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Financial Services

General Atlantic has a long track record of investing in leading Financial Services and Financial Technology companies around the world. As growth investors, we seek opportunities to partner with entrepreneurs and businesses that are driving innovation in the sector, ranging from leading financial institutions to the global technology, data and services providers that are core to the broader financial ecosystem.

Our Current and Former Financial Services Portfolio VIEW ALL

EngageSmart ×

EngageSmart delivers SaaS platforms that drive customer engagement, operational efficiency, and convenient billing and digital payments across multiple vertical end markets.

  • Sector: Financial Services
  • Headquarters: Braintree, MA
  • Date Invested: 02/11/2019
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Chime ×

Chime is a digital consumer banking provider.

  • Region: United States
  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Date Invested: 03/5/2019
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Blend ×

Blend is a white-label SaaS provider of point of sale mortgage origination software for banks and non-bank mortgage lenders.

  • Sector: Financial Services
  • Headquarters: San Francisco, CA
  • Date Invested: 05/29/2019
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ISS STOXX ×

ISS STOXX is a financial intelligence provider and portfolio risk and analytics software business.

In 2023, ISS STOXX completed a transaction to add STOXX, formerly known as Qontigo, to its group of companies. ISS STOXX is majority owned by Deutsche Börse Group.

  • Sector: Financial Services
  • Headquarters: Frankfurt, Germany
  • Date Invested: 09/13/2019
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Neon ×

Neon is a leading Brazilian neo-bank.

  • Region: Latin America
  • Sector: Financial Services
  • Headquarters: São Paulo, Brazil
  • Date Invested: 07/17/2019
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dLocal ×

dLocal is a leading international payment facilitator focused on emerging markets.

  • Region: Latin America
  • Sector: Financial Services
  • Headquarters: Montevideo, Uruguay
  • Date Invested: 12/16/2019
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Creative Planning ×

Creative Planning is a leading national provider of comprehensive wealth management services and customized investment plans.

  • Region: United States
  • Sector: Financial Services
  • Headquarters: Overland Park, KS
  • Date Invested: 01/10/2020
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Fireblocks ×

Fireblocks is an all-in-one platform to store, transfer and issue digital assets.

  • Sector: Financial Services
  • Headquarters: New York, NY and Tel Aviv, IL
  • Date Invested: 01/20/2022
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Branch ×

Branch provides real-time pay disbursement from companies to workers delivered through digital solutions.

  • Sector: Financial Services
  • Headquarters: Minnesota, MN
  • Date Invested: 01/31/2022
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Modulr ×

Modulr is an embedded payments platform for digital businesses.

  • Sector: Financial Services
  • Headquarters: London, UK
  • Date Invested: 05/13/2022
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Financial Services Sector Team VIEW ALL

Paul Stamas

Managing Director,
Global Head of Financial Services
New York

Paul Stamas ×

Paul Stamas is a Managing Director and Global Head of General Atlantic’s Financial Services sector, which includes the firm’s activities in financial technology and payments. He serves on the firm’s Portfolio Committee. Before joining General Atlantic in 2010, Paul was an Associate at Welsh, Carson, Anderson & Stowe, concentrating on investments in the healthcare services and information & business services sectors. Prior to that, he was an Analyst in the Consumer Retail Group in the Investment Banking division at Goldman Sachs.

 

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Gabriel Caillaux

Co-President,
Global Head of Climate,
Managing Director
London

Gabriel Caillaux ×

Gabriel Caillaux is Global Head of Climate, Co-President, Managing Director and Head of General Atlantic’s business in EMEA. He is also a member of the firm’s Executive, Investment and Portfolio Committees. Since joining the firm in 2004, Gabriel has helped expand the firm’s investment focus across the greater European region to include Eastern Europe and the Middle East. He focuses on investments in the Financial Services and Technology sectors. Before joining General Atlantic, Gabriel worked in the telecoms, media & technology division at Merrill Lynch in London and New York.

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Martín Escobari

Co-President,
Managing Director,
Head of Global Growth Equity
New York, São Paulo

Martín Escobari ×

Martín Escobari is Head of Global Growth Equity, Co-President, and Managing Director. Martín is Chairman of the firm’s Investment Committee and also serves on the Portfolio and Executive Committees.

Before joining General Atlantic in 2012, Martín was a Managing Director at Advent International where he focused on the financial services sector. Prior to that, he was Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer that went public on the Bovespa and was sold to Lojas Americanas in 2006. Martin started his career as a management consultant at The Boston Consulting Group.

