Motive Partners

✨ 𝗡𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 Motive Partners 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 BetaNXT 𝗮𝗻𝗱 CAIS 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘁𝗼 𝗨𝗻𝗹𝗼𝗰𝗸 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 𝗔𝗰𝗿𝗼𝘀𝘀 𝘁𝗵𝗲 BetaNXT 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 We're excited to share that BetaNXT, a Motive Partners portfolio company, has partnered with CAIS, a leading alternative investment platform and Motive Partners portfolio company, to bring streamlined access to alternative investments across the BetaNXT ecosystem. By integrating CAIS' alternatives platform with BetaNXT's wealth infrastructure, the partnership is designed to help wealth management firms simplify the end-to-end alternatives experience, from subscription and execution through ongoing operational workflows, with the goal of helping advisors deliver greater value to clients while reducing complexity. This is the power of the Motive Partners ecosystem and our distinctive 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿, 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿, 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿 (𝗜𝗢𝗜) 𝗺𝗼𝗱𝗲𝗹 in action. The combination of two category leaders from across our portfolio creates opportunity to accelerate innovation through purposeful collaboration. This partnership demonstrates how Motive's industry expertise, stage-agnostic investment approach, and deep network create new opportunities for portfolio companies to work together, unlock commercial synergies, and pursue meaningful outcomes for the financial services industry. In our view, the modernization of wealth and asset management infrastructure is one of the defining opportunities in financial technology. As demand for alternative investments continues to grow, scalable infrastructure that improves advisor workflows and expands investor access will be critical to the next generation of wealth management. This collaboration between BetaNXT and CAIS is another example of how Motive Partners portfolio companies are forming the future of finance through innovation, connectivity, and ecosystem-driven value creation. Congratulations to the teams at BetaNXT and CAIS on this exciting partnership! We look forward to seeing the impact this collaboration will have across the wealth management ecosystem. Read more: https://lnkd.in/gBMjNKmS At Motive Partners, we believe financial technology is a powerful force reshaping the global economy. With an exclusive focus on financial technology – from early-stage ventures, growth equity, and buyouts – we invest in tech-enabled financial and business services companies across Banking & Payments, Capital Markets, AI, Data & Analytics, Insurance, Wealth & Asset Management, and Business Services – partnering with management teams to transform the future of finance.

✨ Motive Partners 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗳𝗼𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗶𝗻 𝗙𝗶𝗻𝘁𝗲𝗰𝗵 We are thrilled to share that multiple Motive Partners portfolio companies have been named CNBC World’s Top Fintech Companies!   Congratulations to Aufinity Group | bezahl.de (Payments), FNZ (Wealth Technology), InvestCloud, Inc. (Wealth Technology) and Quantexa (Regtech) on being named to CNBC’s 𝗪𝗼𝗿𝗹𝗱'𝘀 𝗧𝗼𝗽 𝗙𝗶𝗻𝘁𝗲𝗰𝗵 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝟮𝟬𝟮𝟲. This is both FNZ and InvestCloud, Inc.’s second appearance on the list in the last three years. Together, these companies represent proof points of the breadth of innovation reshaping financial services – from modernizing payments and transforming wealth technology to advancing AI-powered decision intelligence and regulatory technology. Serving different industry sub-sectors, these companies share a common ambition: building the infrastructure and intelligence powering the next generation of financial services.   At Motive Partners, we believe financial technology is a powerful force reshaping the global economy, and that exceptional investing requires more than financial expertise. It requires the judgment of leaders who have made strategic decisions at the highest levels of the industry and understand how institutions grow, compete, and create long-term value. Through our proven and repeatable 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿, 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿, 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿 (𝗜𝗢𝗜) 𝗺𝗼𝗱𝗲𝗹, we partner with founders and management teams to help scale businesses, as our global ecosystem connects portfolio companies with customers, strategic partners, operators, and one another to support innovation and drive growth. This recognition is a reflection of the strength of these businesses and the power of an ecosystem built to help fintech innovators succeed. Read more: https://lnkd.in/e2M5gzjX Congratulations to the teams at Aufinity Group | bezahl.de, FNZ, InvestCloud, Inc., and Quantexa on this well-deserved distinction! We're proud to partner with you in forming the future of finance. With an exclusive focus on financial technology – from early-stage ventures, growth equity, and buyouts – Motive Partners invests in tech-enabled financial and business services companies across Banking & Payments, Capital Markets, AI, Data & Analytics, Insurance, Wealth & Asset Management, and Business Services – partnering with management teams to transform financial services. #MotivePartners #TheEcosystemEffect #Fintech #Payments #WealthTech #Regtech #FinancialServices #Innovation #CNBC #FNZ #InvestCloud #Quantexa #AufinityGroup #PrivateEquity #VentureCapital #ValueCreation #IOI #FormingtheFutureofFinance

