Teamshares

American Operator

This company provides a business acquisition and succession platform for small firm owners to transition ownership to local industry professionals through financed buyouts.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

HeyTeam

This company provides a software platform for businesses to manage and automate employee lifecycle events including onboarding, internal moves and offboarding.

Optio Incentives

This company provides a software platform for businesses to manage and automate equity compensation plans for their employees.

Dealflowagent

This company provides an AI-enhanced M&A advisory platform that connects small and medium-sized service business owners with qualified acquirers to facilitate company sales.

Basic Capital

This company provides a 401(k) and retirement savings platform for employers to offer alternative investments and financing to their employees.

Human Interest

This company provides retirement plan software and administration services for small and medium-sized businesses and their employees.

Global Shares

This company provides cloud-based software and administration services for employee equity share plans to corporate clients and their staff.