Exponent Investment Management is an independent investment firm in Ottawa, Canada. Exponent provides a comprehensive wealth management approach that maximizes the impact of investments by aligning them with long-term goals. The team is committed to providing exceptional client service with a personalized touch. Find out ex-ponent.com

The firm’s investors include Pemberton Asset Management and Kingsbridge Healthcare Group. Kingsbridge is the leading private healthcare provider in Northern Ireland and the Republic of Ireland, with hospitals and medical centres in Belfast and Ballykelly in Northern Ireland and Sligo in the Republic of Ireland.

Top Strategies Used by Exponent Investment Management to Maximize Returns

Co-founders Charley Ma and Mahdi Raza were previously executives at fintech company Plaid, where they led growth, payments and scalability, and stock-trading platform Robinhood, respectively. Ma is also an experienced M&A analyst, having worked at Evercore and GIC in New York and on capital markets teams at JPMorgan Chase.

Fund II is currently in stealth mode. Exponent plans to invest in early-stage technology companies focusing on enterprise software, fintech and payments, infrastructure and applied AI. The firm is led by founding partners Ma and Raza, with other limited partner investors including Carnegie Mellon University, Cook Children’s Health Care System, LGT Capital Partners, Next Legacy Partners and others.

Prior to engaging with OnActuate, Exponent used several disparate and disconnected systems to manage their financial services – wealth management business. One of these systems was no longer supported and had ongoing maintenance issues. OnActuate presented Microsoft Dynamics 365 CE Client Engagement Sales as a solution with specific processes directed and tailored to Exponent’s unique needs. The new system went live in January 2020, right before the COVID lockdowns and allowed Exponent to continue supporting clients without missing a beat.