Private Wealth
Solutions at Vista

Enterprise software powers tomorrow’s economy. Yet, 96% of the investment opportunity is in the private markets. Through Vista’s private wealth solutions, advisors and their clients can invest in software through private equity and credit strategies.

Vista proprietary research as of 09/2024.
The Vista Advantage

A Differentiated
Investment Partner

Vista’s private wealth solutions are built on one of the largest platforms dedicated to enterprise software.  

Track Record

25yrs

Assets Under
Management (BN)

$100+

PE Transactions

650+

AUM as of June 30, 2025. Track record and transactions of September 30, 2025.

The Software
Market

Investment Opportunity

01
Largest And Fastest Growing Sector
Projected total addressable market of $59 trillion by 2027.
02
Private Markets Access
Ninety-six percent of enterprise software is private.
03
Portfolio Diversification
Touches nearly every sector in our global economy.
04
Lower Volatility Diversifier To Public Markets
Less volatile than publicly traded software.
05
Inherently Resilient
Drives core business operations resulting in predictable revenue.

Vista proprietary research in collaboration with third-party independent consult, as of 09/2024.

Private Wealth Solutions
Our Gen AI Approach

Unlocking Innovation

We aim to provide our portfolio companies with the partnership to turn Generative AI (Gen AI) and Agentic AI into a competitive advantage by:

Operationalizing Gen AI

across the business via proven best practices.

Building Technical Depth

with Gen AI engineers, data scientists and platform specialists.

Cultivating an Executive Bench

experienced in deploying Gen AI.

Accelerating Innovation

with access to Gen AI partners.  

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The Vista Difference

Committed to Wealth

Investor
Partnership

Our Private Wealth Solutions team has a long track record of partnering with advisors and is focused on delivering an exceptional investor experience.

Solutions
Oriented

We translate emerging trends into practical action to support more strategic, forward-looking portfolio design.

Guided by Industry Leaders

Vista’s RIA Advisory Board brings together respected leaders from the wealth community. Their perspectives shape our private wealth strategy to reflect the evolving priorities of clients and advisors alike.

Let’s Talk

Our Private Wealth Solutions team wants to hear from you.

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