Investment Management

Wisconsin River Partners, LLC is private investment and holding company focused on lower middle market acquisitions in Central Wisconsin.

While money may not buy happiness, it certainly buys security and stability. You have to be prepared for anything to happen, and we can help. Spinnaker Investment Group is a boutique, family-owned investment company that helps each investor design, implement and run a portfolio. We work directly wit

ICV is a private equity firm that invests in lower middle market companies in North America through its offices in Miami, FL and Atlanta, GA. Our focus is on making equity investments in high-margin, market leading businesses in partnership with proven managers who want to grow and improve their co

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'

We are an investment group of six family offices that collectively leverage our assets, expertise, relationships, and businesses to coordinate our investments. Our investment management approach is carefully driven by our shared business interests. While we have our own processes for down-selecting

Based in San Diego, Seaside Equity Partners is a growth-oriented and operationally focused private equity firm that seeks to provide capital, resources and strategic support to leading mission critical services businesses that are headquartered in the Western United States

PEP is Australasia’s oldest and largest private equity firm, with $9B AUM across various investment strategies. Since 1998, PEP has made more than 190 acquisitions and delivered an average Gross IRR since inception of 41% p.a. Our distinctive culture – built on a team-based approach of apprent

We are an independent equity research firm based in New York City. The founding partners established this firm to partner with clients and deliver value-added research to enhance the investment process. We aim to deliver actionable and non-consensus analysis for our clients.

At Multifonds, we offer a single, global, SaaS-ready platform that empowers leading fund administrators, asset managers, insurers, and pension funds to drive ultimate efficiency and reduce risk. Our platform currently supports over 40,000 funds—encompassing both traditional and alternative investme

♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) i

We are Hazelview Investments. We have been active investors, owners, and managers of real estate investments since 1999. We create long-term value by investing in people and properties. We invest both publicly and privately to access the best real estate around the world and we actively manage our i

MDI Ventures is a global multi-stage venture fund with 3 unicorns in its portfolio.

Ninepoint Partners is an independent investment manager committed to adding value to investors’ portfolios while helping to differentiate advisors’ businesses.

Riserva Capital stands at the forefront of Financial Asset Management of the Future, integrating human insights with advanced AI capabilities to navigate complex financial markets, and deliver responsible performance. Through continuous innovation, we capture emerging opportunities on the horizon. A

Lan Global provides infrastructure asset recovery and data destruction services for cell phones.

We at Swissblock, are a Private Wealth Manager which is on a mission—to lead the way in crypto and cross-asset investing. With a keen understanding that timing is paramount, we employ a systematic approach that combines robust algorithmic trading with exhaustive cross-asset market analysis. Our mis

Investments with purpose, for profit, by people - From Triple Point. Something happens when people come together. From the connections we make spring ideas. Fresh solutions to big problems, from how to improve global communications and heat our homes, to how to support businesses and drive the eco

Neo Technologies is a UAE based, leading technology services company focused on digital wealth management solutions in the MENA region.

Sofinnova is the name shared by two venture capital firms, Sofinnova Ventures and Sofinnova Partners.

Hardman Johnston Global Advisors is an independent investment manager focused exclusively on long-only, growth equity for over 35-years. We have consistently practiced an uncompromising, high conviction approach to identifying a very select number of companies that can meet our extremely demanding i

INVEST IN REAL ESTATE // Montano ist der führende unabhängige Investment-Spezialist auf dem deutschen Gewerbeimmobilienmarkt. Institutionelle Investoren finden zu ihrem Risikoprofil passende, sichere und besonders renditestarke Investmentprodukte: Single-Source, individuell aufgewertet und Hand in H

What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients. These we deliver through independent advice, analysis and reporting for asset owners, investment managers, hedge funds, private equity firms and brokers. A

Ausbil Investment Management Limited is an Australian equities specialist with approximately A$15.5 billion in funds under management. Established in 1997, Ausbil’s core business is the management of Australian equities for major superannuation funds, institutional investors, master trust and retail

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so

American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted

Established in 1991, ORIX Aviation is a global leading aircraft lessor, aviation investor, and full-service aircraft asset manager based in Dublin (Ireland), Dubai and Tokyo with a stellar track record of aviation investment spanning three decades. A key to ORIX Aviation’s success over its +30 year

