A team of experts from Exponent Investment Management will review your current situation, create an action plan and develop a personalized portfolio to achieve your financial goals. Their initial assessments will include a thorough review of your income sources, including pensions and savings accounts. This allows them to provide you with a realistic picture of your financial situation and help you make informed decisions. Their services also include tax planning, retirement planning and investment portfolio management.
The New York-based early-stage venture firm founded by alumni from Plaid and Robinhood has closed on $75 million for its second fund, TechCrunch reports. The new Fund II has oversubscribed commitments from nonprofit endowments, hospitals and private equity firms, with limited partners including Carnegie Mellon University, Cook Children’s Health Care System, LGT Capital Partners and Next Legacy Partners. Exponent Founders Capital is led by managing partners Charley Ma and Mahdi Raza, who previously worked at fintech startup Plaid where Ma was the general manager of its New York office and Raza oversaw growth, payments and scalability for stock-trading platform Robinhood.
Why Choose Exponent Investment Management for Your Financial Needs
The firm has an extensive network of relationships and expertise in the media, consumer and financial services sectors across the US, Canada, Asia and Europe. It has a track record of delivering value and building long-term relationships with clients by providing strategic insights and capital to support business growth and transformation.