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Scheeler Financial Group

Scheeler Financial Group is a financial advisory firm based in West Chester, Ohio. The company specializes in providing personalized financial planning services that cater to the unique goals and priorities of its clients. With a client-centric approach, Scheeler Financial Group focuses on understanding individual needs to develop effective financial strategies....

Regency Capital Management Inc

Regency Capital Management Inc. is a U.S.-registered investment adviser based in Honolulu, Hawaii, with an additional office in Bainbridge Island, Washington. The firm specializes in private asset management and wealth advisory services for high-net-worth individuals, families, and select institutions. It operates under regulatory oversight and provides transparency through Form ADV...

RAVENSTONE CAPITAL MANAGEMENT INC

We are a boutique investment management and advisory firm serving high net worth families. Our primary objective is to place clients and their success over everything else. We have one objective – to deliver superior, long-term investment results and service to our clients.

JIA Asia Asset Management Pte Ltd

JIA (a.k.a 家) is a licensed external asset manager (CMS 1*06*9*-1) and a growing multi-family office based in Singapore. JIA provides bespoke WM solutions to clients within Asia Pacific and are constantly searching for new sources of value to deploy capital.

Gerber Kawasaki Wealth Investment Management

Gerber Kawasaki Wealth & Investment Management is an independent wealth and investment management firm based in the United States. It is recognized for its rapid growth and influence in the industry, focusing on building lasting relationships with clients at different stages of their financial journeys. The firm offers a wide...

Emerson Equity LLC Member FINRASIPC

Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we're also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the...

Covea Insurance

Covéa Insurance Plc is the UK underwriting business of leading French mutual insurance group Covéa (which includes the global reinsurer PartnerRe since July 2022). Covéa Insurance looks after the insurance needs of UK customers, across a range of product lines; delivering financial reassurance through its Standard & Poor's ‘AA- stable'...

BLACKCLOAK

BlackCloak is the pioneer of Digital Executive Protection, providing online privacy protection, personal device security, home network security, and incident response to corporate leaders (C-Suite, Board, executives, etc.) in their personal lives; as well as to high-profile, ultra/high-net-worth and Family Offices. Our award-winning SaaS-based Concierge Cybersecurity & Privacy Platform protects...