Investment Management

Bradesco Asset Management is one of the largest fund managers in Brazil, offering a comprehensive selection of products that enable investment diversification. With a team of over 200 professionals, Bradesco Asset Management strives for daily excellence in managing clients’ resources, delivering con

Northland Securities, Inc., Member FINRA and SIPC, Registered with SEC and MSRB, is a full-service brokerage firm located in Minneapolis, MN. It. was founded in 2002 by a core of municipal finance and underwriting professionals. The veterans of that early organization came from national and region

The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients. We focus on investment and wealth management solutions by approaching each client individually. We do not ma

Brightspot specializes in CMS, OTT videos, personal branding, asset management and documentation services.

Our mission is to liberate future value by making investment and digital asset services simple, accessible and affordable. Through technology and innovation, we enable new opportunities and economic freedom for all. We strive not only to deliver the best to our clients, but also to take exceptional

Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations. Founded in 1989, FOX was the first–and continues to be the industry-leading–membership organization that brings together families,

MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients. We provide advice on inheritance tax, insurance, pensions and investments. We spend time to understand our clients' go

Pinnacle Investment Management Group (ASX:PNI) provides specialist investment managers with superior global distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Pinnacle consists of fifteen investment affiliates based in

Ashland Partners & Company LLP is a PCAOB registered, specialty CPA firm providing due diligence solutions to the investment management industry. The firm provides a variety of traditional audit, tax, attestation, and consulting services focused on the investment management industry to a diverse g

As a Managed Microsoft Gold Partner, Domain 6 Inc. Team has a combined 100+ years of technology experience. A leading partner bringing Microsoft Dynamics 365 solutions to mid-size companies with a focus on Real Estate, Assisted Living and Community Management such as Schools, and multi-Tenant buildi

Straight Bat is an income oriented private equity fund. We invest in mature, robust, medium sized Australian businesses for income, wealth preservation and sustainable capital growth.

StreetCred is a PR agency squarely focused on the financial services sector. We help clients elevate and market their credibility while differentiating themselves via strategic communications activities, leading to strong media profiles. Our approach to PR is to sync with our clients completely, fun

Mount Street’s highly experienced debt management team is focused on delivering a first class, bespoke solution across a broad menu of services to participants in the credit, structured and asset backed finance markets. By leveraging technology, Mount Street helps owners, investors and traders of

Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investm

Adviceworx is an advice-led Financial Services business whose core business is the professional management of financial adviser networks and practices. The Adviceworx proposition fundamentally reinvents existing financial planning practices and processes. Our objective seeks to revolutionise the wa

Above all, we are a bank designed with our customers in mind. Having tackled a variety of private requirements, we decided to forge this path for our business. Over time such requirements have defined our mission: discussing and acting alongside our customers in order to offer them our banking servi

Somos una reconocida empresa con gran trayectoria en el mercado, miembro número 200 de Bolsas y Mercados Argentinos S.A. Formamos un grupo de profesionales preparados y con madurez de análisis, llevamos adelante las tareas necesarias para el cumplimiento y desarrollo exigido por un Agente de Liquida

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

Hawkins Way Capital is a real estate company based in Los Angeles focused on value added and opportunistic investments across various asset classes and geographies. The company manages equity funds for select family offices and institutions that seek niche theses targeting attractive risk adjusted r

Anomaly Capital Management (“Anomaly”) is a long-short equity investment adviser launching in the second half of 2020. Anomaly seeks to generate consistent alpha by looking for the anomalies in a sea of known debates.

AltamarCAM is a leading investment manager in private markets whose main objective is to provide institutional investors, including insurance companies, pension funds and financial institutions, as well as high net worth private clients, with access to investments in unlisted markets: private equity

Elementum Advisors, LLC is an SEC-registered investment advisor focused on managing investment portfolios exposed to natural catastrophe event risk. It is an independently-operated firm with principal offices in Chicago and Bermuda. Elementum’s experienced team delivers institutional-quality investm

Mawarid Finance PJSC is an Islamic finance and investments group licensed by the UAE Central Bank. Mawarid Finance was formed in 2006 in Dubai, United Arab Emirates, with a paid up capital of AED 1 Billion to launch a new vision in Islamic Finance by adding more value to the industry through develop

If you are looking for a new role as an independent financial adviser, Truly Independent could have the IFA career you are looking for. We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers 2024. We have big brand values, IFA support and a unique payment structure to ens

Messina Group is a Trusted Advisor to Investment Banks and Private Equity Firms to Accelerate Value Creation at the intersection of Business and Technology. We partner with PE Firms and the Mid-Market C-Suite with a unique, proven Value Creation-Driven approach to Planning and Executing Growth Strat

Smart Answers for Better Decisions! CID is a software development and AI specialist that helps enterprises and Asset & Wealth Managers unlock more value for themselves and their customers. With offices across Europe and in the US, CID works with companies around the world to overcome their toughe

Grupo Visabeira is a multinational and multidisciplinary holding company that emerged in Viseu in 1980, where it maintains its headquarters. Present in 16 countries, it sells products and services in 119 nations on 5 continents.

