illio
Illio is a modular wealth management platform founded in 2019 by Vanessa Gibson, Sarang Karkhanis, and Kenneth Sue. Based in Hong Kong, the company also operates ILLIO UK LIMITED in London. Illio focuses on improving wealth reporting by offering forward-looking analytics and user-friendly visualizations for portfolios that include listed, unlisted,...
GraySwan
GraySwan is an independent wealth management and financial advisory firm based in South Africa, with offices in Stellenbosch, Somerset West, George, Johannesburg, and Pretoria, as well as international partnerships in Dubai, London, and Canada. The firm focuses on risk-adjusted performance through a proprietary investment process developed over two decades, serving...
Department of Treasury and Finance Victoria
The Victorian Department of Treasury and Finance provides economic, financial and resource management advice to the Victorian Government, supporting the delivery of its policy platform.
This includes:
• supporting the Government in responsible budget and financial management
• delivering innovative and timely policy advice, and influencing government decisions on a...
Blue Vault
Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect investors. We improve transparency by providing access to valuable performance information buried deep inside financial statements and filings, and often difficult to obtain. It...
Beirne
Beirne is an SEC registered investment advisory firm* based in Connecticut and Pennsylvania The company is privately-owned and the partners have been providing investment advice to institutional and individual clients for over 50 years. At Beirne, we seek to help our individual clients recognize their true desires and motivations in...
Advyzon
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management...