Patriot Financial Partners
Overview
Patriot Financial Partners is a private equity firm focused on investing in community banks, thrifts, and financial services-related companies throughout the United States.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Finexio | Oct 2022 | Series B | Co-investor |
| Monarch Financial Technology Solutions, Inc. | Jan 2023 | Series B | Lead |
| Georgia Banking Company | May 2021 | Private Placement | Lead |
| Narmi | Feb 2021 | Series A | Co-investor |
| EnFi | Feb 2026 | Series A | Co-investor |
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Key People
Jim Lynch
Founding Partner
David Honold
Principal
Michael Milligan
Principal - Head of Investor Relations
Scott Gamble
Principal
Kelly A. Brown
Senior Advisor, Past Partner
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Patriot Financial Partners based?
Patriot Financial Partners is headquartered in Radnor, Pennsylvania, United States.
When was Patriot Financial Partners founded?
Patriot Financial Partners was founded in 2007.
How many portfolio companies does Patriot Financial Partners have?
Patriot Financial Partners has 9 portfolio companies in Caplight's dataset.
What are some companies in Patriot Financial Partners's portfolio?
Portfolio companies visible on Caplight include Finexio, Monarch Financial Technology Solutions, Inc., Georgia Banking Company, Narmi, EnFi.
What was Patriot Financial Partners's most recent investment shown here?
Patriot Financial Partners's most recent investment in this portfolio sample was in EnFi in 2026.
What sectors does Patriot Financial Partners focus on?
Patriot Financial Partners focuses on FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, Enterprise Software, FinTech, FinTech, Enterprise Software, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software.
What company stages does Patriot Financial Partners focus on?
Patriot Financial Partners typically invests at the MultiStage stage.
What is Patriot Financial Partners's AUM?
Patriot Financial Partners's assets under management are estimated between $1.0B and $10.0B.