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Highcrest Capital LLC

Highcrest Capital is a small, explorative, alternative investment fund tucked away in the Fredericksburg, Texas. Our Hill Country based fund exists to explore the financial frontier in search of truly unique investments.We fundamentally believe in enriching the lives of our clients in lasting relationships, and empowering people to forever change...

Heru Finance

Invest in Crypto, the Right Way Heru.Finance was formed with the vision of helping working professionals invest in Web 3.0 & crypto. We do this by bringing together deep technology and a team with 40+ years of crypto investing experience. Founded in 2022, by ex-entrepreneurs, IIT/IIM, and early adopters of...

Hauser Private Equity

Cincinnati, OH / Los Angeles, CA / Chicago, IL HPE is a hybrid private equity fund manager continuing the Hauser Capital Partners'​ (HCP) successful strategy of directly co-investing throughout the lower-middle and middle market via partnerships with control buyout funds and selectively with managers of growth equity and special situation...

GLOBALT Investments

Globalt is a leader in building portfolios that focus on the changes in the global market place. The global economy and markets continue to be very volatile and unpredictable in nature. Our goal is to provide a steady hand to guide you in this journey of ever-changing markets. Globalt Investments...

GE Capital

GE Capital, originally founded in 1932 as General Electric Contracts Corporation, was a subsidiary of General Electric that specialized in financial services. Over the years, it evolved into a significant financial entity, providing a diverse range of services including consumer financing, commercial financing, and banking services. At its peak, it...

Frich Money

Frich Money, based in New York, is a financial services company that offers a social finance platform tailored for Gen Z. Founded by members of this generation, Frich aims to create a space for young adults to discuss and learn about financial matters. The company has a team of around...

Finhabits

Finhabits is a financial technology company based in New York, founded in 2016. It specializes in bilingual financial services aimed at the U.S. Latino community. As a Certified B Corporation, Finhabits focuses on inclusivity and innovation, striving to democratize access to financial wellness. The company offers a range of services,...

Fierce Finance

Fierce Finance, known as Fierce, is a financial super app that integrates various financial services into one platform. Founded in 2021 by Robert Cornish, the former CTO at Gemini, the company is headquartered in New York and operates with a global, fully distributed team. Fierce aims to empower users by...

Farmers Merchants State Bank

For over 125 years, Farmers & Merchants State Bank has proudly operated as an independent community bank, serving the residents of Waterloo, Marshall, and the recently added Lake Mills, WI. In addition to our in-house financial services, we offer a complete range of full-service, mortgage, and internet banking options. Since...

Facet

Facet is a fintech company that provides subscription-based financial planning and wealth management services. Founded in 2016 by Patrick McKenna, Anders Jones, and Brent Weiss, Facet operates as a fee-only fiduciary, ensuring clients receive objective advice without commission-based incentives. The company serves over 10,000 individual clients and manages more than...

Everberg Capital LLC

Everberg Capital is a private capital investment firm based in New York, founded in 2019 by Scott Siegel in partnership with Belzberg & Co. The firm specializes in providing flexible capital solutions to U.S. middle-market companies, focusing on businesses with $5–75 million in LTM EBITDA. Everberg invests between $10–200 million...

Eaton Partners

Eaton Partners is a global fund placement agent and financial advisory firm, established in 1983 and a subsidiary of Stifel Financial Corp. The company specializes in raising institutional capital for investment managers across various alternative strategies, including private equity, private credit, real assets, real estate, and hedge funds/public markets. With...

Earn Your Leisure

Earn Your Leisure (EYL) is a multimedia company based in New York City, founded in 2019 by Rashad Bilal and Troy Millings. The company focuses on financial education and entrepreneurship, particularly for urban communities and underrepresented audiences. EYL aims to make complex financial concepts accessible through relatable and culturally relevant...

Flagstar Bank

Flagstar Bank is a Michigan-based financial institution that provides services such as banking, lending, home loans, and Treasury management for individuals and businesses.

Desert Financial Credit Union

Over eighty-five years ago, our credit union was founded by 15 courageous educators who pooled together all of the money they had – just $78.75. With help from our members, our community and our team, we have grown from those humble beginnings to become Arizona's largest locally-based credit union. We...

ClearAlphaa Technologies

ClearAlpha Technologies is a multi-manager investment platform that seeks to generate alpha through unique strategies managed by top talent. The firm leverages advanced technology and automated risk management across multiple asset classes. ClearAlpha is led by Brian Hurst, former Partner, Head of Trading, and Portfolio Manager at AQR; Sean Terretta,...

Citizens Business Bank

For 50 years, Citizens Business Bank has taken a customer-focused, relationship-driven approach to banking. The financial services company is consistently recognized as one of the top-performing banks in the nation and offers a wide array of banking, lending, and investing¹ services through over 60 banking centers and 3 trust office...

Christian Brothers Investment Services

For important fund information, visit https://cbisonline.com/us/social-media-statement/. CBIS is an investment management firm that amplifies the power of Catholic Responsible Investing (CRI) to transform the world. With over $10 billion in assets under management, CBIS offers structured multi-manager portfolios that include CRI to Catholic institutions, investors, and advisors which help fulfill...

BMO US

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people's needs change: so we change too. But we never change who we are. Which means we'll never waiver from providing our customers the best possible banking experience in the...