore, it has 13 offices on five continents. (www.wealthx.com) About Insight Venture Partners Insight Venture Partners is a leading global venture capital and private equity firm investing in high-growth technology and software companies that are driving transformative change in their industries. Founded in 1995, Insight has raised more than $8 billion and invested in more than 200 companies worldwide. Its mission is to find, fund and work successfully with visionary executives providing them with practical, hands-on growth expertise to foster long-term success. For more information on Insight and all of its investments, visit www.insightpartners.com. Leave a Reply

Portico Capital Securities Investments

1 Investments

Portico Capital Securities has made 1 investments. Their latest investment was in GTESS Corporation as part of their Series D on January 1, 2004.

CBI Logo

Portico Capital Securities Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/21/2004

Series D

GTESS Corporation

$8.6M

Yes

Date

1/21/2004

Round

Series D

Company

GTESS Corporation

Amount

$8.6M

New?

Yes

Co-Investors

Sources

Portico Capital Securities Team

1 Team Member

Portico Capital Securities has 1 team member, including current Founder, Rick Northrop.

Name

Work History

Title

Status

Rick Northrop

Founder

Current

Name

Rick Northrop

Work History

Title

Founder

Status

Current

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.