Investment Management

ICD is treasury’s trusted, independent portal provider of money market funds and other short-term investments. We provide intuitive technology and unbiased access to over 350 investment products through ICD Portal, a model in the industry for research, trading, reporting and analysis. Through our Gl

A modern platform for management and analysis of your investments

Founded in 2000 by Michel Donegani and Marc Zosso, FINMA registered since 2009, fully independent since inception. One Office, One Team, One Focus Headquartered in Morges, Switzerland, between Geneva and Lausanne, it has always been our design to have the whole team in one location, outside of

Elevate your decision-making process with ScaleX! ScaleX is an AI-powered solution developed by Early Metrics. It uses AI algorithms to generate scores based on private data, providing an overview of the growth potential of tech companies and market benchmarks. 
 ScaleX transforms data into actiona

Erste Asset Management (Erste AM) coordinates and is responsible for all asset management activities within Erste Group. At our locations in Austria, Croatia, Czech Republic, Germany, Hungary, Romania and Slovakia we manage assets of about EUR 77 bn (as of 31 December 2021). Strong owner, internat

Avendus is a leading financial services firm, which along with its associates, provides customized solutions in the areas of financial advisory, equity capital markets, wealth management and alternative asset management.

A market leader in the provision of rights management software.

Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes. Consumer education is key to the success of our process, especially when it comes to creating a comprehensive retirement plan. Look around our site. Send an email

Bandera Group is an energy focused investment firm focused on royalty and mineral assets and income-oriented energy investments. Current Portfolio Highlights • Balanced mix of oil and natural gas exposure • Top-tier public and private operators • Ownership by Basin (Net Royalty Acres): Appalachi

Pin Oak Investment Advisors, Inc. is a wealth management firm that emphasizes capital preservation. We put our clients goals first, helping them to maintain their nest egg while growing it.

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ALAIN is a leading asset management company headquartered in Abu Dhabi, specializing in building, managing, and elevating investments across real estate, hospitality, education, and capital. Our approach shapes businesses, drives performance, and creates lasting value. With decades of experience, we

Alt Capital is an early-stage venture firm, investing from inception through Series A. We are generalist investors building a concentrated portfolio. We invest in founders, not categories.

Welcome to Soul Equity —a NYC-based, boutique, woman-owned executive search firm passionately dedicated to elevating Middle Market Private Equity Firms, independent sponsors, and family offices across the United States. As a specialized boutique firm, Soul Equity exclusively focuses on the unique hi

Incepted in 2001 and nestled in the heart of Dubai, Bright Start redefines the essence of elite investments. As a distinguished family office, our ethos is rooted in curating a portfolio that transcends the ordinary. Our headquarters, strategically positioned in Eden House at Jumeirah Garden City, s

Athlos Capital is a Cyprus based independent boutique investment firm specialising in institutional fixed income trading and wealth management. We provide international institutional clients local insight and execution in the markets of Greece & Cyprus while our Wealth Management Division provides o

Indian Venture and Alternate Capital Association (IVCA) is a not-for-profit, apex industry body promoting the alternate capital industry. Having reached the milestone of 75 years as a sovereign nation, the ‘India Opportunity’ story is making waves globally. Our vision is to foster a vibrant investin

Combining the expertise of finance, asset management, property management, brokerages, and hospitality management, 33 Degrees offers an integrated portfolio of CRE corporate services. CRE Lifecycle Management is what we do.(480) 939-3455

Turnspire Capital Partners is a private investment firm focused on providing special situations solutions to the lower middle market in North America. Through corporate carve-outs, restructurings, or buyouts, Turnspire's goal is to acquire high-quality businesses that have reached strategic, opera

Droplight is a collective that embodies a tribe mentality, united in their mission to invest in and elevate businesses, inventors, and founders. With a shared vision for progress, we are dedicated to fostering innovation and driving positive change, not only for our partners but for the country as a

Danescor is a leading provider of M&A professional services, transactional software and proprietary market intelligence in a complete holistic solution serving corporate customers in US, UK and Europe. The company’s unique business model, market leading software and unrivalled corporate data enables

ME Commercial provides a full scope of commercial real estate services from development through operations. We focus on creating enduring, long-term relationships; we make decisions based on a long-range perspective that has been cultivated over years of the ownership experience. Our emphasis on cre

At Fishtank, we specialise in implementing data management solutions across the Investment Management industry, leveraging over 25 years of proven expertise. Our innovative and trusted AUM tracking and reporting solutions are recognised as industry leaders, relied upon by top asset management firms

