Defining a new era of inclusive investment solutions

Are you seeking innovative alternative assets strategies that embrace inclusivity and go beyond the traditional approach?

Avestix is a woman-led investment firm driven by innovation, integrity, excellence, and a desire to help foster a better tomorrow.

We serve families, individuals, and institutional investors across various needs and objectives. Building on our proven track record of success, we continue to innovate and lead the future of financial services.

Our mission is to craft flexible investment strategies that align with your unique financial goals.

Our clients benefit from a comprehensive, flexible platform offering institutional-grade, private, and public opportunities that are meticulously crafted to capitalize on overlooked but unparalleled opportunities with the potential for long-term growth and a sustainable future.

Where the future of investment is shaped by a commitment to quality, integrity, and the collective success of our clients and partners, empowering private wealth to thrive and grow across generations.

Deep experience in investing, asset & wealth management, operating as a genuine partner with a commitment to transparency, alignment, and trust, and sharing risks collaboratively.

Capability

Anchored to capital preservation and long-term performance, achieved through rigorous external and in-house analysis with prudent selection of investments.

Philosophy

At the forefront of innovation, creating pathways for innovative products using AI, blockchain, fintech and more to access capital investment across global markets.

Innovation

Bespoke opportunities for investors actively seeking to address some of the world’s biggest challenges through philanthropic and impact-driven solutions.

Impact

In capital raised, invested, financed, and project-managed.

$1 Billion +

100+

Private acquisitions completed. 

Jointly invested alongside partner investments.

$86 Million

Why Avestix

Avestix is a long-relationship-driven, privately-held investment, asset and wealth management firm where our investors come first. With our time, attention and expertise, we ensure that every dimension of managing your wealth is addressed - now and for generations to come.

Our strategic approach to uncovering new opportunities enables us to circumvent market distractions and zero in on assets that appear to be poised for growth.

Our seasoned team of investment professionals brings decades of experience in capital markets, alternative assets, real estate, venture capital, private equity, private credit, public securities, and wealth management.

Current Investment Opportunities Include

  • Real Estate

    Invest in commercial properties with a strong focus on multifamily, logistics, and data centers, offering the potential for long-term growth and dividends.

  • Venture Capital

    Help support companies and startups that are leveraging the latest technological innovations, including artificial intelligence, robotics, blockchain, and more.

  • Fortuna Venture

    Support up-and-coming female entrepreneurs and women-owned businesses poised for potential growth, while empowering women with financial intelligence, investment knowledge, and philanthropic insights. 

  • Public Equities

    Driving growth by investing in leading public companies poised for sustained performance. Offering investors opportunities for potentially reliable returns and dividends.

Our Values

Testimonials

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