Escalated Wealth Advisors Pvt Ltd
Escalated Wealth Distributors LLP is a leading financial services firm specializing in wealth management and investment distribution. We provide tailored financial planning, expert advisory services, and customized investment strategies to our esteemed clients. Our team combines advanced market insights with a client-focused approach to enhance portfolio performance and achieve your...
Equirus Wealth
Equirus Wealth is a prominent wealth management firm in India, part of the Equirus Group. The firm specializes in tailored investment solutions for High-Net-Worth Individuals (HNIs) and Ultra-HNIs. Equirus Wealth has recently surpassed ₹18,000 crore in assets under management and aims to reach ₹50,000 crore by 2028. The firm combines...
Epsilon Money
Epsilon Money is a wealth management firm based in India, focused on providing tailored financial solutions to help clients achieve their financial goals. The company is expanding into key Asian markets and emphasizes customer-centricity, integrity, and expertise in its operations.
Epsilon Money offers a diverse range of services, including investment...
Elystar Investment Management
Elystar Investment Management is a SEBI-registered investment advisory firm that provides comprehensive wealth management solutions to retail clients, High Net Worth Individuals (HNIs), and institutions. The firm is committed to fiduciary duty and accountability, helping clients navigate financial markets to achieve their financial goals.
Led by Dr. Satya Gautam Vadlamudi,...
ehp FUNDS
We are an independent, specialized manager of alternative investment strategies. We believe that by following a disciplined, evidenced-based approach to investing, we can deliver exceptional performance with less risk to our clients.
We are the first in Canada to launch a family of prospectus-offered "Liquid Alt" funds.
EduFund
EduFund is India's first education fund planning platform, established in 2020 and based in Ahmedabad, Gujarat. Founded by Arindam Sengupta and Eela Dubey, the company operates in the fintech sector, focusing on helping Indian parents financially prepare for their children's education.
EduFund offers a range of services to support families...
Edelweiss Wealth Management
Nuvama Wealth, formerly known as Edelweiss Wealth Management, is a prominent wealth management firm in India with over 25 years of experience. The company operates on a client-first philosophy, offering a fully integrated platform for a diverse clientele, including high net-worth individuals, corporate entities, and institutional investors. Nuvama Wealth is...
Domini Impact Investments LLC
Domini Impact Investments LLC is a women-led, SEC-registered investment adviser that focuses on impact investing. Founded in 1997, the company aims to leverage finance to create positive outcomes for the planet and its people while pursuing competitive financial returns. Domini's mission is to empower investors to preserve the environment, inspire...
First Eagle Investments
First Eagle is an independent investment management firm that manages approximately $149* billion in assets (as of 09/30/24) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus on...
Finnovate
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence.
To date, we have helped...
Finatext Holdings
株式会社Finatextホールディングスは、「金融を"サービス"として再発明する」をミッションに掲げ、次世代金融インフラの提供を通して組み込み型金融を実現するフィンテック企業です。金融サービスのあるべき姿をユーザー視点から見直し、パートナー事業者と共に新しい金融サービスを開発する「株式会社Finatext」をはじめ、オルタナティブデータ解析サービスの「株式会社ナウキャスト」、証券ビジネスプラットフォームを提供する「株式会社スマートプラス」、次世代型デジタル保険の「スマートプラス少額短期保険株式会社」と共に、「金融がもっと暮らしに寄り添う世の中」の実現を目指しています。
Fidelity Investments
Fidelity's mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity's strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of...
Fidelity Canada
At Fidelity Canada, we've been committed to helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly striving to find new and better ways to help our clients.
Fidelity Canada is part...
Federated Hermes
Federated Hermes, Inc. (FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies. Investors around the globe have relied on Federated Hermes for world-class investment management since 1955. For disclosure and commenting guidelines, please visit https://fii.info/2snRaAP.
Destra Capital
Founded in 2008, Destra Capital was purpose-built to help independent thought leaders achieve better wealth outcomes by sourcing the next generation of investment solutions.
To achieve these goals, Destra selects experienced partners with unique investment strategies or services. Mutual funds, interval funds, closed-end funds, separate accounts, and investment services -...
Davis Advisors
• An independent, employee-owned investment management firm founded in 1969.
• A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
• Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity.
How We...
CWB Wealth
With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management.
Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French.
We...
Crossmark Global Investments
Crossmark Global Investments is a faith-based firm that creates and manages values-based investment strategies for financial intermediaries and their clients. Founded in 1987, the firm has a rich history of inspiring and equipping its clients to go further in aligning their investments with their values. Crossmark is based in Houston,...
Connor Clark Lunn Private Capital
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that...
Columbia Threadneedle Investments US
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including approximately 650 investment professionals based in North America, Europe and Asia, we manage over $600...