Proteus LLC
Proteus, LLC is a technology-driven financial services firm based in Indianapolis, Indiana. Founded in either 2014 or 2018, the company specializes in alternative investment solutions for qualified purchasers and accredited investors. With a team of 17 employees and approximately $6 million in annual revenue, Proteus offers an institutional-quality platform for...
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...
Farther
Farther is a technology-driven wealth management platform founded in 2019, with offices in New York and San Francisco. The company blends experienced advisors with advanced technology to deliver comprehensive wealth management services. This modern approach aims to ensure clients' financial prosperity both now and in the future.
Farther offers a...
Axxes Capital
Axxes Capital aims to empower financial advisors to deliver innovative private market solutions for the "alternative" allocation of client portfolios.
Axxes is poised to launch a complete suite of funds sub-advised by some of the world's best and most experienced managers across the private market spectrum (including private equity, direct...