Next Evolution Options Strategies Investments
Private Equity Round in 2024
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 financial services firm specializing in 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
Building Energy is an Italy-based renewable energy producer that operates as a vertically integrated, multi-technology independent power producer. The company generates electricity from a diverse range of renewable sources, including wind, solar, hydro, and biomass. By offering electricity under long-term revenue contracts, Building Energy ensures stable income and sustainability for its stakeholders. Additionally, the company actively pursues new and innovative power-generation opportunities through a robust development program. This commitment to expanding its production base aims to create long-term value for customers, shareholders, and the communities it serves.
Surgical Specialties
Private Equity Round in 2018
Surgical Specialties is a global medical device company specializing in high-performance wound closure products and surgical knives. The company manufactures microsurgical knives, sutures, and knotless tissue-closure devices used in dental, plastic surgery, dermatology, veterinary, and trauma procedures. It serves healthcare providers through multiple channels, including branded products, original equipment manufacturer and private-label lines. Operations and sales activity span the United States, China, the United Kingdom, Germany, and Mexico, with additional global offices to support distribution and customer service.
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 venture capital investment firm founded in 2013 and based in Dallas, Texas. The company focuses on investing in the sectors of robotics, artificial intelligence, and healthcare technology. By identifying and supporting innovative companies within these rapidly evolving fields, ROBO Global aims to capitalize on advancements that drive efficiency and improve outcomes in various industries.
ETF Trends
Venture Round in 2018
ETF Trends is a prominent provider of news and insights focused on exchange-traded funds (ETFs), aimed at educating financial advisors and investors. The company features a platform that delivers timely news stories and actionable content to help its audience stay informed about specific ETFs and broader economic trends. Through various digital mediums, including its website, webcasts, research, surveys, and virtual summits, ETF Trends empowers users to integrate low-cost financial products into their investment strategies. The dedicated team of writers, editors, and financial experts at ETF Trends works diligently to ensure that the latest developments in the ETF market are accessible and informative for its audience.