About Leverpoint
Leverpoint is a company based in Clifton Park (United States) founded in 1995, and was acquired by Ultimus Fund Solutions in August 2019. Investment service provider. Leverpoint has completed 1 acquisition, including Lamplighter Financial.
Company details
Leverpoint was founded in 1995 and is based in Clifton Park, United States. Investment services are offered, including fund administration, management company operations, accounting, treasury, tax compliance, and FATCA reporting. These services support fund and general partnerships, fund of funds, venture capital funds, real estate funds, special purpose vehicles, blocker entities, co-investment entities, mezzanine funds, credit funds, and buyout funds.
- Headquarters Clifton Park, United States
- Stage Acquired
- Email••••••••
- Phone•••• ••••
- Website leverpoint.com
- Social LinkedIn X
- Acquired by Ultimus Fund Solutions (Aug 2019)
- InvestorsHamilton Lane
& 2 more
- Investments & Acquisitions
- Acquired byUltimus Fund Solutions
(Aug 2019)
Funding Insights of Leverpoint
- Total Rounds 1
- Investors Count 2
All 1 funding rounds of Leverpoint 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 |
|---|---|---|---|---|---|
| Apr 2016 | Series A | – | – |
3 investors in total: 3 institutional.
Investors in Leverpoint
Leverpoint has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Hamilton Lane, Ultimus Fund Solutions and Graycliff Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are managed in U.S. lower middle-market companies. | graycliffpartners.com | New York, United States | ||
Diversified secondary market investments are managed by the firm. | 1991 | hamiltonlane.com | Conshohocken, United States | |
Provider of fund administration and middle-office services for registered, private, and public funds | 1999 | ultimusfundsolutions.com | Cincinnati, United States |
Investor details for Leverpoint
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.
Investments & Acquisitions by Leverpoint
Leverpoint has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Lamplighter Financial.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Finance and accounting services are provided to clients. | lamplighterfinancial.com | Petaluma, United States | 2011 | Jul 2017 | •••• |
Complete acquisition details for Leverpoint
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 Leverpoint
4 dated milestones of Leverpoint across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Leverpoint is founded.
- Funding First funding round.
- Acquisition Acquires Lamplighter Financial.
- Exit Acquired by Ultimus Fund Solutions.
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Frequently Asked Questions about Leverpoint
Leverpoint was founded in 1995 and raised its 1st funding round 21 years after it was founded.
Leverpoint is headquartered in Clifton Park, United States. It is registered at Clifton Park, New York, United States.
Leverpoint was founded in 1995 and is based in Clifton Park, United States. Investment services are offered, including fund administration, management company operations, accounting, treasury, tax compliance, and FATCA reporting. These services support fund and general partnerships, fund of funds, venture capital funds, real estate funds, special purpose vehicles, blocker entities, co-investment entities, mezzanine funds, credit funds, and buyout funds.
Leverpoint has made 1 acquisition, including Lamplighter Financial.
Leverpoint has 3 investors. Key investors include Hamilton Lane, Ultimus Fund Solutions, and Graycliff Partners.
Yes. Leverpoint was acquired by Ultimus Fund Solutions in August 2019.