Discover top B2B leads for Wealth Management industry
Identify and research relevant prospects for B2B lead generation on Wealth Management sector. Find their verified contact details to reach out to them, nurture and convert them into paying clients. Streamline the process of filtering B2B prospects by searching for businesses based on their specifics like location, name or category.
U.S. Bancorp
U.S. Bancorp is a financial holding company, offerShow more...s banking, investment, mortgage, trust, and payment services and products for its clients
Specialized In: Finance & Banking, Insurance Providers, Mortgage Finance, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Debt
Last Investment Activity: Mar 28, 2024
Founded Date: Oct 9, 1968
Number of Exits: 17
Company Type: For Profit
Stock Symbol: NYSE:USB
Operating Status: Active
Investor Type: Investment Bank
27 Emails
0 Phones
Main email format: sarah.smith@usbank.com (100.0%)
-
Shailesh M. Kotwal
Vice Chairman, Payment Services
s*************l@usbank.com
-
Gunjan Kedia
i********t@usbank.com
-
Diana Fritz
d*********z@usbank.com
-
John Tompt
j********t@usbank.com
-
Jeff Kerr
j**********r@usbank.com
-
Joseph Otting
j***********g@usbank.com
-
Bill Mulvihill
w***************l@usbank.com
-
Alexis Lindblom
a*************m@usbank.com
-
Thomas Richtman
t*************n@usbank.com
-
Marissa Lund
m**********d@usbank.com
-
Alica Schmidt
a***********t@usbank.com
-
Brian Mulvaney
b************y@usbank.com
-
Terrence D Q Smith
t************h@usbank.com
-
Tamzyn Peterson
t*************n@usbank.com
-
Elcio Barcelos
e************s@usbank.com
-
Alisa Allen
Assistant Retail Sales and Service Manager
a*********n@usbank.com
-
Desiree Barrerasjentzsch
d**********************h@usbank.com
-
Tenzing Dhamcho
t*************o@usbank.com
-
Kiley Barnes
Digital Content Management Specialist
k**********s@usbank.com
-
Veronica Kimes
v************s@usbank.com
-
Lise Matte
l********e@usbank.com
-
Nina Bohl
n*******l@usbank.com
-
Khaled Abuyousef
k**************f@usbank.com
-
Jonathan Lyons
j************s@usbank.com
-
Michael Wiley1
m************1@usbank.com
-
Customer Service
apisupport@usbank.com
-
Unclassified inbox
cynthia.walsh@usbank.com
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Jul 23, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank
31 Emails
0 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
-
George Baptista
Corporate Counsel
g*************a@credit-suisse.com
-
Georgios Koukoulieros
g********k@credit-suisse.com
-
Valentino Bajaj
v*************j@credit-suisse.com
-
Aparna Sumbre
Worked
a***********e@credit-suisse.com
-
Alisa Rybnikova
DevOps engineer
a*************a@credit-suisse.com
-
Radi Sultan
Summer Analyst
r*********n@credit-suisse.com
-
Silvia Fernandez
s**************z@credit-suisse.com
-
Karl H
k****h@credit-suisse.com
-
Jose Manuel Aspe
j*******e@credit-suisse.com
-
Daniel Enderli
IT Quality Assurance & Testing
d************i@credit-suisse.com
-
Chloe Lijie Tan
HR and Operation Assistant
c*******n@credit-suisse.com
-
Sparsh Kaeley
Relationship Manager
s***********y@credit-suisse.com
-
John Varghese
j***********e@credit-suisse.com
-
Chuck Pieper
c**********r@credit-suisse.com
-
Craig Robinson
c************n@credit-suisse.com
-
Erez Coopfer
e**********r@credit-suisse.com
-
Uday Saigal
u*********l@credit-suisse.com
-
Mike Heraty
m*********y@credit-suisse.com
-
Carolina Frumusachi
c*****************i@credit-suisse.com
-
Bruno Havet
b*********t@credit-suisse.com
-
Olaya Morla Jordan
o**********n@credit-suisse.com
-
Veronika Müller-Zambon
v*******************n@credit-suisse.com
-
Gabriela Musio
g************o@credit-suisse.com
-
Rob Angilletta
r************a@credit-suisse.com
-
Media Relations
social.media@credit-suisse.com
-
Unclassified inbox
colin.bollier@credit-suisse.com
-
Unclassified inbox
arnab.mitra@credit-suisse.com
-
Unclassified inbox
20marketing.am@credit-suisse.com
-
Unclassified inbox
marketing.am@credit-suisse.com
-
Unclassified inbox
ji.li.2@credit-suisse.com
