Eaton Vance
Eaton Vance is an asset management firm based in Boston, Massachusetts, founded in 1924. The company specializes in providing advanced investment strategies and wealth management solutions to a diverse clientele, including individual and institutional investors, financial professionals, and high-net-worth individuals. Eaton Vance offers a range of investment approaches, which include fundamental active management, responsible investing, systematic investing, and customized portfolio implementation. Its services encompass various asset classes, including equity, fixed income, floating-rate income, and alternatives. The firm operates through several wholly-owned affiliates, such as Eaton Vance Management and Boston Management and Research, and has developed specific services like Eaton Vance Institutional Cash Management Services to meet the evolving needs of its clients.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Private Equity Round in 2017
AFGlobal Corporation is an oil & energy company specializing in subsea pipeline components and forged products. AFGlobal Corporation is a technology and manufacturing specialist working to enhance their clients' success around the world. AFGlobal align well-established precision engineering with evolutionary innovation. AFGlobal unique approach combines conventional OEM processes and technology with unconventional thinking, providing reliable answers and establishing quicker ways to find the best solutions for their clients.
SigFig Wealth Management, LLC is an investment advisory firm based in San Francisco, California, founded in 2007. The company focuses on making high-quality investment advice accessible and affordable for investors across various wealth levels. Utilizing a blend of design, data science, and technology, SigFig empowers investors with the necessary information and guidance to achieve their financial goals. It partners with prominent financial institutions to enhance investment management for both investors and advisors. SigFig's enterprise technology enables partners to quickly bring solutions to market in a secure and compliant manner. The company is supported by a range of financial institutions and venture capital firms, reinforcing its commitment to innovation and client satisfaction.
Parametric Risk Advisors, LLC is a privately owned investment manager. It provides its services to high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, other pooled investment vehicles, banking and thrift institutions, charitable institutions, foundations, endowments, state, municipal, and federal government entities, registered investment companies, private investment funds, trust programs, other investment advisers, sovereign funds, foreign registered and private funds, other U.S. and international institutions, and individual accounts. The firm manages separate client-focused equity and equity index portfolios. It employs options based strategies to make its investments. The firm operates as a subsidiary of Parametric Portfolio Associates LLC. Parametric Risk Advisors, LLC was founded in 1987 and is based in Westport, Connecticut.
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