Defining a new era of inclusive investment solutions
Are you seeking innovative alternative assets and wealth management 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 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
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Avestix 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.
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Avestix Venture Capital
Help support companies and startups that are leveraging the latest technological innovations, including artificial intelligence, robotics, blockchain, and more.
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Avestix 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.
Our Values
Testimonials
Featured Insights
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Global Macroeconomic Projections to 2030
As we navigate the remainder of 2024, the global economy stands at a critical juncture, shaped by a complex interplay of geopolitical tensions, technological advancements, and environmental challenges.
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The Impact of LL Flooring’s Bankruptcy
The Richmond, Virginia-based company looks like another casualty of two years of economic instability. A combination of stubborn inflation, high interest rates, and a sluggish post-pandemic recovery hit retailers around the globe especially hard. In the U.S. alone, more than 3,000 brick-and-mortar storefronts have shut down since the start of 2024.
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The Rush to Control Quantum Computing’s ‘Seismic Shift’
Why are world powers so eager to control quantum computing? The answer is that — by harnessing the particular properties unique to quantum mechanics — quantum computing could trigger a seismic shift in nearly every industry.
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Trends in Private Capital for the Second Half of 2024
Discovering the transformative trends in private capital for the second half of 2024. This period is defined by dynamic shifts driven by global economic factors and innovative market dynamics. Looking at the key trends that are changing the private capital space, backed by the latest research and market insights.
