Vanguard

Vanguard is an investment management firm founded in 1975 and headquartered in Valley Forge, Pennsylvania. The company is unique in that it is client-owned, meaning its investors are also its ultimate owners. This structure underpins Vanguard's commitment to prioritizing the interests of its investors. The firm specializes in providing low-cost mutual funds and exchange-traded funds, along with a range of advisory services, including retirement planning, pension management, and wealth management. Vanguard aims to reduce costs and complexity for both individual and institutional investors, while also offering data-driven insights and portfolio construction guidance. Through its focus on transparency and investor-centric practices, Vanguard has established itself as a leader in the investment management industry.

Salim Ramji

CEO

3 past transactions

Just Invest

Acquisition in 2021
Just Invest is a technology-driven asset management firm based in California, founded in 2016 by Alan Cummings, Jonathan Hudacko, and Vijay Rao. The company focuses on empowering financial advisors to better serve their clients by offering transparent and customizable investment solutions. With a strong emphasis on tax efficiency and personalization, Just Invest enables advisors to manage multi-asset class portfolios effectively. The firm utilizes large-scale data analysis, quantitative algorithms, and risk modeling to provide tailored asset allocation and investment services that cater to both taxable and tax-deferred accounts. By combining over 50 years of finance and technology expertise, Just Invest aims to enhance client engagement and redefine investment management practices.

Altruist

Series B in 2021
Altruist is dedicated to enhancing the quality, affordability, and accessibility of independent financial advice. The company offers a digital investment platform that streamlines operations for financial advisors, enabling them to serve their clients more efficiently. By automating research and identifying problem areas, the platform allows advisors to provide better guidance, ultimately empowering clients to make informed financial decisions. This approach not only reduces costs for clients but also fosters greater financial confidence, positively impacting the experiences of tens of millions of individuals. Altruist supports a wide network of financial professionals, helping them deliver valuable services to their clients.

Ola

Series G in 2015
Ola operates a mobile technology platform that integrates city transportation for customers and driver partners in India. Its mobile application allows its customers to book a range of cabs, auto-rickshaws, bikes, and shuttle buses. Ola's mobile application allows customers to book city taxi, outstation travel, car rental, and corporate travel services. Its mobile application is available on Windows, Android, and iOS platforms. Ankit Bhati and Bhavish Aggarwal founded Ola on December 1, 2010. It has its headquarters with additional offices in Bengaluru in India.
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