Motive Partners

Motive Partners ???? ?????????? ???? ???????? ?????????????????????? ???? ?????? ???????????? World Economic Forum ????????????, ?????????? ?????????????? ?????? ???????????? ?????????????????? ?????? ?????????????????????????? ???????????????????????? ?????????????? ??????????????. Global capital markets have undergone a sustained fundamental shift, increasingly integrating individual investors into the financial ecosystem. This transformation has revolutionized how markets operate, establishing more accessible pathways for individuals to participate in spaces traditionally reserved for institutional and professional investors. What was once a domain exclusive to professional and institutional investors has continued to evolve and become more democratized, allowing individuals across the wealth spectrum the opportunity to to participate in economic growth. As changes in demographics, market conditions and technology continue to shift, the challenges and considerations for individuals are evolving, understanding individual investors’ behaviors, preferences and needs becomes more crucial than ever. ? This paper explores the ways that investing can be a tool for achieving financial goals by empowering individuals to grow their wealth by participating in capital markets rather than relying on traditional savings alone. Featuring Motive Partners portfolio companies as case studies, the report showcases on how BetaNXT is enhancing access to investor information on corporate actions and InvestCloud, Inc. is leveraging AI-enabled capabilities to increase personalization, streamline advisor workflows, and proactively identify opportunities to increase returns in an individual’s portfolio, while also mitigating human bias in financial decision-making. A Partner of the World Economic Forum, Motive Partners are key content collaborators and contributors to this report, led by Industry Partners Stephen C. Daffron, Caroline O'Connell and Alvi Abuaf, who are actively engaged members of the Steering Committee of the Forum’s Center for Financial and Monetary Systems. The featured BetaNXT and InvestCloud, Inc. case studies illustrate how Motive Partners portfolio companies are transforming wealth management and capital markets, and the power of the Motive Partners proprietary Investor, Operator, Innovator (IOI) model in action. Read on to learn more about the collaborative efforts to provide actionable insights for a more inclusive and sustainable financial future: https://lnkd.in/ePRyKPy6 #fintech #wealthtech #wealthmanagement #capitalmarkets #AI #WEF #privateequity #IOI

???????? ???????????????????????? ???????????????? ??????????????, ???????????????????? ?? ???????? ??????????????????????????, ?????????????????? ???????? ???? ?????????????? ?????????????? With Intelligence, a Motive Partners portfolio company, is advancing its mission to redefine investment intelligence with the acquisition of Realfin, the leading real assets data provider. This acquisition significantly expands With Intelligence’s asset class coverage and data depth, delivering a more comprehensive, connected view of private markets. By integrating RealfinX, With Intelligence expects to strengthen its insights across real estate, infrastructure, energy, and natural capital. With coverage of 32,000 private funds, 29,000 investors, and 172,000 deals, investment professionals can now track the full lifecycle of private markets capital with greater precision than ever before. At Motive Partners, we invest in companies transforming financial technology and data intelligence. With Intelligence’s latest expansion positions it as a key participant in the sector, equipping fund managers, investors, and dealmakers with the insights needed to navigate an evolving alternative assets landscape. Congratulations to the teams at With Intelligence and Realfin and we look forward to the value creation opportunity with this exciting milestone! Learn more: https://lnkd.in/e6x-WeKd #Fintech #PrivateMarkets #PrivateEquity #ValueCreation #IOI

