FINALYTIX INC
We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients'...
Esquire Group
Esquire Group is a boutique international tax and wealth planning firm based in Belmar, New Jersey. The company specializes in cross-border financial strategies tailored for ultra-high-net-worth individuals and businesses. Its core services include tax-efficient structuring, multinational business transactions, and wealth protection solutions.
The firm focuses on innovative and compliance-driven approaches...
Entrust Family Office
Entrust Family Office is a multi-family office located in Bangalore, India, established in 2013. Originally an investment advisory firm, it has grown to provide a comprehensive range of services for ultra-high-net-worth individuals and families. The company operates on a pure advisory model, ensuring alignment with clients' goals and values without...
ELO CPAs Advisors
Working Together. Finding Solutions.
ELO CPAs & Advisors provides a complete package of value-based accounting, finance and operational business services built upon expert technical knowledge, years of practical industry experience, and proven interpersonal communication skills. Our experienced team can help direct your business towards a future of success and prosperity...
Edgar Allen Group Inc
Edgar Allen Group focuses on wealth creation and preservation. We specializes in strategic business planning and financing, venture capital packaging, business continuity planning, succession planning, mergers & aquisitions, 401K trusts and self directed IRA's
ECHELON Partners
ECHELON Partners is a boutique investment bank based in Manhattan Beach, California, specializing in mergers and acquisitions (M&A) and succession planning for the wealth and investment management industries. The firm operates with a team of approximately 10 employees and generates an estimated $127 million in revenue. Under the leadership of...
Focus Financial
Focus is an interdependent network of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus network includes wholly owned firms operated under the Focus Partners brand that reflect the...
CU Strategic Planning
CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented 397 award-winning applications for CDFI credit unions resulting in $945,000,000 in awards...
Crowe Malaysia
About Crowe Malaysia
Crowe Malaysia is the 5th largest accounting firm in Malaysia and an independent member of Crowe Global. The firm in Malaysia has 13 offices, employs over 1,200 staff, serves mid-to-large companies that are privately-owned, publicly-listed and multinational entities, and is registered with the Audit Oversight Board in...
Cornerstone Financial Services Group
We are an independent financial services provider. Our purpose is to assist both individuals and businesses in achieving comprehensive financial wellness. To achieve this, we collaborate with you to create a personalised financial strategy that supports your future aspirations while preserving what really matters to you in life.
We are...
Cornerstone Advisors Ensure Youll Endurea
The things we do and services we offer aren't for everyone. We aren't financial advisors or accountants. We aren't business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few...
Contour Ridge
Contour Ridge, LLC is a leading investment firm focused on developing small businesses into market leaders. With partners based in Texas and Colorado, we maintain coverage and accessibility throughout the country. Our independent sponsor model provides us with the flexibility to prioritize company health over short-term returns.
CR partners include...
Columbus Private SA
PATH Family Office (Suisse) SA is a firm specializing in wealth management, investment banking and private wealth law for High Net Worth Individuals, entrepreneurs and families, focusing on the unique concept of 360 degrees around Private. PATH Family Office (Suisse) SA Partners have in total 100 years of experience working...
Cogent Analytics
Cogent Analytics is a business management consulting firm committed to serving privately held businesses in the US. Founded in 2014, we've grown from a small team of six to a thriving organization of over 220 dedicated professionals serving Main Street businesses across 36 U.S. states.
Our mission is to improve...
CI Assante Wealth Management
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company.
Find an Assante advisor near...
Bank of Singapore
Bank of Singapore is the dedicated private banking subsidiary of OCBC. It offers a unique value proposition as a safe Singapore-registered private bank.
Bank of Singapore's open-architecture product platform and strong research capabilities, especially in emerging market research, ensure that its clients have the information to make the right decisions...
AZ NGA
AZ NGA was established in 2014 to build a formidable integrated accounting and advisory group. The group's objective is to be a partner of choice for entrepreneurial business owners to achieve their growth and succession goals.
The firm works with specialist accounting and advisory firms looking for a minority shareholder,...
Aintree Group
We are your trusted advisors in accounting, wealth, finance, law and business - working hand in hand to help you sleep well at night!
No suits and ties, and no jargon! Just actionable, tailored advice in a language you can understand.
In fact, we go out of our way to...