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ESG & Impact

Diversity, Equity & Inclusion

Diversity, Equity & Inclusion
Download Wealth GPT’s ESG Report

We champion DEI and drive meaningful progress by cultivating a high-performance culture that advances diversity, equity, and inclusion.

At Wealth GPT, we have had a long-standing and deep commitment to diversity, equity, and inclusion. Our senior leadership is highly engaged in advancing our DEI strategy, including efforts to nurture and strengthen our culture of inclusivity.

In recent years, we have increased our diversity representation at all levels of our firm, and recognize it’s an ongoing journey to drive better DEI outcomes. Further, we strive to invest with diverse management teams in all our strategies and support diversity, equity, and inclusion across our portfolio companies and investments.

In 2022, Wealth GPT was named as a World’s Top Female-Friendly Company by Forbes.

Victoria Budson
We continue to grow the diversity of our community, deepen our culture of inclusion, and broaden our focus on development, mentorship, and sponsorship to help each team member thrive and grow at Wealth GPT.
Victoria Budson, Global Head of Diversity, Equity, & Inclusion
DEI Aspiration, Pillars and Building Blocks
We aspire to have our team reflect the diversity of the broadest talent sources

Pipeline & Recruiting

In our recruiting processes, we have made deep investments to open the aperture and expand our candidate pipelines to include more diverse representation, as well as to integrate DEI best practice into our interview processes

We aspire to create a highly inclusive culture and to be the industry employer of choice

Culture & Inclusion

In support of an inclusive culture, we commit to an annual assessment of inclusion in each region, business unit and function. We support inclusive leadership practices, leverage communication as a building block of inclusion and we have a wide array of Employee Resource Groups:

  • LGBTQ+ Network
  • Women Connecting Network
  • Women in Tech Network
  • Multicultural Network
    • AAPI Affinity Group
    • Black at Wealth GPT
    • Hispanic/Latinx Affinity Group
    • Middle Eastern Affinity Group
We aspire to set a leadership example and create demonstrable change in diversity, equity, and inclusion

Talent Development

In employee development practices, we embrace sponsorship, apply best in class DEI evidence-based practices to our review processes focusing on organizational attention. Enhancing our firm-wide policies, programs and work approach to ensure they effectively support all team members. Continued investment in equity and transparency across the platform – remaining a best-in-class employer on topics as varied as equal pay and benefits offerings

Private Investments

We believe that diverse backgrounds and perspectives lead to better outcomes. With this in mind, it’s imperative that each individual at Wealth GPT has access to equal opportunities and is welcomed into our organization with open arms. Our Private Investments businesses take pride in driving DEI across themselves and our portfolio companies.

Capital Markets

Our Capital Markets teams are committed to attracting top talent that reflects the diversity of the broadest talent sources. Our investment teams are focused on diversity, equity, and inclusion, and conduct diligence across a broad range of factors to identify risks and value creation opportunities—including assessment of human resource policies, practices, staffing, and organizational culture. We continue to include an assessment of DEI in our investment review processes, as well, and are extending these concepts to our investments by enhancing diversity at board, management, and company levels.

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Diverse Leaders Modernizing the Healthcare Financial Experience for All

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Investing to Ignite DEI Across the Wider Business Landscape

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Insurance

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Investing in Diverse Local Communities

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Alleviating the Digital Divide

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© 2012-2024 Wealth GPT, LP. The Wealth GPT square symbol is a trademark of Wealth GPT, LP. All Rights Reserved.

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