Investment Management

Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and transformative corporate finance transactions. Ducera provides senior level advice to its clients in areas such as corporate

At Kaizen Wealth Managers, we’re your partners in financial advancement. Our mission is to help individuals and businesses build a sustainable, secure future through tailored financial strategies. Whether it’s investment planning, retirement, estate structuring, or insurance solutions — we provide

46 South Main Street - Suite 5, Concord, New Hampshire 03301 | 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together. Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial

mogul is a fractional real estate investment firm founded by former Goldman Sachs executives with over $10 billion deployed in real estate. Our platform empowers investors to access premium real estate opportunities that provide monthly dividends, long-term appreciation, and tax benefits for as litt

Building Legacy One Step At A Time.

InterVest Capital Partners® is an SEC registered investment adviser based in New York, focused on asset-based lending, leasing and other structured finance verticals. Prior to January 1, 2012, the InterVest Capital Partners Investment Team was part of the Structured Finance and Business Development

Shoe Investments invests directly in rapidly growing and scalable companies (equity-ticket size EUR 2-10m). She is hands-on and can add value through her knowledge about a.o. e-commerce (B2B and B2C), sales, marketing, finance & controls. In addition to direct investments, Shoe Investments also

Herold & Lantern Investments, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, is a financial services firm with a national presence. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk man

Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the k

We are a full-service project development, investment, and advisory firm.

ThinkSuite is a preeminent community of investors, delivering thought leadership at the highest levels in the investment world. Our network includes high-level executives at some of the world's biggest pension funds and some of the most prominent family offices in North America and Singapore.

Apers: AI-autopilot platform for Institutional Real Estate Investors, offering automated due diligence, market analysis, and investment insights. Integrates with your systems for strategic, data-driven decision-making in commercial real estate investment.

SFC Capital is an early-stage investor combining its own angel syndicate & seed funds to provide investors with diversified exposure to SEIS/EIS businesses.

The Undergraduate Business Society (UBS) is the largest student organization at UCLA with an annual membership of more than 5,000 undergraduates. For over 40 years, UBS has offered a variety of events to help UCLA students develop the necessary networks and skills to break into some of the most comp

The Alaska Permanent Fund Corporation (“APFC”) is the largest sovereign wealth fund in the United States, with over $65 billion of assets under management. They seek to create positive economic impact and long-term value for our Alaskan constituents, the companies they invest in, and the partners wi

Vision – Be the standard for predicting the most accurate earnings, revenue, financial restatements, and credit valuations. Mission – Empower investment managers with the ability to achieve greater alpha from their investment strategies. Focused on EPS, revenue, corporate accounting red flags, and

JCIC Asset Management Inc. is a 30-year-old employee-owned firm whose investment approach and target clientele have remained unchanged since the firm was founded. With 14 employees, JCIC provides investment management to individual, families, trust, foundations, and companies.

AR Digital Wealth is a mobile-first, objective-based wealth solution, and a blend of our time-tested private wealth quality investment process and research powered by a robust technology platform. Within a short span, we have helped 3000+ clients in creating and implementing their objective-led weal

A eB Capital é uma gestora de investimentos alternativos focada em criar valor investindo em empresas da economia real que trazem soluções para lacunas estruturais brasileiras. Geramos retornos elevados vis-à-vis o risco das nossas estratégias, sempre com visão de longo prazo. Acreditamos que inves

Paradigm Properties is a full service commercial real estate investment and management company providing clients with a comprehensive suite of services that include asset management, property management, leasing management, consulting/ tenant representation, and development. The company's investmen

Next gen open banking investment platform

Drona Capital is an investment advisory firm which seeks long-term capital growth for its clients by pursuing time tested value-investing strategy. It strives to provide a sustainable and adequate return on investment at minimal risk. The firm seeks to look for exceptional businesses that are underv

O AGF tem como objetivo simplificar e democratizar o caminho do investidor em direção à independência financeira. Através da educação e do aplicativo AGF, oferecemos suporte para que você tome decisões de investimento mais assertivas, identificando as ações ideais para gerar renda passiva. Com o AGF

Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.

Founded in 2009, Ivy Asset Group, LLC (“Ivy”) is a private credit manager focused on specialty finance and asset-based lending. With approximately $450 million in assets under management, we have successfully deployed over $1.4 billion in capital since inception. Ivy’s investment focus provides fina

Fractalized is a fractional investment platform that breaks down the barriers to entry for wealth-building opportunities.

