Investment Management

Imagine you're a busy professional working in a demanding environment but: → You want financial freedom through the best investing strategies So, you make 3 key changes: 1. Embrace a data-driven approach for property acquisitions 2. Partner with experts in high-quality market investments 3. Shift

Colton Alexander is a steward-owned investment bank affiliate forging meaningful partnerships between sustainability-minded entrepreneurs and impact-focused investors. Each of us at Colton Alexander joined because we had one thing in common: We're seasoned professionals that want to do more to ma

Fee-only Investment Management and Financial Planning firm in Reston, VA. Typical client: high net worth individuals and small businesses.

For 50 years, Sigma Investment Counselors has provided a "Thoughtful Investing"​ approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets. Our team of highly knowledgeable and experienced investment profess

Northington Partners is a leading independent investment bank with an enviable record of service to publicly listed companies, state owned enterprises and the SME sector. Through a combination of commercial expertise, transactional experience and unsurpassed analytical skills, we offer our client

Parrot is a social investing platform focused on trade-mimicking and real-time trade alerts from vetted, top financial influencers.

Capient is a capital markets advisory and professional services firm. We help companies succeed in capital markets over time. How do we measure success? Fair valuation and reduced cost of capital. Stronger and more supportive investor base. Increased value creation.

Finray solves the finance process for Investment Banks, Asset Managers, Commercial and Retail banks. Finray will dramatically reduce your finance support costs by simplifying your finance architecture to a single no code application. Streamline your finance organization to enable efficiency, unp

Pacific General is an asset management and investment advisory firm. We are specialists in cross border transactions covering the United States, South Korea, and the Kingdom of Saudi Arabia. Asset Management: Our Asset Management business is focused on private market strategies where credit solutio

KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a multi-family office environment.

NRV operates as an early-stage venture firm that provides counsel, connections, and capital to companies at their growth inflection point. It invests in big ideas that capitalize on societal megatrends that might even change the world. The firm makes its first investment at the Series A round, reser

MSouth Capital provides customized debt and minority equity financing solutions to lower middle market firms based primarily in the South. We support management teams pursuing acquisitions, recapitalizations, generational transfers, and other corporate initiatives. Based in Atlanta, Georgia, we have

Investor data platform for real-world digital assets.

Welcome to Neosurge's LinkedIn Page! At Neosurge, we are on a mission to revolutionize wealth management and make it accessible to the emerging middle class. Our goal is to empower individuals with the tools and knowledge they need to secure their financial future. 🌟 Who We Are: Neosurge is a fin

Established in 1976, Cape Securities, Inc. has upheld a long tradition of integrity and client service. We are a national boutique investment management and financial planning firm with the capabilities of a major Wall Street firm. Cape is a privately held firm, answering only to our clients. Our

Prota Financial is a Registered Investment Adviser founded in 2016 that offers investment advice regarding securities, insurance, and other financial services to clients. We are committed to the precept that by placing the client’s interests first, we will add value to the asset management pr

Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale.

CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (based on 2018 revenue). The company has more than 90,000 employees (excluding affiliates), and serves real estate investors and oc

DaGrosa Capital Partners LLC ("DCP") is a leading private equity firm based in Miami, Florida. Founded in 2019 by Joseph DaGrosa, Jr., DCP is comprised of experienced private equity professionals who have extensive expertise in the acquisition and management of companies across multiple industries.

Established in 1987 and headquartered in Denver, Colorado, Amstar is a real estate investment manager that acquires, develops and manages all major property types in the United States and in select international markets. The company’s two primary divisions include: i) Amstar Group LLC (“AGL”), which

4 Reasons Why You Should Hire David E. Parker, CPA Certified Financial Planner ™ Helping Business Owners & Professionals Retire On Time One Stop Shopping You would enjoy the convenience of having all of your business finances handled under one roof, including personal financial plan

NEPI was founded to acquire, develop and manage regionally dominant retail assets in emerging European Union markets with high-growth potential.

Started in 1995 by first generation entrepreneurs from IIM Ahmedabad and FMS Delhi, PACE has evolved from a fledgling NSE Broker to a premier boutique financial institution over the last 25 years. We provide a wide range of services in financial markets which cater to different investment needs of o

Nosso foco estratégico está voltado para empresas que atuam no universo do bem-estar, o setor de Wellness, e na mídia. Nossa missão é identificar e investir em empresas com um potencial de crescimento extraordinário, impulsionando-as em direção ao sucesso. Acompanhe nossa jornada enquanto exploramos

We’re a digital health and med-tech investment management firm specialised in advancing disruptive early-stage ventures to deliver breakthroughs in healthcare systems globally.     With our multi-disciplinary team of professionals, we leverage our healthcare expertise across the entire investee comp

WILLIAM HARRIS INVESTORS INC is a family office based in Chicago, Illinois, United States.

