Investment Management

We are the next generation of fund and fiduciary administration partner. Every day, we demonstrate that exceptional administration can add real value for the fund managers, companies, entrepreneurs and family offices we support. We do it by treating our clients’ interest as our own. By deploying the

Fairtree is a leading global asset manager that manages alternative and long-only investment portfolios across all global asset classes for local and offshore clients. Headquartered in South Africa, Fairtree manages R152 billion in award-winning diverse global portfolios. Fairtree prides itself on

Our services aren't limited to traditional financial planning and wealth management. We are your "partners" and a trusted resource for all your needs. We listen. We strategize. We engage. We resolve issues.

Ancient Tech LLC is a FinTech startup, founded by experienced industry leads (Meta/FB/MSFT alumni) in silicon valley, and wall street veteran with significant expertise in asset management and proprietary trading, aims to bring latest advances in AI/Deep Learning into modern portfolio wealth manage

We are The Wealth Company, the asset management arm of Pantomath Group — a financial institution known for discovery-led investing and capital markets expertise. We manage high-integrity investment products across asset classes — built for performance, grounded in process, and led by purpose. Found

Wir fordern den Status Quo heraus und gestalten eine Zukunft, in der kundenorientierte, innovative und effiziente Anlagelösungen unseren Investoren helfen, fundierte Entscheidungen zu treffen. Mit unserer aktiven Investmentstrategie im Anleihebereich ist Active Core ein verlässlicher Partner für Inv

SFC Capital is an early-stage investor combining its own angel syndicate & seed funds to provide investors with diversified exposure to SEIS/EIS businesses.

Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and transformative corporate finance transactions. Ducera provides senior level advice to its clients in areas such as corporate

InterVest Capital Partners® is an SEC registered investment adviser based in New York, focused on asset-based lending, leasing and other structured finance verticals. Prior to January 1, 2012, the InterVest Capital Partners Investment Team was part of the Structured Finance and Business Development

AR Digital Wealth is a mobile-first, objective-based wealth solution, and a blend of our time-tested private wealth quality investment process and research powered by a robust technology platform. Within a short span, we have helped 3000+ clients in creating and implementing their objective-led weal

Treble Peak is a digital gateway to Europe's leading private equity and venture capital funds. Expanding investment potential without the usual barriers to entry. We partner with managers that are regulated, have a proven track record and invest across diversified portfolios.

Benefact Group is a diverse family of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes. Being owned by a charity – Benefact Trust – places good intentions at the foundations of

Proud winners of Best Sustainable Investment Engagement Initiative (for our corporate global and UK mental health benchmarks) and Sustainable Investment Fund Management Group of the Year (AUM under £50bn) at Investment Week Sustainable Investment Awards 2023. Our purpose is to help our clients maxi

Aspira Partners is a value-based private equity investor with a focus on smaller to mid-sized, founder-driven, entities in the Nordics. Aspira Partners was created in 2020 with the ambition of becoming a leading growth partner to successful founders and entrepreneurs. As growth partners, we bring

Lone Star Tangible Assets (LSTA) is a Texas based holding company of precious metal operating businesses; it operates from a custom built 10-acre headquarters campus in Leander, Texas. LSTA owns and operates the ecommerce precious metal companies United States Gold Bureau (d/b/a U.S. Gold Bureau) a

NovaaOne(Formerly known as NovaDhruva) is a boutique investment bank focused on providing financial advice on mergers, acquisitions, restructurings and capital market advisory to corporations, financial sponsors & sovereign wealth funds, financial institutions, startups, AIF and governments. We are

Founded in 2020, Sage Investing Group is a multifamily real estate investment firm with proven expertise in the investment process, from deal underwriting, due diligence, and structuring to effective execution and asset management. Before Sage, our leadership team had over 35 years of combined corpo

From Traders, For Traders. We offer innovative approaches to providing opportunities for traders worldwide. At E8 Markets, we're not just a company; we're traders with a passion for uncovering hidden talent within our community. We've diligently developed unique evaluation programs and accessible tr

We are a family-owned office working to create and manage our wealth. We facilitate co-investing in sound private equity opportunities. Value-Driven Results Our Company is built on a foundation of integrity and transparency, and we thrive in a culture of communication and delivery of measurable res

We are a member of Osaic Wealth Inc. a national network of independent firms with the experience and resources to help meet the needs of our clients. Our main office is located in Melville, NY with affiliated offices located in Florida, Michigan, Arizona, Georgia, and North Carolina. We provide wea

Investments and consulting services

Herold & Lantern Investments, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, is a financial services firm with a national presence. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk man

We founded GreenScale Capital to solve a fundamental market challenge: transforming breakthrough-technology projects into investible opportunities and accelerating the path to commercial scale. Our team brings decades of experience structuring innovative financings across novel technologies. We've

Waterfront Capital is one of the leading wealth management company in India. We specialise in offering a wide range of financial services & products including investments in shares and equity markets, loans, insurance, succession planning, fixed income investments and residency programs. At Waterf

