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Founded in 2020, Evergreen Financial Technology Group (EFTG) is based in the United States and specializes in acquiring and building software businesses that serve financial institutions. The firm emphasizes decentralized operations and aims to preserve founder legacies. EFTG manages a portfolio of four companies.
EFTG invests in software companies that cater specifically to financial institutions, including credit unions and banking partners. Their investment strategy includes quick decision-making and efficient closing processes, targeting sectors like data warehousing, business intelligence, and loan origination platforms.
Notable portfolio companies include Global Wave Group, which streamlines commercial lending through its loan origination platform; Infonancial, a Canadian core processor serving credit unions since 1989; Lodestar Technologies, enhancing data warehousing and business intelligence capabilities; and Sharetec Systems, a unified core platform for credit unions.
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