About Gen II Fund Services
Gen II Fund Services is a Technology company based in New York (United States) founded in 2009 by Steven Alecia, Steven Millner, and Norman Leben. Private equity fund administration services are provided with technology optimization. Gen II Fund Services has completed 3 acquisitions, including Bemberg Capital, Crestbridge and Stone Pine Accounting. Its chief executive, as recorded, is Steven Millner. Its website gen2fund.com draws about 43 thousand monthly visits. Gen II Fund Services offers products and services including PE Fund Administration, Corporate Services, Tax Compliance, Depositary Management, and Sensr® Solutions. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Gen II Fund Services, LLC. Its competitors include Cobalt, Fundr and Point Focal; 2 of its 3 listed competitors have raised funding.
- Headquarters New York, United States
- Founders Steven Alecia, Steven Millner, Norman Leben
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website gen2fund.com
- Social LinkedIn X Facebook
- Legal Name Gen Ii Fund Services, Llc
- InvestorsHg
& 1 more
- Investments & AcquisitionsBemberg Capital
& 2 more
Products & Services of Gen II Fund Services
Gen II Fund Services offers a comprehensive portfolio of products and services, including PE Fund Administration, Corporate Services, Tax Compliance, Depositary Management, and Sensr® Solutions.
Administers private equity funds with compliance and reporting tools
Offers corporate and tax compliance for investment entities
Manages tax obligations for funds and investors globally
Handles depositary functions for secure fund operations
Provides digital tools for fund data access and insights
Funding Insights of Gen II Fund Services
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Gen II Fund Services with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2020 | Private Equity Round | – | – | ||
| Nov 2020 | Private Equity Round | – | – |
2 investors in total: 2 institutional.
Investors in Gen II Fund Services
Gen II Fund Services has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Hg and General Atlantic.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity fund focused on global markets | 1980 | generalatlantic.com | New York, United States | |
Private equity investments in Europe are managed by Hg. | 1990 | hgcapital.com | London, United Kingdom |
Investor details for Gen II Fund Services
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Gen II Fund Services
268 people are tracked at Gen II Fund Services (121 in leadership, 147 in team).
| Name | Role | Group |
|---|---|---|
Steven Alecia | Co-Founder | Leadership |
Steven Millner | Co-Founder & CEO | Leadership |
Norman Leben | Co-Founder | Leadership |
Greg Ostrofsky | Managing Director | Leadership |
Julia Dodson | Managing Director | Leadership |
Lisa Hadfield | Head Of Tax Operations | Leadership |
Gurgen Minossyan | Managing Director | Leadership |
Wei Wei | Global Controller And Managing Director | Leadership |
Jeremiah Podolak | Director | Leadership |
Kristina Papa | Senior Human Resources Business Partner | Leadership |
Laura Newton | Talent Acquisition Partner, Europe | Leadership |
Nancy Allen Gibbons II, Shrm-Scp | Head Of North America People Operations | Leadership |
Brian McIntyre | Head Of Talent Acquisition - North America | Leadership |
Yeshi Pelmo | Head Of People Analytics | Leadership |
Paige Senseney | Accounting Managing Director | Leadership |
Nicole Tully | Head Of Culture & Engagement | Leadership |
Neil Einhorn | Global Head Of Talent Acquisition | Leadership |
Liam Vuong | Fund Accounting Director | Leadership |
Marlene Pelage | Chief Financial Officer | Leadership |
Gracia Yakub | Managing Director | Leadership |
248 more people are available in the full profile.
Complete people profiles for Gen II Fund Services
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Gen II Fund Services
Gen II Fund Services has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Bemberg Capital, Crestbridge and Stone Pine Accounting.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of real estate investment solutions | crestbridge.com | Morristown, United States | 1998 | Jul 2023 | •••• | |
Accounting, taxation, and fund management services are offered. | stonepineaccounting.com | Denver, United States | 1998 | Aug 2021 | •••• | |
Wealth management services are provided by Quilvest in Luxembourg. | quilvest.com | Luxembourg | 1997 | Jul 2019 | •••• |
Complete acquisition details for Gen II Fund Services
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Gen II Fund Services
6 dated milestones of Gen II Fund Services across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Gen II Fund Services is founded.
- Acquisition Acquires Bemberg Capital.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Stone Pine Accounting.
- Acquisition Acquires Crestbridge.
Competitors of Gen II Fund Services
Gen II Fund Services has 3 listed competitors in our database, 2 of them funded. They include Cobalt, Fundr and Point Focal.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| bison.co | 2011 | Boston, United States | $1.5M | 32 | Public data on PE/VC firms and activities is tracked. | |
| fundr.ai | 2018 | Austin, United States | $1M | Fundraising platform for startups and corporates | ||
| pointfocal.com | 2017 | Boston, United States | An AI-powered platform providing decision support software. |
Detailed competitors of Gen II Fund Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Gen II Fund Services
The website of Gen II Fund Services (gen2fund.com) receives about 43K visits a month and ranks #947,995 among all websites worldwide, #8,639 in Investing.
- Monthly visits43K
▲ 22.5% vs previous month
- Unique visitors10.5K
per month
- Global rank#947,995
among all websites
- Category rank#8,639
Finance · Investing
- Bounce rate44%
- Pages per visit1.7
- Average visit32 sec
- DevicesDesktop 65% · Mobile 35%
Websites whose visitors overlap most with Gen II Fund Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| globalcustodian.com | 100% | #1,076,253 | View details | ||
wealthbriefingasia.com | wealthbriefingasia.com | 86% | #1,278,860 | – | |
| apextraderfunding.com | 83% | 4.2M | #11,358 | View details | |
purdia.com | purdia.com | 83% | #258,627 | – | |
larkfunding.com | larkfunding.com | 82% | #422,804 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 25 similar websites and full traffic analytics for Gen II Fund Services
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 25 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Gen II Fund Services (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Gen Ii Fund Services
Complete news archive for Gen II Fund Services
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- Full article archive
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- Brand-specific news history
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Frequently Asked Questions about Gen II Fund Services
Gen II Fund Services was founded in 2009 and raised its 1st funding round 11 years after it was founded.
Gen II Fund Services is headquartered in New York, United States. It is registered at New York, New York, United States.
Steven Millner is the CEO of Gen II Fund Services, as recorded in our data. They have also founded this company.
Private equity fund administration services are provided with technology optimization.
Gen II Fund Services's top competitors include Cobalt, Fundr and Point Focal.
Gen II Fund Services offers PE Fund Administration, Corporate Services, Tax Compliance, Depositary Management, and Sensr® Solutions.
Gen II Fund Services has made 3 acquisitions, including Bemberg Capital, Crestbridge, and Stone Pine Accounting.
Gen II Fund Services has 2 investors. Key investors include Hg, and General Atlantic.
Gen II Fund Services operates through Gen Ii Fund Services, Llc.