Investment Management

Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each enga

Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions a

Founded in 2010, Axonic Capital offers commercial and residential real estate strategies, systematic fixed income and commercial lending strategies along with its structured credit expertise. Axonic Capital manages investment portfolios across Limited Partnerships, Separate Accounts, and two publicl

With assets of more than $3.3 billion, EECU Credit Union is one of North Texas’ largest locally owned financial institutions with a long history of serving the financial needs of individuals and businesses in Greater Fort Worth. Open to anyone who lives or works in Tarrant County and surrounding are

What does Finquest do? Finquest has been shaking up the world of deal sourcing for the Private Equity and Corporate M&A community since 2016, quickly becoming the go-to deal sourcing provider for some of the largest funds and acquisitive Corporates in the world. In fact, our Private Equity clients

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals, families, and businesses with the resources needed to create, preserve, and protect their wealth. With a network of 170 advisors in 22 states, North Star has contributed to the financial security and

Lighthouse Canton is an independent asset manager company that strives to create bespoke solutions for its clients.

Founded in 1977 by Rita Humphries-Lewin, Barita Investments Limited has the distinction of being the oldest stock broking company in Jamaica. Over the past 31 years, the company has built a sound reputation for excellence in the areas of Equities Trading, Fixed Income Securities, Foreign Currency Tr

Arcapita is a premier alternative asset manager with a total transaction value in excess of $30 billion across more than 100 investments. The firm’s principled approach provides a strong, ethical compass that fosters trust, excellence and partnership with stakeholders. With over 25 years of manageme

Ardent is a real estate company that provides debt financing, commercial asset management, and residential development services.

From biopharmaceuticals to medical devices, diagnostics, and healthcare services, OrbiMed is scouting the globe for innovations that will help ensure humanity lives healthier, longer and more productive lives. They have been investing globally for over 20 years across the healthcare industry: from

Basalt is a dedicated mid-market infrastructure equity investment firm focusing on investments in power & renewables, utilities, transport and communications & digital infrastructure in North America and Western Europe.

Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial service providers. Expersoft's PM1 product provides its customers and users with an unrivalled and constantly expanding de

CITIC Capital is a leading global alternative asset manager with USD22 billion of assets under management across 100 funds and investment products. The firm was founded in 2002 and has been one of the pioneers in cross-border investments. CITIC Capital manages investments through its multiple asset

Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as

Kawa Capital Management is an independent asset manager providing accredited investors solutions to build tailored alternative portfolios.

Blue Sea Capital is a private equity firm specializing in growth-oriented lower middle market companies. They target opportunities in large, dynamic, secular growth manufacturing and service industries with special focus on a few sectors where we have deep collective prior experience: aerospace & de

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset manageme

As the biggest global independent financing solutions provider, PEAC Solutions has been a partner to small and medium-sized companies for over 50 years and specializes in investment and sales financing for various asset classes and industries. This impressive reach gives us the ability to stay on th

Netgain Solutions is a software company that provides accounting, lease accounting, and fixed asset management services.

Arevon renders asset management, construction management, battery storage, renewable energy and clean energy infrastructure solutions.

Varagon Capital Partners is an asset manager focused on direct lending to middle market companies. Varagon invests across the capital structure and offers flexible financing solutions to meet the needs of borrowers and private equity sponsors. Varagon manages vehicles on behalf of institutional inv

We’re atomos and we’re here to make your dreams and financial ambitions a reality. In this fast-changing world you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments and all the convenience and access you get from modern d

We are a private investment banking advisory firm. Our advice will always be independent, and we will act only in the best interests of our clients. Ardea's mission is to provide strategic and financial advice to CEOs, Founders and Boards of Directors of leading global enterprises facing complex c

Galliard was founded in 1995 and is a registered investment adviser, wholly owned by Allspring Global Investments Holdings, LLC. Headquartered in Minneapolis, we focus exclusively on providing fixed income and stable value management services to institutional investors. We currently manage investme

Klarent Hospitality is a leading hotel investment and management company. We currently manage a portfolio of 30 hotels in the UK and Ireland trading under prestigious, international brands such as Hilton, Hilton Garden Inn, DoubleTree by Hilton, Mercure and Ibis Styles.

