| Name | Title | Contact Details |
|---|
MCAP is a Toronto, ON-based company in the Financial Services sector.
The Vistria Group is a next-generation private investment firm that operates at the intersection of purpose and profit. We partner with middle-market businesses in Healthcare, Education and Financial Services that are passionate about growth and committed to the community.
Camp Live Oak is a Fort Lauderdale, FL-based company in the Financial Services sector.
Generational Wealth is a Dallas, TX-based company in the Financial Services sector.
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.