The Investment Diversity Exchange

What The Investment Diversity Exchange does

The Investment Diversity Exchange (TIDE) is a privately held, woman-owned and minority-led firm founded in 2020 by Grace Reyes to advance diversity and inclusion within the institutional investment industry. Its offering spans four revenue lines: high-profile industry events (anchored by the flagship annual TIDE SPARK conference held each July in Dana Point, California, plus a TIDE International Edition in Lisbon and recurring Mansion Party gatherings), fee-based consulting services (digital marketing strategy, event sponsorship promotion, speakers' bureau, and talent management), a recruiting and job placement platform connecting firms with diverse talent, and forthcoming TIDE Courses. The TIDE Foundation operates as the firm's charitable arm.

The underlying platform is a digital presence centered on tidexchange.com (hosted on Squarespace CDN), an online newsletter, and a top-decile LinkedIn channel that distributes weekly job postings, event announcements, and sponsor content. There is no proprietary software stack beyond the website, scheduling forms, and email/list infrastructure. Sponsorship and speaking relationships with marquee institutions — including Goldman Sachs Asset Management, PIMCO, BlackRock, Partners Group, GCM Grosvenor, D.E. Shaw, Cerberus Capital Management, Insight Partners, EQT, and the California Public Employees' Retirement System — anchor the ecosystem.

TIDE generates revenue through event sponsorships (professional-services pricing), consulting retainers, and recruiting services, with pricing quote-based and not publicly disclosed. The firm appears bootstrapped and founder-owned with no disclosed external funding, cap table, or headcount. Its competitive position derives from brand credibility in the investment-industry D&I niche, the network of blue-chip sponsors and recurring attendees at TIDE SPARK, and the cross-sell potential between events, consulting, recruiting, and the planned courses product.

Name

The Investment Diversity Exchange

Legal name

The Investment Diversity Exchange

Website

https://tidexchange.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

The Investment Diversity Exchange (TIDE) is a woman-owned, minority-led firm that hosts the flagship TIDE SPARK annual conference and provides consulting and recruiting services to advance diversity and inclusion within the institutional investment industry, serving blue-chip asset managers, pensions, and private capital firms.

Ownership category

akta.pro rank

Product category

Investment Industry Diversity & Inclusion Services

NAICS

Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures (71141), Media Representatives (541840)

SIC

Services-Miscellaneous Amusement & Recreation (7990)

akta.pro primary industry

Mentorship & Coaching (Career, Academic, Industry-Specific) (EDAMAKAA)

akta.pro secondary industries

Digital Marketing Strategy & Channel Mix Advisory (MPAAAFAF), Branded Content & Sponsorship Licensing (Integrations, Product Placement) (MPABANAH)

Keywords

• Investment industry events
• Diversity recruiting services
• Executive consulting services
• Talent sourcing platform
• DEI advisory services

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Event Sponsorship: TIDE generates revenue through event sponsorships from major investment management firms and financial institutions. Sponsors gain visibility, networking access, and marketing exposure through TIDE's high-profile events.
2. Consulting Services: Revenue from consulting services including digital marketing strategy, event sponsorship promotion, talent management, and speakers' bureau services for investment management firms.
3. Recruiting and Job Placement: TIDE connects firms with diverse talent through their recruiting services, helping investment companies source diverse candidates while helping candidates find opportunities in asset management, venture capital, private equity, and consulting.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

The Investment Diversity Exchange (TIDE) operates a global ecosystem that promotes diversity and inclusion in the institutional investment industry through high-profile events (including the flagship TIDE SPARK annual conference in Dana Point, California and international editions), a suite of consulting services covering digital marketing strategy, event sponsorship promotion, speakers' bureau, and talent management, and a Job Opportunities Platform that connects underrepresented professionals with vetted roles at asset managers, private equity firms, hedge funds, pension plans, and consultancies. Revenue is generated primarily from event sponsorships by blue-chip institutional investors and from paid consulting engagements for investment management firms.

