Investment Management

Non-bank financial organization that believes in exponential capital growth through portfolio diversification and innovative vision.

Mitre Peak Capital, based in Southlake, Texas, invests in lower middle-market companies with defensible core businesses and the potential for significant value creation through the achievement of strategic and operational objectives. The Mitre Peak team has 30+ years of principal investing experienc

We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis. Diverse in business experience and perspective, we take a research-intensive, generalist approach to evaluating securities companies. Our client portfolios reflect the best opportunities we fi

Code & Co. is an independent advisory firm specialized in advising leading funds in the global alternative investment industry. We set a new standard for trusted, modern Technology & Product Due Diligence to help the world’s most successful funds make confident investment decisions.

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded

Asia Securities is a leading investment firm in Sri Lanka providing Investment Banking, Research, Equities and Wealth Management services to corporate, institutional & individual clients and operated by the only internationally experience senior management team in the industry. At Asia Securities w

Parkland Securities is a company based out of Ann Arbor, Michigan, United States.

Expedition Infrastructure Partners ("XIP") is a merchant bank focused on enabling the next generation of critical infrastructure assets as well as the adjacent ecosystem of services and technology providers. XIP sits at the center of the private infrastructure marketplace, gathering market intellig

Founded in 2011 and headquartered in Dubai, Greenstone Equity Partners is the largest capital-raising firm in the Middle East, connecting regional investors with leading global fund managers. Greenstone has deeply rooted local relationships with over 200 GCC-based institutional investors and over 1,

Angel Invest is one of Europe's most active angel funds. We make 50+ investments per year and coach founders through to Series A.

Northside Capital Management is an independent private wealth investment manager. The firm builds sophisticated, forward-looking investment portfolios of value-added strategies and securities across the global spectrum.

Your Connecticut partner in wealth management and financial planning for retirement.

Catholic Investment Services (CIS) is a non-profit organization that seeks to deliver strong investment returns aligned with Catholic principles so Catholic organizations can make a bigger impact in their communities. Posts from Catholic Investment Services, Inc. (CIS) represent the opinions of CIS

William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information. William O’Neil India focuses on individual equities, mutual funds, ETFs and indices across the globe. Our professional teams are passionate about s

iA Wealth is the wealth management division of iA Financial Group. iA Wealth provides a full range of financial advisory and wealth management services to Canadian investors through iA Private Wealth Inc. and Investia Financial Services Inc. iA Wealth’s investment fund manufacturing arm, IA Claringt

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

Veritas is Canada’s leading independent equity research company. Being independent means having the courage and conviction to say what others can’t or won’t. Established in 2000, Veritas’ mission is to be our clients'​ trusted source of independent knowledge and advice to help them make better inve

A global Financial Service Company head quartered in New Delhi, India. It provide services in the areas of Investment Banking, Project Finance, Fund Raising, Private Equity, Syndication, Merger & Acquisition and Corporate Finance Advisory with Domestic and Overseas partners. Since inception in 201

Viridios Capital allocates investment capital to carbon finance projects in line with its nature-based market-creation strategy. The company develops and deploys proprietary technology to value, structure, and originate emissions offsets and sustainable development assets, facilitating investment fl

The Dartmouth Investment and Philanthropy Program is an undergraduate, student-run organization that manages a $700,000+ equity portfolio. Each year, DIPP distributes a portion of its capital gains to local and international philanthropic endeavors. DIPP was established in 2007 after receiving see

Through its Asset Management business, Cohen & Company currently has approximately $2.2 billion in assets under management. We manage investment products, including funds, managed accounts, Special Purpose Acquisition Companies (SPAC) equity, and collateralized debt obligations. Our portfolio manag

Investing in Exceptional Manitoban Founders. Trillick Ventures Fund I is a $15M fund created to fill the early-stage funding gap in Manitoba, the least represented province in all of Canada, receiving <1% of Canadian venture capital investment. The Fund will make pre-seed & seed investments into

Century Technology Group is an investment group headquartered in Grand Rapids, MI, with a focus on technology. We invest in companies that have a hunger to grow, have clarity of vision, and will benefit from joining our family of technology platforms. Our core motivators are providing exceptional va

Cornerstone provides an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration. Cornerstone's team of professionals provides comprehensive investment consulting and administrative solutions for Christian non-

1585 Healthcare is an investment firm focused on acquiring and investing in businesses in the healthcare services industry.

Founded in 2011 by Akiva Katz and Howard Shainker, Bow Street is a global institutional alternative asset management firm that employs a bottom-up, fundamental method of investing, and seeks to identify asymmetric opportunities across asset classes in both public and private markets.

