Seneca Financial Solutions
Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients.
Rubyworks
Rubyworks is a tech-driven finance company that provides tailored finance solutions and connects clients with vetted finance experts through its innovative platform. Founded by finance professionals Nirav Morakhia and Mithil Pawar, Rubyworks combines expertise in finance and technology to tackle significant business challenges.
The company offers a platform that links...
River X
River X Investment Management is a boutique financial firm based in Sydney, Australia, operating since 2014. The firm focuses on serving wholesale investors and corporate clients globally, offering personalized service and long-term investment strategies. River X operates under a conflict-free model, co-investing alongside clients to foster trust and align interests....
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...
India Alternatives Investment Advisors
India Alternatives Investment Advisors is a private equity firm based in Mumbai, established in 2011. The firm specializes in growth capital investments for mid-market companies in India, focusing on acquiring significant minority stakes in businesses that demonstrate strong fundamentals and ethical leadership. With a revenue of $4 million and a...
GSG
GSG Asset, also known as Great South Gate Asset, is a digital asset and Web 3.0 solutions and advisory company based in Singapore. Founded in 2018 and led by CEO Dan Whang, GSG focuses on advancing Blockchain and Web 3.0 technologies.
The company offers several specialized services, including GSG Pathfinder,...
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'...
Fargo Wealth Group
Fargo Wealth Group is a digital-first multi-family office based in Hong Kong, focusing on the China and Asia-Pacific regions. The company serves next-gen innovators and their families, particularly those who have rapidly accumulated wealth in sectors like Technology, Media, Telecommunications, biotech, and new consumption.
Fargo Wealth offers a wide range...
Falcom Asset Management
Falcom Asset Management is an independent asset management firm based in Chile, focusing on wealth management, asset management, and institutional fund distribution throughout Latin America. The company is regulated by Chile’s Financial Market Commission (CMF) and caters to high-net-worth individuals, family offices, foundations, and institutional clients.
Falcom operates through three...
Dolat Capital
Dolat Capital is a Mumbai-based financial services firm known for its technology-driven approach and multi-strategy operations. Established as a pioneer in derivatives trading in India, the company has expanded its offerings to include institutional equities, asset management, and private wealth services. Dolat Capital emphasizes innovation and quantitative expertise, providing tailored...
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,...
AY Ventures
AY Ventures is a startup and company fundraising platform that helps founders and companies raise capital from angel investors, venture capitalists, and family offices. Our system is simple and straightforward, with no hidden charges or terms, and our dedicated team provides guidance throughout the entire fundraising process.
We also provide...
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...