Investment Management

Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management. Prodigy Investment Management is a niche portfolio management service provider in the investment management space, whose approach is unconventional and unique.

ztock is a neobroker for the next gen of investors

We are building a platform to track an all encompassing financial portfolio and forecast it into the future. This system will aid in selecting investments and making life’s major decisions. Intuitive, robust, and secure, our product will be designed for those embarking on their journey, at its midpo

In an industry populated by financial executives and firms with a stock-picking mentality, Grey Mountain Partners stands alone as a private equity firm founded and organized around a single guiding principle: helping portfolio companies achieve operational excellence. As investors of private capi

Newco Talent drives value creation across the private equity investment cycle, introducing investors and CEOs to five star executives to execute on deal origination, due diligence and operating plan execution initiatives. As former operators, we calibrate quickly and bring a top heavy approach to r

Qualitas (ASX:QAL) is an ASX-listed Australian alternative real estate investment manager, with committed funds under management of A$8.9 billion^ across credit and equity fund mandates, specialising in real estate private credit and real estate private equity sectors. Founded in 2008, the firm has

At Hola Prime, transparency isn’t just a promise - it’s the cornerstone of everything we do. We believe that clarity fosters trust and trust empowers traders. From clear, upfront terms to a detailed Price Transparency Report comparing our price feeds with trusted sources like TradingView, we ensure

Our Dubai-based Real Estate brokerage firm stands out in the industry for our commitment to building trust with every client we work with. Having a combined experience of over 40 years in the realms of Investment Management and Real Estate markets, our team of expert consultants takes the time to un

MEP is an investment management company of portfolio entrepreneurs, specialized in finding and executing small Corporate Carve-Outs, Spin-Offs, and other Special Situations. We focus on relationship-based opportunities and value-based acquisitions — where we have specific angles and can put togethe

Financial Advisory and Insurance Brokers

At Arkefi, we are revolutionizing the world of finance by providing a cutting-edge platform that bridges the gap between traditional investments and non-bankable assets. Our mission is to democratize investment opportunities and unlock the potential of real-world assets, including art, investment ca

First-class partners delivering superior risk-adjusted returns through thoughtfully selected value-add multifamily investments.

Timpson Cove Partners is a strategic advisory firm that provides investor relations and marketing advisory services to private equity managers. Timpson Cove helps clients successfully plan for and navigate fundraisings, develop marketing materials and messaging to differentiate their firms, and mana

Mastercraft Ventures is a venture capital fund focused on leading investments in Wisconsin startups’ first round of funding.

As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift

Credinvest is an independent Swiss bank based in Lugano and Zürich. To fulfil the growing demand for personalized services, we set up specialized teams capable of offering tailor-made financial solutions. We offer a fully diversified multi-manager approach, an advisory and wealth management consul

REDVision Technologies is India’s No.1 Fin-Tech brand fulfilling all needs of Mutual Fund Distributors through digital wealth management solutions. We build solutions that allow MF distributors and advisors in managing the portfolio and assets of the clients through the software. Our product line in

WealthCare Connect is a free financial resource center where you can obtain efficient solutions to transform your financial goals into a reality.

MBM is a full service wealth management company that provides comprehensive strategies coordinating our clients'​ investment, insurance, tax, and estate planning needs. Our goal is to help you maintain the standard of living to which you have become accustomed. We believe that wealth management

At Simplicity Financial Planning, our advisors take pride in setting themselves apart by offering holistic financial planning that truly encompasses the essence of your unique financial journey. What makes us different is our unwavering commitment to understanding not just the numbers, but your as

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. All the advice Prospera Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal

Arch Capital provides highly qualified and independent financial advice, tax guidance, and self managed superannuation expertise. We believe that successful wealth management is all about personal relationships. We take the time to understand your needs and goals, ensuring both your and your famil

Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives

QIS Risk is an integrated platform that gives institutional investors a complete picture of their crypto allocation.

365 Capital is a private equity firm that focuses on mid-sized and well-positioned companies, headquartered in or near the Netherlands, that have strategic and operational upside potential. Currently investing out of its first fund. We work together with ambitious entrepreneurs and capable manageme

Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. With offices in Norwic

Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. We are delighted and proud to offer a fully independent financial and investment planning service and we advise upon all aspects of clients’ financia

TWMG Inc. is a financial group offering clients solutions to meet every aspect of their financial needs. Securing your financial future takes planning, discipline and knowledge. At TWMG Inc., it is our belief that informed investors make better financial decisions. To this end, we strive to provide

Organize and share building visual information to develop, manage, and transact faster.

