Investment Management

Whether a client’s estate and assets are small and simple or large and complex, each client at Financial Independence Planning, LLC™ gets the same attention, dedicated financial planning and world-class service from a team, not just a single advisor. FIP is one of the premier financial planning firm

The Blue Venture Fund is a unique collaboration between Blue Cross Blue Shield (BCBS) companies, Blue Cross Blue Shield Association, and Sandbox to which thirty-five BCBS companies have committed over $890 million across four funds. The Blue Venture Fund invests in promising emerging companies of st

Shelter Rock Capital Group is a real estate and real assets capital advisory boutique offering capital raising and related services to investment managers, operators and investors. Shelter Rock offers capital raising services for commingled funds, bridge equity, joint ventures, separate accounts, a

ABC World Asia is a private equity firm dedicated to impact investing for the purpose of generating positive, measurable social or environmental impact, alongside a compelling risk-adjusted return.

Melstacorp PLC is one of the 10 largest listed companies in the Colombo Stock Exchange.

Hudson Edge Investment Partners is an independent registered Investment Manager located in Jersey City, New Jersey. Founded in 1983, HGK is 100% employee owned with portfolio managers averaging over 20 years of investment experience and 15 years tenure with the firm. HGK manages over $2.5 billion

Odyssey Search Partners is a premier executive search firm founded in 2010 and led by Adam Kahn and Anthony Keizner. We specialize in placing investment professionals in the private equity, hedge fund, family office, and private credit sectors. Our expertise spans all levels of recruitment, from pre

True Capital Management is a multi-family office that offers business management and investment advisory services.

We have a knack for investing in promising sectors: our way of working is underpinned by a comprehensive data-driven analytical framework. We work together with visionary entrepreneurs and companies with potential, before anyone else does. We build new market leaders from scratch. We are decisive

Efficient Group was established in 2002, primarily as an asset management company. Today, we are a diversified financial services group focused on professional advice, quality services and tailor-made investment products across the financial services value chain. We provide these through a three-pil

Walkr is a financial advisor that connects and balances financial decision making based on each person's life number.

We believe finance can and should be a force for Good. With only 5% of total assets invested by Belgian funds having sustainable investing as their objective, join us to explore and define together the future of Impact Financing.

Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998. Together with sister company Shakespeare Property Group, we now manage approximately $3b worth of funds across asset classes coverin

Mercury Capital Advisors is a global private capital advisor focused on private fund placement, direct, and secondary advisory. Since 2003, professionals at Mercury Capital Advisors have raised over $160 billion and completed fundraising engagements for more than 100 mandates ranging from $200 milli

The Angel Capital Association (ACA) is the professional society of angel groups and private investors that invest in high growth, early-stage ventures. Our mission is to fuel the success of angel groups and private investors that invest in high growth, early-stage ventures. ACA provides professio

Financial Life Planning | Investment Management | Retirement Planning | Business Succession Planning | Accounting Services If you have the ability to live a life of choice, free from financial fear, uncertainty, and doubt without jeopardizing tomorrow'​ legacy, then you are truly wealthy. We speci

Greenleaf Management provides property and asset management primarily for investments held by Greenleaf Capital LLC, a boutique private equity fund with the same principals. Home base is in Atlanta Ga with operations in North Carolina, South Carolina and Tennessee. Click here to invest with us -

Caixa - Banco de Investimento (CaixaBI) is the investment banking platform of Caixa Geral de Depósitos Group (CGD Group), the largest Portuguese banking group and a reference in our financial system. As part of the CGD Group, CaixaBI actively benefits from all the synergies inherent to the Group,

Running Point is a multifamily office of financial professionals across multiple disciplines. We offer a collaborative and holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family’s financial needs extend beyond wealth management to include

Connecting Asset Managers and Investors Globally LRI, a leading independent investment services company based in Luxembourg, is part of the Apex Group. We provide asset managers and investors with three decades of experience in structuring and management of traditional and alternative investment st

Eden is a private investment firm that partners with a community of like-minded investors and entrepreneurs. Together with our global network, we invest and deliver permanent capital to founders that prioritize long-term value creation for shareholders, employees, and customers.

Navegar is a Philippines-focused, Manila-based private equity firm that provides growth capital to established companies. Navegar invests in both primary and secondary share offerings, and actively seeks to maximize the value of its portfolio companies by providing financial, operational, and strate

FC Capital is a leading Australian alternative asset manager with circa A$850 million in FUM across equity and private credit strategies. The business is presently actively deploying funds in the Australian and New Zealand private credit space, targeting SME and mid-market corporate and special sit

Founded in 2014, March Capital Management (“MCM”) is a woman- and minority-owned real estate investment and development firm headquartered in San Francisco. We focus on repositioning, developing and extracting the “highest and best use” out of underutilized properties in high growth, supply-constrai

