Investment Management

7Summit Advisors, LLC is a registered investment adviser with State of California. 7Summit Advisors, LLC (SVNSMX, SVNSTX) listed our separately managed account composite performance on The Nasdaq Stock Market (NASDAQ) in 2022. In connection with this listing, 7Summit Advisors, LLC claims complianc

Since 2008, we've invested $4.5 billion alongside leading private equity partners, with a focus on the global middle market. We take a long-term view, applying disciplined analysis, flexible strategies, and strong partnerships to support sustainable growth across a wide range of sectors and situatio

More than Your Money, Inc. is a fee-only, fiduciary financial planning firm. We provide integrated financial planning including investment management, retirement planning, general financial planning, tax preparation and tax planning. We provide exceptional client service and always work in our cli

Finalbion is a private investment firm founded in 2015, with the purpose of providing Working Capital financing to Spanish companies, Portfolio Management of suppliers and Structured Finance, regardless the sector of the industry.

Scopia Capital Management LP ("Scopia") is an institutional alternative asset management firm based in New York City with $2 billion of assets under management. Founded in 2001 by Matt Sirovich and Jeremy Mindich, Scopia employs a fundamentals-based, value-driven investment approach across two stra

Empowering financial aspirations, guiding you towards a path of lasting prosperity through expert investment solutions and unwavering dedication to your success. Our progressive thinking and unique creative approach propels our vision into the future.

Asset Management International provides barcode and RFID asset tracking solutions.

SOGELIFE, compagnie d’assurance vie de Société Générale Assurances au Luxembourg, offre des solutions d’assurance vie pour une clientèle internationale et patrimoniale dans 10 pays en Europe : Luxembourg, France, Belgique, Suisse, Italie, Royaume-Uni, Monaco, Espagne, Portugal et République Tchèque.

ResearchFDI is a world-class investment attraction consultancy, delivering customized strategies and research-driven programs for economic development organizations and regional promotion agencies worldwide. Founded in Montreal in 2010, the firm has expanded to include offices, consultants, and pa

Despite our firm’s name, you do not need a trust to work with us.

Our services include strategies that offer financial predictability and stability both on the pensions consulting and investment side and we provide clients with turnkey pension fund solutions, best in class asset allocation and manager selection services, in addition to highly efficient pension adm

EBN banco es un Banco Español de Negocios con más de 30 años de experiencia que goza de una reputación como entidad altamente especializada en fórmulas de inversión y financiación. Trabajamos de manera excelente en un entorno de confianza y cercanía con el cliente. Buscando establecer relaciones du

Healthcare Capital Advisors is a specialized investment bank focused on lower middle-market M&A and strategic consulting for behavioral health providers.

WillowTrust Wealth Management is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial success. We offer a strong combination of both experience and professional services, and we operate under the belief that wealth planning is a co

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benef

Our philosophy is to create and responsibly manage a diverse portfolio of investments tailored to your investment and financial planning objectives, with value for money at the heart of our proposition.

Evolution Credit Partners is an alternative credit manager with a value-driven approach to credit investing.

Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on s

Annex Investments is a Multifaceted Hybrid Venture Single-Family Office, (Located in Abu Dhabi, United Arab Emirates), strategically blending the patient capital and long-term vision of a traditional SFO with the dynamic, high-growth strategies of a venture firm. We actively build businesses, forge

Off-the-shelf financial counsel is available just about everywhere. But at PCA, we know retirement means something different to every client. Only by investing the time to truly know you — your dreams, your lifestyle goals — can we tailor our experience to get you where you want to be. It's about r

Griffin Capital Partners (www.griffin-cp.com) is the largest privately-owned investment and asset manager in private equity and real estate in CEE, Germany and other selected countries in the EU. It is the region's most active and innovative investor of its kind in the CEE region. It is a recognized

Evercore Trust Company, a limited-purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans.

Click to follow Austen Morris Associates. Austen Morris Associates is a trusted and transparent financial services company committed to long-term partnerships. We have over 7,500 global clients, whom we’ve been proudly consulting for over 29 years. We strive to reward the trust you have placed in u

Constellation Wealth Capital specializes in making tailored investments in industry-leading wealth management firms who want to add to their success and independence. We are committed to serving as a value-add and solutions-oriented partner to leading wealth management firms while also addressing a

Spear Street Capital is a real estate investment company specializing in the purchase, development & sales of office properties.

