Safe Money Partners
At Lifetime Navigators, our mission is to empower business owners with the tools and strategies they need to thrive in todays competitive landscape.
Founded by Jeff Mohlman, Mark Czuchry, and Jon LaCasse, we bring decades of experience and a deep understanding of the unique challenges faced by solopreneurs and small...
KKM Financial
KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs...
JH Whitney Investment Management
J.H. Whitney Investment Management is the public market oriented firm that was formed by J.H. Whitney & Co., one of the longest standing and best performing Private Equity firms in the world. Since its founding in 1946 by John Hay Whitney, the firm has developed a tradition of innovative investing...
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'...
Elite Resource Team
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more...
Curi
Curi is a full-service advisory firm comprised of three distinct business units—Curi Advisory, Curi RMB Capital, and Curi Insurance—each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated,...
CLS Group
Trusted by thousands of counterparties within the global FX ecosystem, CLS makes FX safer, smoother and more cost effective. Trillions of dollars worth of currency flows through our systems each day.
Created by the market for the market, our unrivaled global settlement infrastructure reduces systemic risk and provides standardization for...
Blue Orb
At Blue Orb, LP, we develop, implement, and manage renewable energy projects, unlocking value for investors and delivering transformative benefits to communities. Using world-class expertise and a proven framework, we derisk investments and accelerate renewable energy development in emerging markets.
VISION & MISSION
We bridge the renewable energy funding gap...
Bim Group
Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 35 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health...