Investment Management

Our goal is simple, we want to provide an efficient business sale process while achieving maximum enterprise value for our clients. We assist owners of privately held mid-market companies throughout the United States with navigating the process of selling their business. We provide sell-side transac

Jsme českou nezávislou poradenskou společností poskytující na trhu poradenské služby zejména v oblasti privátních financí a při zavádění zaměstnaneckých benefitů. V oblasti financí stojíme mezi dvěma stranami: stranou nabídky, kterou tvoří finanční instituce se svými produkty, a stranou poptávky,

DeepInspire is a boutique consulting and product development company with extensive fintech expertise. Having 24+ years of experience, we provide outstanding software solutions by addressing both technology and business challenges. Over 80% of our projects lay in the fintech industry. We keep our f

Wij geloven dat Financiële Rust & Vrijheid goed is voor je ✔Gezondheid ✔Relaties ✔Prestaties. Daarom rennen we iedere dag keihard om Financiële Onrust de wereld van onze fans uit te helpen. Onze Kernwaarden ✔Respect ✔Proactief ✔Simpel ✔9+ zijn ons kompas. Met wie werken we? Misschien bezit je een

Linscomb Wealth is a full-service, wealth management firm helping individuals and families build, preserve, and manage wealth based on their specific circumstances. We help people identify their goals and objectives, creating a customized plan to work toward achieving them – so they can relax and fo

We help investors make wise decisions and manage their portfolios across all asset classes and markets. From stocks and commodities to cryptocurrencies, our experts know how to navigate any market and thrive in both the best and worst conditions.

Veridian Strategic Partners delivers tailored services to help executives navigate equity markets. Our team focuses on providing research-driven recommendations through our Continuous Market Sentiment Research (CMSR) process, which we developed to provide executives with regular, candid insight i

At Iona Star, we believe that the future of AI and technology investment is about more than just money. It's about strategically empowering portfolio companies with the resources they need to innovate and lead. By providing capital, technology, and data, we are not only investing; we are actively pa

Edgelake Capital Partners is an Operator-led entrepreneurial investment firm seeking to identify, acquire, and operate one growing business with approximately $10-$50 million in revenue. We are focused primarily on service-based businesses and are committed to working with owners seeking responsibl

VELA Investment Management is a privately owned investment management firm located in New Albany, Ohio. Our team members bring decades of experience in managing portfolios through a valuation-centric investment philosophy.

INVESTATE opens the gate between Iran and Spain, attracting investors to the country, encouraging the free movement and unexploited opportunities between both countries. Explore our exclusive Golden Visa Programs. At INVESTATE we go the extra mile. Always. Providing excellent immigration and integr

TIFIN AG is your AI Partner for Asset Growth.

Learn how to earn consistent monthly passive income investing in private placements.

The Avery Companies is a diversified privately-held investment holding company deploying long-term capital to transformative enterprises. We seek strategic investment opportunities and work to generate significant growth over time through value added capital and advisory services.

A Quadra é uma casa de soluções financeiras. Somos uma gestora de fundos de investimento com disponibilidade de capital flexível e capacidade criativa para construir soluções customizadas aos nossos clientes. Somos focados na alocação de recursos de longo prazo nas transações que estruturamos para

Hera Capital is a private equity investment management firm based in Singapore which was founded in 2012. It focuses on growth capital investments in small-to-mid sized companies within the South-East Asian region. Its portfolio companies enjoy high growth potential and are either established, or l

For the past 30 years, we have developed a strong reputation as one of our nation’s top 50 independent broker-dealers. We’ve done this by providing our more than 700 financial advisors with excellent service, best of breed products and open technology. With operations on both the East and West coas

Measure 8 Venture Partners, LP is an alternative investment vehicle created to capitalize on the emergence of the U.S. and global cannabis industry.

We empower investors to make better-informed decisions and achieve financial peace of mind. Automate your personal balance sheet by securely linking all your global bank & broker accounts, updated daily in our mobile app. Add real estate, mortgage, startups, crypto, and make more informed alloca

For more than a decade we've been the nation's premier Real Estate Investment, Management, & Development firm.

Long Path Partners is a privately-owned investment firm that manages two concentrated equity Partnerships. The Firm employs a long-term, 'ownership'​ approach to public equity investing.

