Exponent Investment Management

Exponent Investment Management is a financial advisory ex-ponent firm that offers a variety of services to help clients achieve their financial goals. Its advisors are well-versed in various areas of wealth management, including asset allocation, estate planning, retirement income strategies, and more. Moreover, they are committed to providing transparent and unbiased advice for their clients. They also have a number of industry certifications and regularly update their knowledge about emerging trends in the finance industry.

Founded in 2021, the New York-based company is led by co-founders Charley Ma and Mahdi Raza, both alumni of tech startups including Plaid and Robinhood. Ma previously worked in finance at JPMorgan Chase, while Raza oversaw fintech growth and payments for stock-trading app Robinhood. The firm’s latest fund raised $75 million from a group of limited partners that includes Carnegie Mellon University, Cook Children’s Health Care System and LGT Capital Partners, according to an SEC filing and fundraising data tracked by affiliate Buyouts.

The Exponent Investment Management Approach to Ethical Investing

The firm’s clients include private equity funds, foundations, family offices, high net worth individuals and corporate investors. Exponent’s advisors have deep experience in media, consumer, financial services and business services and help clients to consolidate their strengths and accelerate their growth while creating lasting value.

The firm’s approach is motivated by the recognition that not all wealth is the result of happy events, such as a inheritance or a sale of a business. Instead, it is often the result of a sudden windfall or an unexpected event such as a divorce or the death of a loved one.