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Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Potomac Fund Managements investment strategies, TAMP solution Union UMA, and market research are built to conquer risk.
Maxco, Inc. (Maxco) operates in the heat treating business segment through Atmosphere Annealing Inc. (Atmosphere), a production metal heat treating service company. Maxco also has investments in real estate and investments representing less than majority
Marlin Equity Partners is a leading private investment firm with over $1 billion of capital under management.
Capitala Group is a $3.0 billion asset management firm that has been providing capital to lower middle market companies throughout North America for twenty years. Since our inception in 1998, Capitala has invested in over 150 companies and seeks to partner with strong management teams to create value and generate superior risk-adjusted returns for our individual and institutional investors.