Investment Management

HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy. Our platform offers individuals, families and professional advisers with a centralised living wealth register, encompassing over 40 diverse asset types—from collec

AREV I invests in European private companies. We back ambitious entrepreneurs and management teams in their growth strategies, in Europe and internationally. We provide our portfolio companies with strategic, financial and operational expertise, in conjunction with our wide-reaching industry network

Sonen Capital is a dedicated impact investment management and advisory firm. Their name is derived from Social and Environmental investing, and reflects their values and their conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible,

Staverton Partners bridges the gap between operations, finance and technology in the alternative investment and real estate sectors. We can rapidly build solutions to run your business more efficiently, manage risk and compliance, and embed processes using Microsoft 365 alongside best-in-class solu

We provide specialised financial advisory, corporate consulting and capital raising services

African Alliance is an investment banking group operating in Africa. We provide local and on-the-ground investment banking services across the African continent. Since 1992, African Alliance has built a substantial infrastructure in terms of offices and professional teams throughout the continent

We scale, expand, and grow wealth management firms that exhibit growth potential but may lack the time, expertise, human resources, or capital to execute their growth vision.

For private companies, dealing with investors can be time-consuming, and takes your focus off running your business. Our secure investor communications platform is a one-stop solution that keeps your investors informed, and lets you offer them an opportunity to buy and sell their securities. Freeing

Optimist Capital LLC a Registered Investment Adviser (Fiduciary at all Times), offers comprehensive Wealth Management, including Portfolio Management, Retirement Planning, Estate Planning, and Risk Management. As implied by our name, Optimist Capital focuses on an optimistic, client-centric approach

Investing in Innovation, Driving Sustainable Growth Ratchet Capital is a pioneering private capital firm based in Abu Dhabi. We strategically deploy our own capital in high-potential ventures across diverse sectors and geographies, focusing on investments that deliver strong returns while contribut

Golden Dram Investments is led by a team with 20 years combined experience in the spirits Industry, investment and product development space. Our Key focus is delivering value and high-quality alternative asset options in the form of single malt scotch whisky casks, tequila casks, gold and silver to

RFG Wealth Advisory is a company based out of 130 Old Town Blvd S # 100, Argyle, Texas, United States.

Richmond Capital Management is an independently owned fixed income investment advisor established in 1987 and headquartered in Richmond, Virginia.

Based in Dallas and Nashville, Pharos Capital Group is a physician-founded private equity firm focused on growing healthcare companies which lower the total cost of care, improve patient outcomes and expand access to care.

Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide r

Investment One Financial Services was founded in 2007 as GTB Asset Management Limited, a subsidiary of Guaranty Trust Bank (GTBank). Following a management buyout in 2011, the company's name was changed to Investment One Financial Services. In 2013, ALLWORLD recognised Investment One as one of the

At Forsythe Findley, our curated team of Advisors unite with a shared goal – growing and protecting your financial well-being. Principles of trust, integrity, and a commitment to excellence are the bedrock of our service, striving to make every client experience resonate with intention and care. Ev

Itinerant is the premier intermediary in global private markets, facilitating strategic partnerships between institutional investors and elite asset managers. We specialize in unlocking access to highly sought-after investment opportunities through bespoke fund structures and cross-border solutions.

Promus is a multi-family office that helps families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment manager

LuminArx Capital Management is a global alternative investment manager focused on Special Situations investing with an eye toward providing innovative, flexible, and strategic capital solutions. We target consistent returns across market environments, while mitigating downside risks, with upside par

Starwood Capital Group, one of the world’s leading real estate investment managers, launched SREIT in 2018 to provide a differentiated and accessible portfolio of real estate to a broader group of investors. As a long-term asset class, real estate demands conviction and expertise—both of which are e

Go-to platform linking companies with capital providers. Investors get access to the platform, providing the opportunity to find and track real estate operators across geographies and subsectors. Companies get the opportunity to engage with leading institutional investors, family offices and strat

GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We a

Founded in 2012, Five Point is an energy investment firm focused on building businesses within the midstream and energy infrastructure sectors. Five Point is led by former industry executives who have had successful careers investing in, building, and running midstream businesses.

• Quantamental asset manager focused on global equities, we analyse massive trade, consumer and supplier dataset to reveal new investment opportunities. • Seeded by Google, French Family Offices and the French Sovereign Fund (BPI France) to launch the first AI-powered equity fund in 2018, Impactfull

Standard Investment Bank (SIB) is one of Kenya’s foremost financial services firm. We offer the market a single point of entry for Investment Banking, Investment Management, Securities Trading and Corporate Finance. Companies, Individuals all over the world always look to raise capital for growth.

