Vista3 Capital partners with exceptional founder-led companies to transform bold visions into lasting impact—combining strategic capital, deep industry expertise, and a shared commitment to shaping the future of financial services and our communities.
About Vista3 Capital
Vista3 Capital oversees a portfolio of companies in financial services and real estate. Our portfolio companies provide property management, tax, estate and philanthropic planning as well as portfolio management for ultra-high-net worth individuals and foundations.
We embrace philanthropy and making an impact in our communities of origin which is why we are proud to support our charity partner K’aayil Foundation. Our goal is to donate and raise funds every year for the next 30 years to solve the education gap in rural communities in Mexico.
Our Team
Our team is composed of seasoned professionals and key analysts dedicated to identifying and nurturing high-growth opportunities. We combine experience and insight to deliver exceptional results.
Carlos Arostegui
Founder and Managing Partner
Giovana Maquinez
Administrative Assistant
Giovana makes sure that our office runs smoothly and that all of our clients, suppliers and staff have a great experience with us.
Lainie Loo
Financial Planner
Lainie is in charge of efficiency, making sure that we apply the highest and best use to all of our resources as well as interacting with our clients and delivering the core financial planning service of the Perma Wealth Group.
Susanna Ho
Senior Administrative Assistant
Susanna makes sure that we cross our “t’s” and dot our “i’s”. She is the detail-oriented person on our team and applies this super power to keep our admin team running like a well-oiled machine.
Our Portfolio
“We invest in forward-thinking companies that are redefining the financial services landscape. Our portfolio is a blend of strategic majority ownership positions and key minority stakes in innovative ventures.”
Majority Ownership
The Perma Wealth Group
EcoCare Management
With a focus on sustainability, we provide real estate management services while charging below-market fees. Our value proposition is simple: We give up most of our margin for an opportunity to build a relationship with you so that when you decide to sell your property, you consider one of our trusted realtor partners or wealth management specialists.
Minority Shareholders
FrontFundr
As Canada’s leading online private markets investing platform and an exempt market dealer, FrontFundr is democratizing private equity. It bridges the gap between innovative Canadian entrepreneurs and a broad community of investors. Their mission is to empower everyday Canadians to invest in vetted, early-stage and growth companies they believe in, helping to build a better future by funding the next generation of business.
CloudTax
CloudTax builds digital products to positively change the financial path of its customers by simplifying the tax filing process in Canada. As a NETFILE-certified software by the Canada Revenue Agency (CRA), their user-friendly platform makes navigating the complexities of taxes stress-free for everyone, from first-time filers and newcomers to those with complex self-employed scenarios.
Choosing the right partner is critical for growth. We offer a unique combination of capital, expertise, and a network of successful leaders.
Proven Track Record:
We have a history of demonstrated outperformance in our partnerships.
Founder-Focused Approach:
We specialize in collaborating with and empowering founder-led businesses.
Industry Expertise:
Our focus is on the financial services sector, an area where we have deep knowledge and a strong network.
Network of Excellence:
Join a portfolio of successful companies and connect with visionary leaders in your industry.
Strategic Growth:
We provide more than just capital; we offer strategic guidance to scale your business effectively.
Kaayil Foundation
At Kaayil Foundation, we are dedicated to making a positive impact by supporting various charitable initiatives. Our efforts are driven by a desire to enhance the quality of life for those in need, focusing on education and community well-being.
If you are a founder of a business in the financial services sector and are looking for a strategic partner to achieve the next level of growth, we would like to hear from you. Reach out to us to start the conversation.