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
Specialized In: Finance & Banking, Wealth Management
Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Aug 15, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank
26 Emails
0 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
-
George Baptista
Corporate Counsel
g*************a@credit-suisse.com
-
Georgios Koukoulieros
g********k@credit-suisse.com
-
Valentino Bajaj
v*************j@credit-suisse.com
-
Aparna Sumbre
Worked
a***********e@credit-suisse.com
-
Alisa Rybnikova
DevOps engineer
a*************a@credit-suisse.com
-
Radi Sultan
Summer Analyst
r*********n@credit-suisse.com
-
Silvia Fernandez
s**************z@credit-suisse.com
-
Karl H
k****h@credit-suisse.com
-
Jose Manuel Aspe
j*******e@credit-suisse.com
-
Daniel Enderli
IT Quality Assurance & Testing
d************i@credit-suisse.com
-
Chloe Lijie Tan
HR and Operation Assistant
c*******n@credit-suisse.com
-
Sparsh Kaeley
Relationship Manager
s***********y@credit-suisse.com
-
John Varghese
j***********e@credit-suisse.com
-
Chuck Pieper
c**********r@credit-suisse.com
-
Craig Robinson
c************n@credit-suisse.com
-
Erez Coopfer
e**********r@credit-suisse.com
-
Uday Saigal
u*********l@credit-suisse.com
-
Mike Heraty
m*********y@credit-suisse.com
-
Carolina Frumusachi
c*****************i@credit-suisse.com
-
Bruno Havet
b*********t@credit-suisse.com
-
Olaya Morla Jordan
o**********n@credit-suisse.com
-
Veronika Müller-Zambon
v*******************n@credit-suisse.com
-
Gabriela Musio
g************o@credit-suisse.com
-
Rob Angilletta
r************a@credit-suisse.com
-
Media Relations
social.media@credit-suisse.com
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
Specialized In: Finance & Banking, Wealth Management
Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Sep 16, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank
26 Emails
0 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
-
George Baptista
Corporate Counsel
g*************a@credit-suisse.com
-
Georgios Koukoulieros
g********k@credit-suisse.com
-
Valentino Bajaj
v*************j@credit-suisse.com
-
Aparna Sumbre
Worked
a***********e@credit-suisse.com
-
Alisa Rybnikova
DevOps engineer
a*************a@credit-suisse.com
-
Radi Sultan
Summer Analyst
r*********n@credit-suisse.com
-
Silvia Fernandez
s**************z@credit-suisse.com
-
Karl H
k****h@credit-suisse.com
-
Jose Manuel Aspe
j*******e@credit-suisse.com
-
Daniel Enderli
IT Quality Assurance & Testing
d************i@credit-suisse.com
-
Chloe Lijie Tan
HR and Operation Assistant
c*******n@credit-suisse.com
-
Sparsh Kaeley
Relationship Manager
s***********y@credit-suisse.com
-
John Varghese
j***********e@credit-suisse.com
-
Chuck Pieper
c**********r@credit-suisse.com
-
Craig Robinson
c************n@credit-suisse.com
-
Erez Coopfer
e**********r@credit-suisse.com
-
Uday Saigal
u*********l@credit-suisse.com
-
Mike Heraty
m*********y@credit-suisse.com
-
Carolina Frumusachi
c*****************i@credit-suisse.com
-
Bruno Havet
b*********t@credit-suisse.com
-
Olaya Morla Jordan
o**********n@credit-suisse.com
-
Veronika Müller-Zambon
v*******************n@credit-suisse.com
-
Gabriela Musio
g************o@credit-suisse.com
-
Rob Angilletta
r************a@credit-suisse.com
-
Media Relations
social.media@credit-suisse.com
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
Specialized In: Finance & Banking, Wealth Management
Acquired by: UBS
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Sep 23, 2024
Founded Date: Jul 5, 1856
Number of Exits: 62
Company Type: For Profit
Stock Symbol: SWX:CSGN
Operating Status: Active
Investor Type: Investment Bank
26 Emails
0 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
-
George Baptista
Corporate Counsel
g*************a@credit-suisse.com
-
Georgios Koukoulieros
g********k@credit-suisse.com
-
Valentino Bajaj
v*************j@credit-suisse.com
-
Aparna Sumbre
Worked
a***********e@credit-suisse.com
-
Alisa Rybnikova
DevOps engineer
a*************a@credit-suisse.com
