Investment Management

As one of the largest privately owned independent broker/dealers, Cadaret Grant gives financial advisers the freedom to build practices based on honesty, integrity, class and independent thinking. We serve over 900 entrepreneurial-spirited financial advisers nationwide and provide them with the supp

Timbergrove is an American-based creative technology studio and consulting firm focused on innovation and user-centered design.

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

First New York is a multi-strategy investment firm. Since its inception in 1986, First New York has been a preferred destination for portfolio managers seeking to partner in an opportunistic environment with a history of success.

Koshex provides a personal finance and wealth management service.

Our company is built on an open and healthy dialogue. We believe in empowering people through feedback, constant improvement, and constructive conversations. ​ We are both idealistic and practical. Our expertise in alternative investment management allows us to set ambitious goals with an in-depth k

Moneysoft is a Australian money management app developer

Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core comp

As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done. We become the adviser’s partner by placing wealth managers and their clients at the heart of everything we do. We ask, listen, learn and design – and then implement – so that by c

The Association of Real Estate Funds (AREF) is the body that represents the interests of its fund managers, those firms that advise and support them and the end customers that invest in our member funds. We are recognised by policy makers, regulators, tax authorities and other official organisatio

The Fourth Swedish National Pension Fund (AP4) is one of five buffer funds in the Swedish pension system. AP4's mission is through the management of fund capital to maximize shareholder value over time, thus contributing to the stability of the pension system. AP4 has chosen two focus areas: Corpora

BHMS Investments, LP is a private investment firm focused on the North American middle market. The firm was founded in 2010 and is based in Westport, CT. BHMS invests in a wide variety of control and structured equity opportunities ranging from consolidation strategies to conventional leveraged bu

Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.). Acropolis is a Registered Investment Advisor and serves clients as a fiduciary with fee-only arrangements. We pride ourselves on ou

At iWealth our focus is on YOU. Helping you create a road map for achieving your financial goals and dreams is our top priority. ■ iWealth was created to help you manage risk while you invest wisely and live well. ■ We believe in the “golden rule” of treating others how we would want to be treat

الإنماء للاستثمار (شركة مساهمة سعودية مقفلة ) أسسها مصرف الإنماء برأس مال (1,000,000,000) ألف مليون ريال سعودي لتكون في طليعة الشركات الرائدة في تقديم منظومة متكاملة من المنتجات و الخدمات الاستثمارية المتوافقة مع الأحكام و الضوابط الشرعية وفق أفضل ما توصلت له التقنية الحديثة في مجال الاتصالات و الأن

Autopilot is a research-driven investment firm. We back companies that use artificial intelligence to automate industries.

Our core mission is to drive innovation by connecting founders and investors. We do so by offering our members the ability to identify promising founders, whose startups serve as successful investments for our Partner VCs. Contact us: hu.venturecapitalgroup@gmail.com

Bennelong Funds Management develops and distributes actively managed equity funds, offering high-grade service and investment solutions to institutions, financial advisers and direct investors. Bennelong is part of the BFM Group, an investment company that partners with boutique asset managers acro

Investment management company focused od retail, institutional and private investors providing full range of investment management services. Members of the Conseq Group are also Conseq Invest Plc. domiciled in Ireland, Conseq Funds investiční společnost, a. s., QI investiční společnost, a.s and Cons

Blackmore Partners works with backable executives to build and monetize their background into an acquisition-based deal thesis. We assist the executives through our various databases to build out proprietary deal flow that matches those niches. Then we bring those deal thesis to private equity partn

Kinnevik is an active and long-term owner investing primarily in digital consumer brands.

1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectibles in one place

HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors man

A privately held energy investment and management company

Intech is a private, employee-owned quantitative asset manager investing on behalf of pension funds, governments, endowments, foundations, and other institutional investors worldwide. Having pioneered the application of Stochastic Portfolio Theory in 1987, Intech continues to seek distinctive alpha

The Brown Investment Group is Brown’s premier student-run investment fund. Founded in 2002, the Brown Investment Group is the largest and oldest investment club on campus. We are dedicated to both teaching and practicing the principles of investing. We are composed of a highly selective research c

Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients'​ best interests always come first. Currently, we have $3.7 billion in assets under

"Sistema"​ is the largest diversified publicly-traded investment company in Russia and the CIS, which invests in and is a major shareholder of companies serving over 100 million customers in the sectors of telecommunications, high technology, oil and energy, radars and aerospace, banking, retail, ma

Montpensier Finance offers various financial and asset management services.

