Investment Management

AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of exp

Gatewood Capital Partners is a premier private equity firm dedicated to making strategic seed and anchor investments in high-quality new and existing emerging managers. The firm targets small- to medium-sized (<$2 billion AUM) fund managers in private equity, including buyout, private credit, growth

Evernord is an investment banking advisory firm based in Vilnius, Lithuania, founded in 2013. We provide asset management and corporate finance services to high net worth individuals, institutions and corporate clients. Evernord has exclusive rights to represent Finnish investment bank Evli and dis

Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options.

The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable

GBS Finance is a leading independent investment bank in Southern Europe, Latam and China. GBS Finance was founded in 1991 by a group of professionals with extensive experience at international investment banks. GBS Finance has completed more than 380 advisory transactions globally. Moreover, the e

AltsPassport is the first AI-powered SaaS platform that enables alternative fund managers to build data-driven, repeatable fundraising strategies. We provide curated investor intelligence, proprietary scoring, and insights to streamline fundraising.

Encore Investment is designed from the ground up to put clients first. We are an independent, fiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Pau

Civitas Capital Group focuses on Alternative Investments, EB-5 Capital, and Development.

Kawa Capital Management is an independent asset manager providing accredited investors solutions to build tailored alternative portfolios.

Finance Innovation, created by the French Ministry of the Economy and the Île-de-France region, is a cluster of general interest and a trusted third party for its members and its ecosystem. It is dedicated to the digital and sustainable transformation of the financial ecosystem, through the support

About SEI Family Office Services SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices

WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests.

Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and s

At QML Solutions, we deliver actionable investment research that blends deep market experience with modern quantitative methods. With 50+ years of combined experience across equity and credit strategy, trading, and quant research, our team brings a thoughtful, data-driven lens to capital markets. We

Ausdal Financial Partners is an independent securities broker-dealer and investment advisory firm with advisors Nationwide and offices in Davenport, Iowa and suburban Chicago, Illinois. Since 1979 we have taken pride in our responsiveness and genuine interest in the success of our advisors and thei

گروه خدمات بازار سرمایه آبان در اولین گام خود در سال ۱۳۷۵ با تاسیس کارگزاری آبان فعالیت خود را آغاز نمود و از همان زمان به عنوان مجموعه‌ای خوشنام و پیشرو در ارائۀ خدمات مالی و سرمایه‌گذاری شناخته می‌شود. گروه خدمات بازار سرمایه آبان طیف وسیعی از خدمات مالی و سرمایه گذاری از جمله کارگزاری، سبدگردانی

Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else. The firm prides itself in maintaining these core principles alongside a simple and transparent fee structure, therefore clear

IBT leverages advanced analytical artificial intelligence (AI) and large language models (LLMs) to drive productivity, optimize portfolio returns, and proactively identify and mitigate potential risks across diverse segments of the debt market. Additionally, we specialize in providing tailored AI-dr

Point Sixteen Capital is an investment fund which invests in public companies through the following strategy: 1) Identify the top 0,16% companies 2) Invest in times of significant undervaluation 3) Adhere to strategic inactivity for long-term compounding The fund is a closed fund for joint account

Closely held for seven generations by the Bemberg family, Bemberg Capital is an international financial group born from an industrial success finding its roots at the end of the 19th century. With approximately $15 billion of total assets under management, Bemberg Capital is a leading global indepe

Tasman Capital is a leading private equity firm specialising in lower mid-market private companies focused on completing management buyouts, turnarounds, active real estate, and buy and build transactions. Tasman’s investors include global long-term institutional investors and family offices who

Spreadsheets should not be the go-to solution for any fintech venture, and managing your portfolio should not drain your revenues. With our platform, you can streamline your lending process, reduce costs, and increase profitability.