✨ Motive Partners 𝗔𝗽𝗽𝗼𝗶𝗻𝘁𝘀 Jennifer Nason 𝗮𝘀 𝗮𝗻 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗣𝗮𝗿𝘁𝗻𝗲𝗿   We are excited to welcome Jennifer Nason to Motive Partners as an Industry Partner.   Jennifer is one of the most experienced leaders in global finance, bringing more than four decades of experience advising many of the world’s leading corporations, CEOs, and boards on strategy, capital markets, M&A, and transformation. Most recently, Jennifer served as Global Chair of Investment Banking at J.P. Morgan, where she helped shape some of the firm’s most important client relationships and strategic initiatives.   Jennifer’s appointment further strengthens 𝗠𝗼𝘁𝗶𝘃𝗲’𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿-𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿 (𝗜𝗢𝗜) 𝗺𝗼𝗱𝗲𝗹 and reinforces our position as a leading destination for transformational talent across financial services and technology.   At a time when AI, data, and modern infrastructure are fundamentally reshaping financial services, Jennifer’s global perspective, strategic insight, and deep industry relationships will be invaluable as we continue to help our portfolio companies drive innovation, scale growth, and create long-term value.   We are thrilled to have Jennifer join the Motive family and look forward to the impact she will have across our platform!   Read the full announcement here: https://lnkd.in/e-82p9d8   #MotivePartners #Fintech #FinancialServices #AI #Leadership #Innovation #PrivateEquity #Technology #CapitalMarkets #IOI #ValueCreation

✨ News from the Motive Partners Ecosystem Financial infrastructure is becoming increasingly complex. Every new payment rail, ledger, compliance system, and AI workflow creates another layer of operational complexity – and another opportunity for institutions to lose visibility across how money actually moves. That's why we're excited to announce that Motive Partners, through our Venture platform, has co-led Cordant's $8 million Seed round alongside Oak HC/FT. Cordant is building a command center for modern financial infrastructure, giving banks, fintechs, payment companies, and financial infrastructure providers a shared operational view across fragmented systems without replacing existing infrastructure or moving funds. The company has already: • Developed the platform with 11 design partners across banking, payments, embedded finance, stablecoins, and digital assets (based on company-reported data) • Secured strategic investment and partnerships from Bitso and Paxos • Built a platform designed to give institutions the operational visibility and governance required before deploying AI into regulated workflows Our conviction is reinforced by the strong founder-market fit. Having previously helped scale Rapyd across more than 50 countries and over 100 partner integrations, Eric Rosenthal, Juan Jose Huezo, Lior Levit, and Sagi Ittah have experienced firsthand the operational challenges Cordant is solving. This investment reflects our continued belief that the future of financial services will be defined not only by new payment rails and AI, but by the infrastructure that enables institutions to operate across them with confidence. Congratulations to the entire Cordant team – we're excited to partner with you and the value creation opportunity ahead! Read more: https://lnkd.in/gWNGW7gi At Motive Partners, we believe financial technology is a powerful force reshaping the global economy. With an exclusive focus on financial technology – from early-stage ventures, growth equity, and buyouts – we invest in tech-enabled financial and business services companies across Banking & Payments, Capital Markets, AI, Data & Analytics, Insurance, Wealth & Asset Management, and Business Services – partnering with management teams to transform the future of finance. #Fintech #Payments #FinancialInfrastructure #AI #DigitalAssets #VentureCapital #MotivePartners #FinancialServices #Cordant

