Investment Placement Group
Investment Placement Group (IPG) is a boutique wealth management firm based in California, operating as a broker-dealer. With over four decades of experience, IPG serves both domestic and international clients, focusing on stability, reliability, and trust. The firm emphasizes traditional values such as humility, discretion, and personal service.
IPG offers...
GP Fund Solutions
GP Fund Solutions is a global fund administrator that offers comprehensive fund administration services to clients in the United States, the United Kingdom, and the European Union. Established in 2011, the company operates from ten offices across North America and Europe. It specializes in administering funds in various asset classes,...
Gilded
Gilded, founded in 2018 by developers and CPAs, focuses on integrating traditional finance with blockchain technology. The company provides enterprise-grade solutions for crypto accounting, invoicing, and payments. Gilded has expanded its offerings to include gold-backed products for individuals looking for inflation-resistant assets. As a sub-brand of Bitwave, Gilded enhances its...
FINALYTIX INC
We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients'...
Choice by KT
Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and...
Bernstein Private Wealth Management
We partner and serve as our clients' financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future.
AllianceBernstein,...
AIC Capital
AIC Capital, LLC is research-based and data-driven alternative investment platform for Family Offices, HNW and Institutional Investors
For further inquires, please contact AIC Capital partners:
ricardo.outi@aic-capital.com
sandra.dimoise@aic-capital.com
Contact: +1 (786) 425-3074
We help family offices and accredited high net worth individuals optimize their portfolios with an innovative investment strategy traditionally...