Bluebird Wealth Management is a Registered Investment Advisor (RIA) delivering independent and personalized investment management, tightly integrated with comprehensive financial planning to individuals, families and institutions. https://bluebirdwealthmanagement.com/important-disclosures-tos/

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your financial goals in life; it's not just about buying product but rather helps in need based product identification and selection. At Moneymatters we set, evaluate and execute you

Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of re

Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management of $12.3B as of July 1, 2024. Meritage Group LP's Form ADV may be accessed on the SEC's website. The Meritage® investment strategy started in 1997, and Mer

Berggruen Holdings invests across a wide range of industries, continents, and asset classes, including direct private equity, real estate, alternative energy, financial instruments, and basic industry startups. We pride ourselves in building our portfolio through long-term, value-oriented investmen

Postera Capital is a professional advisory firm based in Düsseldorf, Germany, that focuses on investment opportunities in blockchain and cryptoassets. Postera Capital's partners share the belief that blockchain and other distributed ledger technologies will transform the global economy and society.

Private pension fund administration. Administrators for the Benchmark Retirement Fund.

Chevin is the leading global provider of Fleet Management Software

Ellerston Capital is a specialist investment manager with a distinctive approach to portfolio construction and investment selection.

Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs. Founded in 1996, we are independent and relationship-focused, working with clients across more than 20 countries. Our approach is different. Rather than simply presenting the available options, we

Established in 2020 with an initial AuM of about S$75 billion or US$55 billion, Seviora Group (“Seviora”) is a Singapore-based asset management group. Through its outstanding asset management companies (“AMCs”), the group provides investors access to a wide range of multi-asset and multi strategies

RSI NGD Group is a multifaceted organization based in the Philippines, known for its diverse range of business services and expertise. The company primarily focuses on e-commerce solutions, digital marketing strategies, SEO, copywriting, content strategy, and innovation management. RSI NGD Group pro

Gambit is a digital investment platform used by tier 1 and tier 2 banks, insurances and private wealth institutions. These range from AXA, BPCE, BNP Paribas, Keytrade, Pictet and others. The issues these organisations face vary market from market. - In Europe, for example, institutions looking at

We are the next generation of fund and fiduciary administration partner. Every day, we demonstrate that exceptional administration can add real value for the fund managers, companies, entrepreneurs and family offices we support. We do it by treating our clients’ interest as our own. By deploying the

Confidence is one of the most important assets of any market place, market participant, or regulator. Without confidence in the market, investors will choose other alternatives for their investments. Scila provides surveillance tools built on many years of experience from both market surveillance a

Praetorian Holdings Group is a Private Equity firm focused on investments in the Energy and Industrial sectors. We partner with entrepreneurs, industry experts, and established companies to properly allocate capital in order to produce strong and consistent returns.

Capital structure advisory. The provision of innovative and relevant financing solutions to Private Equity and Corporate clients is at the heart of Newbrook. We bring a different approach to a market that has become formulaic and stuck in its ways. For us it’s all about maximising alignment with ou

Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions. We are committed to our role as Fiduciary Advisors — guided by the principle th

The Atkins Investment Group is a completely student-managed investment fund at the University of New Hampshire’s Peter T. Paul College of Business & Economics, overseeing approximately $400,000 in long-equity and fixed income positions. The group, which is open to all majors and concentrations, is

VARIV is a strategic investment firm focused on creating, developing and scaling innovative business models. The firm makes investments in companies that offer synergies to their network, leading to value creation within their portfolio. Since its inception 17 years ago, VARIV has focused on Ven

Vennre is a digital wealth management platform for exclusive private market investments, specializing in carefully curated opportunities from leading global managers. Our mission is to enable a wider range of HENRYs (High-Earners-Not-Rich-Yet) to explore private market investments with confidence an

Harvey Capital Partners is a deeply fundamental, long/short credit firm that will invest opportunistically across asset classes globally. We will employ a special situations model utilizing a small, focused team across research, restructuring, and trading to identify compelling opportunities spannin

Andra AP-fonden (AP2) is one of five buffer funds within the Swedish pension system, tasked with maximizing long-term return – and at low risk to pension disbursements. A committed asset manager, the Fund invests worldwide, in a wide range of assets like equities, fixed income and real estate. Stra

At Prospect Estate Planning, we work as a team to provide custom, proactive advice to guide your personal financial life. This team approach allows us to offer an unbiased, hands-on, collaborative experience, always with a focus on achieving your short- and long-term financial goals. Working alongsi

Bullground is a wealthtech platform helping Hispanics build, manage, and protect their wealth with real financial guidance and no conflicts of interest. We focus on making wealth building simple, transparent, and accessible. Our team combines financial expertise and a deep understanding of our commu

Quantitative investment management and trading company.

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation a