Quorus
Quorus partners with asset and wealth managers to offer customizable, tax-managed investment portfolios based on the manager's proprietary investment strategies.
With Quorus, asset managers can quickly and easily launch a new, custom investment product without the added complexity of managing thousands of individual accounts.
Wondering how you can capitalize on...
Quintessence Wealth
Q Wealth Partners is a Canadian wealth management firm that operates as a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. With over 16 years of experience, the firm manages more than $2.5 billion in assets and has expanded its network from 5 to 12 partner firms in...
Qdeckai
Qdeck.ai is an AI-powered B2B FinTech SaaS company founded in 2022, leveraging its hedge fund origins to provide innovative financial solutions. The company focuses on empowering registered investment advisors (RIAs), wealth managers, family offices, and institutional clients with tools designed to enhance digital client experiences and streamline operations. Qdeck.ai aims...
Prospera Financial
Prospera Financial Services is a boutique broker-dealer firm based in Dallas, Texas, established in 1982. The company supports a nationwide network of independent financial advisors, emphasizing independence, flexibility, and tailored support to help advisors achieve their unique definitions of success.
Prospera offers a variety of services designed for independent financial...
Kendall Capital Management
Kendall Capital Management is an independent investment firm located in Rockville, Maryland, with additional offices in South Carolina. With a 20-year history, the firm provides financial services to a diverse clientele across the United States, focusing on personalized wealth management.
Founded by Clark Kendall, who has over thirty years of...
Investment House
Investment House is a Qatari private shareholding company established in 2001 and licensed by the Qatar Central Bank. Operating under Islamic Sharia principles, it has a Sharia supervisory board of senior scholars. The company is recognized for its leadership in financial and investment services, emphasizing ethical standards, client privacy, and...
Hudson Wealth Management
We have been in business since 2009, previously under Farmers Insurance. In early 2016, we decided it would be best for us and our clients to become Hudson Wealth Management, an Independent Retirement Planning and Medicare Solutions focused firm. We are now able to offer our clients among the largest...
HeyAdvisor
HeyAdvisor is revolutionizing how financial advisors connect with clients by providing engaging, ready-to-use digital content designed specifically for the financial industry. Our platform empowers advisors to educate, inform, and build trust with their clients through visually appealing, compliant, and accessible materials.
We offer a comprehensive, white-labelled content library of videos...
Hazelview Investments
Hazelview Investments is a Toronto-based global alternative investment manager that specializes in real estate. Founded in 1999, the firm has over two decades of experience and manages more than C$11.7 billion in private and public real estate equity and debt across North America, Europe, and Asia-Pacific.
The company employs a...
GoalsMapper
GoalsMapper is an insurtech firm based in Singapore that aims to transform the financial advisory industry with innovative digital solutions. The company provides a comprehensive platform designed to simplify financial decision-making for financial consultants and institutions.
The cloud-based platform includes features such as omni-channel communication for enhanced customer relationship management,...
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...
Gemmer Asset Management LLC
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
We work exclusively...
GCF Business Valuation
GCF Business Valuation is a prominent provider of business valuation services based in Lutz, Florida. Established in 1997 or 2008, the company has over two decades of experience in delivering rigorous valuation processes that meet high standards for legal and financial scrutiny.
The company offers a variety of services, including...
fpPathfinder
fpPathfinder, founded in 2018 and based in Farmington, Connecticut, provides financial advisors with tools to enhance client interactions and streamline planning processes. The company focuses on making complex financial concepts accessible through effective communication strategies. Their culture emphasizes creativity, continuous learning, and attention to detail.
The company offers a range...
FocusPoint Solutions
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management.
Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced...
Fintso
Fintso is a wealthtech platform based in Mumbai, founded in 2019. The company has raised $2.6 million in its latest funding round and focuses on providing a digital ecosystem for financial advisors and independent financial product providers. Fintso aims to streamline operations, enhance client engagement, and offer multi-product access through...
Finology Ventures Pvt Ltd
Finology Ventures Pvt. Ltd. is a fintech startup based in Raipur, founded in 2017. Operating under the brand Finology, the company aims to democratize investment education and tools for Indian investors. It focuses on value investing principles and provides ethical financial guidance.
The company offers a range of services, including...
Financial Distributors Group
Financial Distributors Group (FDG) is a traditional wholesaling firm specializing in annuities and retirement solutions. FDG partners with Broker Dealers, Banks and RIAs to provide Advisors and their clients innovative protection and income strategies from the most well-respected insurance carriers. Through a proven field-based wholesale distribution model, we have extensive...
Evozen LLC
Rainmakers want to professionally connect with each other as Centers of Influence. They understand that this is the most profitable and effective way to attract new clients.
Historically, they have not had a dedicated B2B community to easily find, vet and connect with each other across professional disciplines.
Now they...
Endeavour Wealth Management
It is our mission to lead change and move industry standards forward by providing unparalleled financial services and experiences, utilizing transparent ethical business practices, leading by example, and encouraging other professionals to do the same.
With Endeavour Wealth Management, you'll have the freedom to enjoy life the way you want....