Investment Management

When they want investment advice or help planning their retirements, Californians know they will receive insights customized to their particular needs from Heather Allen. Allen’s boutique financial firm, Beach Life Financial & Insurance Services, specializes in spending as much time as required with

Merisis Advisors is a boutique investment bank offering independent advisory services to emerging growth, mid market corporate clients, and institutional investors focused on this segment. Merisis focuses on the emerging growth and mid-market segment where the team's experience in finance and indus

Our dedicated team has over 85 years of combined experience in the many facets of the oil and gas industry. We create and manage joint ventures in upstream oil and gas projects in WY, CO, NM, and TX. Successful investing starts by recognizing that relationships and knowledge are essential. Lapetco

Proximity Capital is a private company aimed at creating value by investing in small and medium sized start-ups and companies with exceptional growth potential.

Blockhouse Digital is an asset management firm that specializes in collateralized lending and yield generating strategies in the crypto markets. Our team is experienced in both tradfi and crypto markets, and our approach to investing is with risk management and regulatory compliance at the top of m

At Worm Capital, they believe they’re living in a new era of possibilities, opportunities, and casualties. A fully connected world with endless innovation means that competitive advantage is changing and being redefined. With a multitude of verticals up for grabs, many established incumbents are bei

Rhenman & Partners Asset Management AB (Rhepa) was founded in 2008 and is a Stockholm-based asset manager with a focus on the healthcare sector. Rhepa is responsible for the portfolio of a sector fund registered in Luxembourg: Rhenman Healthcare Equity L/S (RHE L/S). The fund is managed by FundRock

Merriman Capital, Inc. is a full service investment bank and Broker-Dealer that facilitates efficient capital formation through a proprietary digital network, and offers Corporate Services Advisory and comprehensive Corporate Brokerage services for public and private companies. The firm also provide

The Michigan State Student Investment Association is a premier undergraduate organization founded in 2004. Its mission is to improve members’ fundamental understanding of value investing; provide hands-on experience through managing our student-run portfolio, and prepare students for personal and ​p

Honeycrisp Ventures was developed with the purpose of partnering with curated investors to achieve wealth and growth in value-add real estate others fail to see the potential in. An efficient organizational structure and financial flexibility allows us to make decisions quickly and transparently. O

Solv3D specialize in developing tools that enable people to effectively use large 3D point clouds.

AP7 är en statlig myndighet som, sedan premiepensionssystemet infördes år 2000, har i uppdrag att förvalta premiepensionsmedel åt svenska folket. AP7 är den enda statliga aktören inom premiepensionssystemet med förvalsalternativet AP7 Såfa. De som avstår från att välja premiepensionsfonder får auto

MIDAQ är ett småländskt företag som investerar i och utvecklar medelstora bolag och koncerner. Vi engagerar oss i verksamheter som har starka varumärken, egna produkter eller tjänster och som har etablerade affärsmodeller med stark position i sin marknad. MIDAQ ägs av erfarna entreprenörer med breda

Matulia Financial Services is a company based out of Fayetteville, Georgia, United States.

Three Bridges Capital is an investment firm that offers asset management, hedge funds, long and short-term funding solutions.

MassVentures is a venture capital firm focused on supporting Massachusetts-based startups to prosper in their businesses.

Finsera provides asset managers with a powerful, scalable, and cost-effective way to harness their investment insights.

We are Sandwater - A venture capital fund accelerating ambitious companies to make an impact that matters.

Savior Wealth’s mission is to create a lifetime of happiness for the clients by helping them build wealth and achieve life goals.

Over the past 50 years, The Woodward Company with its clients has grown into a premier financial advisory in South Eastern Michigan. We specialize in providing confidential merger, acquisition and financing services to privately held companies. We differentiate ourselves from larger investment bank

Avail is a boutique firm that manages telecom and technology assets and delivers expense successes.

Copia Wealth Studios is a financial intelligence platform that provides wealth management services using modern design and machine learning.

Wealthtech Tactical Robo-Advisory Platform straight to individuals and financial professionals.

Scarp is a boutique investment bank supporting growth companies in the private markets. They provide capital and deal advisory for Nordic entrepreneurs building the companies of tomorrow.

Dara Capital is an independent investment and wealth management firm originally founded in 2007 by partners, expert investment professionals, and reputable Swiss families.

Blue Marlin Partners is a private investment firm that invests in established middle market businesses looking to substantially grow and realize shareholder value. Blue Marlin was jointly founded by its management team and a select group of fully committed capital sources – including family office

We didn't establish Reverse Ventures to walk the beaten track. Instead, we aim to chart a new route that ventures off the conventional trail. We invest in people as much as we invest in businesses, providing the right resources and tailored scaling approach that goes beyond just capital. We are lon

Davis Williams Wealth Management is a financial services firm committed to helping clients improve their long-term financial success.

𝗔𝘁 𝗔𝘀𝗲𝗻𝘁𝗶 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, 𝗱𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗶𝘀 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗱𝗼 𝗮𝗹𝗹 𝗱𝗮𝘆, 𝗲𝘃𝗲𝗿𝘆 𝗱𝗮𝘆. We have helped dozens of clients gain insight into critical areas of concern by thoroughly reviewing their target company’s information and asking intelligent questions

Sciens Capital Management LLC is an independent investment firm, providing bespoke and integrated investment solutions to institutional and private clients globally. Covering a large spectrum of investment strategies, Sciens offers differentiated investment solutions throughout market and economi

Triple Eight Capital (T8) manages unique investment products. We are dedicated to responsible investment and believe that positive environmental and social benefits can be achieved without sacrificing investment returns. Our responsible investment policy is available on our website. Our investment

LD Fonde forvalter to særskilte fonde – Lønmodtagernes Dyrtidsmidler og Lønmodtagernes Feriemidler. Lønmodtagernes Dyrtidsmidler blev oprettet tilbage i 1980 for at forvalte de indefrosne dyrtidsportioner. 2,5 mio. lønmodtagere fik dermed en personlig opsparing. Opsparingen kan hæves som en engang

Offer a seamless investment experience to your clients with our fully white label copy trading & asset management software.

Bennett Financial was established in 2021 in Chattanooga, TN by a team of highly talented Insurance Brokers. Before Bennett Financial was established the original founders had a long history in Insurance. Their combined experience totaled of 10 years and over 1,000 clients. The group of brokers were

Pamir is an investment company with a long-term ownership perspective in profitable software companies. Since inception in 2012, Pamir has built a software house currently consisting of seven industry verticals. We are a team with hands-on entrepreneurial experience from building sustainable growth

Special purpose acquisition company founded by Peter Cuneo, Gavin Cuneo and Michael Minnick for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses.

Organize and share building visual information to develop, manage, and transact faster.

Product driven data science company specializing in DataBricks, FiveTran AWS, and others.

We understand that not everyone is a financial guru, and that’s perfectly okay. We cut through the complexity and present our clients’ financial story in a simple, easy-to-understand narrative.

We are more than a traditional firm who prepares taxes or recommends investments. With Edge Financial, you get a complete financial advisor. Our team of CPAs and Investment Advisors work together to handle your tax and wealth management needs. We utilize high-caliber individualized strategies to ma

LicenseLogic focuses on software asset management training including content licensing & rights management compliance & education.

Alētheia Capital has built Asia’s #1 & First Full scale and Largest Independent Investment Advisory Firm through organic growth as well as (three) acquisitions. The word Alētheia (Ancient Greek: ἀλήθεια) means truth, unconcealed-ness, unclosed-ness; all core to our values. The firm has access to ove

ASB Capital Management is one of the largest institutional investment management firms in the Washington, D.C. area. Through its Investment Management and Real Estate Investments Divisions, ASB helps pension plans, unions, corporations, insurance companies, endowments, foundations, and charitable or

A Artesanal Investimentos é uma gestora de recursos, com sede em São Paulo, totalmente independente de qualquer instituição financeira e especializada em operações estruturadas no mercado de crédito e no setor de fundos. Hoje temos mais de R$ 7.9 bilhões em ativos sob gestão através de diversos FIC'

Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationsh

Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset structures. Born from an uncompromising commitment to service, Hartmann Taylor works tirelessly to provide clients with the p

Impact Capital provides wealth management and financial planning services. As fiduciaries, our goal is to grow your wealth by lowering your fees, lowering your taxes, and improving your investment performance.

Established in 2001, ACSI exists to provide a strong voice on financially material environmental, social and governance (ESG) issues. Our members include Australian and international asset owners and institutional investors with more than $1trillion in funds under management. Our research, engagem

EPFIF is the leading pension fund investment forum in Europe and Southern Africa and comprises eleven Divisions. The first Division started in the UK in 1994 and the most recent additions are The Irish Pension Fund Investment Forum and The Private Markets Investors Forum. Each Division brings toge

For years, asset managers and hedge funds have helped their clients build portfolios through exclusive asset backed products. These products are rarely accessed by retail investors. We’re here to change that. Indemo is committed to making alternative investment products available to all - regardle