-
Radi Sultan
Summer Analyst
r*********n@credit-suisse.com
-
Silvia Fernandez
s**************z@credit-suisse.com
-
Karl H
k****h@credit-suisse.com
-
Jose Manuel Aspe
j*******e@credit-suisse.com
-
Daniel Enderli
IT Quality Assurance & Testing
d************i@credit-suisse.com
-
Chloe Lijie Tan
HR and Operation Assistant
c*******n@credit-suisse.com
-
Sparsh Kaeley
Relationship Manager
s***********y@credit-suisse.com
-
John Varghese
j***********e@credit-suisse.com
-
Chuck Pieper
c**********r@credit-suisse.com
-
Craig Robinson
c************n@credit-suisse.com
-
Erez Coopfer
e**********r@credit-suisse.com
-
Uday Saigal
u*********l@credit-suisse.com
-
Mike Heraty
m*********y@credit-suisse.com
-
Carolina Frumusachi
c*****************i@credit-suisse.com
-
Bruno Havet
b*********t@credit-suisse.com
-
Olaya Morla Jordan
o**********n@credit-suisse.com
-
Veronika Müller-Zambon
v*******************n@credit-suisse.com
-
Gabriela Musio
g************o@credit-suisse.com
-
Rob Angilletta
r************a@credit-suisse.com
-
Media Relations
social.media@credit-suisse.com
Merrill Lynch
Merrill Lynch offers wealth management, financial Show more...advice, investment advisory program, and retirement planning services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 10001+
Founded Date: 1914
Company Type: For Profit
Operating Status: Active
23 Emails
0 Phones
Main email format: sarah.smith@ml.com (61.1%)
-
Ken Morris
Financial Advisor
k********s@ml.com
-
Alvin Murgai
Senior Resident Director, Managing Director
a**********i@ml.com
-
Lindsay Hans
Division Executive, Managing Director
l**********s@ml.com
-
Robert Maxson
Senior Financial Consultant
r***********n@ml.com
-
Don Mcdonald
Wealth Management Advisor, Managing Director
d**********d@ml.com
-
Fredrick Press
Vice President
f************s@ml.com
-
Karen Huntsman
Financial Advisor
k************n@ml.com
-
Kerry Vetter
Wealth Management Advisor, First Vice President
k**********r@ml.com
-
Matthew A Mcleod
Assistant Vice President, Financial Advisor
m************d@ml.com
-
Mike Brandon
Senior Financial Advisor , Vice President
m**********n@ml.com
-
Ivan Dolgins
i**********s@ml.com
-
Allen Mercer
VP of Finance
a**********r@ml.com
-
Peter Cavi
p********i@ml.com
-
Alan Samaha
a*********a@ml.com
-
David Donaldson
d*************n@ml.com
-
Jamie Moulton
j***********n@ml.com
-
Brian Gehlbach
b************h@ml.com
-
Jacob Jelinek
j***********k@ml.com
-
Pavinderjit Kooner
p****************r@ml.com
-
Unclassified inbox
anthony.segobiano@ml.com
-
Unclassified inbox
jane_doe@ml.com
-
Unclassified inbox
pankaj_sharma@ml.com
-
Unclassified inbox
christian.felix@ml.com
Axis Bank
Axis Bank is a banking institution offering commerShow more...cial, corporate and retail banking, and treasury operations.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Secondary
Last Investment Activity: Mar 29, 2024
Founded Date: Dec 3, 1993
Number of Exits: 7
Company Type: For Profit
Stock Symbol: NSE:AXISBANK
Operating Status: Active
Investor Type: Investment Bank
22 Emails
0 Phones
Main email format: sarah.smith@axisbank.com (100.0%)
-
Ravi Narayanan
Group Executive - Branch Bnkg, Retail Liab, Sales, Premium Bnkg,Virtual Relnshp & Third Party Prdts
r************n@axisbank.com
-
Rajiv Anand
Executive Director Retail Bank
r*********d@axisbank.com
-
Rajkamal Vempati
Head Human Resources
r**************i@axisbank.com
-
Sattar Ali
Circle Head
s********i@axisbank.com
-
Amitabh Chaudhry
MD & CEO
a**************y@axisbank.com
-
Ketki Bhagwati
Board Director
k************i@axisbank.com
-
Parag Deshpande
Senior Vice President
p*************e@axisbank.com
-
Sanjay Kansal
Circle Head - Central Delhi Circle
s***********l@axisbank.com
-
Arthi Jayaraman
a*************n@axisbank.com
-
Shailendra Shidhaye
s*****************e@axisbank.com
-
Ravi Vaishnav
r***********v@axisbank.com
-
Vishal Nihalani
v*************i@axisbank.com
-
Twinkle Nebhani
Vice President (Operations)
t*************i@axisbank.com
-
Ca Manish Nama
Deputy Regional Credit Manager
