Aretex Capital Partners is a private equity firm founded in 2018, with offices in New York and London. The firm specializes in investing in companies primarily located in North America and Europe, focusing on sectors such as energy, financial services, consumer products, consumer services, and healthcare. Aretex collaborates with entrepreneurs and management teams that have demonstrated success, aiming to enhance business value by facilitating access to international markets and promoting sustainable growth. As a Registered Investment Adviser, Aretex is committed to providing strategic support to its portfolio companies to help them thrive in a competitive landscape.
NEOS Investments specializes in options-based investment strategies, focusing on generating high monthly income through Exchange Traded Funds (ETFs). The company offers a range of ETFs that aim to provide tax-efficient income by investing in the constituents of major indices like the S&P 500 and Nasdaq-100. NEOS Investments employs data-driven call option strategies to enhance income potential for investors. The firm emphasizes careful consideration of investment objectives, risks, charges, and expenses associated with ETFs.
VettaFi
Venture Round in 2023
VettaFi is a finance company that specializes in offering investment advice, indexing, and distribution for veterans and entrepreneurs.
ETFLogic
Venture Round in 2021
LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures. Investors, financial advisors, and portfolio managers get institutional-caliber ETF and fund screening tools, investment policy alerts, rebalancing notifications, and trade ideas to improve cost, performance, risk, and potential tax liability.
Building Energy
Private Equity Round in 2018
Italy-based renewable energy producer Building Energy.
Surgical Specialties
Private Equity Round in 2018
Surgical Specialties is a global medical device company that specializes in high-performance wound closure products and surgical knives. The company manufactures a range of surgical tools, including microsurgical knives, sutures, and knotless tissue-closure devices, which are utilized in various medical fields such as dental, ophthalmic, plastic surgery, dermatology, orthopedics, urology, microsurgery, and trauma care. Surgical Specialties employs a multi-channel sales strategy, offering both its own branded products and OEM and private label lines. The company operates in multiple countries, including the United States, China, the United Kingdom, Germany, and Mexico, along with additional global sales and administrative offices, enabling it to effectively meet the increasing demand for precision surgical devices.
Alerian
Acquisition in 2018
Alerian is an independent provider of Master Limited Partnership (MLP) and energy infrastructure market intelligence. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. As of April 28, 2017, over $18 billion is directly tied to the Alerian Index Series through exchange-traded funds and notes, separately managed accounts, and structured products.
ROBO Global
Venture Round in 2018
ROBO Global is a robotics, artificial intelligence and healthcare technology company.
ETF Trends
Venture Round in 2018
ETF Trends is a dedicated platform that provides comprehensive news and insights on exchange-traded funds (ETFs), aiming to educate financial advisors and investors. The team, composed of writers, editors, and financial experts, offers timely updates and actionable stories, ensuring users are informed about economic trends and specific ETFs. Through various digital mediums, including web articles, webcasts, research reports, surveys, and virtual summits, ETF Trends facilitates the integration of low-cost financial products into investment portfolios. The platform serves as a valuable resource for those seeking to navigate the evolving landscape of ETFs and enhance their investment strategies.
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