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Announced

Completed

Estancia Capital Partners completed the investment in InvestorCOM.

Synopsis

Estancia Capital Partners, a private equity firm in Scottsdale, Arizona, completed the investment in InvestorCOM, a provider of software and tech-enabled compliance solutions to the asset and wealth management industry. Financial terms were not disclosed. "We are excited to partner with Estancia on this next stage of our journey. As we continue to grow our platform and expand our distribution. I am confident that our combined knowledge and resources will yield greater capabilities for our clients. InvestorCOM’s experienced management team will remain in place and continue to support InvestorCOM’s strong client service model," David Reeve, InvestorCOM Founder and CEO.

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