Greater wealth equity and financial wellness contributes to stronger GDP growth and a more resilient and innovative economy.¹
0
Additional Individuals Served Since 2022*
- https://www.mckinsey.com/mgi/overview/the-future-of-wealth-and-growth-hangs-in-the-balance#at-a-glance
- https://www.pwc.com/us/en/services/consulting/business-transformation/library/employee-financial-wellness-survey.html
- https://www.mckinsey.com/industries/financial-services/our-insights/from-saving-to-spending-a-second-front-emerges-in-the-us-retirement-challenge
- Reflects change from CY2022 to CY2023 self-reported data as of 12/31/2023 from 1 of 4 reporting Financial Services companies from Vistria Flagship Funds.
- Reflects change from CY2022 to CY2023 self-reported data as of 12/31/2023 from 1 of 4 reporting Financial Services companies from Vistria Flagship Funds.
- Reflects change from CY2022 to CY2023 self-reported data as of 12/31/2023 from 2 of 4 reporting Financial Services companies from Vistria Flagship Funds.
- Reflects change from CY2022 to CY2023 self-reported data as of 12/31/2023 from 2 of 4 reporting Financial Services companies from Vistria Flagship Funds.
- Reflects change from CY2022 to CY2023 self-reported data as of 12/31/2023 from 2 of 4 reporting Financial Services companies from Vistria Flagship Funds. USRBP data reflects point in time data sourced from USRBP company website.
- Reflects Flagship Fund investment amounts as of 12/31/2023 in the following active portfolio companies: The Mather Group/TMG. Does not reflect management or third-party co-investments. Does not reflect investment amounts from the Credit Fund. Only represents equity investments and excludes short term bridge financings and other subordinated debt financings.
- Reflects Flagship Fund investment amounts as of 12/31/2023 in the following active portfolio companies: USRBP and Flores Associates. Does not reflect management or third-party co-investments. Does not reflect investment amounts from the Credit Fund. Only represents equity investments and excludes short term bridge financings and other subordinated debt financings.