✨ Motive Partners 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝗮𝘁 𝗪𝗼𝗺𝗲𝗻’𝘀 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗦𝘂𝗺𝗺𝗶𝘁 Tomorrow, Bridget van Kralingen, Partner, Investments & Chair of Create at Motive Partners, will kick off the 𝗪𝗼𝗺𝗲𝗻’𝘀 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗦𝘂𝗺𝗺𝗶𝘁 with a discussion on how Private Equity firms are rethinking value creation strategies in today’s market. Value creation has never been more important, given the longer periods that PE firms are holding companies. It is seen as crucial to eventually getting to a successful exit and generating necessary returns for LPs. How firms think about value creation and execute it are moving in different directions. Bridget will join fellow industry leaders at the inaugural Summit for the session: "𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗘𝘃𝗼𝗹𝘃𝗲𝘀: 𝗪𝗶𝗹𝗹 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗠𝗼𝗱𝗲𝗹𝘀 𝗣𝗿𝗼𝗱𝘂𝗰𝗲 𝘁𝗵𝗲 𝗡𝗲𝗲𝗱𝗲𝗱 𝗥𝗲𝘀𝘂𝗹𝘁𝘀?" Panelists will discuss the changes they’ve made and what it may take to keep companies moving forward, especially in the age of AI. Leaders joining Bridget in the session will be: 🎤 Saba Ahmad, President & Founding Partner, Turning Rock Partners 🎤 Daphne Dufresne, Founder & Managing Partner, Awani Capital 🎤 Hilary Gosher, Managing Director, Insight Partners Moderating the conversation will be Boriana Karastoyanova, Managing Director, Neuberger Berman-USA. 📍 𝗪𝗼𝗺𝗲𝗻’𝘀 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗦𝘂𝗺𝗺𝗶𝘁 | New York 🗓️ Tuesday, July 21 @ 9:10 AM ET The Summit is hosted by With Intelligence, a former Motive Partners portfolio company, now part of S&P Global, following its successful acquisition to create one of the most comprehensive providers of private markets intelligence in the world. We're looking forward to an engaging discussion with leaders across private equity driving value creation. See you there! #MotivePartnersEcosystem #WomensValueCreationSummit #ValueCreation #PrivateEquity #PrivateCapital #Fintech #FinancialServices #AI #DataAnalytics #DigitalTransformation #Leadership #IOI #WithIntelligence #SPGlobal

✨ Earlier this month, Motive Partners welcomed founders, operators, investors, and ecosystem partners to Kensington Roof Gardens for our annual Fintech Summer Party. At Motive, we believe the best ideas don't emerge in isolation - they're shaped through the relationships, conversations, and collaboration that happen across our ecosystem. Bringing together leaders from across our integrated platform - from venture to growth & buyout - is an opportunity to strengthen those connections, share perspectives, and create the conditions for innovation to thrive. This is The Ecosystem Effect in action: connecting exceptional people who are building the future of financial technology and creating opportunities that extend far beyond a single evening. Thank you to everyone who joined us and continues to make this community so special. Here's to the next conversation, the next partnership, and what's ahead! #MotivePartnersEcosystem #PrivateEquity #Fintech #FinancialServices #VentureCapital #TheEcosystemEffect #ValueCreation #IOI

