Investment Management

A software data-driven company providing AI predictive modeling for financial markets and tools for better investment strategies.

Our primary mission is to identify and provide access to unique investment properties mainly for HNWI and family offices. We provide access to verified investment projects from partners with extensive experience and outstanding results.

At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial pl

Fairview Capital Partners is a leading private equity investment management firm specializing in dynamic segments of the market. Our areas of focus include top-tier venture capital and next generation managers as well as co-investment and legacy asset management.

Fourth Sail Capital is a boutique asset manager focused on investment opportunities throughout Latin America.

At Priority, we believe partnerships are the hallmark of great financial advice. We take the time to really understand our clients so that we can provide personalised advice that’s tailored to their individual needs and goals. We work alongside our clients, and their families, to keep them accountab

Every person, family, business, and situation is different. That’s why we take the time to gain a deep understanding of your current needs and goals for the future before helping you develop a comprehensive plan to fit your unique circumstances. We want you to understand and feel comfortable with e

Il Club degli Investitori è una community di oltre 350 imprenditori, manager e professionisti che investono in startup, scaleup e PMI innovative. I Soci del Club sono investitori lungimiranti alla costante ricerca di imprenditori italiani capaci e innovativi. Un investimento attraverso il Club è mo

Quantitative Management Associates is an investment management company specializing in investment strategies.

Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services.

With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. How did we come so far? It began with our late founder

Alesco Advisors is your trusted partner for wealth and investment management, asset allocation, OCIO services, and retirement plan consulting. We were founded in 2000 and are an independent, SEC-registered firm with offices in Rochester and Buffalo, NY. Alesco provides comprehensive investment solut

With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions. Qtrade believes that Canadian do-it-yourself investors should have confidence in their financial decisions, confidence in

Since its founding in 1992, Midwest Mezzanine Funds has partnered with private equity firms, independent sponsors, family offices and management teams to provide over $1 billion of junior capital to more than 130 privately-owned, lower middle-market companies throughout the United States. Midwest Me

We help busy professionals transform their lives through turnkey real estate investing. We do this by 1) educating our members about real estate investing and 2) connecting them with vetted property teams that sell professionally managed investment properties. Everything we provide is 100% FREE. R

Owner-run corporate finance boutique, providing equity and debt advisory to corporates and investors in D/A/CH

Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. A Highly Experienced Team with a Focus on Our Customers: From executive management

Cooper Investors ("CI"​) is a specialist, long-only equities fund manager with funds under management in excess of A$12 billion.

Specialized Property Management focuses on property leasing, property rental, real estate investment, and asset management services.

Axiom Capital Management Inc. (Axiom) is an asset management firm founded in 1990. Liam Dalton serves as the founder and CIO of the firm with an experienced investment team and business management team.

First wealth and asset management club at the University of Michigan Ross School of Business

Wexford is an SEC registered investment advisor founded in 1994 by Charles Davidson and Joseph Jacobs, whose multi-decade investment careers elevate the team and strategy beyond the consensus perspectives that typify many funds in its class. Since inception, the core leadership team has always insti

MoreThan Capital is a global investment and advisory firm founded and backed by a powerful community of 100+ business leaders and professional investors. Our mission is to leverage our global community to select, invest in and help grow companies committed to leading change and creating impact. Our

At K2 Financial Group, we bring together specialist financial firms under one umbrella, each focused on delivering exceptional service and strategic outcomes for our clients. Our group currently includes K2 Private Wealth, providing expert guidance on pensions, savings, and long-term investment plan

At PennSpring, we unlock liquidity, empower growth and elevate executive careers. Based in Lancaster, Pennsylvania, PennSpring is a people-forward investment firm focused on lower middle market opportunities. We make investments in companies with EBITDA of $1 - $5 million; we have the agility to wor

ESGFire is a financial company that focuses on ESG-compliant investments. We identify companies to invest in and promote to our large subscriber base.