ONCAP, in partnership with operating company management teams, invests in and builds value in North American headquartered small and medium sized businesses that are market leaders and possess meaningful growth potential. ONCAP targets significant minority or control equity investments of $20 to $25

Bek is a global venture capital firm accompanying a select group of early-stage founders from their earliest days to global scale with relentless, hands-on support. Insiders who adopt an outside perspective, we help exceptional teams succeed. Currently in our second decade, we have backed multi-bil

The world’s first AI assistant for Investor Relations aiiro transforms how publicly-listed companies around the world engage with their investors and other stakeholders by providing a new engagement channel consisting of purpose-built, AI-powered IR Investor Assistants customized for each client’s

India International Exchange (India INX) is redefining how global investors and traders invest in India - world's fastest growing emerging market. India INX is a full service exchange offering fund raising and trading of securities and derivatives. It also offers post trade services of clearing and

Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects of their wealth. With decades of experience, our Partners provide full-service solutions to enhance our clients’ wealth

The Clear Blue Company (CBC) is a private equity firm dedicated to solving the affordable housing crisis by providing above-market returns for investors and creating upward mobility for residents. CBC’s unique, resident-focused model transforms affordable housing beyond providing shelter through fin

Market leaders in onchain asset management, kpk helps organisations grow their digital assets responsibly and sustainably. We scale DeFi using active treasury management solutions and products, all built on top of our non-custodial technology stack.

Humboldt Financial is a financial planning firm located in London, United Kingdom. Our team consists of experienced financial planners, estate planners, client account managers and paraplanners who provide customised financial solutions to individuals, families, and businesses. With a focus on buil

Equus Capital Partners, Ltd. is a real estate investment manager with a 40+ year history of managing a high quality investment portfolio, through its vertically integrated operating platform, in top tier markets throughout the United States. Through multiple real estate cycles and unpredictable inve

Alpine Global is an investment firm with a breadth of sophisticated trading strategies across global markets. We specialize in finding unique alpha through our understanding of market behaviors, fundamental research, modeling, and dynamic risk management.

Mirana Ventures is a leading global investment fund providing long-term capital and strategic partnerships to visionary founders and fund managers in the Blockchain and Web3 space. We actively invest in the boldest and the most pioneering founders, as well as emerging fund managers with a different

Royalis investeert in Nederlandse bedrijven met een bewezen business model en een EBITDA vanaf €2 miljoen. Bedrijven die het in zich hebben om uit te groeien tot de marktleiders van morgen. Dat doen wij met een persoonlijke aanpak, geduldig kapitaal en proactieve betrokkenheid. Veelal vanuit een mi

At Chemistry Wealth, we understand that all the elements of your life — from your financial circumstances and ambitions to the world around you — interact, change, and transform over time. That’s why we do more than just help our clients grow their wealth. We work side-by-side with you as your pers

B.E. Blank & Company is an investment firm specializing in socially responsible investments in the legal industry.

Silverhorn is an owner-operated, investment firm delivering multi-asset investment solutions that bridge geographies with Asia's public and private markets. Our access to best-in-class investment specialists combined with a robust network of proprietary advisory, investment and asset-management re

As a full-service insurance and investment company, Allegis Financial Partners focuses on the individual needs of each client - not a particular product. This has proven to be a winning formula for our company, founded in 1999 by Jeff Erekson, and consistently recognized as one of the Intermountain

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for t

A fantastic tech enabled platform to manage & meet investment goals! India's leading investment platform with clients across 1200 cities and 76 countries. FinEdge was set up with a strong belief that quality financial planning is no longer an option, but a necessity for people across the country. O

Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional Investment Strategies to Dealers and Portfolio Managers.

A joint Venture between Government of Pakistan and Kingdom of Saudi Arabia. Saudi Pak aims at strengthening economic cooperation between the brotherly people of Saudi Arabia and Pakistan. To achieve this objective, we are committed to add value for our stakeholders through capital formation and inv

PRIVATE PLACEMENT IS ALL WE DO – AND WE DO IT WELL Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients. Our track record is indisputable: we’re consistentl

Fortitude Advisors is a leading technology investment bank that is uniquely dedicated to advising high performing, founder and family-owned technology businesses – ensuring optimal execution and a true alignment of interests. Since 1997, our principals have negotiated and closed billions of dollars

Prospero.AI is a transformative fintech startup founded with a mission to democratize access to financial markets. We were founded by a former Wall Street hedge fund manager who envisioned a fair and transparent market, no longer skewed in favor of large financial institutions. Our groundbreaking pl

Golden Hello es una firma de Asesores de Inversión Independiente, registrada ante la CNBV, que ayuda a las personas a invertir en el mercado de valores de forma clara y sin rodeos, con estrategias sólidas y herramientas tecnológicas que les permitan monitorear sus portafolios en tiempo real.