Investment Management

Artesys® is a managed account product created and offered by R.T. Jones Capital Equities Management, Inc., an SEC Registered Investment Advisor. For over 30 years, financial professionals have partnered with Artesys® to deliver a managed account solution to individual investors and participants of

SOPHIA CAPITAL IS AN EMERGING ECONOMIC GROUP DEDICATED TO PRIVATE EQUITY AND ASSET MANAGEMENT WITH FOCUS IN THE OIL SERVICES INDUSTRY. We invest and manage capital through a top-down research driven approach, while taking advantage of attractive opportunities and adapting our investment strategy

Mission Statement: At Protection Point Advisors, our main focus is to help clients realize their full financial potential. Personalized financial and investment advice and planning, delivered with respect and honesty, are the cornerstone of our practice. We pursue this mission through strategies whi

Since our inception in Traverse City, Michigan in 1982, our family business has been dedicated to serving the financial needs of our community. Founded by Mark Spencer, our journey began with a commitment to trust, service, and thought leadership. In 2024, we established our DBA, Perennial Wealth Ma

Scientech Research Capital is a quantitative trading firm founded by wall street veterans each with 10+ years of proven track record from top-notch firms. SRC strives to leverage the innovations and breakthroughs in technology to discover fundamental values in the financial markets. We pride ourselv

Since our inception over a decade ago, the Undergraduate Investment Society (UIS) has maintained an unrivaled legacy as the premier business and finance organization at the University of California, San Diego. We train and empower members to the obtain financial literacy and business acumen needed t

KF Inc is a distinguished Single Family Office with a robust track record of over 20 years in global investments. With offices in Abu Dhabi, Jordan, and Lebanon. Our diversified portfolio spans across international real estate, public equities, fixed income, private equities, hedge funds, venture ca

Hologram Capital is a private equity fund focused on consumer brands and the tech that enables them. We excel in special situations and turnarounds, where we can deliver hands-on operational support to drive change and create value. We acquire brands and help founders find new heights through soli

We help capital markets companies reduce the cost and complexity of risk management. Our Global Risk Platform provides applications to help you address your firm’s regulatory, market, technology and operations risk challenges and to manage your entire enterprise risk profile. Partner with us to op

SPEC Finance is a dynamic financial company based in GIFT City, Gujarat, India. We are committed to driving growth by providing innovative and accessible financial solutions to businesses and individuals across diverse sectors. Founded with a vision to empower emerging markets, SPEC Finance focuses

Cyndrus offers in data analytics & collaboration, physical asset management, field operations, maintenance and work management solutions.

Capital West Securities is an Oklahoma-based full-service brokerage firm that includes Public Finance and Corporate Underwriting. Capital West is the "small" firm with experienced professionals that have the freedom to work with the customer to plan a personalized investment or retirement strategy t

Portfolio management involves a holistic approach, considering risk, diversification, tax implications, and client-specific goals. By implementing a well-defined strategy, our investment professionals at AmericaFirst can help you obtain your financial goals. Find out more by visiting our website!

Haig Capital is a boutique M&A advisory firm with over 20 years of experience in M&A. We are dedicated to delivering excellence in M&A execution for all our clients and partners. We help business owners to realize the true value of their businesses by guiding them through every step of the deal pro

Astelia is a Stockholm-based independent financial advisory firm specialising in M&A transactions, valuations, and dispute resolution. Our transaction-related services focus on buy-side and sell-side financial due diligence, primarily serving the dynamic Nordic SME market. Our valuation and dispute

Azimuth Capital Management is a North American private equity firm that has been trusted with building forward-thinking energy and energy transition investments since the turn of the millennium. Founded by energy operators in 2000 and reaching $5.8 billion of assets under management, Azimuth is an

Redbus is a multi-stage technology investor. Our primary strategies focus on early stage investing (non-controlling stake) and later stage distressed (controlling stake). We are investors and operators searching for opportunities to back other entrepreneurs or buy businesses which are in need of d

Serenus Wealth Advisors offers financial guidance without compromise. Our holistic and sophisticated solutions simplify complex financial situations for successful individuals and families, empowering them to make informed decisions. Our highly skilled team uncovers unique opportunities for asset

Founded in 2010 developing a business model based in innovation, agility and high efficient management for the Brazilian insurance market, Austral Seguradora is controlled by Vinci Partners, one of main independent asset managers in Brazil. Austral business focus is specialized insurance niches

Headhunting Firm focused in Investment Banking, Asset Management, Private Equity and Equity Research

Selwood Asset Management is an Alternative Investment Manager based in London and specializes in Credit.

New Berry is a boutique investment bank and a PCG equity broking house based out of Mumbai, focused on Indian and other emerging markets backed by veterans in the investment banking and capital market space in India. New Berry is backed by veterans in the Indian Finance Industry.

Grow in EMEA is one-stop advisory shop for your investment plans and needs across Europe, The Middle East and Africa.