c*****a@axisbank.com
-
Manash Lodh
m*********h@axisbank.com
-
Sushant Rath
s**********h@axisbank.com
-
Unclassified inbox
pno@axisbank.com
-
Unclassified inbox
creditcards@axisbank.com
-
Unclassified inbox
Circlenodalofficer.Bangalore@axisbank.com
-
Unclassified inbox
pkfdjd5h@gmail.com
-
Unclassified inbox
maheshp.kulkarni@axisbank.com
-
Unclassified inbox
k.harikesh@axisbank.com
First Citizens Bank
First Citizens Bank provides banking services, essShow more...ential business and professional services, wealth management capabilities, and more.
Specialized In: Finance & Banking, Insurance Providers, Consumer Finance, Payment Processing, Wealth Management
Business Type: Public
Employees: 5001-10000
Rounds: Post-IPO Debt
Last Investment Activity: Mar 25, 2024
Founded Date: 1898
Number of Exits: 5
Company Type: For Profit
Stock Symbol: NASDAQ:FCNCA
Operating Status: Active
Investor Type: Investment Bank
24 Emails
0 Phones
Main email format: sarah.smith@firstcitizens.com (100.0%)
-
Lorie Rupp
Chief Risk Officer
l********p@firstcitizens.com
-
Frank Holding
CEO
f***********g@firstcitizens.com
-
Leidy Zapata
Manager Telephone Sales, VP
l**********a@firstcitizens.com
-
Perry Bailey
Manager of Premier Client Services
p**********y@firstcitizens.com
-
Brian Kunar
Senior Vice President | Director, Mortgage Servicing
b*********r@firstcitizens.com
-
Dave Moon
SVP, Director Card Strategy
d*******n@firstcitizens.com
-
Charlotte Buse
VP & Branch Sales Manager
c************e@firstcitizens.com
-
Donna Deck
Vice President
d********k@firstcitizens.com
-
Jim Reno
Business Banking Officer
j******o@firstcitizens.com
-
Oscar Alvarez
Financial Services Manager
o***********z@firstcitizens.com
-
Brad Dawson
Vice President
b*********n@firstcitizens.com
-
Amy Browning
Senior Business Analyst
a**********g@firstcitizens.com
-
Ellen Alemany
Chairwoman and CEO of CIT Group
e***********y@firstcitizens.com
-
Vern Bradner
v**********r@firstcitizens.com
-
Alexander Polotsk
Customer Support Engineer, Image System Specialist
a***************k@firstcitizens.com
-
Jerry Huynh
j*********h@firstcitizens.com
-
General Inquiries
info@firstcitizens.com
-
Customer Service
support@firstcitizens.com
-
General Inquiries
contact@firstcitizens.com
-
General Inquiries
feedback@firstcitizens.com
-
Legal Department
legal@firstcitizens.com
-
Unclassified inbox
Deanbridges99@gmail.com
-
Unclassified inbox
dfowler@firstcitizens.com
-
Unclassified inbox
mdriggers@firstcitizens.com
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
Specialized In: Finance & Banking, Wealth Management
Employees: 10001+
Last Investment Activity: Aug 23, 2024
Venture Stage: Debt
Founded Date: 1962
Company Type: For Profit
Operating Status: Active
19 Emails
0 Phones
Main email format: sarah.smith@raymondjames.com (100.0%)
-
Spencer Fine
s**********e@raymondjames.com
-
Olivia Weaver
Investment Banking Analyst
o***********r@raymondjames.com
-
Dana Ragiel
d*********l@raymondjames.com
-
Alexander House
a*************e@raymondjames.com
-
Casey Brooks
Research Associate
c**********s@raymondjames.com
-
Peter Moores
Chief Executive Officer, UK, Raymond James Financial
p**********s@raymondjames.com
-
Shivali Bhammer
Director | Financial Sponsors Investment Banking
s*************r@raymondjames.com
-
Tara Hayek
t********k@raymondjames.com
-
Shannon Reid
s**********d@raymondjames.com
-
Brian Mylod
b*********d@raymondjames.com
-
Christopher Majeski
SVP, Head of Private Client Group Supervision
c*****************i@raymondjames.com
-
Paul Reilly
p*********y@raymondjames.com
-
Joel Robinson
j***********n@raymondjames.com
-
Dale Lavelle
d**********e@raymondjames.com
-
Amber Grace
a*********e@raymondjames.com
-
Page Rost
p*******t@raymondjames.com
-
Unclassified inbox
corporate.communications@raymondjames.ca
-
Unclassified inbox
danyell.jones@raymondjames.com
-
Unclassified inbox
jill.enloe@raymondjames.com
Yes Bank
Yes Bank is a private sector bank that offers compShow more...rehensive banking and financial solutions to its customers.
