Investment Management

Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C. With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that ar

Strength through diversity

Robson Financial Ltd is an independent Financial Adviser, offering dynamic and proactive advice for Investments, Mortgages, Pensions and much more. Our team is friendly and highly dedicated with knowledge and experience serving private and commercial clients all over the UK. Our office in Honiton,

Join Walton Financial Solutions – The home of client-focused advisers By joining the Walton Financial Solutions Network, you get the backing of one of the UK’s largest, fastest growing networks in the UK. Walton Financial Solutions Ltd** is home to client-focused advisers. Here at Walton, we belie

At Destiny Capital, we look beyond money to help you achieve financial vitality. Our Colorado-based financial advisers get to know the real you – your motivations, goals, family, and situation. We then provide the valued counsel, honest opinions, and economic insight you need to achieve true wealth.

At Stonebridge Wealth Systems, LLC, our mission is to deliver independent, personalized, financial guidance that values relationships above all else. Free from corporate agendas, we focus on bridging the gap between pivotal, often complex, life decisions and strategic financial planning. Our commitm

WAOW is a privately owned investment holding. We love to invest in special situations with high upside potential. We hedge the downside of our investments with deep due diligence experience and true entrepreneurial engagement. For selected deals we partner with a broad variety of partners ranging fr

Xchainge are a capital solutions advisor with an extensive global network across multiple sectors. Over recent years, a significant gap between the funding corporates need and that being provided by banks has significantly widened. Many corporates do not necessarily know where to look for alternativ

Bench Capital is a corporate finance advisory firm based in Toronto. Our advisors specialize in helping middle-market companies with enterprise values ranging from $10 to $100 million execute their M&A strategies. Through our focus on businesses of this size, we have built relationships with public

New Street Investor Relations: Helping Biotechs Navigate the Complexities of Wall Street. What We Do: At New Street IR, we specialize in advising public and private biotech companies on their financing and communications strategies to optimize fundraising opportunities and create long term value

Metaloss offers an AI-native workflow automation platform tailored to hedge funds. Through proprietary technology, Metaloss empowers fundamental research teams to focus on high-value analysis, gaining a competitive edge in idea generation and investment execution.

GroveStreet's sole business is to build customized private equity fund portfolios for large institutional investors in a separate account format. We manage 40+ separate accounts for 15 clients with over $7 billion in assets under management. GroveStreet predominantly invests in lower middle-market

With a proven track record and a well-capitalized financial partner, Cirrus has the experience to source, evaluate, acquire, and manage assets across the oil and gas sector. Primarily focused on non-operated interests, Cirrus can expedite decision making and provide flexible and creative solutions

We are a boutique law firm with a focus on venture capital. Advising startups, growth companies, and investors alike. From company formation, through financings until the exit. We are with you every step of the way. Our services include all financing-related matters (e.g., convertible loans, SAFE n

Harland & Poston Group is a privately owned group that shelters strong and self-made brands in the areas of real estate, investments, property management and travel. Unlike the normal structure of franchise groups, we have the advantage of being able to freely sell and market businesses on a worldwi

Asia Pacific Ventures (APV) was established 28 years ago on the foundation of venture investing and assisting early stage venture capital backed technology companies to bridge international borders. The goal then, as it remains today, is to assist entrepreneurs to turn their own ideas and visions in

As an M&A Advisor, Jeff's expertise lies in empowering entrepreneurs to navigate the complex journey of business ownership through acquisition—transforming their aspirations into tangible success. We lead our clients through the process. From identifying a target company, to negotiating the deal,

Learn how to obtain financial freedom by having passive income.

Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset structures. Born from an uncompromising commitment to service, Hartmann Taylor works tirelessly to provide clients with the p

Impact Capital provides wealth management and financial planning services. As fiduciaries, our goal is to grow your wealth by lowering your fees, lowering your taxes, and improving your investment performance.

Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationsh

Adaptive Capital Partners specializes in providing comprehensive M&A, capital raising, and strategic advisory services to support businesses from early stage through exit. Discover the difference of working with a firm that adapts to your strategic objectives and financial goals. Services involvin

POM Wealth Management Inc is a financial service company specializing in financial planning, wealth management, estate planning and portfolio management.

The Investment Diversity Exchange (TIDE) connects movers and shakers to promote diversity and inclusion in investments. TIDE will hosts it’s annual marquee investment event to highlight a diverse set of industry professionals and their important contributions on July 10-11, 2024 at Dana Point, CA.

