About Assure

Assure is currently in the wind down phase of its business. The Fintech platform pioneer Assure specialized in Special Purpose Vehicles (SPVs) and Fund Administration for the private investment marketplace, serving founders, companies, investors and deal organizers. We offered a full range of back-office services and a team of experienced professionals to facilitate you through the life cycle of your SPV. As a cutting edge fintech platform, we offered an innovative solution called Glassboard, white label and api solutions that are revolutionizing how deals get done. When you outsourced to Assure, you’ll have more time to nurture your investor relationships and do more deals.

Assure’s experience and deal volume significantly outpaced other fund administrators. Our approach, which allows clients to structure and close deals faster, cheaper and with more transparency, helped pave the way for the ascendance of the “super angels,” special purpose vehicles and micro VCs. The company has worked with nearly 2000 clients, including AngelList, EquityZen, Forge, Tribeca Angels, LAUNCH, and Bitwise, structuring and closing over 9,000 deals with $12 billion assets under administration.

Assure’s suite of technology and service solutions included SaaS, PaaS, white labeling, APIs, Special Purpose Vehicle administration, fund administration, fund accounting, fund taxes, banking, Exempt Reporting Advisor (ERA), KYC/AML, 506(c) accreditation, bookkeeping and financials.

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Website
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Employees
5,001-10,000 employees View all Assure employees link out icon
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Industry
Venture Capital and Private Equity Principals
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Phone number
833-753-0417
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Headquarter
6510 S Millrock Dr, Salt Lake City, Utah 84121, US
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Founded
2012
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Keywords
Fintech, Fund Administration, Fund Accounting, Kyc/Aml, Angel Group Services, Era Compliance, Form Adv, Fund Back Office Services, Fund Taxes, Llc Funds, Spv Administration, Syndicate Services, Opportunity Zones, 506(C) Verification, Start-Up Company Bookkeeping

Assure Alternatives

Industry
Venture Capital & Private Equity
Industry
venture capital & private equity
Industry
Venture Capital & Private Equity
Industry
Venture Capital & Private Equity
Industry
venture capital & private equity
Industry
venture capital & private equity
Industry
venture capital & private equity
Industry
Venture Capital & Private Equity

Frequently Asked Questions about Assure

Who is the CEO of Assure?

Hank Howell is the CEO of Assure. To contact Hank Howell email at [email protected].

Who are the decision makers in Assure ?

The decision makers in Assure are Asad Khan, Bernt Eriksen, Drabhishek Pilani, etc. Click to Find Assure decision makers emails.

What services does Assure provide for Special Purpose Vehicles (SPVs)?

Assure specializes in the administration of Special Purpose Vehicles (SPVs), offering comprehensive services that include formation, compliance, and ongoing management. This ensures that SPVs are structured correctly and adhere to regulatory requirements, allowing clients to focus on their investment strategies without worrying about the administrative burdens.

How does Assure support fund administration and accounting?

Assure provides a full suite of fund administration services, including fund accounting, investor reporting, and tax compliance. Their experienced team ensures accurate financial reporting and adherence to regulatory standards, which is crucial for maintaining investor trust and meeting legal obligations.

What industries does Assure cater to with its fintech solutions?

Assure primarily serves the private investment marketplace, including venture capital, private equity, and real estate sectors. Their tailored solutions address the unique needs of these industries, such as KYC/AML compliance, fund back office services, and syndicate management, making them a valuable partner for investment firms.

Can Assure assist with compliance for Opportunity Zones and 506(c) verification?

Yes, Assure offers specialized services for Opportunity Zones, helping clients navigate the complexities of investment in these areas. They also provide 506(c) verification services, ensuring that all necessary compliance measures are met for accredited investors, which is essential for fundraising and investment activities.

What bookkeeping services does Assure offer for start-up companies?

Assure provides comprehensive bookkeeping services tailored for start-up companies, including financial record keeping, transaction management, and monthly reporting. This allows start-ups to maintain accurate financial records and focus on growth while ensuring they meet their financial obligations.

How does Assure handle KYC/AML compliance for its clients?

Assure has a robust KYC/AML compliance framework in place to help clients meet regulatory requirements. This includes conducting thorough due diligence on investors, monitoring transactions for suspicious activity, and maintaining detailed records to ensure compliance with applicable laws and regulations.

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