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Sandeep Naik

Managing Director Singapore

Sandeep Naik ×

Sandeep Naik is a Managing Director focused on General Atlantic’s business in India & Southeast Asia. Before joining General Atlantic in 2012, Sandeep served as a Partner and Co-Head of India for Apax, leading investments in the healthcare, financial and business services and retail and consumer sectors. Earlier in his career, he was Global Marketing Manager at Medtronic Inc., a scientist at Mayo Clinic, and a management consultant with McKinsey & Company. He is also the Co-Founder of InfraScan Inc., a medical device business focused on detecting bleeding inside the brain using a handheld device. Sandeep was selected as a Young Global Leader by the World Economic Forum and has served on the Global Agenda Council of New Order of Economic Thinking.

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Shantanu Rastogi

Managing Director, Head of India Mumbai

Shantanu Rastogi ×

Shantanu Rastogi is a Managing Director and leads General Atlantic’s business in India. He rejoined General Atlantic in 2013 after working at the firm from 2005 to 2007. Previously, Shantanu was a Principal at Apax Partners, and prior to that, he was a Management Consultant at McKinsey & Company

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Eric Zhang

Managing Director,
Head of China
Hong Kong

Eric Zhang ×

Eric Zhang is a Managing Director and Head of General Atlantic’s business in China. Before joining the firm in 2016, Eric was a Global Partner and Managing Director at The Carlyle Group from 2006 to 2016 where he focused on investments in Asia. Previously, he was Vice President of Mergers and Acquisitions at Credit Suisse in Hong Kong, and prior to that, he was a Vice President in the Investment Banking division at China International Capital Corporation Limited in Beijing.

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Rodrigo Catunda

Managing Director, Co-Head of Brazil Office São Paulo

Rodrigo Catunda ×

Rodrigo Catunda is a Managing Director Co-Head of General Atlantic’s Brazil Office. He also focuses on the firm’s investments across various sectors in Latin America. Prior to joining General Atlantic in 2011, Rodrigo was an Investment Banking Associate at J.P. Morgan in São Paulo and New York, focused on Latin America.

 

 

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Luis Cervantes

Managing Director,
Head of Mexico Office
Mexico City

Luis Cervantes ×

Luis Cervantes is a Managing Director and leads General Atlantic’s Mexico City office, focusing on the firm’s growth investments in Mexico and across Latin America. Prior to joining General Atlantic in 2013, Luis was an Associate at Advent International where he concentrated on investments across sectors in Latin America. Previously, he was an Investment Banking Analyst at UBS in the Latin American group based in Mexico City. Luis is a Young Global Leader at the World Economic Forum, and is a member of the Young Presidents’ Organization. He also formerly served as an Adjunct Professor at Universidad Iberoamericana.

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Roger Gao

Managing Director Hong Kong

Roger Gao ×

Roger Gao is a Managing Director at General Atlantic and focuses on investments in the firm’s Financial Services and Technology sectors in China. Before joining the firm in 2012, Roger was an Analyst in the Investment Banking division at Goldman Sachs based in Hong Kong where he focused on the consumer, retail, and healthcare sectors.

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Raph Osnoss

Managing Director New York

Raph Osnoss ×

Raph Osnoss is based in New York and focuses on investments in the firm’s Financial Services sector, including financial technology. Prior to joining General Atlantic in 2014, Mr. Osnoss was an Associate with Berkshire Partners in Boston. He began his career as an Analyst in the Investment Banking division of Goldman Sachs.

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Luiz Ribeiro

Managing Director, Co-Head of Brazil Office São Paulo

Luiz Ribeiro ×

Luiz Ribeiro is a Managing Director and Co-Head of General Atlantic’s Brazil Office. He also focuses on the firm’s investment activity in Colombia. Before joining General Atlantic in 2016, Luiz worked as a Director at Advent International where he concentrated on the financial services and healthcare sectors while based in the São Paulo and Bogota offices. During his time at Advent, he served on the boards of a number of investments, and served as Interim CFO of Atmosfera.

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Caroline Woodworth

Managing Director London

Caroline Woodworth ×

Caroline Woodworth is a Managing Director at General Atlantic and focuses on investments in the firm’s Financial Services sector. Before joining General Atlantic in 2015, Caroline was a Senior Associate at J.C. Flowers & Co. in London where she focused on investments in the financial services sector. Prior to that, Caroline was an Investment Banking Analyst in the Financial Institutions group at Citigroup in New York.

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