VergePointe Wealth

VergePointe Capital is a private equity firm based in the Portland Metro Area, established in 1989, specializing in real estate investments and buyouts. The firm's investment strategy focuses on long-term value and growth in a diverse set of asset classes.

Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm founded in 2017. Headquartered in Hunt Valley, Maryland, it also has an office in Northern Virginia and investment advisors in Naples, Florida. The firm is dedicated to providing transparent and customized financial advice, emphasizing independence and integrity. The firm offers a range of services, including private wealth advisory and multi-family office services tailored for high-net-worth individuals and families. It also provides outsourced RIA solutions, focusing on continuity and succession planning for other independent registered investment advisors. Verdence Capital Advisors supports comprehensive wealth management strategies, offering advice on various securities through its broker-dealer capabilities. With a team of experienced professionals, the firm prioritizes personalized attention and deep industry knowledge to serve its clients effectively.

Optivest Wealth Management is a boutique multi-family office based in Southern California, founded in 1987 by Mark Van Mourick and later acquired by Leslie Calhoun in 2018. The firm specializes in wealth management, family legacy financial planning, real estate, and alternative investments.

BluePointe Capital Management is a Menlo Park, CA-based wealth management firm specialized in creating custom investment portfolios and providing estate planning services. It partners with entrepreneurs and family offices, focusing on the stewardship of family wealth, alongside venture capital and private equity professionals.

Vigeo Investments, founded in 2017 and based in Denver, Colorado, is a private family office managing a diversified portfolio including real estate and operating companies. It focuses on control or minority investments in promising U.S. middle market companies across various industries.

Point Financial, Inc., with over 35 years of experience, is a venture lending firm specializing in growth capital and financing solutions for emerging market companies across technology, life science, cleantech, energy, gig economy, agtech, and healthcare sectors. It has deployed over $275 million in capital.