Wasson Enterprise

What Wasson Enterprise does

Wasson Enterprise is a privately held single family investment office founded in Chicago in 2016 by Greg Wasson, former President and CEO of Walgreens Boots Alliance, and Kim Wasson, a practicing pharmacist. Operating under sub-brands WE Invest (capital deployment across direct, venture, growth, and real estate) and WE Build (operational partnership), the firm invests in founders and operators across healthcare, technology, sustainability, retail, aerospace, and real estate. The portfolio includes Innovation Associates (iA, pharmacy automation, acquired via a 2019 consortium and later sold to a Fortune 100 strategic), PureCycle Technologies (publicly traded plastic recycling), Global Healthcare Exchange (GHX), Waltz Health, Three Bears Alaska, CRG Real Estate Solutions, Lunar Outpost, AeroFlexx, and co-founded ventures Innventure and CoolerX.

The firm runs a small, deliberate operating team (11-50 employees) led by CEO Lindsay Wasson Lingle, with function-specific leaders in finance, strategy, people, marketing, and IT drawn from Amazon, Kraft Foods, Target, KPMG, and William Blair. Its core operating product is WE People Solutions, a Professional Employer Organization platform providing payroll, benefits, and HR information systems to portfolio companies; a Getro-powered portfolio job board hosts over 1,075 open roles across portfolio companies. There is no proprietary technology platform beyond operational tooling; the firm's value proposition is operator-led capital and embedded execution support in marketing, HR, finance, funding, operations, and SaaS enhancement.

Revenue is generated through investment returns (capital appreciation, dividends, and exit proceeds) rather than product or fee streams. Deal sourcing is relationship-driven, channeled through a curated network of former operators, family offices, and venture firms, with no public disclosure of revenue, AUM, or fund vintages. The firm is structured as Wasson Enterprise LLC, domiciled in Illinois, and operates with deliberate headcount restraint, adding personnel only when a critical need is identified.

Name

Wasson Enterprise

Legal name

Wasson Enterprise LLC

Website

https://wassonenterprise.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Wasson Enterprise is a privately held Chicago-based single family investment office founded in 2016 that deploys operator-led capital and embedded operating support across direct, venture, growth, and real estate investments in healthcare, technology, sustainability, and retail.

Ownership category

akta.pro rank

Product category

Family Investment Office

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industry

Corporate Strategic Partnership & Ecosystem Investment Arms (FSANAHAF)

Keywords

• Family investment office
• Venture capital investing
• Growth equity investments
• Portfolio company management
• Operational partnership services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Returns: Wasson Enterprise generates returns through equity investments in portfolio companies, including direct investments, venture investments, growth investments, and real estate. Their revenue comes from capital appreciation, dividends, and exit events from their investment portfolio.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Wasson Enterprise is a single-family investment office that deploys flexible capital across Direct & Fund Investments, Venture, Growth, and Real Estate, while also providing hands-on operational partnership support in marketing, HR, finance, funding, operations, and SaaS enhancement to its portfolio companies. It targets founders, operators, entrepreneurs, and financiers with high-impact ideas, taking equity stakes in exchange for capital and embedded operational expertise.

Product overview

Wasson Enterprise is a family investment office, not a traditional software product company. Its primary offerings are investment capital and operational partnership services. The company provides investment vehicles across Direct & Fund Investments, Venture, Growth, and Real Estate, along with hands-on operational support including marketing, human resources, finance, operations, and technology services. Key service offerings include WE People Solutions, a PEO HR platform, and marketing/branding support for portfolio companies. The company also holds a strategic interest in iA (Innovation Associates), a pharmacy automation technology company offering software-enabled fulfillment solutions for centralized, retail, hospital, and mail order pharmacy settings. Wasson Enterprise does not offer a unified software product or platform; rather, it provides capital deployment and operational expertise to partner companies.