Established in Switzerland in 2000, TrustQore is an independent trust and fiduciary business with offices in the British Virgin Islands, Mauritius, South Africa and Switzerland. TrustQore became independent in 2022 following an owner-manager buyout in January 2022. Prior to that TrustQore was part

Deutsche Asset One is an established, vertically integrated Investment and Asset Manager, specializing in Residential Real Estate. We have a proven performance record of more than 20 years in successfully building and managing Residential Real Estate portfolios for distinguished Institutional Invest

Validus Fintech Services Pvt Ltd, based out of Hyderabad, has been set up to redefine Recordkeeping & Transfer Agency services for the Alternate Investment Management industry, MFs, Pension and other products Validus Fintech's singular focus is on being a growth partner and industry catalyst, by cre

- We are an emerging Investment Banking and Capital Advisory Services firm pioneered by a group of professionals with more than 100 years of combined industry leadership experience in investment banking, corporate banking, investment advisory, infrastructure advisory and finance, financial restruct

Bullhound Capital is the investment management arm of GP Bullhound, building with founders creating category-leading technology companies. With over €1 billion under management and 25 years of performance, it has invested in global leaders like Spotify, Klarna, Revolut, Slack, Unity, Connex.ai and E

Afalon Investment Management Oy is an independent Finnish asset manager, serving family offices, institutions, and wealthy private clients. We specialize in alternative investments and dynamic portfolio management based on business cycle analysis and provide access to best-of-class international p

Trusted Deal Advisory - Leo Berwick is a pure-play M&A advisory firm for investors who want more from their advisor. We are your trusted deal advisors. #TrustedDealAdvisory #LeoBerwick www.leoberwick.com

A1 is a Russian investment company that has been operating for more than 30 years, investing in resolving complex conflict situations in various sectors of the economy in Russia and abroad. Our projects related to the recovery of illegally withdrawn funds, protection of the rights of minority shareh

At Lunar Investment Group (LIG), we are dedicated to helping investors navigate the dynamic world of cryptocurrency. Based in Dubai, our expert team offers comprehensive consulting services, from digital assets portfolio allocation to venture capital for innovative blockchain projects. We tailor our

Trace Capital Management (Trace) is a proven and pragmatic energy investor focused on value and growth investments across the global energy landscape, with a particular focus on energy infrastructure, upstream oil and gas and viable low/no carbon opportunities. Based in Houston, Texas, Trace current

Lion Global Investors is a homegrown and one of the leading asset management companies in Singapore dedicated to providing tailored investment solutions for the benefit of its investors. Working as One Group across ASEAN and Greater China, we embrace the philosophy of managing our clients’ assets

Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Unlock financial freedom with Emifast. We specialize in reducing taxes, smart investing, strategic wealth planning, and securing dual residencies. Tailored for entrepreneurs, investors, freelancers, and high-net-worth individuals, our dedicated team crafts personalized strategies beyond the ordinary

Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.

Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.

Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a g

Eisen Consultancies Ltd. (Eisen) is a trust-driven investment relationship firm, specialized in investment relationship with entire gamut of services including Fund Raising, Corporate Restructuring via M&A, JV & Financial Re-engineering eisen is a leading corporate services firm that focuses on Glob

Forgestone Capital is a real estate private equity and debt firm providing tailored solutions to deliver superior risk-adjusted returns across a range of asset classes. Forgestone continues to execute on fund management and advisory mandates across a range of investment strategies, asset classes, a

Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.

Koshex provides a personal finance and wealth management service.

ProSights is an AI-powered deal CRM for investment firms. We use LLMs to scan all internal and external data sources so you can track your portfolio companies seamlessly and be alerted about new companies taking off.

Bringing Digital Revolution to Infrastructure Condition Assessment and Risk Management

Somos una corredora que entrega soluciones tanto en financiamiento como en inversiones, convirtiendo las cuentas por cobrar en instrumentos transables en la bolsa de productos. Con esto logramos otorgar liquidez a nuestros clientes y a su vez, atractivas rentabilidades para nuestros inversionistas.

אודותינו פסגות הוא גוף פיננסי מוביל, בית ההשקעות הוותיק בישראל וחבר בורסה, המשתייך לקבוצת וואליו קפיטל, בראשות איש העסקים רני צים. פסגות, הקיים למעלה מ-60 שנה, מנהל עסקים בהיקף של עשרות מיליארדי שקלים עבור לקוחות פרטיים ותאגידים ומחויב לצמיחתם. לפסגות מגוון מוצרים בתחום קרנות גידור, קרנות נאמנו

Nord Group is a private equity firm leading people and companies to grow and prosper through our investments. Often we partner with other industry experts, founders, or corporate entities. The majority of the value we create results from collaborations with strong management teams to encourage opera

PT Samuel Sekuritas Indonesia is a full service investment bank providing a complete range of corporate finance and advisory services, as well as equity and fixed income sales and trading, and brokerage services to institutional and retail clients. It has several divisions under its umbrella: *