Skip to content


Great Businesses Start with Great People

view of skyscrapers from below on a sunny day

Partnership. Vision. Collaboration.

We look for exceptional partners to collaborate on innovative businesses that drive growth.

Our investment philosophy is centered on creative approaches to solving for the needs of investors with majority positions in brokerage, investment banking, and wealth management companies.

Equal parts smarts, agility, and hard work have enabled us to build a portfolio of complementary businesses that, together, drive innovation across the industry.

Selected portfolio companies include:

Ampliforce logo



Ampliforce offers AI-driven solutions to enhance workplace productivity. We deliver digital workers to boost performance, drive revenue, cut costs, and streamline risk mitigation and compliance.

Learn More
Amgine logo



Amgine is the leading AI Automation platform for managed business travel.It is designed to  enhance TMC and traveler connections for delightful and ultra-efficient experiences.

Learn More
Marstone logo



Marstone, a leader in digital wealth solutions, bridges the gap between financial institutions and clients.​ Their enterprise-ready platform, powered by Marstone™, efficiently reaches, acquires, and retains clients seeking straightforward financial information and engagement.​

Learn More
Previdence logo



Previdence, a cutting-edge platform, leverages technology and analytics to provide comprehensive mental health support, including personalized insights, interventions, and risk assessment solutions for early detection and prevention.

Learn More
Stavtar logo



Stavtar offers the investment industry SaaS solutions for Business Spend Management to enhance operational efficiency. Their flagship product, StavPay, centralizes vendor, contract, and invoice management with customizable expense and approval processes to create a true super-ledger.

Learn More
Edgewood logo


Edgewood Capital Advisors, LLC

Founded in 2002, Edgewood specializes in providing flexible financing solutions to real estate entrepreneurs and opportunistic investments to accredited and institutional investors. The firm’s seasoned leadership team brings extensive expertise to complex deals and has completed several billion dollars in commercial real estate transactions benefiting both entrepreneurs and investors.

Learn More