Product overview

The Investment Diversity Exchange (TIDE) operates as a unified platform offering events, consulting services, and talent solutions to advance diversity and inclusion in the investment industry. The core offerings include TIDE Events and the flagship TIDE SPARK annual conference (held each July in Dana Point, California), supplemented by Consulting Services (covering digital marketing strategy, event sponsorship, speakers' bureau, and talent management), a Job Opportunities Platform connecting firms with diverse candidates, and the TIDE Foundation as the charitable arm. TIDE Courses are currently in development.

Differentiator

Problem solved

Functional benefit

Brands

• TIDE SPARK: The crown jewel of yearly investment gatherings, illuminating vibrant array of diverse industry trailblazers and their significant impact. Held each July in Dana Point, California.
• TIDE Foundation

Products and services

• TIDE SPARK Annual Conference Marquee annual investment industry gathering held each July in Dana Point, California, designed for institutional investors, allocators, and diverse industry trailblazers to network and discuss DEI, market strategy, and investment outlook. Sponsored by blue-chip asset managers and pension plans.
• TIDE Events Program Portfolio of high-profile, high-impact investment industry events and seminars hosted throughout the year, including the annual TIDE SPARK gathering in Dana Point, TIDE International Edition in Lisbon, and Mansion Party gatherings, intended for institutional investors, GPs, LPs, and diverse industry professionals.
• Consulting Services Bespoke consulting services covering Digital Marketing Strategy, Event Sponsorship & Promotion, Speakers' Bureau, and Talent Management, designed to boost executive visibility and network expansion for select forward-thinking investment management firms.
• Job Opportunities Platform Online job board and recruiting service connecting firms with diverse candidates; offers monthly job announcements, diverse talent sourcing, networking, and contact-based opportunity sharing through the TIDE membership network across asset management, venture capital, private equity, and consulting roles.

Named customers7 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

41 partnerships are on record, tiered core and minor.

• 400 Capital ManagementcoreGTM or Marketing Partner · 1 January 2023400 Capital Management is a sponsor of TIDE events and expressed enthusiasm about partnering with TIDE whose core mission is promoting diversity and inclusion within the investment management industry.
• Crescent Cove AdvisorscoreGTM or Marketing Partner · 1 January 2023Proud sponsor of TIDE Spark conference. Founder & CIO Jun Hong Heng led an enlightening discussion on evolving private credit strategies with industry experts.
• Impax Asset ManagementcoreGTM or Marketing Partner · 1 January 2023Hosted a panel at TIDE Conference where asset allocators discussed increasing requests for DEI data at the firm, manager, and fund level.
• Broad Street Consulting GroupminorGTM or Marketing Partner · 1 January 2023Co-Founder Milena M Humplik was honored to introduce the Insurance CIO panel at TIDE SPARK.
• Lucid Management and Capital PartnerscoreGTM or Marketing Partner · 1 January 2023Hosted a CIO panel at TIDE Spark Conference to discuss markets, strategies and expanding opportunities. Expressed interest in being a sponsor next year.
• Korea Finance Society (KFS)minorGTM or Marketing Partner · 1 January 2023Excited to support TIDE and their annual SPARK event for leaders and decision makers in the investment industry.
• EdelweissminorGTM or Marketing Partner2023 TIDE sponsor.
• K1 Investment ManagementminorGTM or Marketing Partner2023 TIDE sponsor.
• Manulife Investment ManagementminorGTM or Marketing Partner2023 TIDE sponsor.
• Pretium PartnersminorGTM or Marketing Partner2023 TIDE sponsor.
• PIMCOcoreGTM or Marketing Partner2023 TIDE sponsor. Expert Preeyam Gandhi participated in panel discussions.
• BDT & MSDminorGTM or Marketing Partner2023 TIDE sponsor.
• Palladium Equity PartnersminorGTM or Marketing Partner2023 TIDE sponsor.
• GrowthCurve CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Principal Asset ManagementminorGTM or Marketing Partner2023 TIDE sponsor.
• Broad Street Consulting GroupminorGTM or Marketing Partner2023 TIDE sponsor.
• D.E. Shaw & Co.coreGTM or Marketing Partner2023 TIDE sponsor. Representative participated in panel discussions on DEI data.
• EQTminorGTM or Marketing Partner2023 TIDE sponsor.
• FJ Capital ManagementminorGTM or Marketing Partner2023 TIDE sponsor.
• GFT VenturesminorGTM or Marketing Partner2023 TIDE sponsor.
• Goldman Sachs Asset ManagementcoreGTM or Marketing Partner2023 TIDE sponsor. Participated in panel discussions on DEI data at the firm, manager, and fund level.
• Heard CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Insight PartnersminorGTM or Marketing Partner2023 TIDE sponsor.
• Jensen PartnersminorGTM or Marketing Partner2023 TIDE sponsor.
• StepStone GroupminorGTM or Marketing Partner2023 TIDE sponsor.
• Strattam CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Sycamore Tree Capital PartnersminorGTM or Marketing Partner2023 TIDE sponsor.
• Apogem CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Atalaya CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• BaringsminorGTM or Marketing Partner2023 TIDE sponsor.
• Balbec CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Partners GroupcoreGTM or Marketing Partner2023 TIDE sponsor.
• Quantum Capital GroupminorGTM or Marketing Partner2023 TIDE sponsor.
• Cambridge AssociatesminorGTM or Marketing Partner2023 TIDE sponsor.
• Azora CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Acore CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• Cerberus Capital ManagementcoreGTM or Marketing Partner2023 TIDE sponsor.
• Kennedy Lewis Investment ManagementminorGTM or Marketing Partner2023 TIDE sponsor.
• Eagle CapitalminorGTM or Marketing Partner2023 TIDE sponsor.
• GCM GrosvenorcoreGTM or Marketing Partner2023 TIDE sponsor.
• Coller CapitalminorGTM or Marketing Partner2023 TIDE sponsor.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Prospanica: Association empowering Hispanic professionals to impact the business community, with significant membership in finance and consulting. Comparable to TIDE as an event- and network-driven D&I platform serving professionals in institutional finance.
• Out in Finance: Community and professional network for LGBTQ+ individuals in the finance industry. Comparable to TIDE as a smaller, community-driven D&I organization focused specifically on the investment and finance professional community.