At Swann Financial, a Managing Partner Practice of St. James's Place Wealth Management, our dedicated team of advisers have a wide range of specialist knowledge & experience that helps fulfil all of our client’s individual wants & needs. Our aim here at Swann Financial is to provide a meaningful re

FXEM is a premier straight-through processing (STP) broker committed to delivering a superior trading experience that is transparent, fast, and reliable. Our mission is to empower traders of all levels by providing direct access to the financial markets without the interference of a dealing desk, en

Hoffman Financial Group is an independent financial planning firm in Atlanta, Georgia, that focuses on retirement, tax, and estate planning while providing personalized life insurance and investment management. Straying from the traditional, hands-off method you may have heard about with other “big

Since 2004 Star Capital Finance is committed to providing impeccable service for clients when it comes to financing, investing or property and asset management. Our team of experienced professionals is dedicated to achieving your objectives.

Jaltech is an alternative investment fund manager with over R2 billion under management across 1300+ retail investments. As part of Jaltech’s core focus, Jaltech offers individuals, corporates and institutional investors a variety of alternative investments.

Knowledge Outsource is a Sri Lankan company which commenced operations in 2014 to provide high end support services to a leading global financial institution. Unlike a generic outsourcing proposition, KO aspires to offer dedicated services to the client based on a captive model. KO currently offers

Founded in 2006 as Investeam Canada, Further Capital has sourced billions in assets from Canada’s largest institutional investors. We’ve done this for investment managers from virtually every region in the world and for almost every strategy and asset class known to the investment business. It

Astaris is an alternative investment manager that operates a strategy which focuses on catalyst-driven dislocations that occur between equity and credit and also in wider markets.

Hackford delivers tailored data to connect you with over 200k decision-makers at 75k firms in the UK's financial services industry

We invest in high-growth scale-ups that are building a competitive advantage. This makes us more selective than a traditional Venture Capital investor - we partner, not just invest. Growing a mature business is a long, tough road. We have been there. That’s why we also know that there is a lar

Paradigm Properties is a full service commercial real estate investment and management company providing clients with a comprehensive suite of services that include asset management, property management, leasing management, consulting/ tenant representation, and development. The company's investmen

Headquartered in Hong Kong, our team advises clients across continents, with Asia Pacific at the heart of our practice. We support managers in the region to raise capital from North America, Europe and the Middle East, and also help international clients access Asia Pacific’s growing investor base.

BridgeInvest is a vertically integrated asset manager and lender focused on structuring and investing in a diversified portfolio of short-term, senior secured loans collateralized by commercial real estate assets across the United States. The firm was established in 2011 to take advantage of ineff

Next gen open banking investment platform

We’re a digital health and med-tech investment management firm specialised in advancing disruptive early-stage ventures to deliver breakthroughs in healthcare systems globally.     With our multi-disciplinary team of professionals, we leverage our healthcare expertise across the entire investee comp

Ghadir Investment Company has been established in 1992-93 as a public joint stock company (Initially named “Bank Saderat Investment Co. – Private Joint Stock). It commenced its operations in a wide variety of business fields and by managing over 120 subsidiary companies. Later in 1996, this company

Our Vision and Values At Sovereign Global, we guide clients to financial success with integrity, trust, and transparency. Our client-centric approach delivers personalized solutions driven by innovation and market insights. Our Expertise Spans Across Different Verticals: •Debt Capital Marke

AIR Asset Management is a rapidly growing SEC-registered hedge fund management firm with approximately $730 million in AUM in life settlements, annuities, and private credit investments. The firm has specialized in longevity-linked investing since 2014 and has offered qualified investors the opportu

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identif

planD is a platform that helps both investors and founders when things do not go according to plan - which according to many research happens ~80-90% of the time. We help to increase the velocity of capital in venture by making illiquid secondary markets more liquid.

Franchise Equity Partners (“FEP”) was founded based upon our belief that the franchising sector is a critical and highly-attractive component of the US economy with limited access to institutional sources of permanent capital. We are targeting a portfolio of $1billion of investments across the franc

The final solution to all your Roblox Development needs.

Zurich Invest Ltd (founded 1998) is a major player in the Swiss asset management market with over CHF 38 billion in assets under management. We are regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our institutional funds conform to the guidelines and standards of the Swiss Fund

Sanne LIS S.A. is a successful third-party UCITS management company and AIFM, delivering fund solutions to renowned investment managers and fund initiators. We focus on private equity, real estate, infrastructure and debt asset classes. Today, we are the leading third-party AIFM in the private funds

Sunfield Advisors, powered by over 125 years of combined expertise, is a premier M&A and capital advisory firm dedicated to guiding clients toward optimal outcomes. Specializing in strategic buy-side and sell-side advisory, we excel at connecting businesses with the right audiences. As entrepreneurs

Founded on the principles of integrity, discipline, and ingenuity, Preston Capital was built with the distinctive purpose of sourcing and managing diversified pools of life settlements and other longevity-contingent assets. Leveraging the firm’s institutional platform and the collective depth and br