Astra Tech operates as a technology investment and development group.

Gulf Capital is an investment firm with experience in Growth Markets across Private Equity, Private Debt, Growth Capital, and Real Estate.

Immedia offers IT services such as V standards, asset management, remote monitoring, support and security.

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Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients. It believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client

Axis Securities Limited (ASL) is a subsidiary company of Axis Bank Ltd. engaging in distribution of wide range of financial solutions and broking services to retail customers. Customers can avail a wide range of lending solutions. Apart from lending solutions, Axis Direct, a brand under Axis Securi

Het verschil maken voor onze klanten. Een bondgenoot zijn in de steeds complexere financiële wereld. Dát is wat ons drijft. Met zelfkritisch en actief oog. Voor de wereld om ons heen en onze rol daarin. Wij bieden asset management, fiduciair management, fund management en corporate finance. Dat doe

Bridge Alternatives is a leading alternative investment services platform providing our clients with the resources they need to achieve superior results. Our team is a trusted resource and advisor in all aspects of Alternative Investments. We provide insight and services in the following areas: C

At Bandhan AMC, we are helping people achieve a better outcome for their savings with a range of investment solutions.

Concorde embraces the entrepreneurial spirit. Our financial professionals value the independence that comes from the flexibility and support provided by the Concorde Team. Concorde focuses on empowering financial professionals to provide creative, well thought out solutions for their clients.

Deerfield is an investment management firm committed to advancing healthcare through investment, information and philanthropy.

North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth objectives of our clients. Since the founding of North Point in 2004, we have advised on more than 350 transactions representing

As a pioneer in European mid-market private equity, Rivean Capital has been partnering with aspiring management teams to cultivate differentiated opportunities for 40 years. With €5 billion under management, Rivean has executed over 250 transactions, guiding the transformation of compelling business

Founded in 2014 by Eric Bendahan, ELEVA Capital is an independent investment manager. Building on its long-standing expertise in European equities, ELEVA Capital has gradually developed other areas of expertise in small & mid caps, impact investing, fixed income, multi-asset and structured products

U.S. Bancorp Asset Management’s core strength and focus is managing investment-grade fixed income strategies for institutional and retail clients. A registered investment adviser, we have been providing fixed income investment solutions since 1982.1 Whether you seek the custom features of a separa

The Pension Reserves Investment Management (“PRIM”) Board manages the assets of the Pension Reserves Investment Trust (“PRIT”) Fund for public employee pension benefits on behalf of Massachusetts State Employees and Massachusetts Teachers’, as well as local participating retirement systems througho

MFA Financial, Inc. is engaged in the real estate finance business. The Company's subsidiaries invest in residential mortgage assets, including Non-Agency mortgage-backed securities (MBS), Agency MBS, residential whole loans and credit risk transfer.

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

The world of the entrepreneur can seem chaotic. It is a life of exceptional challenges, rare opportunities, and remarkable people. Yet success is found at the heart of the maelstrom, and there are those who navigate it willingly and confidently. They revel in mastering it, and their reward is to see

At Parnassus Investments, we invest responsibly to build wealth for our clients. We select businesses that we believe have increasingly relevant products or services, sustainable competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must mee

GSG Impact, active in over 50 countries, works to progress the transformation of global financial systems, so that every investment, business and government spending decision takes into account impact, as well as risk and return. The GSG Impact Partnership is a growing community of national partner

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support

Ufenau Capital Partners is a privately owned investment company headquartered in Switzerland that advises private investors, family offices and institutional investors with their investments in private equity. Ufenau is focused exclusively on investments in service companies in German-speaking Europ

LifeSci Capital is a research-driven investment bank with deep domain expertise in the life sciences. Our service model as a boutique investment bank is unique in that we exclusively serve corporate clients who are emerging life science companies that discover, develop, and commercialize innovative