Broad incumbents

• Forté Foundation: Nonprofit focused on launching women into business, finance, and leadership careers through education, MBA scholarships, and employer partnerships. Comparable mission to TIDE's recruiting and D&I talent platform, though broader than just institutional investing.
• Management Leadership for Tomorrow (MLT): National nonprofit that partners with Fortune 500 companies and other employers to build inclusive leadership pipelines for underrepresented talent. Comparable in serving D&I employer partnerships and career placement into corporate and finance roles, broader scope than TIDE.
• SEO (Sponsors for Educational Opportunity): Established nonprofit providing career development and internship pipelines from underrepresented students into finance and consulting. A broader incumbent in the D&I-to-finance talent space with deeper institutional relationships and longer operating history than TIDE.

Direct peers

• Toigo Foundation: Foundation dedicated to increasing the representation of diverse talent in the finance industry through leadership development and career placement. Closely comparable to TIDE's career-enrichment and talent-sourcing mission for institutional investing.
• 100 Women in Finance: Global nonprofit organization advancing women in the alternative investments industry through networking, education, and philanthropy. Comparable to TIDE as a membership/network organization serving institutional investors, with events and programming funded by large financial sponsors.
• Girls Who Invest: Nonprofit focused on increasing women's representation in portfolio management and the investment industry through education and career access programs. Directly comparable to TIDE in serving institutional investors' D&I pipelines and engaging large asset managers as sponsors/partners.
• National Association of Securities Professionals (NASP): Professional association advancing minorities in the securities and financial services industry through networking, education, and career development. Directly comparable to TIDE's networking events and recruiting focus within institutional finance.

Regional players

• National Association of Investment Companies (NAIC): Industry association representing diverse- and women-owned private equity firms and emerging managers. Comparable to TIDE in supporting diverse participants in the institutional investment industry, though with a focus on the buy-side PE manager base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tidexchange

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about The Investment Diversity Exchange