Pollen Street Capital Invests in Pacific Fund Systems

Apex Group Acquires Pacific Fund Systems from Pollen Street

January 11, 2023

Financial Services

Apex Group has acquired Pacific Fund Systems (PFS), the provider of the PFS‑PAXUS fund accounting and administration platform, from Pollen Street Capital. The deal represents Pollen Street’s first exit from its flagship Fund IV and gives Apex additional technology and fund administration capabilities to enhance its global services offering.

Capital Constellation Acquires Minority Stake in Pollen Street Capital

April 14, 2020

Financial Services

Capital Constellation, an investment vehicle managed by Wafra, has acquired a minority ownership interest in Pollen Street Capital and will provide capital to support growth of Pollen Street's private equity and credit businesses. The strategic partnership strengthens Pollen Street's ability to expand its private equity and credit strategies across the United Kingdom and Europe.

Foundation Source Acquires Pacific Foundation Services

June 4, 2025

Professional Services

Foundation Source, the Fairfield, Connecticut-based provider of philanthropic software and services, has acquired San Francisco-based Pacific Foundation Services (PFS). The add-on expands Foundation Source's capabilities in foundation management, increases charitable assets under administration to nearly $40 billion, and brings PFS's team and leadership (CEO Charles R. Casey) into Foundation Source; the transaction was completed on June 4, 2025 with terms undisclosed.

Pollen Street Capital Acquires Etops Group AG

August 6, 2024

Cloud & SaaS

Pollen Street Capital has signed definitive agreements to add Etops Group AG, a Swiss provider of the etopsOS wealth and asset management SaaS platform, to its Pollen Street-backed wealthtech group. Etops’ founder and key shareholders are reinvesting and joining the combined group’s leadership; the deal is an add-on to the consolidator created by Pollen Street in December 2023 and is expected to close in the coming weeks.

Pollen Street Acquires Majority Stake in Finsolutia

March 22, 2023

Financial Services

Pollen Street has acquired a majority stake in Finsolutia, a technology-driven credit and real estate servicing platform headquartered in Lisbon with offices in Madrid. The investment will provide growth capital to reinforce Finsolutia’s technology-driven offering, support geographic expansion across Europe, and diversify its customer base while the deal awaits customary regulatory approvals.

Pollen Street Acquires Majority Stake in Assessio

August 24, 2023

Software

Pollen Street has agreed to acquire a majority stake in Assessio International Holdings 2 AB, a Nordic talent assessment SaaS platform headquartered in Stockholm. The investment will provide growth capital to accelerate M&A and organic expansion, support further development of Assessio's proprietary technology, and help build a pan‑European talent management business while keeping the current management team in place.