Pareto Asset Management is an independent fund manager, with operations dating back to 1995. The company is part of Pareto Group, headquartered in Oslo with branches in Stockholm and Frankfurt. Pareto Asset Management manage funds and discretionary mandates for municipalities, foundations, pension

Afri Global nurtures and develops market leaders within various industries in Africa. Led by professionals, Afri Global focuses on providing investment opportunities for unique and emerging companies with a focus on sub-Saharan Africa. Afri Global builds enduring relationships based on mutual trust

At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our

Quintessence is a dynamic, young business providing software to the Asset Management industry. Our mission is to optimise the work of investment managers and researchers. We match powerful technology with expert customer service and our clients include many of the top players in this field in South

SunFunder is a fund manager and intermediary for solar energy investments.

Toews Asset Management is an SEC-registered investment advisor established in 1994. Toews builds and manages portfolios that primarily seek to reduce the risk of loss in crisis environments, as well as attempt to participate in market gains. Toews offers expertise in both equity and fixed income mar

The Finance Hive connects time-poor buy side leaders globally to make faster and smarter business decisions. Only senior leaders with strategic responsibility are invited to join. This ensures we deliver structured, targeted networking and learning at the highest level, delivering value for both me

Sherrin Partners is a financial advice firm that focuses on more than just your wealth. We are interested in you, in your goals and in the way you see your future. We will spend time with you to deeply understand your values and priorities as well as what keeps you awake at night. Our mission is to

When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation. As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation “Is more than just a name – It is h

CNL Financial Group is a leading private investment management firm providing global real estate and alternative investments. The company is driven by its mission is the democratization of investments.The company was founded in 1973 and headquartered in Orlando, Florida.

In today’s era of competition over capital, deal flow, talent, and even building materials, the most successful fund managers seize every inch of “edge” they can. That’s where we come in. Verivest, powered by DwellFi, revolutionizes fund administration by embracing a data-centric approach, powered

Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive

Ihr Fondskonzept nach Maß. IPConcept steht als 100prozentige Tochter der DZ PRIVATBANK für den effizienten Weg von Ihrer Fondsidee zum Fondserfolg. Mit vollumfänglichen Wertschöpfungsketten in Deutschland, Luxemburg und der Schweiz stehen wir seit 2001 für hochwertige und umfassende Expertise bei de

AtmosClear Investments is a green infrastructure and clean-tech private equity group

Connecting deep Financial and Technology expertise to deliver positive outcomes

American Discovery Capital is an independent merchant-banking firm focused on making investments in the most active family-owned middle market U.S. companies. Through our advisory/M&A practice and our private equity fund, we seek out sectors and companies demonstrating the innovation, ingenuity, int

Part of Rathbones Group Plc. Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees. We offe

AnFin is a fintech company building the most innovative products in the wealth management and brokerage space.

Architas is a long-term, global multi-manager providing investment management and advisory services aiming to help individuals and institutions meet their financial goals. Architas is supported by the solid financial strength, and global expertise of the AXA Group. We are responsible for EUR €29.5 b

Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 3

DLSM leverages the latest technology to provide retail investors with a convenient and cost-effective platform to invest in global markets, offering a comprehensive range of investment products. Our trading platform features a unique and innovative reward system. DLSM revolutionises the way investor

Credit Card Compare is Australia's dedicated credit card comparison platform. Founded in 2008, our mission is to help Aussies make informed decisions on their next credit card.

Our mission at SouthState|DuncanWilliams is to provide our clients with the ultimate bond buying and balance sheet management experience. Finding someone to sell you a bond might be easy. The hard part is finding a team that truly understands the industry, is committed to helping you achieve your i

Lucent Strategy helps investment firms build robust operational frameworks, allowing GPs to focus on deploying capital and managing their portfolios effectively. With deep expertise in venture capital and alternative investments, I work with emerging and established firms, as well as family offices,