Portfolia Announces CEO Search to Lead Next Stage of Growth

Portfolia Adds Strategic Leaders in Financial Services to its Board of Directors

I am excited to share some pivotal news about Portfolia’s future. We are launching a search for a new CEO, marking a significant milestone in our journey towards further growth and impact. This role represents an amazing opportunity to lead Portfolia into its next chapter of innovation and success.

Additionally, I am pleased to announce the appointment of Yvette Butler and Daphne Dickson to our Board of Directors. 

Yvette Sadler Butler is CEO and Founder of Hive Wealth, a community wealth planning app providing a NextGen platform linking Non-Profit Membership Organizations and their Members to wealth techs including wills & trusts, investments, and insurance to drive wealth building and manage wealth transfer. For the first time, the banking value system is opened up to Non-Profit Foundations for their social impact investments. She was also the former President of SVB Private Banking & Wealth Management and brings more than 30 years of experience working at the intersection of technology and wealth management, former President of Capital One Investing, the first large bank to build its robo-advisor digital platform, Managing Director for Wells Fargo Advisors, Head of Investor Marketing for E*TRADE, and various positions at Merrill Lynch, McKinsey & Company and Charles Schwab.

Daphne Dickson is the COO and director of alternative investments at SFG Asset Advisors. She co-manages the alternative investment strategy, research, and allocation. Additionally, she oversees the legal, compliance, operations, and governance of the family office and associated entities. From 1995 to 2006, Daphne worked in public relations and marketing, which included running the launch of over 40 consumer-facing technology companies and major product introductions. She holds a B.A. in Communications from The University of Virginia and is a member of 100 Women in Finance (100WF) and PEWIN.

Their extensive experience and insights will be invaluable as we select a new CEO, advance our mission, and expand our product offerings. When the CEO is identified, I’ll be moving to Executive Chair, overseeing Portfolia’s strategic direction, advancing our story globally, and strenthening key partnerships.

I founded Portfolia, with a vision of creating a new way of investing – one designed for the preferences and particular strengths of women – which would enable us to invest in the solutions we want in the world and earn outsized returns when they succeed.  Portfolia was the first to launch a venture capital fund focused on women’s health and today Portfolia is recognized as the most active women’s health investors in the world, with multiple companies at unicorn valuations. 

Portfolia has made remarkable strides, with 160 company investments, and a focus on women’s health, active aging, greentech and people of color. Notable investments include Madison Reed, Maven Clinic, Everly Health, Canela Media, B.Well, Bone Health, Your Choice, Hey Jane, Lighthouse Pharma, L-Nutra, GrubMarket and others. These companies collectively serve over 102 million customers across 115 countries, boast a combined value of over $17B, generate over $1.1B in revenue, and employ 10,000 people globally. Impressively, 69% of these companies are led by female CEOs and 49% by BIPOC individuals. 

With a network of 16,000 member investors, in 46 states and 20 countries, we believe in the power of activating our wealth for returns and impact.  Our commitment goes beyond traditional venture capital – we're pioneering change, saving lives, and creating opportunities for all. The search for Portfolia's new CEO is not just a leadership transition; it's a defining moment for our future. We are seeking an extraordinary leader who embodies our vision of revolutionizing venture capital and harnessing the power of women investors. A true visionary who will be instrumental in driving our mission forward, fostering innovation, and creating lasting impact by inviting all women to the table to invest in an asset class that has been traditionally closed to us.

We are proud of our achievements and look forward to this next phase of growth. Thank you for your continued support.