Investment Management

We are a boutique financial planning firm specializing in working with business owners and other niche clientele on their journey to gain financial certainty. We focus on 4 key areas: risk management, tax planning, key objective planning, and legacy/exit planning. Our mission is to reimagine the fin

Founded in 2002, Marble Bar is a London-based alternative investment manager specialising in equity strategies. These complementary strategies consist of Chelodina, a multi-PM equity strategy, and several equity focused partner funds. A firm-wide philosophy of continuous learning and improvement fu

WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return. WC

Gallant Capital Partners is a private equity firm that make control investments in technology, industrial and business service companies.

Mount Street’s highly experienced debt management team is focused on delivering a first class, bespoke solution across a broad menu of services to participants in the credit, structured and asset backed finance markets. By leveraging technology, Mount Street helps owners, investors and traders of

Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investm

AltamarCAM is a leading investment manager in private markets whose main objective is to provide institutional investors, including insurance companies, pension funds and financial institutions, as well as high net worth private clients, with access to investments in unlisted markets: private equity

OffDeal is an AI-native investment bank for small businesses. We offer small business owners a hassle-free way to sell their company for the highest price to the best possible buyer. We leverage years of Wall Street experience and our custom-built proprietary AI technology to ensure your business

Abrams Capital is a Boston-based investment firm founded in 1999 by David Abrams. The firm’s investment strategy is opportunistic and follows a fundamental, value-oriented approach. Investments generally are made with a long-term time horizon and are typically unlevered and long-biased. Abrams Capit

A superannuation and investment fund manager with a difference. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve

The Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment practitioner community. Our Mission: The Society of Quantitative Analysts (SQA) is a not-for-profit organization that fosters

Grupo Best Life is a third generation insurance broker with over 60 years of experience in the international financial planning market for the comprehensive protection of families. We are a leading broker in Latin America with a team of field specialists and strategic alliances with the most promin

1998 gründen Bert Flossbach und Kurt von Storch in Köln die Flossbach von Storch AG. Beide verbindet der Wunsch nach Unabhängigkeit und der Anspruch, erstklassiges Investment-Management zu betreiben. Die Wurzeln des Unternehmens liegen in der Betreuung von vermögenden Privatpersonen; heute ist das U

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Service

Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. While providing robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions is more than a traditional TAMP

Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management. What We Offer: Vyzer is a digital-first, holistic platform designed to simplify and optimize your wealth journey. We provide comprehensive tracking for traditional and alternative investments, ad

Investing to support and advance the vital work of the Bill & Melinda Gates Foundation Trust and Gates Family. Founded in 1994, Cascade applies a fundamental, long horizon investment approach across asset classes and geographies. While Cascade manages the assets of the Trust, which funds the Bill

AcreTrader was created with a simple mission: provide investors direct access to the highly attractive asset class of farmland.

BwB, an innovator in global finance, is an investment banking, asset management and advisory firm focused on delivering value to our clients that benefit the environment and society. Founded in 2013, BwB is powered by investment bankers and is a not for profit with operations in Ireland, the Unite

fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services t

FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles). Fincart offers good quality wealth management solutions and services like Business Financial Planning, Investment, Insurance, Tax and Estate Pl

Grupo Visabeira is a multinational and multidisciplinary holding company that emerged in Viseu in 1980, where it maintains its headquarters. Present in 16 countries, it sells products and services in 119 nations on 5 continents.

We are here to bring focus back to what truly matters, and redefine the meaning of wealth. Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio – without stopping to ask why. The world has changed. Many people are reflecting on

The Milestone Group is a private real estate investment management firm with strong expertise and presence in major metropolitan markets throughout the United States. Founded in 2003, Milestone has a distinguished track record across more than $7 billion of real estate investments since inception. T

Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, i

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally

Imperium Group is an independent financial services business headquartered in Guernsey, with a highly tailored and innovative approach to individual client needs. Our services include a Guernsey based Trust and Funds offering, a Jersey based Trust offering and a UK based Corporate Services Busines

Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 clients. Sage has been recognized as a top wealth manager natio

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fun

Prosperity Asset Management (PAM) is an alternative asset manager specializing in credit and niche asset opportunities and origination platforms. We focus on acquiring cash flow-generating assets that offer superior risk-adjusted returns both directly and in partnership with complementary asset man

Kompass Kapital Management provides investment portfolio services such as funds, real assets and financial instruments.