Platform Capital is a growth markets focused, sector agnostic, principal investment, and advisory firm. They deploy patient, value accretive capital alongside international and local value investors to create champion businesses with the potential for regional or global scale. Platform also provides

The ZWEI Wealth Office is the new wealth management. Wealth management is among the least transparent industries. ZWEI Wealth makes it possible for the first time to significantly increase the transparency of services, offers and costs for investors and creates an environment in which investors hav

اولین ربات سرمایه‌گذار در جهان مبتنی بر یادگیری ماشین | تمام سرمایه‌گذاری‌ها به صورت اتوماتیک توسط هوش مصنوعی و همچنین سرمایه‌گذاران مجرب، مدیریت و کنترل می‌شوند.

We are working to provide investors and traders like you with the right tools to succeed. We believe there is the right strategy for everyone and matched with the right stocks and right tools, everyone can win the game.

L & L Partners is a Vancouver-based family office investment firm focused on Canada’s lower mid-market. We believe in the resilience of the Canadian economy and the people who drive it. Our goal is to invest in established Canadian businesses with ownership planning for succession by deploying our

Global Capital Introductions & Private Placements Securities offered through Hollister Associates LLC, member FINRA / SIPC. Hollister Associates LLC and Eloria Ventures LLC are not affiliated entities by way of common ownership. hello@eloriaventures.com

At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning

Indago focuses on bespoke opportunities within the asset-based finance markets. Our mission is to deliver differentiated and strong risk-adjusted returns for our clients, and provide creative financing solutions to our counterparties. We invest in both private and public markets across the mortgag

Troviq Private Markets ("Troviq") is a private markets solutions provider, establishing long term partnerships with wealth managers, family offices and finance boutiques & institutions to bring the best of private markets to their end-clients. Troviq combines private markets investments with a rang

EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitiv

France Valley is an independent Portfolio Management Company approved by the Autorité des Marchés Financiers (AMF), dedicated to Institutional Investors, Family Offices, Private Banks, and savers, for whom it constructs and manages forestry, vineyard, agricultural and real estate investment solution

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RetailBook provides companies with the opportunity to include individual investors in their fundraisings through their existing retail broker or wealth managers. We provide access for issuers to the pool of retail capital in the UK which is estimated to be over £1 trillion and to enable retail inv

Sterling Partners is an investment management platform. We invest and manage across strategies and asset classes. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. We also invest in teams who bring

Caledonia is a global investment management firm with a goal of achieving high absolute returns over a long-term time horizon. The firm was founded in Sydney, Australia in 1992 and manages a long short equity strategy with a focus on deep fundamental research and high conviction long-term investing.

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for

Amitim is the unified organization that incorporates the eight Defined Benefit pension funds, with a combined AUM of approx. US$100 Billion. The funds are all under special management of Mr. Ephy Senderov, appointed as the Special Manager of all eight funds in 2021. Amitim's vision: "Strive to en

The Undergraduate Business Society (UBS) is the largest student organization at UCLA with an annual membership of more than 5,000 undergraduates. For over 40 years, UBS has offered a variety of events to help UCLA students develop the necessary networks and skills to break into some of the most comp

Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services th

Pegasus Capital Advisors, L.P. is a U.S.-based private equity fund manager that provides creative capital and business solutions to middle

Somos uma gestora de recursos dedicada a investimentos e soluções financeiras sustentáveis, fruto de uma parceria entre a JGP, uma das mais tradicionais e inovadoras gestoras de recursos independentes e a BB Asset, líder da indústria de fundos de investimento no Brasil, com R$ 1,7 trilhão sob gestão

Circulate Capital is an investment management firm dedicated to incubating and financing companies and infrastructure that prevent ocean plastic. They focus on the prevention of mismanaged plastic waste in countries located in South Asia and Southeast Asia, regions that contribute disproportionately

A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in th

Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alte

FFT is a multi-family office dedicated to the values of relationship building, trust, and global wealth management expertise, built on a foundation of entrepreneurial spirit that has driven our firm since 2009. Our mission is helping wealthy individuals and families preserve and enhance the value o