Alternatives to Investment Professionals

Vericast provides data-driven marketing, payment, and identity solutions for businesses.

A financial firm receiving significant hybrid capital from Carlyle.

A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

A leading financial services group offering insurance, savings, investments, and banking across Africa.

A global investment firm providing capital solutions to businesses.

A financial services company providing a platform and services for independent financial advisors.

Family office owner of GeoWealth.

Financial services firm providing investment research and management.

Alternative investment management firm specializing in structured credit and real estate debt.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

A financial advice startup.

A private credit investment firm.

Independent registered investment advisor (RIA) focused on wealth management.

Capital markets-oriented growth strategy with a focus on real assets.

Intuit is a global financial technology company providing software and services for consumers and small businesses.

A leading UK-based challenger bank offering a mobile-first banking experience.

Financial planning and investment management platform for individuals and financial advisors.

Wealth management personalization platform for advisors to refine proposals and unlock client potential.

The AI infrastructure for company research.

The all-in-one platform for company capitalization.