Trussbridge is an independent investment bank providing objective and unbiased strategic financial advisory services and access to capital. We are based in Dubai International Financial Centre and operate under the supervision of the Dubai Financial Services Authority. Our operating model is base

At Ace Management Partners, we are a technology-driven investment firm that leverages our expertise and strategic partnerships to identify and invest in selective, high-potential Pre-IPO companies. Our team is passionate about fostering strong relationships with our clients and partnering with them

Valiance is a leading global Life Sciences investor focused on addressing the unmet needs of a growing and ageing population, delivering strong upside for our investors whilst also generating significant health economics and improving people’s lives.

Dark Alpha Capital is an investment firm focused on acquiring private companies. We partner with successful businesses seeking a pathway to an exit transaction. Our investors include specialized financial institutions, family offices, current and former entrepreneurs, with extensive experience ownin

First Water seeks to identify value in the Indian Stock Market

Jetha Global employs a global crossover strategy and invests in public and private technology companies, with a particular focus on Asia. The Firm has a robust 2.5 year track record since its inception in August 2021 and was seeded by Maverick Capital, a >$15BN AUM firm led by Lee Ainslie. The str

Point 41 is a middle-market private equity firm that focuses on attractive, well-structured markets within the specialty industrials and services sectors. We deploy a unique approach to building companies, combining deep sector knowledge with an operational focus, tailored resources and systematic

Manchester Capital Management, LLC began as a private family office that combined the resources of several related families

Sanne LIS S.A. is a successful third-party UCITS management company and AIFM, delivering fund solutions to renowned investment managers and fund initiators. We focus on private equity, real estate, infrastructure and debt asset classes. Today, we are the leading third-party AIFM in the private funds

Bokra is the first goal-achiever digital investment platform in the MENA region, transforming wealth management. Our platform offers Sharia-compliant investments in real estate, precious metals, and debt instruments. Fully licensed by the FRA, we are a digital gateway to financial freedom, empowerin

Delphino Capital Partners is an independent advisory firm specializing in mergers & acquisitions, capital strategy, and multi-tenant real estate services. We partner with business owners and management teams to drive strategic growth, streamline complex transactions, and unlock long-term value. As a

Introducing Journie — a new benchmark in modern wealth creation. Thoughtfully built for HNIs, Family Offices, and Institutions, Journie offers a seamless wealth experience where strategy, trust, and personal attention converge with quiet consistency. Rooted in Trust, Expertise, and Innovation, we d

AIR Asset Management is a rapidly growing SEC-registered hedge fund management firm with approximately $730 million in AUM in life settlements, annuities, and private credit investments. The firm has specialized in longevity-linked investing since 2014 and has offered qualified investors the opportu

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identif

BridgeInvest is a vertically integrated asset manager and lender focused on structuring and investing in a diversified portfolio of short-term, senior secured loans collateralized by commercial real estate assets across the United States. The firm was established in 2011 to take advantage of ineff

Zurich Invest Ltd (founded 1998) is a major player in the Swiss asset management market with over CHF 38 billion in assets under management. We are regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our institutional funds conform to the guidelines and standards of the Swiss Fund

LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA. We serve private clients, family offices and institutional investors of Switzerland, Europe, Asia & Latin America. We manage award-winning funds in Cayman & UCITS

Curation Group is a digital investment boutique with over 10 years provenance in delivering advice to blue-chip corporates. Curation Group operates 3 core divisions; - Private Wealth Investment Advisory (Curation Collective ~$250bn AUM) - Capital Markets (Curation Collective) - Corporate Advisory

Falfurrias Management Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.

Chiron Sports Group is a fully integrated sports investment & advisory group. Our mission is to identify unique opportunities in sports that can be unlocked through strategic brand development, community engagement, and innovative commercial pathways. Led by some of the best and brightest minds a

At Amplify Investment Partners, we deliberately and continuously focus on delivering all these expectations and more. While working towards your investment goals, we are also dedicated to making a meaningful environmental and social impact. We focus on the protection of rhinos and uplifting those co

We are a member of Osaic Wealth Inc. a national network of independent firms with the experience and resources to help meet the needs of our clients. Our main office is located in Melville, NY with affiliated offices located in Florida, Michigan, Arizona, Georgia, and North Carolina. We provide wea

London Reporting House was founded by a team of repo specialists who saw an opportunity to bring a new level of transparency to the repo markets. Having access to granular, detailed and timely data is invaluable for making superior investment decisions. London Reporting House’s repo analytics tools

Franchise Equity Partners (“FEP”) was founded based upon our belief that the franchising sector is a critical and highly-attractive component of the US economy with limited access to institutional sources of permanent capital. We are targeting a portfolio of $1billion of investments across the franc