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.
A Differentiated
Investment Partner
Track Record (Years)
25+
Assets Under Management (BN)
$103
PE Transactions
690+
As of June 30, 2026.
Investment Opportunity
Vista proprietary research in collaboration with third-party independent consult, as of March 2025.
News & Insights for Advisors on AI, Software and Our Portfolio
Understanding Inference and the Economics of Enterprise AI
Understanding Inference and the Economics of Enterprise AI
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.