As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also…
Whether we’re talking business efficiencies, investments, or personal finance- Finfare is the most reliable money management platform.We believe in the power of AI as a driver that allows anyone to manage their money with brilliance. Finfare is revolutionizing banking so that anyone can save time and money.
The Codner Group is a boutique private equity firm making equity investments in the lower middle market. The company's focus is on lower middle market firms with a particular focus on supporting niche business services companies, up to $200 million in revenue and target EBITDA of $2 million+. TCG covers multiple sectors, from construction and trucking to oil and gas, technology, marketing and communications and beyond.
Financial Media Group develops and refines data related to the advisors and firms which operate within the financial industry. Our database portfolio consists of over 2 million licensed insurance agents, securities/financial advisors, and over 30,000 RIA's, broker dealers, insurance carriers and intermediaries.Our web-based software allows our clients to run detailed queries/searches, view market analytics, create and view advisor/firm profiles and export data from our system for external use. We capture and refine on over 300 data points ranging from exams, AUM, production, licensing,…
North Bridge invests in exceptional people whose ideas have the potential to disrupt the way we live and work. We provide seed-to-growth financing to help transform those ideas into companies and those companies into market leaders.We focus on Communications & Infrastructure, Software, Materials, Healthcare and Digital Media. Meet the companies. Our partners, principals and associates bring operational experience and relentless energy to carry teams through the start-up and growth equity journey.
Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce.Mercer has more than 19,000 employees serving clients in over 180 cities and 40 countries and territories worldwide.As a wholly owned subsidiary of Marsh McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Guy Carpenter and…
Grant Thornton LLP is a leading Canadian accounting and business advisory firm providing audit, tax and advisory services—locally and across Canada to dynamic privately owned, publicly listed and public sector organizations.Together with the Quebec firm, Raymond Chabot Grant Thornton LLP, we have approximately 4,000 people in offices across the country.As a member of Grant Thornton International Ltd, we benefit from being part of a network of more than 50,000 people providing clients with distinctive and personalized service in over 130 countries.
Aperture is a Los Angeles based real estate technology and investment company. We invest in distressed residential real estate, with a strategy of rehabbing the properties before reselling them to end users (fix and flip) and lend money to smaller property investors.We currently surveil 3,000 properties a day using our proprietary technology and have $30MM in senior credit facilities. We have developed proprietary technology and systematized the process of acquiring, repairing, reselling properties with over 50% unlevered IRRs produced to date. Our highly experienced team estimates that they…
Headquarted in Carle Place, New York with offices in New Jersey, Chicago and Texas, The Atwell Companies is a multi-faceted accounts receivable services company. It is the parent company of Atwell, Curtis & Brooks, Ltd., Credit International, and University Management Associates & Consultants Corp. University Management Associates & Consultants Corp., (UMAC), UMAC handles the liquidation and analysis of accounts receivable and provides expert testimony for every major secured lender including J.P. Morgan Chase, Citigroup, Wells Fargo, Bank of America, PNC Bank and Amalgamated Bank. UMAC is…
With over 20 years of experience insuring high risk drivers, we are the SR22 experts. As the first company to offer SR22 insurance to the public, we know the most cost-effective way to reinstate your license.
National Advisors Trust sets the standard of excellence in trust and custodial services. The mission of National Advisors Trust Company, FSB is clear: To support trusted advisors and their clients with independent, objective trust and custodial services. National Advisors Trust provides first-class trust and custodial services with professional attention delivered at favorable costs. With its strong and growing asset base, the company is one of the largest independent trust companies in the nation. Clients of National Advisors Trust are assured they will receive responsive service and…
Film production company being developed in Branson, Mo. Deborah Watson spent twelve years as the founder/director of an International non-profit organization. During that time, she wrote, produced and directed several theatrical productions and assisted others in developing their stories for production in St. Louis, Mo. She crossed over into the film production world with training through Jerry Jenkins Writers Guild, studying "story" by Robert McKee, Act One Program in LA, participating in 48 film festivals and developing a short film "I Hope You Dance".
Ridge Resources Ltd. is and active investment holding company with investments in the natural resource, technology, food, agriculture, and biotech. The company focuses on connecting an opportunity and motivated entrepreneurs, then builds positions through structuring, committing capital and services. We work with both private and publicly traded companies from the earliest stages until advanced development and possible exits. The company has ambitions to increase it's activity and grow substantially over the next 24 months.
Meridian Finance Group provides credit and insurance tools that companies use to obtain financing and investment.We broker trade credit insurance (to facilitate monetizing difficult receivables), political risk insurance (for operations and assets located abroad), surety bonds (for foreign investors' unfunded commitments), performance bonds (for offtake agreements), and other kinds of insurance.Meridian structures supply chain financing, arranges cross-border trade finance, advises on project finance, and offers related services.Our staff is multicultural and multilingual, with experience not…
Education is for the purpose of better life and better job. Education brings equality, unites people, instead of separating and dividing people.I believe in education, believe education partnership will power our teachers and our students.
Columbia North Business Network is a unique Portland business broker specializing in the confidential sale of businesses located in Northwest Oregon. At CNBN, we understand the concerns many business owners have in using a business broker, so we have developed a unique 1-on-1 philosophy where we work with you in selling your business. You are the expert at your business and we are the experts at selling a business.We are fully trained and supported in all aspects of the confidential sale of existing businesses located in Northwest Oregon to qualified business buyers. We are also associated…
Panthera Technologies is an experienced professional services organization providing business strategy and technology consulting services. Panthera Technologies enables companies to scope, define, and implement application and infrastructure solutions that help drive new revenue streams, increase operational efficiency and improve customer loyalty. With expertise in health care, insurance, banking, telecommunications, enterprise wireless and mobility, supply chain, and security, our consulting services offer an unmatched combination of vision, technology, and intelligence – combined with an…
Lendvo aims to become the market leader in cash flow and asset-backed lending to small & medium sized digital businesses. While digital businesses are flourishing they face significant hurdles in obtaining growth and working capital. Lendvo strives to service the digital business community’s needs by offering innovative, tailored, and currently under supplied credit products.
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