In a world where financial advice often feels impersonal and distant, Cusp emerges as a groundbreaking ally in personal finance, designed with a singular vision: to transform the way you grow and manage not just your wealth but that of your family’s too. Imagine having an alter ego, a version of yo

Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 12/11/24). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors ensures we’re rig

Zorya helps institutional and strategic investors, developers, regional distributed energy companies, and commercial & industrial building owners move into new markets and strategic spaces. Zorya will find you the project, partner, or investment that best aligns all stakeholders'​ interests, and kee

At Heathcote Search Group, we partner with traditional and alternative asset managers to deliver thoughtful, targeted recruitment solutions. Our approach is rooted in deep industry knowledge, rigorous research, and a genuine commitment to transparency. We believe the most successful outcomes happe

Tracing its roots to the Eccles family of Utah, The Cynosure Group is an independent alternatives asset manager and portfolio advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. Cynosure’s collaborative solutions focus on alternative asset

National Bank Investments Inc. (NBI) is the asset management division of National Bank of Canada (NBC). NBI is a provider of investment solutions and services to institutional, high-net worth and individual investors through mutual funds, exchange-traded funds and specialty investment strategies. A

Who are we? Established in 1926, the Davy Group is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. Our vision is to be the financial services partner most trusted by our clients and most admired for our people. We are committed to deliv

We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work wi

Established in 2011, Regan Capital is an employee-owned, S.E.C.-Registered Investment Adviser. The registration does not imply a certain level of skill or training. We focus on senior, well-structured, collateralized securities that provide capital preservation and competitive risk-adjusted returns

SGA is a niche advisory firm servicing the Corporate sector, partnering through an innovative business model in growth plans. We bring years of expertise in diverse industries and offer insights into Investor Relations, Strategic Advisory, and Corporate Finance. Our role will be that of a guide, who

Rankia.com, con sede en Valencia, es la principal comunidad financiera española independiente con más de 500.000 usuarios registrados. Los usuarios registrados pueden seguir su cartera de inversión en la web, participar en los foros, valorar productos y entidades financieras, publicar su blog y com

Web3 Investment Ecosystem with a Startup Accelerator and an Engage to Earn, Proof of Attention IDO Launchpad for the Web3 Attention Economy

Pacific Urban Investors (‘PUI”) is an industry-leading multifamily owner, operator, and investment manager. Headquartered in Palo Alto, CA, PUI has a national platform with offices in Los Angeles, CA, Irvine, CA, Washington, Colorado, New York, and Washington, DC. The firm has successfully deployed

As the largest private sector Asset Management & Investment Advisory Firm in Pakistan we offer a comprehensive range of Shariah compliant investment solutions.

Verger Capital Management (Verger) is an SEC-registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions.

Dwight Securities Management is an active fixed income advisor that strategically invests across different Commercial Mortgage-Backed Securities markets in the US.

Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area. Services include Global Equity Trading, Fixed Income Trading, Investment Banking, ETF Sub-Advising, Transition Management, and Equity Research. Penserra is

The Responsible Investment Association (RIA) is Canada's leader on responsible investment (RI). RI refers to the integration of environmental, social, and governance (ESG) criteria into investment selection and management. We are a national, membership-based organization composed of financial instit

Avantis Investors is built on financial science. Our academic-based framework analyzes current prices with the goal of capturing higher expected returns—and delivering value to clients. And our well-diversified solutions are managed according to an efficient, repeatable and cost-sensitive process.

Blantyre Capital is a London-based investment firm focused on partnering with European companies in relaunching good businesses with temporary financial challenges.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our pro

Als unabhängiger Schweizer Vermögensverwalter erarbeiten wir Lösungen für den nachhaltigen Vermögensaufbau nach Ihren Wünschen und Werten – sorgfältig ausgeführtes Handwerk aus unserer kleinen, feinen Werkstatt. Unser Handwerk sind individuell zugeschnittene Vermögensverwaltungsmandate von vermögen

Putting investors first since 1975: We sell high-quality investment products at the lowest possible price. This is the core of our investment philosophy because we think it’s essential to your investment success. Unique structure: Vanguard was founded on a simple but revolutionary idea: that an in

The TransCap Initiative is a collaborative innovation space for developing, demonstrating, and scaling systemic investing in the places that matter most for human prosperity—such as cities, landscapes, and coastal zones—as well as in value chains and other real-economy systems. We apply systems thi

A Rio Claro Investimentos é uma gestora independente de investimentos que tem como missão proporcionar aos seus clientes um planejamento financeiro claro e de longo prazo, visando gerar tranquilidade e prosperidade em suas vidas. Acreditamos que a transparência e a ética são valores fundamentais par

Rosso Financial Group is an independent financial services firm located in Shrewsbury, NJ. At Rosso Financial Group, we focus on our clients and are committed to providing prudent investment advice, financial planning, insurance solutions and creating customized portfolio strategies. We provide our

Alternative Investment Manager in Cannabis