SaaS Enabled Marketplace PlatformOur Marketplace connects over 50,000 FinTechs worldwide to corporations that need their innovation (financial entities, insurers, real estate …), with investors who seek to detect the best investment opportunities without intermediaries and with all those companies t

Belpointe Asset Management provides a wide range of financial services to advisors and their clients.

Doomsday Partners is focused on sustainable energy and positive environmental impact through innovative renewable energy solutions. With a deep commitment to the global transition to clean energy, Doomsday specializes in renewable solar energy with a specific focus on agrivoltaics (combining agricul

As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing. Our experienced investment advisors work to design, implement and monitor portfolios that seek to achieve the lifestyle goals and objectives that you and your family desire now and in the future.

Whitebox Advisors LLC (“Whitebox”), an SEC registered investment adviser, is a multi-strategy alternative asset manager that seeks to generate optimal risk-adjusted returns for a diversified base of public institutions, private entities and qualified individuals. Founded in 1999, Whitebox invests ac

DAA Capital Partners is a responsible Swiss-based private equity firm investing in impactful trends. We create value through long-term partnerships with outstanding teams and investors by leveraging our multidisciplinary expertise and our global network.

W11 Capital is a dynamic and innovative venture capital firm that invests in early-stage startups with the potential to disrupt industries and to define emerging categories. Our flagship fund, Genesis, is the cornerstone of our investment strategy and embodies our commitment to identifying and suppo

Monge Capital is a Latinx owned firm focused on providing capital solutions and advisory services for real estate projects and operating businesses. To date, we have placed over $2 billion in public and private capital as well as provided a wealth of advisory services to help garner “double bottom

Sophisticated details require financial specialists. Firm Financial Partners is the team of specialists you seek for professional confidentiality and unparalleled precision. We provide fractional CFO services and craft strategic executive incentive compensation plans for single family and multi-fam

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals

Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint"​ identifying the financial disciplines each client will wish to maintain in orde

Archipelago Capital Partners is a private equity investment firm that actively seeks investment opportunities in the most exciting small to mid-market companies in South East Asia. Founded by a team of partners with strong top management and investment experience, we believe in driving value through

Wells Capital Management is a multi-boutique asset management firm committed to delivering superior investment service to institutional clients. Our diverse and autonomous teams provide a broad range of investment solutions to our clients. Why Multi-Boutique? We believe: - Independent, focus

$150+B AUA | 320 Funds | 1,000+ Investment Funds or Accounts | 534 Employees | 7 Offices Ultimus Fund Solutions represents the strategic combination of Ultimus Fund Solutions, LLC and The Gemini Companies which came together in February 2019. The combined company, with over four decades of

MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services, merger and acquisition expertise, financial opinions, and valuation services to publicly and privately held businesses.

Astatine Investment Partners ("AIP") has been investing in and managing infrastructure investments for over 17 years. Previously known as Alinda Capital Partners, the firm was re-branded in April 2022. AIP invests in transportation, digital and utility-related infrastructure in North America and E

Centinel Financial Group, LLC is a select team of financial advisors and professionals with backgrounds in finance, business, insurance and investments. Individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this mea

Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.

Turquoise is a merchant bank specialising in Energy, Environment and Efficiency. Founded in 2002, Turquoise has established sector-leading expertise and track record in fundraising, M&A and investment management.

Gries Financial provides disciplined investment and wealth management services to a select group of high net worth individuals as well as institutions including endowments and foundations. As an independent, fiduciary Registered Investment Advisor, Gries Financial has a nation-wide client base.

Trove Private Wealth works with successful individuals and families to help them discover and do more of what they care about most. Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow a