Investment Management

Since 2006 Worcester Investments has collaborated with over 100 partners who have invested over $100 MM of private equity. In partnership with their investors, Worcester Investments has $250 MM assets under management, including 2,800+ apartment units in the greater Kansas City area. Worcester Inves

Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions. Transcend is elevating the wealth management experience by delive

Welcome to the Quadriga Asset Managers’ profile! We are the first Spanish partnership of talented fund managers. We believe that talent is in people and we are committed to it. Focused on the interests of our customers, we work every day to improve ourselves to achieve the best results. We focus on

Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultiv

Motley Fool Wealth Management (“MFWM”) is a registered investment advisor. We help our clients pursue their long-term financial goals through proprietary investment strategies, each guided by our signature Foolish investing philosophy. We believe that great businesses make great investments, and tha

Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success. We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with u

Established in 2011, Complus is a global alternative investment firm with a focus on Asia and G10. With presence in Hong Kong, Singapore and London, Complus provides investment solutions to international institutional investors such as pension funds, sovereign wealth funds, insurance companies and b

Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Assoc

With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experi

We are an alternative investment fund manager providing unique solutions for investors. For more than two decades, our experienced team has launched numerous investment solutions in a variety of product structures. The people and approaches we discover may not be well known, but we believe they pr

CVS Lane Capital Partners is a privately owned, specialist property finance and investment business operating opportunistically across property sectors. CVS Lane was established in 2011 and holds offices in Melbourne, Sydney and Brisbane. CVS Lane's combined business activities include: * First M

We are a boutique financial planning firm specializing in working with business owners and other niche clientele on their journey to gain financial certainty. We focus on 4 key areas: risk management, tax planning, key objective planning, and legacy/exit planning. Our mission is to reimagine the fin

Focused on creating value by investing wisely

We are experts in Investment, Financial Advisory, Stock Brokerage, Investment Banking, Corporate Finance, Pension Fund Management and Asset Management.

Asset Tracking, Data Machines and Business Intelligence

At Nevada Trust Company, we are a licensed corporate trust services provider. If you are looking for a company that specializes in asset trust protection, trust management services, and investment management services, we can help. Nevada Trust Company was founded in 1995 and has been offering extens

Ashburton Investments is the FirstRand group’s investment management business fully invested in meeting client needs more effectively.

Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit uni

Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Li

Creation Investments Capital Management, LLC (Creation Investments), is a global impact investment manager in emerging markets. Through private equity and private credit, Creation Investments strives to build diversified portfolios, investing in next-generation financial services to maximize financi

Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very im

ILE Homes, based in Dallas, Texas, is a real estate investment and asset management company that focuses on acquiring, improving, leasing and managing SFR (Single Family Rental) homes. The ILE Homes entrepreneurial management team has over 300 years’ of aggregate experience and has completed $3 bi

Vident is an institutional asset management firm and specialized exposure and solutions provider. We bring our expert thinking, financial and operational capability, and execution performance to a diverse set of client partners. Our experienced and forward-looking team designs bespoke solutions acro

Unity Fund Services is redefining fund administration. Through a unique combination of highly experienced personnel, the best available technology platform and systems, and an unswerving professionalism and commitment to excellence in everything we do, Unity Fund Services is delivering a competit

Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a mul

The TRUST Group has been making its mark in the financial world for the last two decades, starting as a fixed-income distribution company and later evolving into one of the top non-banking debt capital market players. TRUST Investment Advisors Private Limited (“TIAPL”) has been one of the top 5 Corp

We aim to bring the best international managers’ products and services to investors in the Nordics and Baltic region, complemented by the best local service. The company was founded in 1992 to meet the increasing demand in the deregulated Nordic market place for international investing. Today we c

Outerlands Capital, originally the investments team of Horizen Labs, is an innovative digital asset manager built on world-class experience in blockchain development and institutional finance. Our strategies target broadly diversified exposure to the long-term innovation of blockchain technology by

Ignition Consultants is a premiere CFO and full service financial support firm - Founded by CFOs for the next generation of CFOs. We build, run and support finance organizations for leading start-up, early stage and rapidly changing ventures backed by top tier investors. Through our team of season

Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving targeted outcomes for our clients.

