Investment Managers - Witan Financial Solutions

Empowering you

Investment driven by research, investors committed to a common purpose, and portfolios built on long-term partnerships with visionaries shaping a better tomorrow. Discover how your future fuels our passion for progress and determines what we do.

We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns for our clients while supporting the firms we back on their behalf to succeed.

Why choose us

Ecosystem of Opportunity. The Witan ecosystem is a collaborative network with a shared purpose and an eye on opportunity. Together, through shared experiences, collective expertise and continuous learning, Witan builds leading organizations that scale to advance our digital future. We believe the Witan network possesses an unparalleled infrastructure to unlock our full potential and accomplish what’s next, together.

Identifying and investing in quality assets

We rate every investment against strict quality criteria designed for each asset class. Intensive, first-hand research, supported by our global presence and proprietary tools, means we can often identify investments whose quality is not yet fully recognized by the market.

Team-based, high-conviction thinking

Instead of star managers, we use the insight and analysis of our whole teams to rate and select investments. This in turn gives us the conviction to focus on our best ideas – and build portfolios that may be very different from the benchmark and competitor funds.

Being forward focused

For us, achieving exceptional results for our clients demands being future-facing. We focus on what’s changing in companies, industries and markets but isn’t being priced in or is being mispriced. We analyse the dynamics shaping future opportunity and the corporate leaders of the future.

$100BN+

Assets under management

700+

Private equity transactions

4 Investment Strategies

Private wealth solutions, private equity, permanent capital and credit

Low - High 14h

$ 3,155.63 - $ 5,124.62

Total Token Sale

412,573 BCC (4.2%)

Acceptable Currency

BTC, ETH, LTC

Witan Financial Solutions

April 10 2025

Witan Exchange Q1 2025

In the first quarter of 2025, we saw Gen AI-enabled tools enhance productivity, streamline processes and unlock new growth opportunities for both software companies and their customers.

April 04 2025

Project concept

Robert Bell Ross shares his thoughts on the transformative potential of AI, emphasizing its ability to unlock unprecedented opportunities, bridge divides and fuel global prosperity.

April 03, 2025

CNBC: Witan's Laura Neill on Entering a World of Predictable Volatility

Laura Neill, Managing Director and Head of Equity Markets, discusses what she makes of the market sell-off and more.

March 03, 2025

Bain’s 2025 Global PE Report: Unlocking Value With Generative AI

Vista Equity Partners was highlighted in Bain & Company's 2025 Global Private Equity Report, featuring field notes from the generative AI insurgency in private equity and how firms are organizing themselves to win.

February 24, 2025

Buyouts: Vista’s Patrick Severson on the Opportunities in Mid-Market Software for Operationally Focused Investors

Patrick Severson, Senior Managing Director and Co-Head of Foundation Fund, discusses the strategy’s origins and focus, today’s technology investment environment, and the vintage opportunities in the mid-market as digitalization continues to unfold.

February 06, 2025

Global Alts Miami 2025: Robert. Bell on Transforming Industries With AI

Robert Bell Ross discusses the evolution of Witan over the past 25 years and how enterprise software and AI are transforming industries and creating new opportunities.

Contact an Advisor

Get in touch with one of our investment advisors to help you create an investment plan and set up your investment account

Scott Krumpelman, CFA

Chief Investment Strategist & Head of Equities scottkrumpelman@witanfinancialsolutions.com

Katrina Greiner, CFA

Chief Investment Officer katrinagreiner@witanfinancialsolutions.com

Jeff Radenberg, CFA

Chief Investment Strategist & Head of Equities jeffradenberg@witanfinancialsolutions.com

John Higgins, CFA

Chief Economist johnhiggins@witanfinancialsolutions.com

Our Mission: Putting Clients First

When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today

We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives.

Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional and specialized business services are in-house, we can provide clients with a coordinated, customized experience.

We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most.

We begin by listening to your greatest joys and challenges and what keeps you up at night. Only then will we thoughtfully choose an advisor we believe will be the best match for you based on your personality and how you think about money and life.

we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future.

Imagine the future

1st stage ends in:

Empowering you