Faster Execution
Sharper Analysis
Decision-Ready Outcomes

Founded to Solve a
Clear Problem

Investment, M&A, FP&A, portfolio management and accounting teams increasingly need to move faster without compromising analytical rigor. As AI accelerates the production of analysis, the differentiator is no longer simply speed, but the judgment required to validate the numbers, identify what is material and ensure conclusions withstand scrutiny.

Work as an Extension of Our Clients’ Teams

We combine experienced professionals, premium data sources and our proprietary AI agents to deliver investment research, due diligence, analytics and transaction support tailored to each client’s priorities and workflows. Our clients, including investment funds, wealth advisors, corporates and investment banks, benefit from faster execution, greater flexibility and decision-ready analysis built to stand up to rigorous review.

Quality is
Non-Negotiable

We take pride in our proprietary technology, selective hiring and rigorous training program. Our AI agents and workflows are designed by experienced investment and finance professionals, embedding domain knowledge and real-world judgment into how work is executed. Our teams undergo immersive, case-driven training and are mentored by leaders with experience at blue-chip financial institutions.

World-Class Execution With Global Experience

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Leadership With Deep Investment and Advisory Expertise

Amit Sabharwal

Amit Sabharwal

Founding & Managing Partner

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Andrew W. Wilson

Andrew W. Wilson

Senior Strategic Advisor

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Amit Sabharwal
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Amit Sabharwal

Founding & Managing Partner

  • Founded Tristone in 2018 after a career in global finance across investment banking & corporate M&A.
  • At Tristone, trains and mentors our team and also supports clients as needed. Has led diligence for Family Offices on Direct Investments & Co-Investments and evaluated more than 75 alternative investment funds.
  • Member of IC of a $1B single family office.
  • Formerly with CSFB & Lehman Brothers; underwrote $15B+ in leveraged loans and high-yield bonds for 10+ LBOs and M&A transactions across industries.
  • Began career at Citibank’s Global Project & Infrastructure Finance Group in NY.
  • Led M&A and Capital Market financings for the infrastructure and energy business of Essar Group.
  • MBA from Texas A&M; studied finance at UCLA Anderson; Executive Education at Harvard Business School.
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Andrew W. Wilson

Senior Strategic Advisor

  • Adviser to Family Offices and HNW clients.
  • Has served as trustee of The Mannheim Trust since 2001, overseeing a diversified portfolio across real estate and private equity.
  • Chairman of a Bermuda-based trust that controls a family office and businesses in manufacturing, retail, and real estate.
  • IC member for two other family offices.
  • Former Equity Capital Markets banker with Bank of America, Bear Stearns, JP Morgan, and Goldman Sachs.
  • Worked as a corporate and securities lawyer at Sullivan & Cromwell.
  • BA, History & Economics – Hamilton College; JD/MIA – Columbia University.
Andrew W. Wilson

Team Overview

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