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...
Quants Compete
• Offering clients responsible financial management.
• Applying sophisticated trading strategies to reach financial objectives.
• Employing strategies that trade individual stocks, options, and bonds.
Qatalyst Partners
Qatalyst Partners is a global, independent investment bank based in San Francisco, California. Founded in 2008 by Frank Quattrone and his colleagues, the firm specializes in providing strategic and financial advice to technology companies. With a focus on established and emerging firms, Qatalyst Partners offers services in mergers and acquisitions,...
Proteus LLC
Proteus, LLC is a technology-driven financial services firm based in Indianapolis, Indiana. Founded in either 2014 or 2018, the company specializes in alternative investment solutions for qualified purchasers and accredited investors. With a team of 17 employees and approximately $6 million in annual revenue, Proteus offers an institutional-quality platform for...
Protection Point Advisors
Mission Statement:
At Protection Point Advisors, our main focus is to help clients realize their full financial potential. Personalized financial and investment advice and planning, delivered with respect and honesty, are the cornerstone of our practice. We pursue this mission through strategies which helps reduce risk against market downturns even...
KKM Financial
KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs...
Kingswood US
Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources...
Kelso Company
Kelso & Company is a private equity firm based in New York, specializing in middle-market investments across North America. Founded in 1971 by Louis O. Kelso, the firm has a rich history in advisory and merchant banking services, particularly in pioneering Employee Stock Ownership Plans (ESOPs). With over $16 billion...
Kawa Capital Management
Kawa Capital Management is an alternative asset management firm based in Hallandale Beach, Florida. The firm specializes in creating tailored alternative investment portfolios, focusing on targeted opportunities rather than broad asset-gathering strategies. Kawa emphasizes a disciplined and patient investment approach, prioritizing transparency and alignment with client interests.
The firm offers...
Kaplan Wealth Advisors
From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs.
We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals.
We want...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...
Jessup Wealth Management Inc
Jessup Wealth Management Inc is a financial services company located in Dayton, Ohio. It specializes in providing comprehensive financial management solutions tailored for individuals, families, and small business owners. The company focuses on personalized service, practical experience, and proactive communication to effectively manage client portfolios.
The services offered by Jessup...
JAG Capital Management LLC
JAG Capital Management actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. JAG is boutique, independent, and employee-owned.
JC Flowers Co LLC
J.C. Flowers & Co. is a private investment firm based in New York, founded in 1998 by J. Christopher Flowers. The firm specializes in investing in financial service companies around the world, utilizing its extensive industry knowledge to identify opportunities and create long-term value.
Led by a team of experienced...
Intex Solutions Inc
Intex Solutions, Inc. is a prominent provider of structured finance analytics, focusing on cash flow models and analytical software for the financial services industry. Established in 1985 and based in Needham, Massachusetts, the company has a global presence with staff in key financial centers, including London, Shanghai, and Tokyo.
The...
International Assets Advisory
International Assets Advisory, LLC (IAA) is an independent broker-dealer based in Orlando, Florida, providing a wide range of financial services since 1982. As a full-service broker-dealer and money management company, IAA offers custom investment strategies, retirement income evaluation, investment performance reporting, and specialized retirement plans like SOLOK for individuals and...
Institutional Advisory Services Group
Invest in your financial future with IASG. Our advisory services and investment tools help you harness the power of alternatives in your portfolio. With over 20 years of experience in the managed futures industry, you can depend on us to be a trustworthy partner.
IASG makes it easy to explore...
IMTC
IMTC is a fintech company that specializes in cloud-based investment management software, focusing on fixed income assets. Their platform is designed to enhance how asset and wealth management firms handle fixed income portfolios, enabling automation of workflows and facilitating faster, more accurate investment decisions.
The company offers a comprehensive suite...
Ibex Investors
Ibex Investors is a multi-strategy investment firm that specializes in alternative investments, particularly in venture capital and hedge funds. The firm focuses on opportunities in Israel and has thematic interests in sectors such as mobility, enterprise software, and cybersecurity. Ibex employs a hybrid investment strategy, allowing it to support companies...
HoyleCohen Wealth Management
HoyleCohen, now part of Focus Partners Wealth, is a prominent wealth management firm located on the West Coast of the United States, with offices in California and Arizona. Since becoming a partner firm of Focus Financial Partners in 2006, HoyleCohen has focused on providing long-term financial planning and customized wealth...