Specialized In: Finance & Banking, Venture Capital, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Equity
Last Investment Activity: Mar 25, 2024
Founded Date: 2004
Number of Exits: 4
Company Type: For Profit
Stock Symbol: NSE:YESBANK
Operating Status: Active
23 Emails
0 Phones
Main email format: sarah.smith@yesbank.in (85.7%)
-
Vikas Bharti
Senior Vice President | ML Architect
b****i@yesbank.in
-
Rana Kapoor
r*********r@yesbank.in
-
Swapnil Dubey
s***********y@yesbank.in
-
Rajan Pental
r**********l@yesbank.in
-
Kishor Kothari
k************i@yesbank.in
-
Dheeraj Sanghi
d************i@yesbank.in
-
Sanal Chhaperwal
s**************l@yesbank.in
-
Amandeep Chaudhary
a****************y@yesbank.in
-
Rupal Dhule
r*********e@yesbank.in
-
Mahesh Madaan
m****h@yesbank.in
-
Laveena Kuril
l***********l@yesbank.in
-
Manissh Kumar
m***********r@yesbank.in
-
Ravi Gupta1
r*********1@yesbank.in
-
Sunpreetsingh Sacher
s******************r@yesbank.in
-
General Inquiries
info@yesbank.in
-
Admin Team
admin@yesbank.in
-
Investor Relations
investor@yesbank.in
-
Customer Service
support@yesbank.in
-
General Inquiries
feedback@yesbank.in
-
Unclassified inbox
yestouch@yesbank.in
-
General Inquiries
nishant.doshi@yesbank.in
-
Unclassified inbox
siddharth.umesh@yesbank.in
-
Unclassified inbox
treasurymmktops@yesbank.in
AllianceBernstein
AllianceBernstein is a publicly traded global asseShow more...t management firm, with approximately $735 billion in assets under management at March
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Public
Employees: 1001-5000
Last Investment Activity: Aug 1, 2024
Founded Date: 1967
Number of Exits: 22
Company Type: For Profit
Stock Symbol: NYSE:AB
Operating Status: Active
Investor Type: Venture Capital
20 Emails
0 Phones
Main email format: sarah.smith@alliancebernstein.com (100.0%)
-
Leanne Loader
l***********r@alliancebernstein.com
-
Seth P Bernstein
s********n@alliancebernstein.com
-
Caroline Gosswein
c***************n@alliancebernstein.com
-
Shannon Mckinnon
s**************n@alliancebernstein.com
-
Jim Russo
j*******o@alliancebernstein.com
-
Kathleen Dumes
k************s@alliancebernstein.com
-
Timothy Kurpis
t************s@alliancebernstein.com
-
Mark Kleszczewski
m***************i@alliancebernstein.com
-
Andrew Chin
Head of Quantitative Research and Chief Data Scientist
a*********n@alliancebernstein.com
-
Andrew Chin
Head of Quantitative Research and Chief Data Scientist
p*************t@alliancebernstein.com
-
Tim Lash
Portfolio Manager - TMT
t******h@alliancebernstein.com
-
Alex Barry
Managing Director
a********y@alliancebernstein.com
-
Peter Gordon
p**********n@alliancebernstein.com
-
Edward Gellert
e************t@alliancebernstein.com
-
Unclassified inbox
Matthew.Bass@alliancebernstein.com
-
General Inquiries
abcdefghi@alliancebernstein.com
-
Investor Relations
ir@abglobal.com
-
Media Relations
media@alliancebernstein.com
-
Unclassified inbox
jonathan.gold@alliancebernstein.com
-
Unclassified inbox
karen.lim@alliancebernstein.com
Plaid
Plaid provides companies with the tools and accessShow more... needed for the development of a digitally-enabled financial system.
