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XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.
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.
Navab Capital Partners (NCP) is a values-driven investment firm with decades of expertise and a forward-looking vision on the markets, industries, businesses, and communities in which it invests. The firm`s aim is to create value by identifying opportunities across a variety of industries including Healthcare, Technology, Media, Financial Services, FinTech and Consumer.
Diversified Provider of Financial & Business Advisory Services
Victory Capital is an integrated multi-boutique asset management firm. Important information: https://t.co/kcNZFYZ0ch