At Motive Partners, we are committed to fostering an inclusive and engaging workplace where all individuals – regardless of gender – have the opportunity to thrive. In celebration of ?????????????????????????? ??????????'?? ?????? and ??????????'?? ?????????????? ??????????, last week, we brought together several of the leading women at Motive for a dynamic discussion focused on the importance of supporting and advancing women. Showcasing the strength and diversity of talent at Motive, the discussion featured an award-winning leadership line-up: Kristy Trieste, a Founding Partner and CFO at Motive Partners, and named CFO of the Year in 2023 by The Drawdown. Heather Bellini, a Motive Industry Partner and CFO at InvestCloud, Inc., a global WealthTech leader and Motive Partners portfolio company, and previously recognized as one of the Most Influential Women by Barron's. Bridget van Kralingen, a Partner at Motive Partners and Chair of Motive Create, and named one of Fortune's Most Powerful Women - not once, but 11 times! Rob Heyvaert, Founder and Managing Partner at Motive Partners, joined the discussion to share his passion for driving meaningful change to help support and advance women. Swathi Vankayalapati, a Vice President on the Motive Partners Investment team and a next generation leader at the firm, moderated the conversation and inspired the group to share career insights and perspectives to champion women and accelerate action. Among the many takeaways from the discussion: ????? ?????????? Every organization is a human system, and people's fundamental desire is to be seen as human beings and recognized, and if you do that, you can help people to a tremendous amount grow and develop. ????? ??????????????? Being curious, being research minded in everything you do is incredibly important for enjoying your career, for growing your career, for growing your network, for growing your mindset. ??????????? ???????? ????????????????? You often think you've arrived, or you think you've plateaued, but you never have. There's always something to learn. #AccelarateAction #Leadership #LeadingWomen #PrivateEquity #Fintech #WealthTech #IOI

Motive Partners and Apollo Global Management, Inc. Launch Lyra Client Solutions - providing end-to-end exceptional client services to investors across institutional and wealth channels ?? ? We are thrilled to announce our investment in Lyra Client Solutions Holdings, LLC, alongside Apollo. Lyra is redefining client servicing for private markets, delivering next-generation technology and operations solutions that enhance efficiency and improve the LP experience in the institutional and wealth channels. ? Congratulations to Eileen Sivolella, who will join Lyra as the Board’s Chair and Independent Director.?Most recently, Sivolella served as Managing Director and Global Chief Financial Officer of Advent International until her retirement in 2022. ? As private markets continue to grow, Lyra provides scalable, white-glove client servicing, powered by leading-edge technology from Vega, Daphne, and Corastone, and yet another partnership between Motive Partners and Apollo. ? This marks a key milestone in our strategy to drive innovation in wealth and asset management, as we modernize the LP experience in both the institutional and wealth channel. We’re just getting started, join us on this exciting journey! To learn more: https://lnkd.in/eeZ9HZvS ? #Lyra #PrivateMarkets #WealthManagement #MotivePartners #Apollo #Innovation #LyraClientSolutions #Fintech #PrivateEquity #IOI #Leadership

Last month our portfolio company InvestCloud, Inc. revealed a new era in WealthTech by introducing the Private Markets Account?, or PMA, making InvestCloud the largest wealth management platform to combine public and private assets in one place. Now we’re thrilled to announce InvestCloud’s first partner as we build out the PMA Network: Apollo Global Management, Inc. Global Management. Apollo’s leading private markets model portfolios will be available within the PMA, enabling advisors’ preferred portfolio construction — all on one single platform. The true democratization of private markets has just been accelerated. This exciting news is another proof point of Motive Partners shaping the future of wealth. Visit Motive Insights for more on how Motive Partners is Masterminding the Transformation of Wealth Management: https://lnkd.in/etuhs-pn Congratulations to the InvestCloud and Apollo teams for cracking the code on private markets! It’s another new day in wealth management, and this is only the beginning. #WealthTech #PrivateMarkets #Alternatives #Alts #WealthManagement #PrivateMarketsAccountNetwork #PrivateMarketsAccount #PMA #Fintech #FinancialServices #Innovation #PrivateEquity #IOI #Leadership

Congratulations Daphne! This exciting partnership serves as another proof point of how Motive Partners portfolio companies are shaping the future of wealth management. ? #MotivePartners #MotiveVentures #Alts #Innovation #Fintech #Wealthtech #WealthManagement #IOI #ValueCreation #Leadership #FinancialServices?#PrivateEquity