✨ Motive Partners 𝗪𝗲𝗹𝗰𝗼𝗺𝗲𝘀 Timothy Karpoff 𝗮𝘀 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗣𝗮𝗿𝘁𝗻𝗲𝗿   We are pleased to announce that Timothy Karpoff, former Global Head of Strategy at Citi, will join Motive Partners as an Industry Partner effective September 1.   Tim brings a distinctive blend of experience across global financial services, corporate strategy, mergers and acquisitions, public policy, and legal advisory work. Most recently, he led firmwide strategy and Corporate M&A at Citigroup. Prior to Citi, he held senior leadership positions at Barclays, including Group Head of Strategy & Corporate Development.   Beyond his corporate leadership experience, Tim has served in senior roles at both the U.S. Department of the Treasury and the Commodity Futures Trading Commission, giving him a distinctive perspective on the intersection of financial institutions, regulation, and industry evolution.   As financial services undergoes rapid transformation driven by technology, regulatory change, and shifting competitive dynamics, strategic clarity has never been more important.   At Motive Partners, we believe exceptional investing requires more than financial expertise. It requires the judgment of leaders who have made strategic decisions at the highest levels of the industry and understand how institutions grow, compete, and create long-term value. Tim's experience helping institutions navigate complex decisions, evaluate growth opportunities, and adapt to changing market conditions make him a valuable addition to our senior leadership bench of high-caliber talent, supporting Motive's Investor-Operator-Innovator (IOI) model.   We are excited to welcome Tim to the Motive family and look forward to the impact we expect him to have across our platform, portfolio companies, and broader ecosystem!   Read the full announcement here: https://lnkd.in/evXh5CWc   #MotivePartnersEcosystem #FinancialServices #Fintech #Strategy #Leadership #Innovation #PrivateEquity #Technology #ValueCreation #IOI

✨ 𝗡𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 Motive Partners 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 ✨ Our portfolio companies continue to shape the future of financial services through innovation, growth, and thought leadership. Here's a look at some recent highlights from the Motive ecosystem: ◾ Accordion's CEO Nick Leopard in Forbes breaks down five things teams closing the AI-value gap do well. 🔗 For more: https://lnkd.in/eQ6XVyPh ◾ BetaNXT's CMO Laura Barger shared her perspective on Anthropic's recent study of 81,000 people on what they want from (and fear about) AI and what it means for wealth management.  🔗 Read more: https://lnkd.in/g-fa66wv ◾ Electric Mind released a new episode of their podcast, featuring AutoAlign AI CEO Dan Adamson, digging into why organizations struggle to close the AI execution gap. 🔗 Listen here: https://lnkd.in/gH_gP74a ◾ Splitit’s CEO Nandan Sheth breaks down why payment strategy is now make-or-break, and what retailers should do about it. 🔗 Learn more: https://lnkd.in/gcqfqrkq ◾ Trumid unveils Trumid Full Self Trading (FST™), an automation-driven trading agent built for cross-protocol execution across the Trumid platform. 🔗 See more: https://lnkd.in/grjMmVtE ◾ Wilshire’s Mark Perry, Head of Alternatives Manager Research on how AI is reshaping manager evaluation. 🔗 Read more: https://lnkd.in/gRsYxzQz At Motive Partners, we believe financial technology is a powerful force reshaping the global economy. With an exclusive focus on financial technology – from early-stage ventures, growth equity, and buyouts – we invest in tech-enabled financial and business services companies across Banking & Payments, Capital Markets, AI, Data & Analytics, Insurance, Wealth & Asset Management, and Business Services – partnering with management teams to transform the future of finance. #MotivePartnersEcosystem #AI #PrivateEquity #ValueCreation #IOI #Fintech #FinancialServices #Innovation

