Alternatives to Charlesbank Capital Partners
The top Financial Services companies similar to Charlesbank Capital Partners, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Summit Partners35FintechBoston, United States
Presidio InvestorsVenture CapitalAustin, USA
First Reserve68Private EquityGreenwich, USA$21.3B
Semper53FintechLondon, United Kingdom$7.5M
Thema52Artificial IntelligenceLondon, United Kingdom$12.4M
Chicago Atlantic50Financial ServicesChicago, USA$63.0M
Adenia Partners50Private EquityPort Louis, Mauritius$180.0M- NONorthlane Capital Partners49Venture CapitalToronto, Canada$1.2B
Motive Partners46Financial ServicesNew York, United States$63.0M- NENebari Partners LLC43Investment ManagementNew York, United States$101.5M
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
Gryphon Investors41Private EquitySan Francisco, United States$63.0M
Blackstone30Financial ServicesNew York City, United States
Centerbridge Partners28InvestmentNew York, USA
Apax Partners25Private EquityLondon, United Kingdom$77.0B
Grovecourt Capital25Private EquityWest Palm Beach, USA- VIVictor Capital24Private EquityNew York, USA$310.0M
Invest Europe23Venture CapitalBrussels, Belgium- EUEurazeo21Venture CapitalParis, France
- ADAdvent International21Private EquityBoston, United States
TA Associates19Venture CapitalBoston, United States
Elliott Investment Management18Investment ManagementNew York, USA- SESetter Capital17FintechToronto, Canada
Temasek Holdings (Private) Limited14InvestmentSingapore, Singapore- LILittlejohn11Private EquityGreenwich, USA
Private Equity Info10FintechNew York, United States
CrowdOut Capital10FintechAustin, United States$2.5M
Behrman CapitalPrivate EquityBoston, USA- Carlylese .Private EquityWashington, United States
FsinvestmentFintechPhiladelphia, United States
Blackstone Energy Transition Partners87Energy TransitionNew York, USA$5.6B
Intuit85Financial ServicesMountain View, United States$8.5B
New York Life Insurance Company85InsuranceNew York, United States$4.1B
State Farm Insurance85InsurTechBloomington, United States
Liberty Mutual Insurance85InsuranceBoston, USA$45.0B
Bloomberg L.P.82FintechNew York, United States$60.1B
Chime77FintechSan Francisco, United States$12.7B
PayPal77FintechSan Jose, United States$9.9B
Carta76Financial ServicesSan Francisco, USA$1.7B- QUQuantexa76Financial ServicesLondon, United Kingdom$233.0M
Deutsche Bank75Financial ServicesFrankfurt, Germany- NENeuberger Berman75Financial ServicesNew York, United States
Plaid74FintechSan Francisco, United States$1.4B
AlphaSense73AI Search EngineNew York, United States$1.4B
Grab73Ride-hailingSingapore, Singapore$9.1B- IDIDC73Financial DataBedford, United States$3.4B
Corgi Insurance71InsurTechSan Francisco, United States$268.0M
MarketAxess71FintechSão Paulo, Brazil$24.0M
Monzo71Financial ServicesLondon, United Kingdom$1.8B- NANassau Financial Group70Financial ServicesHartford, USA$1.0B
DANA70FintechJakarta, Indonesia$200.0M
FIS70FintechJacksonville, United States$10.5B
OMERS70Pension FundToronto, Canada$104.5M- PAPayU70FintechHoofddorp, Netherlands$35.1M
Moneytree70FintechTokyo, Japan$1.0B
TPG70Private EquityFort Worth, United States$63.0M
Marcus & Millichap70Real EstateCalabasas, United States$63.0M
PhonePe69FintechBengaluru, India$350.0M
YipitData68Deal SourcingNew York City, United States$482.3M
Chase Bank68FintechNew York City, United States$450.0B
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Summit Partners | Fintech | Boston, United States | — | 35 |
| Presidio Investors | Venture Capital | Austin, USA | — | — |
| First Reserve | Private Equity | Greenwich, USA | $21.3B | 68 |
| Semper | Fintech | London, United Kingdom | $7.5M | 53 |
| Thema | Artificial Intelligence | London, United Kingdom | $12.4M | 52 |
