Financials

People

Activity

TIAA

Company

Investment-firm

Financing round

General

About Company
TIAA is a financial services company that specializes in retirement plans, IRAs, mutual funds, and life insurance.

Industry

Sector :

Subsector :

Also Known As

TIAA, Teachers Insurance and Annuity Association College Retirement Equities Fund

founded date

01.01.1918

Number of employees

Company Type

For Profit

IPO status

Private

Description

Founded in 1918 and headquartered in New York, TIAA is dedicated to helping teachers, healthcare professionals, and others achieve financial well-being. They provide retirement plans, IRAs, mutual funds, and life insurance products to over 5 million clients. TIAA has a strong focus on investing in biotechnology and biopharma startups, and they typically invest in companies that have been in operation for 4-5 years. They have a track record of committing to exit strategies more frequently than other companies, and their main investments are in the United States. Some of their notable portfolio startups include View, Surface Logix, and Traq Wireless.
Contacts

Phone number

Social url

Sub-Organizations
2
TIAA Global Business Services India

TIAA Global Business Services India

TIAA helps teachers and others in education, healthcare, and culture save for retirement.

Sector

Industrial Support Services

Subsector

Professional Business Support Services

Location

Pune, Maharashtra, India
Nuveen Investments

Nuveen Investments

Nuveen is a Chicago-based private company in asset management.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services

Location

Chicago, IL, USA

total rounds

2

total raised

$1.25B

count Of Investments

21

count Of Exists

1
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UniSuper

UniSuper

UniSuper provides retirement plans, investments, financial advice, and insurance to Australian academics.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Financial Services, Retirement, Insurance

Location

Dandenong Rd, Melbourne VIC, Australia

count Of Investments

5
Momentum Insurance

Momentum Insurance

Momentum is a financial services company that offers tailored solutions and advice to help individuals achieve success.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Insurance, Financial Services, Advice

Location

Centurion, South Africa
ICICI Prudential Mutual Fund

ICICI Prudential Mutual Fund

ICICI Prudential Mutual Fund is an Indian corporate investor founded in 2010.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Financial Services, Wealth Management, Venture Capital

Location

Mumbai, Maharashtra, India

count Of Investments

30

count Of Exists

1
MEFIC REIT fund

MEFIC REIT fund

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Sector

Closed End Investments

Subsector

Closed End Investments

Location

Riyadh Saudi Arabia

Financials

Investments
19
Date 
name 
Lead 
type 
Raised 
25.06.2024
No
$3.66M
Local Amount - CAD 5M
25.06.2024
No
$27M
Micruity

Micruity

Micruity powers institutional lifetime income products, making retirement income more accessible.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services

Location

Toronto, ON, Canada

total rounds

6

total raised

$8.76M
Norm Ai

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Norm Ai provides solutions for sludge problem by enabling compliance teams to delegate tasks to Regulatory AI via high-level instructions.

total rounds

2

total raised

$38.1M
FirstGen Forward

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total rounds

1

total raised

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Co-Investors
Acquisitions
6
Acquiree Name 
Date 
Price 
Acquisition Name 
Envisage Information Systems acquired by TIAA

Envisage Information Systems acquired by TIAA

acquirer

TIAA
TIAA

date

01.12.2020

type

Acquisition
Envisage Information Systems

Envisage Information Systems

Envisage is a software development company that provides web, common remitter, and workflow solutions for the retirement industry.

Sector

Software and Computer Services

Subsector

Software

Keywords

Health Care, Information Services, Software

Location

Ithaca, NY, USA
EverBank Financial acquired by TIAA

EverBank Financial acquired by TIAA

acquirer

TIAA
TIAA

date

03.08.2016

type

Acquisition

price

$2.5B
EverBank Financial

EverBank Financial

TIAA Bank offers financial products and services for clients' financial well-being.

Sector

Banks

Subsector

Banks

Keywords

Financial Services, Banking, Finance

Location

Jacksonville, FL, USA

total rounds

2

total raised

$150M
MyVest acquired by TIAA

MyVest acquired by TIAA

acquirer

TIAA
TIAA

date

30.06.2016

type

Acquisition
MyVest

MyVest

MyVest is a financial technology pioneer that combines wealth management best practices with best-in-class technology.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Software, Wealth Management

Location

San Francisco, CA, USA
Exits
5
InfraREIT

InfraREIT

InfraREIT is a high-growth real estate investment trust that owns regulated electricity delivery infrastructure assets in Texas.

Sector

Gas, Water and Multi-utilities

Subsector

Multi-Utilities

Keywords

Real Estate

Location

Dallas, TX, USA

total rounds

1
Broadview Networks

Broadview Networks

Broadview Networks provides voice, data, and network solutions for SMBs and enterprises in the Northeast and Mid-Atlantic US.

Sector

Telecommunications Service Providers

Subsector

Telecommunications Services

Location

Rye, NY, USA

total rounds

7

total raised

$254.69M
Beacon Partners

Beacon Partners

Beacon Partners is the largest independent healthcare management consulting firm in North America.

Sector

Health Care Providers

Subsector

Health Care Services

Location

South Weymouth, Weymouth, MA 02190, USA

total rounds

1

total raised

$58M

People

Founders
1
Andrew Carnegie
Andrew Carnegie

Andrew Carnegie

Andrew Carnegie was the Founder of Carnegie Mellon University.

current job

Carnegie UK Trust
Carnegie UK Trust

organization founded

4

Andrew Carnegie

Employee Profiles
2640

Steve Carter

Senior director, customer office business management

Amy Rosenberg

Transition manager

Nick Hernon

Client intelligence unit analyst 1

Nisma Aly

Senior info security engineer

Shannon Smith

Director, client experience, integration and communications, wealth management marketing

Karen Belt

Senior director - media strategy and buying

Fred Mundhenk

Senior director revenue analytics and pricing: trust company

Augie Lualemana

Administrative assistant

Activity

Recent News
5
News Timeline

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