Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”

These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business. 

Jim Lee's knowledge and insights of the US market will be incredibly valuable as Vistra continues to scale-up its commercial capabilities across key origination markets in the US, UK and Greater China.  

Addepar is committed to investing over $100m annually in research and development.

iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.

The new fund administration offering cements VENTURE.co as a leading service provider in the alternative investment industry.

Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.

Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.

"1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission." — Sean O’Toole, Founder and CEO of 1776ing