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Building Generational Wealth with Discipline and Vision

Private Family Office & Strategic Capital

EE Ventures is a private family office and venture capital firm dedicated to preserving and growing generational wealth through strategic investments, disciplined capital allocation, and long-term partnerships with exceptional businesses.

About EE Ventures

We are a private family office, venture capital firm, and management company dedicated to identifying, investing in, and growing exceptional businesses.

Our platform integrates sophisticated quantitative investing strategies with deep industry expertise, leveraging real-time financial data and market analytics to drive strategic investments and maximize growth across multiple sectors. We build lasting value through disciplined capital allocation and strategic partnerships.

Strategic Growth

Long-term value creation through disciplined investment strategies

Partnership Focus

Building enduring relationships with visionary entrepreneurs

Global Reach

Strategic investments across key international markets

Wealth Preservation

Protecting and growing generational wealth with discipline

Our Foundation

Diversified Portfolio

Strategic investments across healthcare, financial services, technology SaaS, media, ecommerce, and restaurants & hospitality

Long-term Partnerships

Building lasting relationships with visionary entrepreneurs and industry leaders

Innovation Focus

Supporting breakthrough technologies and transformative business models

Heritage & Legacy

Preserving generational wealth with strategic vision and institutional discipline

Investment Focus

Healthcare

Supporting innovations in healthcare delivery, biotechnology, and life sciences that improve human outcomes.

Financial Services

Strategic investments in banking, payment processing, and financial technology platforms with durable economics.

Technology SaaS

Long-term ownership in software-as-a-service platforms and enterprise technology solutions.

Media

Strategic positions in content platforms, digital media, and entertainment infrastructure.

Ecommerce

Partnerships with online retail platforms and digital commerce infrastructure leaders.

Restaurants & Hospitality

Strategic investments in dining, hospitality, and service excellence platforms.

Companies We Back

Long-term ownership in exceptional businesses.

We partner with companies that demonstrate durable economics, strong leadership, and long-term value creation.

Financial Services

Security National Financial Corporation

Insurance - Life

Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and interest-sensitive life insurance, as well as other traditional life, accident, and health insurance products; and annuity products comprising single and flexible premium deferred annuities, and immediate annuities. This segment also cedes and assumes various risks with various authorized unaffiliated reinsurers pursuant to reinsurance treaties. Its cemetery and mortuary segment consists of eleven mortuaries and five cemeteries in the state of Utah, one cemetery in the state of California, and one cemetery and four mortuaries in the state of New Mexico. This segment also offers plots, interment vaults, mausoleum crypts, markers, caskets, urns, and other death care related products; and provides professional services of funeral directors, opening and closing of graves, use of chapels and viewing rooms, and use of automobiles and clothing, as well as engages in pre-need selling of funeral, cemetery, mortuary, and cremation services. The company's Mortgages segment originates and underwrites residential and commercial loans for new construction, existing homes, and real estate projects primarily in Florida, Arizona, Nevada, Texas, and Utah. It offers residential mortgage lending services to real estate brokers and builders, as well as directly to consumers. Security National Financial Corporation was founded in 1965 and is headquartered in Salt Lake City, Utah.

Investment

Other

WEN

Investment

SOFI

Investment

ONDS

Investment

AWX

Investment

MPT

Investment

ACCO

Investment

XRX

Investment

CYBL

Investment

JELD

Investment

Communication Services

Angi Inc.

Internet Content & Information

Angi Inc. connects home professionals with consumers in the United States and internationally. The company provides consumers with tools and resources to help them find local, pre-screened and customer-rated professionals, and refers consumers to independently established home professionals; and connects consumers with professionals in various service categories in its nationwide network through digital marketplace and certain third-party affiliate platforms. It also provides consumers access to online True Cost Guide which offers project cost information for various project types nationwide, ratings, reviews, and promotions, as well as a library of home services-related content that consists of articles relating to home improvement, repair and maintenance, and tools. In addition, the company sells membership subscriptions to approved professionals through its salesforce and online channels. Further, it provides pre-priced offerings, pursuant to which consumer requests services through the platform and pay for such services on the platform directly. Additionally, the company owns and operates international businesses that connect consumers with home professionals under HomeStars, MyBuilder, MyHammer, Travaux, and Werkspot home services marketplaces; and offers quoting and invoicing services. It operates under various brands, including Angi, Angie's List, HomeAdvisor, and Handy. The company was formerly known as ANGI Homeservices Inc. and changed its name to Angi Inc. in March 2021. Angi Inc. was founded in 1995 and is headquartered in Denver, Colorado.

