Social engagement
Social engagement: 14.2K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
5 investors on record; lead investors include Bain Capital, Valeas.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 2 | 40% |
| Other / undisclosed | 3 | 60% |
Recent activity
1 Jul 2026
Event
Charitable Planning Conversation
9 Jun 2026
Event
Charitable Planning Windows
3 Jun 2026
Event
Charitable Planning Window Presentation
