ELITE Group
Investments
67Portfolio Exits
24Partners & Customers
9About ELITE Group
ELITE Group, launched by London Stock Exchange Group (LSEG), is a program of structured engagement developing and supporting ambitious private companies through their next stage of growth. Partnered with Imperial College Business School, ELITE delivers a three-part service of education, business support, mentoring, and access to an ecosystem of professionals fostering growth and innovation. It was founded in 2012 and is based in London, United Kingdom.
Latest ELITE Group News
Sep 14, 2023
News Provided By September 14, 2023, 17:23 GMT Share This Article Capital Portfolio Management’s Financial Services Professional, Veralynn Morris, Joins Industry Leaders to Enhance Wealth Management Techniques. TIMONIUM, MARYLAND, UNITED STATES, September 14, 2023/ EINPresswire.com / -- Capital Portfolio Management is pleased to announce that Veralynn Morris , one of the top financial advisors in the industry, has been invited to TruChoice Financial's Peak Performance Workshops. This invitation extends over the next six months and allows her to collaborate with industry leaders to innovate and explore advanced wealth management techniques. TruChoice Financial's Peak Performance Workshops are a prestigious gathering of financial experts that focus on introducing fundamental planning philosophies and cutting-edge strategies. These include asset allocation, risk management, and analytical methods, all aimed at elevating client services. The program is moderated by TruChoice Financial Sales Development Consultants and includes field-tested tools, prospecting and marketing tactics, comprehensive financial plan delivery, and more. Participants engage in recurring small-group sessions where they share insights and receive guidance to better understand and apply the concepts shared by the program's renowned hosts, Dan and Jim. As an active member of TruChoice Financial Professionals Company, Morris's inclusion in this elite group underscores her commitment to advancing her expertise and bringing unparalleled value to her clients at Capital Portfolio Management. Participants also have exclusive access to Dan and Jim's library of materials, including client letters, fact finders, process outlines, and written financial plan best practices. Veralynn M. Morris has built a dynamic 30-year career in the financial industry, marked by expertise in investment and divorce finance. She joined Capital Portfolio Management in 2014 and also leads Divorce Financial Solutions, Inc., providing specialized analysis and mediation. Her history includes key positions at Potomac Asset Management Group and Griffith-Allied Risk Management. As a Registered Investment Advisor, a CDFA®, and a QDRO specialist, her career illustrates a deep commitment to financial planning, wealth management, and the complex financial aspects of divorce. ### XXX
ELITE Group Investments
67 Investments
ELITE Group has made 67 investments. Their latest investment was in Xplor as part of their Incubator/Accelerator on July 7, 2023.
ELITE Group Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
7/6/2023 | Incubator/Accelerator | Xplor | Yes | 1 | ||
7/6/2023 | Incubator/Accelerator | Sogenave | Yes | 1 | ||
7/6/2023 | Incubator/Accelerator | Petrotec Group | Yes | 1 | ||
7/6/2023 | Incubator/Accelerator | |||||
7/6/2023 | Incubator/Accelerator |
Date | 7/6/2023 | 7/6/2023 | 7/6/2023 | 7/6/2023 | 7/6/2023 |
|---|---|---|---|---|---|
Round | Incubator/Accelerator | Incubator/Accelerator | Incubator/Accelerator | Incubator/Accelerator | Incubator/Accelerator |
Company | Xplor | Sogenave | Petrotec Group | ||
Amount | |||||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 1 | 1 |
ELITE Group Portfolio Exits
24 Portfolio Exits
ELITE Group has 24 portfolio exits. Their latest portfolio exit was Evolution Funding on July 25, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
7/25/2023 | Acq - Fin | 2 | |||
6/28/2023 | Acquired | 4 | |||
4/20/2023 | Acquired | 4 | |||
Date | 7/25/2023 | 6/28/2023 | 4/20/2023 | ||
|---|---|---|---|---|---|
Exit | Acq - Fin | Acquired | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 4 | 4 |
ELITE Group Partners & Customers
9 Partners and customers
ELITE Group has 9 strategic partners and customers. ELITE Group recently partnered with Intesa Sanpaolo on October 10, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
10/14/2022 | Partner | Italy | New Intesa Sanpaolo ELITE Lounge 2022 dedicated to startups The initiative is part of the broader partnership between Intesa Sanpaolo and ELITE , an ecosystem launched by Borsa Italiana in 2012 and now part of the Euronext Group , which helps small - and medium-sized enterprises to grow and access private and public capital markets . | 1 | |
9/23/2022 | Partner | ||||
1/25/2022 | Partner | ||||
6/20/2018 | Partner | ||||
4/6/2017 | Vendor |
Date | 10/14/2022 | 9/23/2022 | 1/25/2022 | 6/20/2018 | 4/6/2017 |
|---|---|---|---|---|---|
Type | Partner | Partner | Partner | Partner | Vendor |
Business Partner | |||||
Country | Italy | ||||
News Snippet | New Intesa Sanpaolo ELITE Lounge 2022 dedicated to startups The initiative is part of the broader partnership between Intesa Sanpaolo and ELITE , an ecosystem launched by Borsa Italiana in 2012 and now part of the Euronext Group , which helps small - and medium-sized enterprises to grow and access private and public capital markets . | ||||
Sources | 1 |
ELITE Group Team
1 Team Member
ELITE Group has 1 team member, including former Chief Operating Officer, Russell Horton.
Name | Work History | Title | Status |
|---|---|---|---|
Russell Horton | Chief Operating Officer | Former |
Name | Russell Horton |
|---|---|
Work History | |
Title | Chief Operating Officer |
Status | Former |
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