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J.P. Morgan

J.P. Morgan

Corporate

Portfolio

7

companies


Portfolio companies

Ownera

Ownera

Ownera develops an interoperability trading network for tokenized assets.

Proxymity

Proxymity

Proxymity provides digital investor communication platforms for financial markets.

Smart

Smart

Smart provides digital retirement technology for workplace pensions and savers.

Icon Solutions

Icon Solutions

Icon Solutions provides payment systems and infrastructure technology for global banks.

AccessFintech

AccessFintech

AccessFintech operates a data and workflow collaboration network for the financial industry.

MS

Mosaic Smart Data

Mosaic Smart Data provides real time capital markets data analytics technology for financial institutions.

Smart Pension

Smart Pension

Smart Pension provides a global savings technology platform and workplace pensions.


Team

AL

Anne Lester

Global Head of Retirement Solutions

Warren Rabin

Warren Rabin

Co-Head of Global Macro Sales and Marketing

Warren serves as chief of staff at Brevan Howard after spending over three decades as a managing director at J.P. Morgan, where he also co-headed global macro sales and marketing.

LinkedIn
Chris Rowland

Chris Rowland

Global Head of Custody

Chris brings extensive experience in securities services and custody leadership, having previously held senior roles at State Street and J.P. Morgan.

LinkedIn
RG

Richard Gordon

Global Head of Securities Services Operations

Richard brings extensive private wealth management experience from senior roles at Citizens Private Wealth, First Republic, and Barclays, alongside operational background at J.P. Morgan.

LinkedIn
SC

Sara Castelhano

EMEA Head of Payments, Digital and Solutions, J.P. Morgan Wholesale Payments

HE

Hannah Elson

Head of Global Custody

SL

Scott Lucas

Head of Markets DLT

RH

Richard Hillary


Recent investments

Series A
£17.4M

The financing will accelerate the deployment of Ownera's global interoperability network for institutional digital securities.

"It is commonly accepted that the tokenization of securities has the capacity to digitize markets with total value in the trillions of dollars. Dozens of platforms are being deployed by financial institutions across the market, and our job is to be the neutral layer, seamlessly interconnecting them into one global distribution and liquidity network, using open-source network specifications"
— Ami Ben-David, Co-Founder & CEO
Series B
£23.4M

The investment round was backed by a consortium of major financial institutions including BNY Mellon, Citi, and Computershare.

"We’re delighted to announce this successful round of fundraising, both in terms of the confidence our investors have shown in us, and in accessing new funds to fuel our significant global momentum. We continue to work closely with all our founding consortium members, and together, the Proxymity team is delivering on our vision, changing the industry ecosystem for the better."
— Dean Little, Co-Founder and CEO
Series D+
£165M

DWS joins an investor syndicate led by Chrysalis Investments to back the retirement technology provider.

"We are looking forward to delivering on the opportunity to work with an innovative retiretech disruptor that is fast-growing and well-placed to compete both in the UK and global retirement market. Increasingly, defined contribution savers are seeking to diversify their returns across a broader range of asset classes, and we believe that DWS’ asset management capabilities across both private and listed markets means that we are ideally placed to meet their evolving needs"
— Dirk Goergen, Member of the Executive Board and Head of Client Coverage Division
Growth
£20.2M

J.P. Morgan takes a strategic stake in the payments technology provider to support its global expansion and platform development.

"We will benefit greatly from the scale and insight of a global banking leader and one of the most visionary technology companies in the world, with the flexibility and independence to pursue our innovation and growth roadmap"
— Tom Kelleher, Co-Founder and Director
Series B
£15.4M

Dawn Capital led the funding round, with participation from major banking institutions including Deutsche Bank, J.P. Morgan, Citi, and Goldman Sachs.

"We have been proud supporters of AccessFintech since their origins in our In Residence programme and are pleased to support the next stage of their growth."
— Richard Gordon, Global Head of Securities Services Operations
$20.5M

The strategic funding round was backed by eight major financial institutions including BNY Mellon, Citi, Clearstream, Computershare, Deutsche Bank, HSBC, J.P. Morgan, and State Street.

"We’re extremely proud of what Proxymity has achieved so far within Citi since we developed the platform in 2017. To date, Proxymity has supported over 3,000 shareholder meetings and, after successful pilots, we’ve fully launched the platform in the UK, Germany, The Netherlands, Belgium, Austria, and Australia, as well as a pilot in Spain,"
— Dean Little, Co-Founder and CEO
Series A
£6.9M

The investment round was co led by CommerzVentures and Octopus Ventures with participation from J.P. Morgan.

"Data analytics is becoming an integral part of every industry and the capital markets are no different. We will soon be at a position where it is a prerequisite for performance in the markets. This presents a huge opportunity for Mosaic Smart Data, which has built a platform which sets the gold standard for capital markets analytics. We are thrilled to be part of Mosaic Smart Data’s journey."
— Heiko Schwender, Partner
Series C
£50.0M

J.P. Morgan has taken a minority equity stake in the workplace pensions provider as part of a strategic placement round.

"We are delighted to have secured this investment from J.P. Morgan, as it signifies a positive step in our growth and international reach. From the outset our objective has been to put user engagement and experience at the heart of everything we do, utilising technology to build an unrivalled platform. Our journey has just started, the opportunities to disrupt and do things differently in this sector are staggering, and we will be leading the way."
— Andrew Evans, Co-founder and CEO