| Chicago Atlantic | Financial Services | Chicago, USA | $63.0M | 50 |
| Adenia Partners | Private Equity | Port Louis, Mauritius | $180.0M | 50 |
| NONorthlane Capital Partners | Venture Capital | Toronto, Canada | $1.2B | 49 |
| Motive Partners | Financial Services | New York, United States | $63.0M | 46 |
| NENebari Partners LLC | Investment Management | New York, United States | $101.5M | 43 |
| RIRise Growth Partners | Financial Services | St. Petersburg, USA | $63.0M | 42 |
| Gryphon Investors | Private Equity | San Francisco, United States | $63.0M | 41 |
| Blackstone | Financial Services | New York City, United States | — | 30 |
| Centerbridge Partners | Investment | New York, USA | — | 28 |
| Apax Partners | Private Equity | London, United Kingdom | $77.0B | 25 |
| Grovecourt Capital | Private Equity | West Palm Beach, USA | — | 25 |
| VIVictor Capital | Private Equity | New York, USA | $310.0M | 24 |
| Invest Europe | Venture Capital | Brussels, Belgium | — | 23 |
| EUEurazeo | Venture Capital | Paris, France | — | 21 |
| ADAdvent International | Private Equity | Boston, United States | — | 21 |
| TA Associates | Venture Capital | Boston, United States | — | 19 |
| Elliott Investment Management | Investment Management | New York, USA | — | 18 |
| SESetter Capital | Fintech | Toronto, Canada | — | 17 |
| Temasek Holdings (Private) Limited | Investment | Singapore, Singapore | — | 14 |
| LILittlejohn | Private Equity | Greenwich, USA | — | 11 |
| Private Equity Info | Fintech | New York, United States | — | 10 |
| CrowdOut Capital | Fintech | Austin, United States | $2.5M | 10 |
| Behrman Capital | Private Equity | Boston, USA | — | — |
| Private Equity | Washington, United States | — | — | |
| Fsinvestment | Fintech | Philadelphia, United States | — | — |
| Blackstone Energy Transition Partners | Energy Transition | New York, USA | $5.6B | 87 |
| Intuit | Financial Services | Mountain View, United States | $8.5B | 85 |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 |
| State Farm Insurance | InsurTech | Bloomington, United States | — | 85 |
| Liberty Mutual Insurance | Insurance | Boston, USA | $45.0B | 85 |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| Chime | Fintech | San Francisco, United States | $12.7B | 77 |
| PayPal | Fintech | San Jose, United States | $9.9B | 77 |
| Carta | Financial Services | San Francisco, USA | $1.7B | 76 |
| QUQuantexa | Financial Services | London, United Kingdom | $233.0M | 76 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Plaid | Fintech | San Francisco, United States | $1.4B | 74 |
| AlphaSense | AI Search Engine | New York, United States | $1.4B | 73 |
| Grab | Ride-hailing | Singapore, Singapore | $9.1B | 73 |
| IDIDC | Financial Data | Bedford, United States | $3.4B | 73 |
| Corgi Insurance | InsurTech | San Francisco, United States | $268.0M | 71 |
| MarketAxess | Fintech | São Paulo, Brazil | $24.0M | 71 |
| Monzo | Financial Services | London, United Kingdom | $1.8B | 71 |
| NANassau Financial Group | Financial Services | Hartford, USA | $1.0B | 70 |
| DANA | Fintech | Jakarta, Indonesia | $200.0M | 70 |
| FIS | Fintech | Jacksonville, United States | $10.5B | 70 |
| OMERS | Pension Fund | Toronto, Canada | $104.5M | 70 |
| PAPayU | Fintech | Hoofddorp, Netherlands | $35.1M | 70 |
| Moneytree | Fintech | Tokyo, Japan | $1.0B | 70 |
| TPG | Private Equity | Fort Worth, United States | $63.0M | 70 |
| Marcus & Millichap | Real Estate | Calabasas, United States | $63.0M | 70 |
| PhonePe | Fintech | Bengaluru, India | $350.0M | 69 |
| YipitData | Deal Sourcing | New York City, United States | $482.3M | 68 |
| Chase Bank | Fintech | New York City, United States | $450.0B | 68 |