Petiole is a Swiss-based boutique asset manager with a global reach. We capitalize on our nearly two decades of expertise and trusted relationship with international partners to provide a holistic private market investment journey. From advisory, due diligence, building a tailored and diversified p

Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TC

Founded in 2006 and focused on investing in lower middle market companies for over 15 years, the Tecum Capital team previously operated as the merchant banking subsidiary of a regional bank. In 2013, the investment team spun off to form Tecum Capital, an independent investment firm. Tecum’s investme

IOR is a platform designed to help Chief Investment Officers and investment offices access investment talent, subject matter expertise, and industry know-how in a flexible, budget-friendly structure. IOR partners with in-house investment teams to expertly discharge the responsibilities of a sophisti

DNA international group, somos un ecosistema empresarial de investment management con más de 25 años de actividad en Latino América y en plena expansión a Europa y Estados Unidos. Estamos viviendo una transformación cultural con la que cada día somos una organización más internacional, ágil, orien

We operate as an extension of your firm, offering the full range of fund administration, transfer agency, fund accounting and compliance services. Whether it’s a new fund launch, conversion or complex tax and regulatory reporting, our dedicated team will deliver the resources and solutions that prov

Angel Oak Companies is an industry leader in delivering innovative mortgage credit solutions.

Imagine if you’d been there at the start of Apple, Tesla or even Coca Cola. Just think where you’d be today if you invested before they even listed and become global mega-stars. At Altvest, we’re seeking out the next generation of these success stories, and opening up the ability to own a stake in

Celerity Consulting is a leading provider of comprehensive consulting, investment advisory and business support services to global companies across a wide range of industries. Utilizing a proficient team of professionals in finance, strategy, and operations, Celerity delivers tailored solutions from

Visions Wealth Management's goal is to help you pursue success in preparing for your future. We provide financial planning services by bringing in highly skilled planners with advanced industry credentials to support your ever-changing needs. Securities are offered through LPL Financial (LPL), a re

Valutrades is a FCA regulated ECN broker offering trading on forex, commodities and CFD's via the Metatrader5 and Metatrader 4 platforms. We are true global broker with business on 6 continents and more than 70 countries, and we offer multi-lingual services to create a personalized experience for ev

Take Profit Trader is a one step, no nonsense funding company. We have developed a platform and process that allows you to reach your full potential as a Trader. Our platform streamlines the journey to sustainable profits using Take Profit Trader's capital.

The Private Investment Office (TPIO Limited) is a highly specialised wealth management practice, established to serve the complex needs of successful entrepreneurs and HNW families. We deliver a proposition that encompasses wealth planning, bespoke investment management and private banking solutions

Gabriel Horn Capital is a boutique fund placement advisory firm dedicated to raising institutional capital for select private equity funds and for independent sponsors. We specialize in working with a variety of sector-focused funds seeking to raise $50 million to $750 million and with independent s

nTeaser es la plataforma digital donde promotores de energías renovables e inversores conectan para financiar sus proyectos. Los promotores obtienen mayor rentabilidad y ahorran costes de intermediarios, mientras que los inversores pueden acceder a miles de oportunidades de inversión y elegir la qu

Navigator Global Investments Limited is a diversified alternative asset management company dedicated to partnering with leading management teams who operate institutional quality businesses globally. The company is comprised of partnerships with well established, scaled alternative asset managers wh

Revere Securities is a U.S. FINRA registered broker-dealer and is registered with the Securities and Exchange Commission, as well as a member of SIPC and the MSRB. The New York office is the company's headquarters, with offices in Boca Raton, Florida, Boston, Massachusetts and Middletown, Ohio. The

Adaptive Investment Programs for the Asset Management Industry.

Equiturn Business Solutions, Inc. is an industry agnostic investment bank specializing in driving transformational growth for middle-market corporations. We expertly guide businesses with targeted starting annual revenues between $10 million and $200 million through the complexities of debt and equi

Hurst Point Group is a UK-based wealth management group, backed by Carlyle with current Assets under Advice or Management (AuA/M) of approximately £5.5 billion. The Group was created in late 2019 in connection with the proposed acquisition of Harwood Wealth Management plc that completed in March 202