Investment

Industrials

CBIZ, Inc.

Specialty Business Services

CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, national technology, and government healthcare consulting services. The Benefits and Insurance Services segment provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware services. The company primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. CBIZ, Inc. was incorporated in 1987 and is headquartered in Independence, Ohio.

Investment

Technology

DXC Technology Company

Information Technology Services

DXC Technology Company, together with its subsidiaries, provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally. It operates in two segments: Global Business Services (GBS) and Global Infrastructure Services (GIS). The GBS segment offers a portfolio of analytics services and an extensive partner ecosystem that helps its customers gain insights, automate operations, and accelerate their transformation journeys. It also provides software engineering, consulting, and data analytics solutions, which enable businesses to run and manage their mission-critical functions, transform their operations, and develop new ways of doing business. This segment simplifies, modernizes, and accelerates mission-critical applications that supports business agility and growth through application services; provides proprietary modular insurance software and platforms; and operates a wide spectrum of insurance business process services. Additionally, it helps to operate and improve bank card, payment, and lending processes and operations, as well as customer experiences. The GIS segment offers security services, such as IT security, operations, and culture for migrating to the cloud, protecting data with a zero-trust strategy, and managing a security operation center. It also provides cloud infrastructure and IT outsourcing services. This segment delivers a consumer-like experience, centralizes IT management and support services, improves the total cost of ownership, and orchestrates hybrid cloud and multicloud environments. The company markets and sells its products through a direct sales force to commercial businesses and public sector enterprises. DXC Technology Company was founded in 1959 and is headquartered in Ashburn, Virginia.

Strategic Position

ReposiTrak, Inc.

Software - Application

ReposiTrak, Inc., a software-as-a-service provider, operates a business-to-business, e-commerce, compliance and traceability, and supply chain management platform in North America. It offers ReposiTrak Compliance Management, which reduces potential regulatory, legal, and criminal risks from its supply chain partners; ReposiTrak Traceability Network, which captures key data elements for designated products; and ReposiTrak Supply Chain Solutions, which enable customers to manage interactions with suppliers. The company also provides business consulting services to suppliers and retailers in the grocery, convenience, and specialty retail sectors. In addition, it provides professional consulting services. The company primarily serves multi-store retail chains, wholesalers, distributors, and their suppliers. ReposiTrak, Inc. has a strategic partnership with Upshop to enable grocery retail traceability. The company was formerly known as Park City Group, Inc. and changed its name to ReposiTrak, Inc. in December 2023. ReposiTrak, Inc. is based in Murray, Utah.

Strategic Position

Investment Focus Areas

Healthcare

Pharmaceuticals, healthcare services, and life sciences innovation

Financial Services

Banking, payment processing, and financial technology platforms

Technology SaaS

Software-as-a-service platforms and enterprise technology solutions

Media

Content platforms, digital media, and entertainment infrastructure

Ecommerce

Online retail platforms and digital commerce infrastructure

Restaurants & Hospitality

Strategic investments in dining, hospitality, and service excellence

Important Disclaimer

Investment Risk Warning: All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. The information provided on this website is for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice.

No Guarantees: EE Ventures makes no representations or warranties regarding the accuracy, completeness, or suitability of any information on this website. Investment decisions should be made based on your own research, financial situation, and risk tolerance. You should consult with qualified financial, legal, and tax advisors before making any investment decisions.

Regulatory Notice: EE Ventures is a private family office and venture capital firm. This website is not a solicitation or offer to sell securities. Any investment opportunities are available only to qualified investors and are subject to applicable securities laws and regulations.

Forward-Looking Statements: This website may contain forward-looking statements that involve risks and uncertainties. Actual results may differ materially from those expressed or implied in such statements.

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