We are here to bring focus back to what truly matters, and redefine the meaning of wealth. Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio – without stopping to ask why. The world has changed. Many people are reflecting on

AXS Investments is a leading asset management firm providing alternative investments for enhanced investor outcomes.

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fun

At Headpoint we specialise in providing advanced strategy and corporate finance advice to shareholders and management teams of mid-sized private companies on a confidential basis, allowing them to unlock the full potential of their business, maximise company value, and achieve superior deal outcomes

We love what we do. WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. Our process-driven suite of fiduciary services provides the

In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in partnership with our clients’ professional advisors. We rely on your investment advisor to manage your investment portfol

Based in Silicon Valley, Menlo Group is a late-stage tech investment firm that co-invests in leading private tech companies alongside top venture capital firms.

You’ve found the one fiduciary firm you can trust to manage all-encompassing global, cross-border business solutions. Whether your needs are corporate, institutional, or private, Harneys Fiduciary provides an integrated, flexible, and personalised end-to-end service globally, delivered by agile thin

Goodhart is a London-based independent institutional investment manager regulated by the FCA and founded in 2009. Our clients include public and private pension funds, family offices and wealth managers. We offer a narrow range of specialist investment strategies, managed in-house or in partnership

Founded in 1997, The Marian Group is a full-service real estate development, construction, advisory and investment firm based in Louisville, KY. The company's offerings include extensive expertise across product lines with a concentration on affordable and market-rate multifamily development, real e

Addicus is a private wealth management, investment banking, private equity, and tax consulting firm. The world-class investors and advisors at Addicus combine superior financial expertise with an unmatched inventiveness and a ceaseless passion to discover. We are compelled to create opportunities an

The Society of Quantitative Analysts (SQA) is a not-for-profit organization that focuses on education and communication to support members of the quantitative investment practitioner community. Our Mission: The Society of Quantitative Analysts (SQA) is a not-for-profit organization that fosters

Investing to support and advance the vital work of the Bill & Melinda Gates Foundation Trust and Gates Family. Founded in 1994, Cascade applies a fundamental, long horizon investment approach across asset classes and geographies. While Cascade manages the assets of the Trust, which funds the Bill

Abrams Capital is a Boston-based investment firm founded in 1999 by David Abrams. The firm’s investment strategy is opportunistic and follows a fundamental, value-oriented approach. Investments generally are made with a long-term time horizon and are typically unlevered and long-biased. Abrams Capit

At Diamond Consultants, our mission is to help advisors live their best business life. We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a Wirehouse, a Regional, Boutique or Independent firm. As the industry’s leading recruite

Gallant Capital Partners is a private equity firm that make control investments in technology, industrial and business service companies.

Senné is an industry-leading real estate advisory and investment firm with experts in residential brokerage, commercial brokerage, property management, development, investments, marketing, and more. We're committed to creating real estate solutions, and lasting partnerships, enabling our clients to

BwB, an innovator in global finance, is an investment banking, asset management and advisory firm focused on delivering value to our clients that benefit the environment and society. Founded in 2013, BwB is powered by investment bankers and is a not for profit with operations in Ireland, the Unite

Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, i

Founded in July 2009, Ahex Technologies is an ISO 9001 certified software development company. We are provider of customized web application, mobile application and e-business solutions across the globe. We provide required technical expertise which we have learned after working on various web and m

Investment Advantary and our capital partners invest in traditional buyouts, management buyouts, and rollups where we believe our expertise can drive transformation that unlocks the potential of great companies. We are committed to a long-term investment approach. This allows us and our management t

Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and excepti

Sutton Capital uses a thesis driven strategy to back the world's best founders. Our seasoned leadership team supports technology teams with capital, experience, and resources so they can drive the next trillion dollar markets. We leverage our networks to exponentially grow a deep focus on tech. O