SURJ Sports Investment, #aPIFcompany, is driving sustainable, game-changing investments across sports rights holders, international sports IP, major global sports events, and sports technology serving our sports sector today and tomorrow, in Saudi Arabia and across the MENA region.

PaxFamilia is an all-in-one wealth planning platform for financial advisors and their clients.

Code & Co. is an independent advisory firm specialized in advising leading funds in the global alternative investment industry. We set a new standard for trusted, modern Technology & Product Due Diligence to help the world’s most successful funds make confident investment decisions.

TBC Capital is an advisory arm of TBC Bank offering Corporate Advisory, Research and Brokerage solutions in Georgia. We are committed to playing an active role in the development of capital markets in Georgia. We support both institutional and strategic investors in exploring investment opportunitie

Founded in 2000, with the vision to create wealth for our select client base. Centaur Asset Management’s prudent approach has delivered outstanding returns. We take an immense amount of pride in protecting your money as if it were our own, and steadfastly believe in our ability to produce consistent

Shepherd Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but on an intergenerational basis as well. SWG exclusively dwells in the self-employed, high and ultra-high net worth communities, with a special focus on absolute retu

Born from the need to bring about clarity & simplicity in managing finance, we today help enable every client with bespoke services unmatched by none. Over the past four decades, we have been working at helping our clients bridge gaps in their operational & financial goals while bringing about suste

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

Finlocity is a financial services members-only online community for professionals.

Technology + complementary services to help individuals and institutions manage their valuable possessions

A Mobile & Cloud Platform to Operate, Manage & Optimise Energy assets

Round is a fintech firm that provides active investment management services.

Tobacco Road Partners is an investment holding group formed by a group of experienced entrepreneurs, CEOs, and investors.

Stratesis is a long/short quant hedge fund implementing high return low risk strategies investing in US exchange traded liquid securities. Our proprietary curated big data, AI, and repeatable machine learning development process create a diversified, naturally hedged, long/short portfolio which is

Wheelock and Company Limited is an investment holding company mainly engaged in the development of properties. Along with subsidiaries, the Company operates its business through five segments: the Property Development segment, the Property Investment segment, the Communications, Media and Entertainm

CPP is a logistical services and technology management company delivering Information technology, logistics and acquisition support.

Intellecy: smart water system empowers homeowners and building managers to control their water in realtime and protect against leak damage

Vellum Capital is an investment management firm that specializes in blockchain technology and cryptoassets as a means of building long-term equity returns for qualified investors. The directors are experts in this exciting sector of economic development that has been neglected by legacy financial ma

3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select non-profit institutions.

A.G. Campbell Advisory, LLC, is an independent and non-custodial financial fiduciary which was founded in 2012 by chairmen Alexander “Zandy” Campbell and Mark Scott in order to protect, preserve and grow the wealth of their clients.

Mainsaver Software provides asset management software solutions and services.

We back entrepreneurs that transform big markets. Friends & Family Capital is a venture capital firm founded by investors & finance operators with deep experience building world-class businesses. The trusted partner for Founders and CFOs as they scale their finance function. We invest in business

Think Connected provides asset management, cyber-security, cloud services management, VoIP and unified communications solutions.

Grenspecialisten är ett mindre investmentbolag som ägs av entreprenören och medgrundaren av Axis Communications AB, Martin Gren. Bolaget investerar i huvudsak i små- och mellanstora noterade bolag, primärt på den svenska marknaden. Idag är vi 5 anställda med kontor i Malmö och Stockholm. Vi växer v

We feel very self conscious when it comes to talking ‘about us’. After all the very reason we’re in business is to serve you. So that is where our focus is firmly placed – on your business. If you are a Financial Advisor then this is especially true. We have deep roots in the financial advice sec

INTERVEST INTERNATIONAL, INC. is an SEC- Registered Investment Advisor that offers advisors an open-architecture platform for asset management and financial planning. We provide access to a variety of third-party money managers and the infrastructure to operate a successful fee-based management pr

Helix Financial Systems is a provider of financial software systems.

Prontoblock is a fintech platform that provides innovative solutions to financial intermediaries and other market participants. Using blockchain technology, the platform puts traditional financial instruments on-chain to streamline operations and increase access to a wider range of qualified market

Australian Food Super, formerly AMIST Super, has helped Australian meat workers save for their retirement through superannuation for over 35 years. With a solid track record of strong investment performance and consistently low fees, today, anyone can join the Fund. That's why we've changed our name