Portfolio

Successful companies – those that are focused on long-term growth and creating a lasting impact – are the result of a strong, disciplined management team, continued product and services innovation and the implementation of sound and strategic financial practices. We’re proud of the partnerships we’ve developed with the diverse group of companies in our portfolio that exemplify this model of excellence.

Wealthcare Capital Management
Wealthcare Capital Management (Wealthcare) is a pioneer of goals-based wealth management technology. Today, the Company operates its technology licensing business serving the clients of over 30,000 advisors who are affiliated with both independent financial services and Fortune 500 companies. The wealth management technology licensees service an estimated $200 billion in assets under their administration (AUA). Wealthcare also acts as a registered investment advisor overseeing more than $800 million in assets under management (AUM) for clients in 35 states through its network of financial advisors or third-party financial advisory firms.
1 2 3 4 5 6 7
3Pillar Global
Advanced Call Centers Technology
Aisthesis
Alfred Angelo
Alpha Imaging
Altus
AppTec Laboratory Services
Archer
Archive Systems
Atlantic Diagnostic Laboratories
AUC Group
Aviation Technical Services (ATS)
Bluenog
Brand Muscle
Brian Communications Group
Bulova Technologies
CallMiner
Cellucap Manufacturing
Circonus
Climax Manufacturing Company
1 2 3 4 5 6 7