We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance® is the successor firm representing the integration of two great legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. FIS Group offered global and non-U.S. equity investment stra We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance® is the successor firm representing the integration of two legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. We offer global and non-U.S. equity investment strategies by harnessing the investment edge and focus of proven entrepreneurial or emerging managers in a tested strategic framework. As a direct investment manager, Xponance specializes in creating systematic, risk controlled active and passive equity strategies. Our active US fixed income strategies span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities. Aapryl, a technology company and subsidiary of Xponance, provides a web-based manager performance analytics and portfolio risk management platform that empowers investors. For more information, please contact info@xponance.com.
| Website | http://www.xponance.com/ |
| Revenue | $5.6 million |
| Employees | 122 (56 on RocketReach) |
| Founded | 1996 |
| Address | 1845 Walnut St Suite 800, Philadelphia, Pennsylvania 19103, US |
| Phone | +1 502-589-4215 |
| Industry | Investment Management |
| Keywords | Financial Advisory, Investment Management, Client Solutions, Investment Consulting, Portfolio Management, Risk Management, Wealth Management, Investment Strategies, Portfolio Construction, Trust Services, Asset Management, Return Optimization, High Net Worth, Multi Strategy Investing, Financial Planning, Long Term Investing, Alternative Investments, Capital Preservation, Retirement Planning, Estate Planning |
| Competitors | J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, Wellington Management, Invesco Ltd., State Street Global Advisors, GSAM STABLE VALUE, LLC +36 more (view full list) |
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Xponance, Inc. is based in Philadelphia, Pennsylvania.