Investment Expertise: Exponent provides an independent, fee-based wealth management and advisory service to businesses and individuals. The company helps clients build and manage an investment portfolio that’s tailored to their specific goals, financial situation and current assets. Exponent’s initial assessments include a review of a client’s income sources, savings and retirement accounts.
The company also offers a variety of financial services including wealth planning, tax consulting and employee benefit administration. Exponent’s portfolio of investments includes a range of small to medium-sized companies in various sectors and industries, including financial technology, software and professional services.
The Importance of Financial Education at Exponent Investment Management
Founded in 2004 by four former 3i executives, Exponent is known for its expertise backing family or founder-owned businesses and corporate carve-outs, such as the buyout of Trainline, which was carved out from Virgin, and payments group Fintrax, which it bought back from DCC. The firm also has a strong presence in Ireland, where it has made eight “platform” acquisitions and supported three add-on deals. It recently invested in Kingsbridge Healthcare Group, which owns hospitals and clinics across Northern Ireland, led by surgeons Suresh Tharma and Ashok Songra, to cut NHS waiting lists.
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