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.
|
|
|
|
|
5,001-10,000 employees
View all Assure employees
|
|
|
Venture Capital and Private Equity Principals
|
|
|
833-753-0417
|
|
|
6510 S Millrock Dr, Salt Lake City, Utah 84121, US
|
|
|
2012
|
|
|
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
|
Hank Howell is the CEO of Assure. To contact Hank Howell email at [email protected].
The decision makers in Assure are Asad Khan, Bernt Eriksen, Drabhishek Pilani, etc. Click to Find Assure decision makers emails.
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.
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.
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.
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.
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.
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.
Find accurate personal emails, work emails and phone numbers for employees
Accelerate prospecting with instant access to 350M professionals from 40M companies with the right contact details.