S2 Resources'​ objective is to provide investment returns through the discovery and development of high value mineral resources, as a result of exploration and the identification of early stage assets with high growth potential. S2 Resources will be focused on mainstream commodities such as gold and

Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to

Ladera Capital Partners is a private equity real estate firm that invests in multifamily assets. Ladera invests in well-located properties that meet rigorous selection criteria and adds value through improved operations, asset repositioning, and targeted capital improvements.

TradingKey is a one-stop financial markets platform that is dedicated to helping provides investors and traders with the right tools and insights. Our purpose is to help you make smarter and more informed decisions.

VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organizati

Disruptive is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.

Founded in 1998 by J. Christopher Flowers, J.C. Flowers & Co. (JCF) is led by an experienced team of senior professionals noted for their financial services expertise, extensive global network of CEO and board-level relationships and ability to execute complex transactions in the dynamic and highly

Axtella supports the financial network of broker-dealers Sigma Financial Corporation and Parkland Securities, LLC, and a registered investment advisor, Sigma Planning Corporation, and serves a growing network of experienced financial professionals. Led by owner and CEO Jerry Rydell and President Bra

Expert de la gestion de patrimoine pour tous. Chez Perlib, bénéficiez d’une expérience digitale et d’un suivi sur-mesure. Les conseillers Perlib vous accompagnent dans tous vos projets de vie. 📈 Fructifier son épargne 💼 Préparer sa retraite 🏛️ Investir dans l'immobilier 💸 Optimiser sa fiscali

Eagle Capital Management, LLC is an investment management firm founded by Ravenel and Beth Curry in 1988. The firm offers one strategy, the Eagle Equity Strategy, which it has been managing since its inception for over 20 years ago. To achieve superior investment returns in both up and down markets,

Schwartz Heslin Group, Inc. (SHG) is a boutique investment banking firm serving lower middle-market businesses. For over 35 years, SHG has brought together a unique blend of talents to provide the ultimate tangible value to business owners. Whether you’re buying, selling or recapitalizing your compa

Squarepoint Trading Group (STG) is a global trading company that utilizes technology, quantitative methods and financial markets knowledge to trade multiple asset classes in different parts of the globe. We are growing quickly and opportunistically – expanding in global locations wherever we find

Sponsor Capital is a Finnish private equity investor focused on investing in small and medium-sized companies. Our targeted investments are Finnish companies operating in domestic market and internationally. Sponsor Capital seeks to invest in companies that are pursuing growth, internationalization

Deven Choksey is a Wealth Management and Investment Advisory brand We cater to Wealth Management needs of individual investors, HNI’s, Institution and Family offices. Research along with Advisory is our style of building wealth for the investors. Deven Choksey, the Managing Director is a respected a

Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm. Whether for an individual and their family directly, or for an institutional organization servicing their constituents, we seek to grow and safeguard wealth. Unlike many advisors, Pinnacl

Founded in 2013, Arpwood Capital is a strong confluence of relationships, technical expertise and deal-making grounded in the belief that clients are best served by an advisory firm free of the conflicts of interest inherent to large, multi-product investment banks. Our exclusive focus on deal maki

PT Mandiri Manajemen Investasi, or widely known as Mandiri Investasi, is a subsidiary of PT Bank Mandiri (Persero) Tbk. Mandiri Investasi was established as in 2004 following a corporate spin-off from PT Mandiri Sekuritas is the largest national fund manager and experienced in investment portfolio m

At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through

Launch Africa Ventures is a frontier Pan-African fund solving the significant funding gap in the Seed to Series A bridge funding investment landscape in Africa. They invest in B2B and B2B2C early-stage, technology-driven startups with strong management teams solving the most meaningful problems on t

CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek

NewVest is an institutional fintech platform of index funds that provide passive exposure to private markets in the same manner that ETFs and index funds provide passive exposure to public markets. Our no management fee funds seek to generate returns that emulate the historically attractive pooled

Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, bot

At Vision Financial Group, we believe people are weighed down by the burden of making increasingly complex financial decisions alone. We are revolutionizing the way real planning should be by coordinating your comprehensive financial needs. We are committed to coming along side you to lighten that

54 Collective is a leading venture capital firm revolutionising investment and scaling idea to early-stage ventures throughout Africa. We are a commercial-first investor that embeds impact into everything we do. Our catalytic capital provides founders with the tailored funding they need to scale w