3 Family Offices Investing in Financial Services Companies

Family offices continue to play an increasingly active role in direct private market investing, particularly within financial services. Leveraging FINTRX data, which captures direct deal activity across more than 4,000 global family offices, we take a closer look at three family offices investing directly in financial services companies.

1. Bezos Expeditions (Jeff Bezos Family Office)

Founded in 2005, Bezos Expeditions is a Mercer Island, Washington–based single-family office managing the personal wealth of Jeff Bezos, the founder and former CEO of Amazon. Bezos previously spent time on Wall Street before launching Amazon in 1994, growing it from an online bookstore into a global technology platform spanning e-commerce, cloud computing, media, and artificial intelligence. He later founded Blue Origin, a private aerospace company focused on suborbital and orbital spaceflight.

Bezos Expeditions invests primarily through direct private equity and venture capital investments, with a global mandate and a historical emphasis on North America. The firm targets early- to late-stage private companies across a wide range of sectors, including financial services, healthcare, data platforms, workplace software, artificial intelligence, consumer, and logistics. While venture-stage opportunities are a core focus, later-stage investments are considered selectively.

Within financial services specifically, Bezos Expeditions has backed several notable platforms. In 2016, the firm participated in a Seed round for Funding U, a student lending company that underwrites loans based on academic performance rather than credit scores. In 2021, it invested in Pilot, a provider of bookkeeping, tax, and CFO services for startups and small businesses. More recently, Bezos Expeditions backed Outgo Inc., an all-in-one financial operations platform for freight carriers, supporting automation across invoicing, factoring, collections, and banking.

Outside of financial services, Bezos Expeditions’ broader private investment history includes companies such as Twitter, Airbnb, Uber, Stack Overflow, Workday, General Assembly, and Business Insider, reflecting the firm’s long-standing interest in scalable, technology-driven business models.

2. Zinal Growth (Guillaume Pousaz Family Office)

Established in 2021, Zinal Growth is a St. Helier, Jersey–based single-family office managing the wealth of Guillaume Pousaz, founder and former CEO of Checkout.com. A Swiss entrepreneur based in Dubai, Pousaz built Checkout.com into a global payments platform serving leading digital businesses, following earlier ventures including NetMerchant and Opus Payments.

Zinal Growth invests primarily through direct venture capital and private equity transactions, taking a global, mandate-agnostic approach to deal sourcing. The firm typically targets high-growth, scalable companies across e-commerce, blockchain, financial services, marketing, retail, and automation. With patient, single-source capital, Zinal partners closely with founders challenging legacy market structures.

Within financial services, Zinal Growth has backed several notable platforms. In 2021, the firm led a Series A investment in Wayflyer, a provider of flexible funding and data-driven insights for fast-growing e-commerce businesses, followed by a subsequent investment in 2022. Zinal also invested in Ziina, the UAE’s first peer-to-peer payments app, supporting secure, mobile-first financial services across the Middle East.

In 2022, Zinal Growth participated in a Series A round for Stitch, an API infrastructure company that enables seamless bank payments and financial data access across Africa, and a Series B round for Yokoy, a Switzerland-based AI-driven spend management platform serving mid-sized and enterprise companies.

3. Newlight Partners

Founded in 2018 following the spinout of the private equity investment team from Soros Fund Management, Newlight Partners is a New York–based multi-family office managing capital on behalf of a select group of high-net-worth individuals and families. The firm partners with growth-oriented founders and management teams, prioritizing alignment and long-term value creation over short-term financial engineering.

Newlight Partners invests primarily through direct private equity transactions, with a focus on North America. The firm is sector-agnostic but concentrates on several core investment themes, including financial services, insurance, value-based healthcare, sustainable energy, tech-enabled services, and the evolution of bandwidth consumption. Newlight typically targets growth-stage companies through buyouts, offering patient capital designed to support organic expansion and opportunistic M&A. With flexible check sizes that have historically reached up to $150 million, Newlight’s capital model provides long-term stability and ongoing investment capacity without rigid deal mandates.

Within financial services, Newlight Partners invested in Propeller Industries in 2020. Propeller serves as a fractional CFO and accounting partner for growing companies that have outpaced traditional bookkeeping but are not yet ready for a full in-house finance team. Beyond Propeller, Newlight’s portfolio includes companies such as Honest Networks, BayTech, Zing Health, and APR Energy.

Want to uncover family offices and investment firms actively backing financial services companies? Book a FINTRX demo to explore direct deal activity, investment themes, and key decision-makers across the private wealth landscape.