After keeping in touch, the two realized they shared the same frustrations over what was motivating financial advice. The two met in 2005 at the Queen’s University accelerated MBA. Invisor was founded in 2014 by Pramod Udiaver and Dan Poole. Education: BComm, University of Manitoba (1992) MBA, Queen’s University (2005). (2007-2010) Vice President, Strategic Planning Implementation, Desjardins Financial Security (2000-2007) Regional Employee Benefit Manager, Great-West Life (1997-1999). Previously: Vice President, Senior Reinsurance Operations, Munich Re (2011-2014) President, Kime Solutions Inc.
Education: MBA, Queen’s University (2006) BComm, Accounting, Bangalore University (1991)ĭan Poole : Co-Founder and Senior Vice President (2014-Present). Previously: Vice President & Director, Investment Management, TD Asset Manager (2006-2014) Vice President, Risk Management, TD Asset Management (2003-2006) Assistant Manager, Risk Management, ANZ Grindlays Bank (1998-2000) Senior Auditor, KPMG (1996-1998). Pramod Udiaver : Co-Founder and President (2014-Present). Invisor differentiates itself from other “robo-advisors” by offering life and health insurance in addition to its portfolios. The company augments its online services with over the phone financial advice from professionals. Through their goal-based approach, Invisor tailors each client’s asset mix and financial planning to their specific needs and risk profile.
Invisor is a Canadian-based online platform that focuses on simplifying investing and offering affordable investment management services.
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Last updated Janu| To download a PDF version, click here. WestView’s track record of investing in technology services firms is impressive, especially within Workday, making them the ideal partner for Invisors.Wealth Management | Oakville, ON | Founded: 2014| Employees: 16 | PHONE: (866) 611-5431 | LINKEDIN PROFILE | CRUNCHBASE PROFILE The management team has built a high-quality, fast-growing Workday consulting firm that will see continued success from their new partnership. "Their guidance, responsiveness and knowledge of the private equity community as it pertains to the Workday ecosystem made them a great partner for us."ĭon Holbrook, managing director at Citizens, said, “Invisors marks our fifth transaction in the Workday ecosystem. "It's not easy to find the right private equity partner, but the Citizens team made the process feel seamless," said Keith Diego, Invisors co-founder and partner. The company’s founding team has an extensive track record in building IT consulting businesses and has completed over 200 Workday client engagements. Invisors provides initial implementation, optimization and ongoing support services for Workday’s suite of products, including Human Capital Management, Financial Management, Adaptive Planning and Prism Analytics. WestView’s investment represents the first institutional capital raised by the company and will help fuel its continued rapid growth in the Workday ecosystem. Citizens M&A Advisory served as the exclusive financial advisor to Invisors, a leading Workday consulting firm based in Atlanta, GA, on its recapitalization by WestView Capital Partners, a Boston-based private equity firm focused on middle-market growth companies.
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