Specialized In: Finance & Banking, FinTech, InsurTech, Wealth Management
Business Type: Private
Employees: 501-1000
Rounds: Series D
Last Investment Activity: Mar 28, 2024
Founded Date: 2013
Company Type: For Profit
Operating Status: Active
22 Emails
1 Phones
Main email format: ssmith@plaid.com (70.0%)
-
Zachary Perret
Co-Founder and CEO
z*****y@plaid.com
-
Zachary Perret
Co-Founder and CEO
z**h@plaid.com
************2
-
Zachary Perret
Co-Founder and CEO
m*****n@plaid.com
-
Emily Russo
Account Manager - Financial Institution Partnerships
e***y@plaid.com
-
Jennifer Wu
Engineering Manager, Consumer Privacy
j*u@plaid.com
-
Alex Perelygin
Engineering Manager, Money Movement
a********n@plaid.com
-
Eric Yan
e**n@plaid.com
-
Melissa Robertson
Software Engineer
m********n@plaid.com
-
Emma Aylon
Revenue - Canada
e****n@plaid.com
-
Madeline Perretta
Employer Brand
mp@plaid.com
-
Meredith Fuchs
General Counsel
m****s@plaid.com
-
Clay Allsopp
Co-founder
c******p@plaid.com
-
General Inquiries
info@plaid.com
-
General Inquiries
hello@plaid.com
-
Customer Service
support@plaid.com
-
General Inquiries
contact@plaid.com
-
Sales Department
sales@plaid.com
-
General Inquiries
enrich-feedback@plaid.com
-
Unclassified inbox
william@plaid.com
-
Unclassified inbox
zach@plaid.com
-
Unclassified inbox
hstaples@plaid.com
-
Unclassified inbox
sms@plaid.com
Citadel
Citadel is one of the world's leading alternative Show more...investment firms,pursuing long-term returns for preeminent public and private institutions
Specialized In: Finance & Banking, Investment Banking, Insurance Providers, Wealth Management
Business Type: Private
Employees: 1001-5000
Rounds: Seed
Last Investment Activity: Aug 5, 2024
Founded Date: 1990
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Hedge Fund
17 Emails
0 Phones
Main email format: sarah.smith@citadel.com (100.0%)
-
Pablo Salame
p**********e@citadel.com
-
Kevin Mulhern
Portfolio Manager - Energy
k***********n@citadel.com
-
Brad Lau
Chief Operating Officer
b******u@citadel.com
-
Ian Palfrey
Summer Analyst
i*********y@citadel.com
-
Abhinav Kumar
Investment Analyst
a***********r@citadel.com
-
Jamie Thetford
Analyst
j************d@citadel.com
-
Avi Horev
a*******v@citadel.com
-
Daniel Seifert
d************t@citadel.com
-
Jay Murchison
j***********n@citadel.com
-
Lucas Vaz
l*******z@citadel.com
-
Joseph DiGiacomo
Financial Analyst
j**************o@citadel.com
-
Jerrell Watts
j***********s@citadel.com
-
Unclassified inbox
fv@citadel.com
-
Unclassified inbox
klemy@citadel.com
-
Unclassified inbox
cnicol@citadel.com
-
Unclassified inbox
jerrell.watts@citadel.com
-
Unclassified inbox
coreengineeringnetworking@citadel.com
Artisan Partners
Artisan Partners is a global investment management firm.