✨ Motive Partners Featured on Capital Connect Podcast Motive Partners Industry Partner Paul Walker joined Ben Haber on the latest episode of Capital Connect to explore one of the most significant opportunities shaping the future of wealth management: expanding access to private markets through scalable financial infrastructure. Drawing on decades of experience leading technology at Goldman Sachs and now working alongside Motive portfolio companies, Paul shared why the industry's biggest challenge isn't building better technology, rather it's building the networks, operating models, and standards that allow private market investing to scale. The conversation explored how InvestCloud, Inc., a Motive portfolio company, is tackling this challenge by rethinking the infrastructure required to bring private assets into model portfolios and is designed to help wealth managers deliver broader investment opportunities to clients while maintaining the operational rigor the market demands. The discussion also turned to artificial intelligence and its rapidly growing role in financial services. Paul shared his view that AI is fundamentally changing the way software is developed and financial infrastructure is built, not by replacing strategy or expertise, but by accelerating execution and enabling teams to solve increasingly complex problems. His perspective reinforces a broader theme at Motive: lasting innovation comes from combining deep domain expertise with transformative technology. Tune in to hear Paul's insights on the evolution of private markets, the future of financial infrastructure, and, in Paul's view, why the next wave of fintech innovation will be driven as much by industry collaboration as by technology itself. 🎙️ Listen here: https://lnkd.in/g46bAMi8 At Motive Partners, we believe financial technology is a powerful force reshaping every segment of the global economy. With an exclusive focus on financial technology—from early-stage ventures, growth equity, and buyouts—we invest in tech-enabled financial and business services companies across Banking & Payments, Capital Markets, AI, Data & Analytics, Insurance, Wealth & Asset Management, and Business Services, partnering with management teams to transform the future of finance.

✨ Motive Partners 𝗮𝘁 𝘁𝗵𝗲 𝗪𝗼𝗺𝗲𝗻’𝘀 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗦𝘂𝗺𝗺𝗶𝘁 Later this month, Bridget van Kralingen, Partner, Investments & Chair of Create at Motive Partners, will take the stage at the inaugural 2026 Women’s Value Creation Summit for a panel discussion on 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗘𝘃𝗼𝗹𝘃𝗲𝘀: 𝗪𝗶𝗹𝗹 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗠𝗼𝗱𝗲𝗹𝘀 𝗣𝗿𝗼𝗱𝘂𝗰𝗲 𝘁𝗵𝗲 𝗡𝗲𝗲𝗱𝗲𝗱 𝗥𝗲𝘀𝘂𝗹𝘁𝘀? Value creation has never been more important – especially given the longer periods that PE firms are holding companies. It is seen as crucial to eventually getting to a successful exit and generating necessary returns for LPs. But how firms think about value creation and execute it are moving in different directions. The Women’s Value Creation Summit will kick off with a group of PE firms leaders providing their perspective on how their firms are thinking about value creation, the changes they’ve made and what it may take to keep companies moving forward – especially in the age of AI. As Chair of Create, Bridget works closely with Motive's portfolio companies to accelerate growth, drive operational excellence, and unlock long-term value creation opportunities. Drawing on decades of leadership experience across technology, consulting, and financial services, she brings a unique perspective on how data, analytics, AI, and digital transformation are reshaping competitive advantage and performance in today's market environment. Leaders joining Bridget for the discussion: 🎤 Saba Ahmad, President & Founding Partner, Turning Rock Partners 🎤 Daphne Dufresne, Founder & Managing Partner, Awani Capital 🎤 Hilary Gosher, Managing Director, Insight Partners    Moderating the conversation will be Boriana Karastoyanova, Managing Director, Neuberger Berman-USA. The Women's Value Creation Summit brings together leaders from across private equity, portfolio operations, and value creation to discuss the strategies shaping the future of investment performance. The Summit is hosted by With Intelligence, a former Motive Partners portfolio company, now part of S&P Global, following its successful acquisition to create one of the most comprehensive providers of private markets intelligence in the world. 📍 Women's Value Creation Summit | New York 🗓️ 21 July 2026 @ 9:10 AM ET We look forward to seeing you there! #MotivePartnersEcosystem #WomensValueCreationSummit #ValueCreation #PrivateEquity #PrivateCapital #Fintech #FinancialServices #ArtificialIntelligence #DataAnalytics #DigitalTransformation #Leadership