Investors in Wealth Management

Goldman Sachs is a global financial services firm that provides investment banking, securities, and investment management services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. The company offers financial advisory services, underwriting services, and client execution services in various markets. They also engage in securities services, financing, and investing activities across a range of asset classes. Additionally, Goldman Sachs manages investment portfolios and mutual funds for institutions and individuals globally. The firm operates various segments, including Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. Founded in 1869 and headquartered in New York, Goldman Sachs aims to drive technology-based disruption and invest in late-stage venture capital and growth equity transactions to build revolutionary businesses worldwide.

Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.

Founded in 1999, Enhanced Capital Partners is a national investment firm with over $400 million under management specializing in investments in small and mid-size companies. Enhanced Capital provides a range of investment options to promote the growth and expansion of businesses. Our flexibility and practical investment approach can make the difference in maximizing the growth potential for a company poised for rapid growth.

Torch Capital is a brand-focused early-stage consumer fund investing in the next generation of truly great, mission-driven companies across consumer products and services, marketplaces, ecommerce, health & wellness, digital media, and food & beverage.

Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. The firm makes investments in financial services including asset management, insurance, financial technology, and related sub-sectors as financial advisors and distribution, payments, securities services and other business; retail and consumer; energy and industrials; healthcare; companies running clinical trials for pharmaceutical companies and life sciences tools and services; vertical software; business and information services industries with an emphasis on marketing, information, and professional services; data services; Internet and digital media. In case of energy and industrials sector the firm generally looks to avoid businesses with significant macroeconomic and/or commodity exposure. It targets investments in companies based in North America with a focus on the United States, Europe with a focus on Western Europe, and Australia. The firm seeks to make equity investments between $50 million and $1200 million in its portfolio companies. It may act as a controlling shareholder and as an influential minority investor. It also seeks to take majority stakes. The firm prefers to invest alongside management in companies going through transitions including private or closely held businesses looking to institutionalize, to go public, to de-mutualize, or to undertake public to private transactions. Hellman & Friedman LLC was founded in 1984 and is based in San Francisco, California with offices in New York, New York and London, United Kingdom.

We’re (not just) investors. We’re (more than) advisors. We’re (beyond) connectors. Ben Franklin Technology Partners combines the best practices of early stage investing with a higher purpose – to lead the region’s technology community to new heights, creating jobs and transforming lives. For over 30 years, Ben has been the leading seed stage capital provider for the region’s technology sectors, investing over $170 million in more than 1,750 regional technology companies, many of which have gone on to become industry leaders. Ben Franklin has also launched university/industry partnerships that accelerate scientific discoveries to commercialization, and has seeded regional initiatives that strengthen our entrepreneurial community.

Foresight Group is an alternative asset manager with a strong 30-year track record and specific expertise in environmental and solar infrastructure and private equity. Foresight Group is a leading independent infrastructure and private equity investment manager which has been managing investment funds on behalf of institutions and retail clients for 30 years. With current assets under management of over £2.2 billion, raised from the UK and international private and high-net-worth individuals, family offices, pension funds and other institutional investors, Foresight strives to generate increasing dividends and capital appreciation for its investors over the long term. Foresight has offices in UK, USA, Italy, and Australia.

Lee Equity Partners, LLC is a private equity and venture capital firm specializing in acquisitions, growth capital financing, and control buyouts of middle market companies. It focuses on investing in the business services, consumer and retail, distribution and logistics, financial services, healthcare services and media sectors. The firm seeks to invest in companies based in the United States. The firm invests in companies with enterprise values TO_DELETE. It prefers to take a majority stake. Lee Equity Partners, LLC was founded in 2006 and is based in New York, New York.

Ulu Ventures provides early-stage investments to enterprise cloud and smart data companies. The seed-stage venture firm focused primarily on enterprise IT, Ulu focuses on the market opportunity created by the Stanford and Silicon Valley communities. It seeks to generate financial results using a disciplined, repeatable decision-making process that analyzes risk-reward trade-offs. Ulu also follows the logical principles of portfolio construction. This approach makes the firm conventional in the world of institutional investors but contrarian as compared to other VCs. In 2018, Clint Korver and Miriam Rivera established the firm in Palo Alto, California.

FJ Labs is a stage-agnostic investment firm that focuses on marketplaces and consumer facing startups. Their investments are seed and series A. The investment range of the company is $50,000 to $5,000,000. It invests in Alibaba Group, beepi, BrightRoll, Betterment, ADORE ME, and earnest. FJ Labs is a U.S.-based company that was founded in 2015 by Fabrice Grinda.