Xponance

Xponance, Inc. is an employee owned investment manager. The firm primarily provides its services to pension and profit sharing plans, pooled investment vehicles, charitable organizations and state or municipal government entities. It also caters to high net worth individuals, individuals, Insurance companies and Corporations. The firm invests in the public equity and fixed income markets. The firm launches equity mutual funds for its clients. The firm employs a combination of fundamental and quantitative analysis to make its investments. Xponance, Inc. was founded on April 1, 2020 and is based in Philadelphia, Pennsylvania with an additional office in Durham, North Carolina.

Leonard Oremland

Managing Director, Head of Distribution and Client Engagement

1 past transactions

The Copia Group

Venture Round in 2024
The Copia Group is a private investment firm established in 2022 and headquartered in Chicago, Illinois. It specializes in providing debt and equity capital solutions to privately held, lower-middle market companies. The firm adopts a distinctive investment approach that integrates financial and relational capital, focusing on the holistic development of scalable business models. By driving impact at scale, The Copia Group aims to foster growth and sustainability in the businesses it supports.
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