Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
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...
Intellifi Corporation
CMLS Financial, founded in 1974, is one of Canada's largest independently owned mortgage services companies, based in Toronto with offices across the country, including Vancouver, Calgary, Montreal, and Halifax. As a nonbank lender and servicer, CMLS manages a portfolio exceeding $45 billion. The company serves a diverse clientele, including homeowners,...
Insigneo
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneo's roots trace back...
CMI Group
CMI Group är ett svenskt investmentbolag som äger, utvecklar och driver bolag med fokus på långsiktigt värdeskapande. Vi investerar i företag med stark tillväxtpotential, särskilt inom fintech och branscher där vår expertis och vårt nätverk gör verklig skillnad.
URVAL AV VÅRA BOLAG
Kapitalförvaltning:
PAM Capital - pamcapital.se
Fintech:
Moank Fintech...
BBT
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