Legacy Wealth Management is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. Our firm mission is to serve our clients as trusted advisors, helping them reach their financial goals. Legacy Wealth Management Advis

Smartshares Limited (Smart) is the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF (the NZ Top 10 Fund - TNZ) in 1996. Smart offers access to a comprehensive selection of global and domestic ETFs across the main investment asset classes of Cash, Bonds, Shares and Pr

Serone Capital is a European focused alternative credit specialist, founded by CEO Neil Servis in 2009. Focusing on inefficient segments of the European credit market, our platform spans investments across structured credit, performing credit, and special situations. Our investment approach combi

Altaira Strategic Partners will seek to partner with both emerging and established asset managers to provide a state-of-the-art institutional environment that will allow such managers to bring their products and ideas to the marketplace with speed, efficiency and the necessary tools to augment their

At Financial Planning Navigators, we’ve built a company where what’s most important is what’s right for the people we serve. We take your future as seriously as you do and are committed to paving the path to your goals and dreams. If you’re looking for a boutique financial planning firm that puts y

Rebalance is a trustless, AI-powered DeFi protocol designed to help users achieve maximum returns with minimal risk by investing stablecoins into DeFi lending protocols and other asset classes, such as RWAs, automatically distributing them among selected yield sources. Rebalance offers 25-30% highe

At M Capital Advisors, we take our mission seriously. We’re in the asset management and personal financial planning business to build relationships and to build wealth through thoughtful, strategic, and customized portfolio management. What to Expect from M Capital Advisors For our individual inv

Pakistan's first multi-asset investment forum - Be part of something big. Join our waitlist now: https://www.finqalab.com/ #comingsoon

Alliance Benefit Group, LLC is a national network of independently owned retirement plan consulting; investment advisory; health and welfare consulting; and benefits administration firms that operate as “Licensees” of Alliance Benefit Group, LLC. Collectively; Alliance Benefit Group® is one

Lakeside Quants is a boutique quantitative investment firm located at Lake Constance, Germany. We are a team of scientists, machine learning experts, and engineers that develop autonomous, model-driven trading agents. Our agents generate superior risk-adjusted returns across markets and asset classe

The Coastal Group is a family-owned investment management company based in Holland, Michigan. Our operating companies include Coastal Automotive, Coastal Container and TKP Investments. We invest for the long-term. We are committed to creating value for our employees, customers, suppliers, sharehold

We construct unique deals and identify excellent investment opportunities, taking an unconventional approach to bring you financial growth. From property investments to funds management and professional services, we offer you an end-to-end strategy for growth. Whether you’re an investor, a partner

Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep unde

Arch Capital is an independent multi-family office and expert wealth manager that only acts in your best interest. Arch Capital is licensed by Saudi Capital Market Authority license number 20214-32 dated 11/11/2020 to managing investments, operating funds, arrange securities, and provide advice in s

Effortech is a dynamic group of dedicated professionals, guided by a highly experienced team of industry leaders with a proven track record of successfully executing extensive transformative initiatives within the financial sector, both in India and on a global scale.

Earn high-yield returns with our direct mortgage investment platform. Build your portfolio selecting from curated mortgages. Collect passive monthly income while we do all the behind-the-scenes work — backed by over 15 years of mortgage industry success.

We develop and operate innovative products that solve challenges in financial systems and provide investors with choices they didn't know they had.

We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations. Investment advisory services offered through WealthCare Asset Management, LLC Tax Strategies designed through American Tax Strategies, LLC

Grow FDI is a consultancy focused on investment promotion, helping clients strategically align themselves in the competitive FDI sector.

Courizon Partners (“Courizon”) makes private equity investments in North American middle market industrial and consumer businesses facing defining moments of change. We pursue opportunities where trust is paramount to owners and key stakeholders. We approach these situations based on our experience,

CountOn Corporate Finance, founded in 2016, is an independent Finnish corporate finance firm. CountOn’s team has a vast experience from M&A, capital markets and financing transactions since the 1990’s. CountOn provides corporate finance advisory services to companies and their owners, private equiti