Differentiator

Problem solved

Functional benefit

Brands

• WE Invest: Investment vehicle focusing on direct investments, venture, growth, and real estate.
• WE Build

Products and services

• WE Invest Investment vehicle of Wasson Enterprise that deploys capital across Direct & Fund Investments, Venture, Growth, and Real Estate, targeting founders, operators, and growth-stage companies in healthcare, technology, and other sectors.
• WE Build Operational partnership division of Wasson Enterprise providing hands-on involvement to growth-stage companies in marketing, HR, finance, funding, operations, and SaaS enhancement, in exchange for equity stakes and value creation.
• WE People Solutions A Professional Employer Organization (PEO) human resources platform tailored to meet the needs of companies from early-stage to established, offering payroll administration, benefits, and HR information systems to portfolio companies and partners.

Quantifiable outcome

• Helped iA (Innovation Associates) grow from a family-run business to an impact-driven innovative company, eventually obtaining a majority investment from a Fortune 100 company during the COVID pandemic
• +1 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Innovation Associates (iA)coreStrategic or Co-development Partner · 1 December 2019In December 2019, WE assembled a consortium of investors (including Wasson Enterprise, Allomer Capital Group and Capstone Consultants LLC) to acquire a majority stake in Innovation Associates. WE helped reposition iA as a leader in pharmacy automation, supporting marketing, HR, strategy, and operations. The partnership resulted in iA eventually receiving a majority investment from a Fortune 100 company.
• PureCycle TechnologiescoreStrategic or Co-development PartnerWE partnered with PureCycle Technologies, a revolutionary plastic waste recycling company. Tayt Rule served as COO and second employee, helping build the team from the ground up and creating strategy for validating their 'first of its kind' technology at scale. PureCycle was awarded TIME Magazine's Best Inventions.
• AeroFlexxminorStrategic or Co-development PartnerWE supported AeroFlexx, an innovative packaging company. Kathryn Rogers ran the entire marketing operation from strategic direction to execution, helping launch AeroFlexx from conception to a nationally-recognized brand.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Emerson Collective: Single-family office founded by Laurene Powell Jobs that combines long-duration capital with embedded operating support in education, immigration, environment, and health. Mirrors WE's hybrid capital-plus-operating-partner model.
• Pritzker Group: Chicago-based family investment office making venture, growth, and real estate investments across multiple sectors. Highly comparable given shared geography, multi-strategy family-office structure, and operating-partner orientation.
• Bezos Expeditions: Jeff Bezos's personal family investment vehicle making direct, long-duration investments across technology, healthcare, climate, and consumer. Comparable as a high-profile founder-led single-family investment office with concentrated, opportunistic deal-making.
• Westlake Corporation (Chao Family): Family-controlled enterprise founded by the Chao family making operating and investment decisions across chemicals, real estate, and infrastructure. Comparable as a multi-generational family-controlled holding and investment company.
• Gates Ventures: Bill Gates's private office making direct investments and strategic partnerships in healthcare, energy, and technology. Comparable as a founder-driven single-family investment office pursuing long-horizon, mission-aligned opportunities.

Emerging players

• Wyss Foundation: Hansjörg Wyss's philanthropic and investment vehicle with concentrated healthcare and biotech exposure. Comparable as a single-family investor with deep healthcare orientation and long-duration capital.
• Schmidt Futures: Eric Schmidt's family-affiliated investment and philanthropic vehicle backing early-stage technology and science ventures. Comparable as a tech-forward, founder-led family investment office.
• Argonne Capital Group: Private family investment office making consumer and growth investments across multiple sectors. Comparable as a multi-strategy family office with operating orientation.

Broad incumbents

• TPG Capital (TPG Rise / The Rise Fund): Large alternative asset manager with impact- and sustainability-aligned strategies across healthcare, technology, and real assets. Relevant comparator given WE's healthcare and sustainability emphasis and impact orientation.
• Khosla Ventures: Large venture firm making high-conviction, often contrarian bets across technology and sustainability. Comparable given WE's willingness to back capital-intensive, first-of-kind companies like PureCycle and Lunar Outpost.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/wassonent
• LinkedInlinkedin.com/company/wassonenterprise
• Instagraminstagram.com/wassonenterprise

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wasson Enterprise