Berkshire Global Advisors acted as financial advisor to Just Invest
Just Invest (Oakland, CA) is a leading provider of investment management and tax management technology solutions to registered investment advisors. The company provides modern SaaS-based advisor solutions including a direct indexing platform to create customized portfolios reflecting investors’ preferences, ESG values or outlooks. Just Invest also offers a broad suite of wealth management tools used to streamline traditional RIA services such as portfolio construction, tax loss harvesting & reporting and customized portfolio management services for end-clients of the user firms.
Undisclosed strategic investor
Just Invest received a minority growth equity investment from an undisclosed strategic investor. The strategic investor will enhance Just Invest’s distribution to RIAs. Just Invest plans to use the funds to enhance product development and to continue its investment in sales & marketing.