APEX Partners é uma Plataforma de Investimentos e serviços financeiros cujo objetivo é ser o principal banco de investimentos do Brasil orientado para o middle market. Nossa motivação é desenvolvimento do mercado de capitais regional. Isso implica em prosperidade econômica e social. O estado do Esp

Think Investments (“Think”) is an investment firm founded in 2013 by Shashin Shah and headquartered in San Francisco. Think invests globally in public and private companies with a multi-year time horizon and an emphasis on creative primary research. The firm specializes in backing technology-led ear

BTB – Be The Bank – is Israel’s leading peer-to-peer investment and lending platform, founded on a bold and radical vision: to return financial power to the people. Since 2014, we’ve been rewriting the rules of the credit market by creating a real alternative to traditional banking. Our mission is s

SIGMA Capital Holding is one of the leading financial services companies in Egypt. Established in 2000 with the aim of providing top-quality financial services to the regional market. SIGMA Capital's first endeavor in Egypt was to establish its securities brokerage business, expanding its service o

Keenai is redefining the future of wealth management, where human expertise and AI-driven intelligence unite as Augmented Intelligence. This powerful combination delivers smarter insights and uncovers opportunities that others may miss. We empower global investors and advisors to make better, more

Recruitment reimagined: delivering bespoke recruitment solutions for clients in Financial Services, Information Technology, Accountancy & Finance and Global Professional Services. Meraki Talent is a recruitment and selection business founded in 2015 which focused on serving the hiring needs of emp

Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets throug

Finsimco's Simulator immerses participants into key Investment Banking and Capital Markets transactions & deal flows. The application software uses experimental learning to prepare participants for a successful career in Financial Services.

Atlas Merchant Capital was founded in 2013 to participate in compelling market opportunities in the financial services sector. Atlas was founded by Bob Diamond and David Schamis, who together form a complementary partnership with extensive operating and investing expertise across the financial servi

Monarch Networth Capital Limited (MNCL) is one of the leading financial services companies in India. With over 25+ years of experience in capital markets, MNCL's clear focus to create value for its customers. Businesses: a. Retail Broking b. Global Access c. Institutional Equities d. Fund Managemen

About CBRE Vietnam Since entering the Vietnam market in 2003, CBRE Vietnam not only plays a key role in the Vietnam real estate market but also introduces investment opportunities in the country to international investors. The firm is committed to providing customised services and superior in-depth

Graystone Capital Advisors is a full-service brokerage company that focuses on aligning ourselves with our clients to build long-term investment strategies.   In addition to advisory services, Graystone Capital Advisors also assists their clients in the acquisition, disposition, and leasing of Comme

TIGER 21 provides you with powerful perspective – your own personal board of directors. A room full of visionaries, executives, entrepreneurs, and investors; the best minds and resources in the world at your service. Our Members are accomplished wealth creators from every industry and every geograph

Lexington Partners is one of the world’s largest and most successful independent managers of secondary private equity and co-investment funds. Since 1990, principals of Lexington Partners have organized 20 secondary funds and 10 co-investment pools with total capital of $55 billion. Our investors in

InRento is EU's first licensed buy-to-let investment platform, where investor can earn rent and capital gains from €500

QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX m

Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country.

Wealth Warden Partners is a modern financial firm built to serve both individual investors and financial professionals. We specialize in two areas: Financial Planning & Wealth Management – We help individuals, families, and business owners make smart financial decisions through customized planning

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk managemen

Founded in 2024 by industry veterans, Bruce ATS™ was designed to provide seamless digital investor experiences and bring greater reliability to extended-hours trading. No more small players trying to piece together solutions — the big guys have arrived.

Morula Capital Partners is an independent owner managed asset management firm providing investment management solutions targeting pension funds, insurance firm, medical aid funds and individuals

CCMP Growth Advisors, LP (“CCMP Growth”) is a growth-oriented middle-market private equity firm, focused on investing in high-growth, middle-market companies in the North American Consumer and Industrial sectors, often in partnership with family owners and entrepreneurs.

Private Equity

USI Consulting Group is a financial services company that provides investment advisory and employee communication services.