Symphony Technology Group Acquires Majority Stake in CaseWorthy

Rubicon Technology Partners Makes Majority Growth Investment in CaseWorthy

June 15, 2026

Cloud & SaaS

CaseWorthy, a purpose-built case and program management software platform for non-profit and government human services organizations, secured a majority growth investment from Rubicon Technology Partners. The partnership is intended to accelerate product innovation (including AI capabilities), deepen integrations across the human services ecosystem, and pursue acquisitions to expand the platform’s reach.

CaseWorthy, Inc. Acquires Eccovia, Inc.

February 12, 2025

Cloud & SaaS

CaseWorthy, a Salt Lake City-based social and human services case management platform backed by private equity firm STG, has acquired Eccovia, a software and services provider of case management and data analytics for health and human services. The deal creates one of the largest purpose-built case-management platform companies by combining complementary capabilities—expanding CaseWorthy's platform to support additional workflows such as homeless Continuum of Care and broader care coordination.

Symphony Technology Group Completes Recapitalization of Wrike

July 7, 2023

Cloud & SaaS

Symphony Technology Group (STG) completed a recapitalization to acquire full ownership of Wrike from Vista Equity Partners and Elliott Investment Management. As part of the ownership transition, Wrike founder Andrew Filev transitions to Board Advisor and Chief Financial Officer Thomas Scott becomes Interim CEO as the company continues to scale its SaaS work management platform.

CaseWorthy, Backed by Symphony Technology Group, Acquires MediSked

January 6, 2023

Software

Salt Lake City-based CaseWorthy, backed by private equity firm Symphony Technology Group (STG), has made a majority investment in MediSked, a Rochester, New York-based health and human services software provider. The deal combines CaseWorthy’s social services case management platform with MediSked’s care management and agency solutions to deliver an integrated whole-person care offering; MediSked’s founders will remain with the business.

CaseWorthy (backed by STG) Acquires Accessible Solutions (ServTracker)

June 6, 2022

Software

CaseWorthy, Inc., backed by private equity firm Symphony Technology Group (STG), has made a majority investment in Accessible Solutions, Inc., the provider of the ServTracker aging-services software. The deal will combine CaseWorthy's case management platform with Accessible Solutions' aging-services capabilities to expand product offerings for multi-program social service and governmental agencies.

Symphony Technology Group Acquires Majority Stake in CAI Software

December 13, 2021

Software

Symphony Technology Group (STG) has made a majority investment in CAI Software, a Rhode Island–based provider of ERP, MES, WMS, EDI and production-oriented software for manufacturing and distribution. STG said the investment will accelerate CAI's product innovation and growth through organic investments and M&A while partnering with CAI's existing owners and management team.