Belay Investment Group, LLC (Belay) is a women-owned and led real estate investment management firm that is wholly owned and actively managed by its two Managing Principals, and is supported by its senior management team. The team’s broad and complementary experience as real estate investors, adviso

Founded in July 2009, Ahex Technologies is an ISO 9001 certified software development company. We are provider of customized web application, mobile application and e-business solutions across the globe. We provide required technical expertise which we have learned after working on various web and m

Compass Rose Asset Management is an institutional firm that actively trades in the global liquid credit markets.

Chiron is a boutique Investment Management firm with offices in New York City and Kansas City, combining distinguished investment talent with time-tested institutional business leadership and oversight.

We're proud of the unique blend of personal service and hands-on experience our team offers to the financial industry. Our expertise in recruiting is highlighted by our tenacity to match elite financial advisors with the most decorated firms on Wall Street. With over 25 collective years of recruit

As the biggest global independent financing solutions provider, PEAC Solutions has been a partner to small and medium-sized companies for over 50 years and specializes in investment and sales financing for various asset classes and industries. This impressive reach gives us the ability to stay on th

At Tema we build innovative portfolio building blocks in life sciences, strategic equity and alternatives. These ETF solutions strengthen existing core holdings and help investors achieve better outcomes through bottom-up active investing. Tema is backed by Index Ventures and Accel Ventures and seve

Headquartered in Tel Aviv, Leader Capital Markets was founded in 1991 and rapidly rose to become the largest investment banking and financial advisory firm in Israel, having successfully raised more than $100 billion for its clients over the years. During the last three decades, we have built an in

Caspian Capital LP is a New York Investment Adviser focused on performing, stressed, and distressed corporate credit. Since the 1997 inception of our absolute return strategy, our mandates have expanded to include opportunistic long-only credit, market-dislocation strategies, capital solutions, and

Headquartered in Singapore with investment teams and operations in Europe and the United States, we are a global investment firm with S$4.5 billion (US$3.3 billion) in funds under management. We adopt a longer term partnership approach to our investments, and focus on investing in established family

VestGen’s goal is simple: To provide industry-leading wealth management and business succession services with unparalleled client focus. Tune in for some important announcements in the coming weeks! VestGen Advisors is an SEC registered investment advisor. Please see our website for additional info

The BANK OF AFRICA Group operates in 17 countries, including 8 in West Africa (Benin, Burkina Faso, Ivory Coast, Ghana, Mali, Niger, Senegal and Togo), 7 in East Africa and Indian Ocean (Burundi, Ethiopia, Djibouti, Kenya, Madagascar, Tanzania and Uganda), the Democratic Republic of Congo, and in Fr

Pollen Street is a purpose led and high performing private capital asset manager. Established in 2013, the firm has built deep capability across the real estate, financial and business services sector aligned with mega-trends shaping the future of the industry. Pollen Street manages over £4.2bn AUM

Alkali Partners is an independent investment bank that provides strategic M&A advice to high-growth technology companies. Our experienced team guides entrepreneurs through their options in the capital markets.

The Altify mobile app and web portal simplify investing in alternative assets for over 80,000 users. With a minimum investment of just $10, Altify’s platform makes it easy to buy, sell and earn yield from a diverse range of assets once reserved for the ultra-wealthy. Altify provides exclusive acces

River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services. The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by

Over the past decade, Syven Global Services has helped top-tier investment banks, private equity firms, venture capitalists, and hedge funds manage every stage of their advisory and asset management business. Our research has provided the foundation for numerous pitch books, as well as merger, f

As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and results our clients are looking for. Call on us today to begin the journey towards the results that will define your financi

Tutman Fund Solutions Limited: Independent Authorised Corporate Director (ACD) and Fund Administration Services. Authorised by the Financial Conduct Authority (FCA) to provide independent Authorised Corporate Director (ACD) services for UK regulated funds. Tutman brings independent insight to c