David Phillips founded D A Phillips & Co Ltd in 1985 to be an independent pensioneer trustee company that administered small self administered schemes (SSASs). His aim was to provide a genuinely independent service to people who want to be in control of their retirement planning and not beholden to

Vidrona is a British AI Based Predictive Prescriptive Analytics Company for the Utilities. It helps utilities to increase RoI.

Money Intel is a 401(k) platform with integrated software-based financial advice to employees and automated administration for companies.

Established in 1992, Discovery Financial is comprised of 18 advisors in 9 locations across the southern Twin Cities Metro area, southeastern Minnesota, and western Wisconsin. Headquartered in Red Wing, MN, Discovery Financial is a leading OSJ with LPL Financial. Our mission is to be the firm of choi

Blue Arch Capital is an opportunistic investment platform. They seek investment opportunities in real estate and operating businesses in different growth industries.

Aventum Partners is a leading, independent, partner-owned provider of investment banking services. We provide high-quality advisory services within mergers and acquisitions, capital market transactions, real estate transactions as well as financial advisory. Our clientele comprises primarily privat

ZAD is the brainchild of a group of young, passionate Kuwaiti financial professionals driven by a vision of fostering a culture of investment in Kuwait. And for this team, Zad began as a means to answer a need in the market: the need to make investment an accessible concept and viable choice for a b

Empyrean Capital Partners, LP is an event-oriented, multi-strategy investment manager founded in 2004. Empyrean is headquartered in Los Angeles, with an office in New York.

Mint Tower Capital, established in 2010, is an Amsterdam based investment adviser to the Mint Tower Arbitrage Fund a multi-strategy fund specialized in volatility arbitrage with a long volatility bias. Via a quantitative approach and a qualitative overlay the fund invests almost exclusively via liqu

We provide operational relief and manage risk so Independent Financial Advisors can focus on their business and their clients. Co-Branded with our Corporate RIA, you'll have the opportunity to experience the freedom and flexibility of true independence, while we operate behind the scenes to keep you

Golden Wealth Solutions offers financial planning and wealth management services.

Consensus is a boutique investment bank focused exclusively on consumer-facing companies. We have offices in New York, Boston, and London, and partners around the world through our membership in The Terra Alliance. The firm was founded in 2006, and since then we’ve been at the forefront of the spac

We build Venture Studios for organizations with a mandate for perpetual innovation and growth. We support early-stage companies with investment and in-kind advisory services as they grow and scale.

At Strateasy, we believe that tomorrow begins today. Our mission is to make your financial dreams a reality. We're here to tell you that no aspiration is too big, no goal too lofty. We build personalized investment strategies tailored to your specific needs and objectives. Think of us as your financ

Bailey Wealth Advisors is a wealth management firm that designs financial strategies and solutions for closely held business owners, affluent families, and small institutions. Bailey Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Securities and advisory services offered through

Trinity Student Managed Fund (Trinity SMF) is the first student managed fund in Irish history. It is comprised of a real-life equity portfolio with €500k+ AUM, managed by a team of committed undergraduate and postgraduate students under the guidance of an advisory board of investment industry expert

Schilit Forensics is an expert forensic accounting consultancy serving institutional investors, corporations, and other stakeholders. It provides customized and proprietary due diligence research based on forensic accounting analysis, as well as educational and training programs.

Cambridge Information Group (CIG) is a family owned management and investment firm, primarily focused on education

Founded in 1993, Parsons Capital Management provides comprehensive investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations. We believe successful asset management results from personal experience gathered over numerous market cycles, in-d

Forma Prime is a technology development venture capital fund that invests in advanced technologies that are used to develop the next generation of applications and platforms. Forma Prime strives to be a "technology-first" fund, whereby the fund evaluates teams on technological efficacy as a primary

C-Star is a tech-empowered real estate investment management company that was established in 2018. Its primary focus is on investing in the single-family rental (SFR) industry. C-Star operates a comprehensive platform that combines technology and real estate expertise to expand access to real esta

ALIUM Capital is a cross-over investment fund. They invest in technology and innovation, domestically and internationally. They invest in early stage businesses, all the way through to publicly listed assets. Their combined years of experience in managing risk will protect capital during times of h

Old Well Labs helps the most sophisticated investors in the world make informed decisions about their investment strategies. We’re an intelligence platform that institutional investors use to discover and evaluate thousands of the best hedge funds from over 40 countries. We analyze billions of datap

Karolinska Development AB (SSE: KDEV) is an investment company focused on identifying medical innovation and supporting the creation and growth of companies