We’re making affordable investment opportunities accessible to everyone regardless of their income. It’s easier for anyone to get started. #PennyvestIsComing

Accession Capital Partners provides flexible funding to exceptional businesses in the dynamic and fast-growing markets of Central & Eastern Europe, having pioneered mezzanine and growth investing in the region in 2000. In its 20+ year history, the team has invested over €1bn into more than 60 compan

At Narravance, we combine cutting-edge financial analysis with advanced cyber-social threat intelligence to empower investors and organizations in today's dynamic market environment. Our proprietary technology provides real-time insights by monitoring social media activity, identifying emerging tren

Bombe is an alternative asset management fund investing in and optimizing transportation, infrastructure, and real estate assets.

Arzesh Pardaz Arian Investment Consulting Company (AAICCO) is the largest investment consulting company in the country. This company was registered in March 2011 with the number 397933 in the Companies Registration and Industrial Property Office of Tehran. With the aim of producing and providing fin

Ospraie Ag Sciences developed internal expertise and an extensive network investing in agriculture, in public and private markets.

IFS offers the only complete onboarding automation solution in the financial services industry.

Shed Enterprises is a third-party marketing consultancy specialising in financial services, investment and corporate communications. As Australia's oldest and most experienced team, we have been building relationships between investors and opportunities for over 26 years. Fostering strong relations

About Metier Group Metier Group is a specialist executive search and recruitment firm focused on transformational leadership within Private Equity, Venture Capital, and broader investment markets. We serve clients across the GCC, Middle East, and Emerging Markets, providing a high-touch, tailored r

WHO WE ARE: Invested partners who can accelerate value creation in your business without giving up what’s most important to you. AVC Partners management brings a great mix of both operating AND investment experience. Our founders, Chris Munro and Marc Kramer are systematically on-site on a regul

Horizons ETFs Management (Canada) Inc. is an innovative financial services company and offers one of the largest suites of exchange traded funds in Canada. The Horizons ETFs product suite includes a broadly diversified range of solutions for investors of all experience levels to meet their investmen

Topaz Capital Partners is a vertically integrated real estate asset backed conduit financing company. We focus on financing US based credit rated public and private companies for their mission critical real estate asset needs as both JV equity and debt partners. Topaz Capital Partners has worked on

Our integrated approach brings together accountancy and financial planning to maximise your financial performance. We combine the best of new and traditional methods from across the wealth performance management spectrum to create tailored solutions for our clients. Our in-house team of Accoun

An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.

Precise Visual Technologies specializes in 3d laser scanning, facility and asset management services.

Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients. As your dedicated investment counsel, Aurora values what matters most to you. We strive to provide the individualized service you deserve and value building wea

In the vast universe of financial investments, we saw the need for a different kind of approach. One that puts people, partnership, and sustainable growth before short-term profits. Just as a nebula in space is a place where stars form, at Nebula Investments we wanted to create a space for businesse

We are a private equity fund specializing in entrepreneurship through acquisition (ETA). We empower and create opportunities for the next generation of entrepreneurs to purchase and grow established lower mid-market businesses. As successful searcher ourselves, we fully embrace the traditional sea

Covalence Investment Partners was founded by David Habachy and David Krieger in 2023 and is headquartered in Houston, Texas. The Firm was established to invest in the traditional energy sector, which Covalence believes is at an inflection point. Covalence Investment Partners will seek to apply a d

Kilgour Williams Capital is an asset management boutique known for its credit expertise. We are the only fund managers in Canada actively investing in Marketplace Loans. We launched KiWi Private Credit Fund in 2017 to provide Canadian investors access to high yielding, rapidly growing alternative as

PANORAMA BENEVOLENT FUND is an investment management company based out of 1751 CIRCLE LN SE, Lacey, Washington, United States.

Family Partnership Invest (FPI Group AB) is a family-owned holding company owned by the families behind Mellby Gård AB, Profura AB, and Santhe Dahl Invest AB. We are driven by our focus on culture, down-to-earth leadership, and long-term value-adding. Are you looking for a partner, want to sell yo

We focus on determining key markets in our operation regions that are ripe for investment and have potential for growth, before analysing brands and companies that we feel incorporate a great amount of prospect and opportunity. With this, we strive to work well alongside our new partners, as we look

Hush provides accredited investors with access to high quality private real estate investment opportunities across real estate asset classes (residential and commercial) and types of securities (equity and debt). Hush Securities Inc. is registered as an Exempt Market Dealer in the provinces of Brit

Core Fund Services (Guernsey) Limited (“Core”) is the dynamic new provider of fund administration services for the investment fund industry of the future. Core is an owner-managed, specialist provider of corporate governance, fund administration, and accounting services, where people and relationshi

TIERNEY PARTNERS, LLC New York, NY An exclusively retained executive search firm specializing in Financial Services: Investment Banking, Capital Markets, Equities, Fixed Income and Private Equity. Tierney Partners represents global and domestic investment banks, boutiques, private equity f

Exploiting the alternative data opportunity by connecting data sources with data buyers across the global data marketplace. Traditionally sourcing large, private datasets, productizing them and becoming the data vendors outsourced data sales team targeting buyers mainly within investment management