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Vista Equity

In PWD coverage since August 14, 2026 · 6 stories

1Deals on our tracker

Deal recordFull tracker →

Aug 14, 26Deal announcedCAIS — coverage

PWD coverage

Deals & PE

Goldman's Neos deal puts a price on the race to own product factories

Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.

Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms

Data · Aug 16Family offices bought the assets. They left out the heirs.

Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing

The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For

RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise

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