?? Motive Partners at World Economic Forum Annual Meeting 2025 The AI House Davos panel discussion on Capital AI: Opportunities and Challenges for Investors brought the house down! To quote Motive Partners Founder and Managing Partner Rob Heyvaert, who was one of the speakers, the panel was: “A dynamic discussion with great energy, diverse perspectives, and an engaging experience. That’s the power of connections in Davos.” Among many insights that Rob shared, he talked about the notion of ‘Finished Work’ during the discussion. The next evolution of AI goes beyond helping humans perform tasks to selling complete units of work – where companies pay for outcomes, not just tools. Thank you, Adrian Locher, for hosting Rob on stage along with Wei Li (BlackRock), Scott Sandell (New Enterprise Associates (NEA), Guru Chahal (Lightspeed). The panel discussion is available on YouTube.com – access details can be found below. #WEF2025 #WEF25 #MotivePartners #MotiveVentures #Capital #AI #ArtificialIntelligence #Innovation #Fintech #WealthTech #IOI #ValueCreation #Leadership #FinancialServices?#PrivateEquity #FinishedWork #AIHouseDavos

Motive Partners Founder and Managing Partner Rob Heyvaert shares his perspective with Infosys Global Head of Financial Services Dennis Gada on the evolution of the World Economic Forum Annual Meeting in Davos over the past two decades. ?? The intensity and quality of the Forum remain as strong as ever. This was evident across every panel discussion and conversation throughout the week in Davos. Top of everyone’s list to discuss was the impact of Artificial Intelligence. In this interview, Rob shares his excitement about the potential for AI to change the way we work and live, and our opportunity to leverage the power of AI to reinvent and drive efficiency across the middle and back office infrastructure of financial services. Watch the interview below to learn more. #WEF2025 #WEF25 #MotivePartners #AI #ArtificialIntelligence #Innovation #Fintech #WealthTech #IOI #ValueCreation #Leadership #FinancialServices?#PrivateEquity

?? Motive Partners at the World Economic Forum Annual Meeting The next evolution is selling complete units of work – where companies pay for outcomes, not just tools. Motive Partners Founder Rob Heyvaert discussed the notion of 'Finished Work' during his panel discussion on Capital AI: Opportunities and Challenges for Investors at the AI House Davos. Explore our paper below to learn more about Finished Work. #WEF2025 #WEF25 #MotivePartners #MotiveVentures #AI #ArtificialIntelligence #Innovation #FinishedWork #Fintech #Wealthtech #IOI #ValueCreation #Leadership #FinancialServices?#AIHouseDavos

?? Motive Partners at the World Economic Forum 2025 Annual Meeting Fintech is a powerful force shaping our future, driving meaningful transformation and growing within every sector around the world. New developments across our portfolio demonstrate our focus on innovation in areas like Artificial Intelligence (AI) and alternative investments. The impact of AI, coupled with increasing expectations for hyper-personalization and scalability, is expected to accelerate this secular trend. Today, the World Economic Forum published its white paper: Artificial Intelligence | Transforming Financial Services, which explores the digitization of financial services – from ATMs to online banking and mobile apps – and its transformation of the industry from all stakeholder perspectives. AI is poised to have at least as profound an impact, albeit with important differences. Never before has the industry attempted to reinvent itself, its practices and its offerings so extensively at such a rapid pace. By promoting a better understanding of both the potential and the risks of the technology, this paper seeks to help build a foundation for the effective and responsible application of AI for the benefit of all. Motive Partners is a Partner of the World Economic Forum and was one of the key content collaborators and contributors, led by our resident AI expert, Oren Michaely. Read more about this rapidly-developing technology: https://lnkd.in/eSmFcq7F On Wednesday, Motive Partners Founder and Managing Partner Rob Heyvaert will join a panel discussion titled Capital AI: Opportunities and Challenges for Investors. Along with other leaders, Heyvaert will discuss the next category-defining opportunities in AI across venture capital, private equity and beyond. The panel is part of the AI House Davos slate of programming – a non-profit providing a dynamic and neutral platform for diverse stakeholders united by integrity, collaboration, substance and visionary innovation in AI. To learn more about the AI House panel: https://lnkd.in/ekirnKz7 Stay tuned for more updates as we continue to elevate the conversation in Davos! #WEF2025 #WEF25 #MotivePartners #MotiveVentures #AI #ArtificialIntelligence #Innovation #Fintech #Wealthtech #CapitalMarkets #IOI #ValueCreation #Leadership #AIHouseDavos #FinancialServices?