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Brad Bernstein

Managing Partner
Enterprise Technology - Financial Services

New York Office Joined 2003

Brad is managing partner of FTV and leads investments in enterprise technology & services and financial services. Brad has over 25 years of private equity experience. Prior to FTV Capital, Brad was a partner at Oak Hill Capital Management and its predecessors where he managed the business and financial services group. He began his private equity career with Patricof & Company Ventures and started his professional career in the investment banking division of Merrill Lynch in New York. Brad received a BA magna cum laude from Tufts University.

Recent News

January 25, 2021
Sunlight Financial LLC, a Premier Residential Solar Financing Platform, to List on NYSE Through Merger With Apollo-Affiliated Spartan Acquisition Corp. II

NEW YORK & CHARLOTTE, N.C.–(BUSINESS WIRE)–Sunlight Financial LLC (“Sunlight”), a premier U.S. residential solar financing platform, and Spartan Acquisition Corp. II (NYSE: SPRQ) (“Spartan”), a publicly-traded special purpose acquisition company...

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October 6, 2020
Lean Staffing Solutions Secures $42.5 Million Growth Equity Investment from FTV Capital

Fort Lauderdale, FL – October 6, 2020 – Lean Staffing Solutions (“LSS”), a leading provider of nearshore, expert outsourced solutions for transportation and logistics companies in the United States, today...

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May 5, 2020
Bought By Many Announces £78.4 million Growth Equity Financing

Bought By Many, the London-based pet insurance provider, today announces a £78.4 million (~$98 million) growth equity investment led by FTV Capital, a US financial services-focused growth equity investment firm,...

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April 28, 2020
Docupace Secures Growth Equity Investment from FTV Capital

LOS ANGELES, California – April 28, 2020 – Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced it has secured a significant growth equity investment...

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November 20, 2019
CloudFactory Secures $65 Million in Growth Equity Funding Led by FTV Capital

READING, England–CloudFactory, a global leader in managed workforce solutions for artificial intelligence (AI), today announced it has secured $65 million in growth equity funding. FTV Capital led the investment, with participation from Weatherford...

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November 13, 2018
FTV Managing Partners Brad Bernstein & Richard Garman Ranked #5 in Institutional Investor’s 2018 Fintech Finance 40

FTV's managing partners - Brad Bernstein & Richard Garman - moved up a spot to #5 in Institutional Investor's 2018 Fintech Finance 40. "The best excel through collaboration. “Capitalize on our connections,” beckons the website of FTV Capital (see No. 5–ranked Richard Garman and Brad Bernstein). FTV has been cultivating its Global Partner Network of technology innovators and industry incumbents for 20 years. In the 12 months through September, FTV arranged more than 350 of what it calls “business development introductions” for portfolio companies."

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September 6, 2018
Strata Fund Solutions Closes Significant Growth Equity Investment from FTV Capital

SALT LAKE CITY, UT – September 6, 2018 – Strata Fund Solutions (Strata), a leading fund service administrator for venture capital, private equity and other alternative asset managers and allocators,...

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June 6, 2018
Sunlight Financial Secures $50 Million Growth Equity Investment from FTV Capital

NEW YORK, N.Y. and CHARLOTTE, N.C. –(BUSINESS WIRE)– June 6, 2018 — Sunlight Financial, a technology-enabled finance company providing point-of-sale financing solutions, today announced that it has raised a $50...

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February 3, 2018
FTV’s Brad Bernstein featured in InvestmentNews: The dealmakers financing top adviser technology

Brad Bernstein could see the role of advisers was changing. What was once an industry of investment managers and salespeople was shifting to financial planning. Driving the change was technology — automating and commoditizing many of the ways advisers traditionally added value for clients. Mr. Bernstein, 51, managing partner at growth equity firm FTV Capital, believed there was a demand for products that helped advisers better articulate their value to clients.

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January 15, 2018
FTV’s Richard Garman & Brad Bernstein Ranked #6 in Institutional Investor’s 2017 Fintech Finance 40

Institutional Investor ranked our managing partners, Brad Bernstein and Richard Garman, #6 in the 2017 Fintech Finance 40 for their company leadership and our firm's successful, enduring track record in the financial technology industry. "Let others get caught up in the fads, hype cycles, and volatility of technology investing. FTV Capital has been employing pretty much the same formula for nearly 20 years with remarkably steady results — better than steady, considering that it seeks out portfolio companies with at least 20 percent historical and near-term revenue growth."

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March 22, 2017
Global Industry Research Leader MarketsandMarkets Raises $56 Million in Growth Equity Led by FTV Capital

Pune, India — March 22, 2017 — MarketsandMarkets, the leading global industry research and consulting company that provides syndicated and custom research focused on high-growth and niche markets, today announced...

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June 27, 2017
Sitehands Secures $25 Million Growth Equity Commitment from FTV Capital

New York, June 27, 2017 – Sitehands, an innovative provider of enterprise IT field services through a unique two-sided market approach, today announced it has secured a $25 million growth...

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January 10, 2017
Enfusion Systems Raises Significant Growth Equity Investment

CHICAGO, IL (January 10, 2017) – Enfusion Systems, provider of an innovative, leading cloud-based platform for investment managers, today announced the company has raised a significant minority growth equity investment...

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October 31, 2016
Riskalyze Raises $20 Million Growth Equity Investment to Accelerate Risk Number® and Robo Platforms for Independent Financial Advisors

Sacramento, CA (October 31st, 2016) – Riskalyze, the company that empowers thousands of advisors to align each client’s investments with their Risk Number®, today announced a $20 million minority growth...

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May 2, 2016

San Francisco, CA and New York, NY – MAY 2, 2016 —  FTV Capital, a sector-focused growth equity investment firm, today announced that Brad Bernstein has been named a managing...

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March 22, 2016
Edgewater Markets Raises $30 Million Growth Equity Investment to Enhance Technology Platform, Expand Global Footprint

New York, NY — March 22, 2016 — Edgewater Markets, an industry leader in electronic foreign exchange aggregation and distribution to global institutional clients, today announced the company has raised...

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January 28, 2016
FTV Capital Leads Investment in True Potential

In addition to the funding, FTV Capital’s Brad Bernstein and Kyle Griswold have joined the company’s board of directors. Founded in 2007, True Potential LLP has built one of the...

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November 30, 2015
Brad Bernstein of FTV Capital on the power of partnership in fintech investing

Brad Bernstein, head of San Francisco-based FTV Capital's New York office, describes the business model that the firm pioneered in the 1900s to connect financial services companies with technology entrepreneurs and their innovations.

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November 9, 2015
The 2015 Fintech Finance 35: Richard Garman and Brad Bernstein, FTV Capital

There is no single formula for fintech financing, yet many of the playbooks written over the years owe a debt to FTV Capital.

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November 5, 2015
Neustar, Inc. Announces Agreement to Acquire Marketing Analytics Technology Provider MarketShare

Sterling, Va. – (BUSINESS WIRE) – Nov. 5, 2015 – Neustar, Inc. (NYSE:NSR), a trusted neutral provider of real-time information services, today announced that it has entered into a definitive agreement...

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