Advisia Group is a market action company that aimed to be the insight partner of companies in navigating Southeast Asian markets and beyond. Our HQ is in Jakarta, Indonesia with reps in Singapore, Malaysia, and Barcelona, Spain. Our network of consultants is present in Australia and Southeast Asia

EPFIF is the leading pension fund investment forum in Europe and Southern Africa and comprises eleven Divisions. The first Division started in the UK in 1994 and the most recent additions are The Irish Pension Fund Investment Forum and The Private Markets Investors Forum. Each Division brings toge

For years, asset managers and hedge funds have helped their clients build portfolios through exclusive asset backed products. These products are rarely accessed by retail investors. We’re here to change that. Indemo is committed to making alternative investment products available to all - regardle

Founded in 1995, Mansford LLP is a private UK multi-strategy real estate investment firm owned and controlled by its management. Since inception we have invested directly in income producing properties, real estate development projects, indirect investments and real estate backed operating platfor

Camden Oak is a private real estate investment firm focused on bespoke opportunities for family office and high net worth clients.

Rebellion Research specializes in AI, hedge fund strategies, cryptocurrency investing, asset management and robo advisory services.

Alliance Global Advisors is a women-owned consulting firm focused on developing strategic growth solutions for real asset investment managers. Advising Clients with over $870 billion in assets under management, Alliance partners with organizations to provide an informed, independent perspective, con

TARFEEH was established in 1996. The Company is owned by GLD Partners which is a privately held, diversified alternative investment management firm committed to a long-term focused investment approach to select investments, across industries and geographies. Apart from being the largest franchisee

Emel Solar is a leading renewable energy investment advisory boutique, focused on solar PV and managed by experienced finance specialists. At the forefront of the industry since 2008, Emel Solar has combined its investment management and project financing competencies, with its keen insight, deep ex

Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry. We help our clients build towards these dreams through solutions and implementation of financial plans, as well as showing them how to li

The world is experiencing revolutionary economic and cultural changes after many countries have become members of the WTO to liberate trade between the member states with the result that the international resources and markets are more accessible to foreign investors. Accordingly, the transformation

Fondo Italiano d'Investimento SGR è la realtà pensata per supportare la crescita e l'internazionalizzazione delle piccole e medie imprese italiane, con particolare attenzione alla tecnologia, all’innovazione e alla sostenibilità. Costituita nel 2010 su iniziativa del Ministero dell’Economia e dell

As a new age investment platform we provide alternative investment options which suits every type of investor.

At Oxygen Consulting, we breathe life into the world of Capital Markets operations. With a strong commitment to excellence and a practitioner-led approach, we specialise in providing top-tier operations consulting services to Fintechs, Financial Market Infrastructures (FMIs), Investment Managers, an

Broadside Capital, LLC is a Puerto Rico-based investment banking boutique and advisory firm dedicated to providing capital solutions, investment opportunities and tailored advisory services to corporate clients, high-net-worth individuals and family offices. With a deep understanding of the dynamics

FinYantra Investments Pvt Ltd is dedicated to helping individuals and families secure their financial future. With a comprehensive range of investment options and a deep understanding of laws and regulations, we empower our clients to make informed decisions and achieve financial freedom.

KATO Investment is a company based out of KATO Investment Building, Giza, Giza, Egypt.

We offer accredited investors the opportunity to invest in fully managed, community-focused, cash flowing businesses.

Amicus Settlement Planners, LLC is comprised of attorneys and advisors who understand the legal and financial issues that arise at the time of settlement. We work with attorneys to reduce their income taxes and build wealth through unique tax planning strategies available only to contingency fee-ba

Treeline is an investment firm created to identify, acquire and operate a profitable middle market business for the long term. Tree Line is not a private equity fund and seeks to provide an ownership transition to a business owner and/or franchisee looking for a new challenge.

Established in 2006, Dealmoney is one of the leading full service financial organizations in the country today. At Dealmoney we know that every sound relationship is based upon trust. If, from humble beginnings we have come this far, it is only because our clients continue to trust us as they have d

A multi-family office focused on serving entrepreneurs, general partners, executives, and families of generational wealth who have a shared passion for private investing.

Edwards Wealth Management AG is a privately owned Swiss Independent Wealth Management Company with thirty years of experience in global wealth and asset management. Through our substantial business network, we have strong and developed relationships with: In excess of 15 Custodian Banks Tax and We

Softlogic Capital PLC (SCAP) was incorporated as Capital Reach Holdings Limited in April 2005 as an Investment Holding Company. Subsequently, in August 2010, Softlogic Holdings PLC acquired SCAP under its objective to form a fully fledged finance arm to the greater Softlogic Group. SCAP is the finan

ViquoCapital is an Investment and Advisory firm that combines traditional value investing with private equity approaches to produce sustainable, high-quality returns. We call it "Value Entrepreneurship." As value entrepreneurs, we seek opportunities for active engagement in our investments, combinin

We are a registered investment advisory firm providing financial planning and wealth management services to private clients in metro-Atlanta, and across the United States. While some advisors still sell products or transactions, we provide wisdom. Our goal is simple – to help our clients achieve f