Specialized In: Finance & Banking, Investment Banking, Wealth Management
Business Type: Public
Employees: 251-500
Rounds: Post-IPO Equity
Last Investment Activity: Sep 8, 2024
Founded Date: 1994
Number of Exits: 1
Company Type: For Profit
Stock Symbol: NYSE:APAM
Operating Status: Active
14 Emails
0 Phones
Main email format: sarah.smith@artisanpartners.com (100.0%)
-
David Samra
Managing Director and Portfolio Manager
d*********a@artisanpartners.com
-
Charles Hamker
Managing Director
c************r@artisanpartners.com
-
Keegan Obrien
Director
k***********n@artisanpartners.com
-
Eric Lang, CIMA®
Director l National Sales Manager, Intermediary Services
e*******g@artisanpartners.com
-
Dan Greller
Chief Information Officer
d*********r@artisanpartners.com
-
Derek De Petra
Managing Director International Trading
d******a@artisanpartners.com
-
Derek De Petra
Managing Director International Trading
d***********a@artisanpartners.com
-
Mike Lauffer
Network Engineer
m**********r@artisanpartners.com
-
Michael Cirami
Managing Director and Portfolio Manager - EMsights Capital Group
m************i@artisanpartners.com
-
David Gaskin
d**********n@artisanpartners.com
-
Andrea Zwintscher
a***************r@artisanpartners.com
-
Jack Blanchard
j************d@artisanpartners.com
-
Unclassified inbox
steve.butler@artisanpartners.com
-
Investor Relations
ir@artisanpartners.com
AIA Group
AIA Group is a life insurance group that helps indShow more...ividuals and businesses meet financial needs by providing various insurance solutions.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Business Type: Public
Employees: 10001+
Last Investment Activity: Aug 23, 2024
Founded Date: 1919
Company Type: For Profit
Stock Symbol: HKG:1299
Operating Status: Active
Investor Type: Pension Funds
18 Emails
0 Phones
Main email format: sarah.smith@aia.com (90.0%)
-
Aaron Ooi
a******i@aia.com.sg
-
Aaron Ooi
a*******i@aia.com
-
Dino Koay
d*******y@aia.com
-
chawin wimonpittayarat
c********************t@aia.com
-
Stephanie Lestari
s***************i@aia.com
-
Rick Chow
r*******w@aia.com
-
Trinh Phuong
t**********g@aia.com
-
Sze Keed Wong
s******g@aia.com
-
Rawin (Tintin) Aramwatanapong
r*******a@aia.com
-
Kelvin Loh
CEO Designate and Executive Director
k********h@aia.com
-
Regina Dee
Commercial Relationship Manager
r********e@aia.com
-
Tri Doan
t******n@aia.com
-
Unclassified inbox
hk.customer@aia.com
-
Unclassified inbox
foongyuen.law@aia.com
-
Unclassified inbox
philip.ramadas@aia.com
-
Unclassified inbox
ho@aia.com
-
Unclassified inbox
john.mclaughlin@aia.com
-
Unclassified inbox
id.preselection-confirmation@aia.com
SoFi
SoFi is a finance company that offers a range of lShow more...ending and wealth management services.
Specialized In: Finance & Banking, FinTech, Insurance Providers, Wealth Management
Business Type: Public
Employees: 1001-5000
Rounds: Post-IPO Debt
Last Investment Activity: Mar 21, 2024
Founded Date: Aug 1, 2011
Number of Exits: 4
Company Type: For Profit
Stock Symbol: NASDAQ:SOFI
Operating Status: Active
Investor Type: Entrepreneurship Program
18 Emails
0 Phones
Main email format: sarah@sofi.com (54.5%)
-
Anthony Noto
CEO
a*****y@sofi.com
-
Evan Taylor
e*****r@sofi.com
-
Joseph Turner
Maxim Healthcare Services - Locum Tenens and Advanced Practitioners
j*****r@sofi.com
-
Aaron Rice
Software Engineer at Cruise Automation
a***n@sofi.com
-
Paul Noble
Owner at Elevation Window and Door
p**l@sofi.com
-
Matthew Rodemeyer
Owner at Rodemeyer Roofing
m*****w@sofi.com
-
Maria Renz
Executive Vice President Consumer Finance and Wealth Management
m***a@sofi.com
-
Michael Cagney
Founder
m*****l@sofi.com
-
Dipanjan Das
VP, Business Head, Credit Cards
d**s@sofi.com
-
Darwin Ling
Investor
dl@sofi.com
-
Rob Lavet
General Counsel
r****t@sofi.com
-
Customer Service
member-issue-support@sofi.org
-
Unclassified inbox
pr@sofi.com
-
Unclassified inbox
alawal@sofi.org
-
Unclassified inbox
mecegypt@sofi.com
-
General Inquiries
info@sofi.com
-
Unclassified inbox
npr@sofi.com
-
Unclassified inbox
syannopoulos@sofi.com
Tradeweb
Tradeweb Markets is a global marketplace for electShow more...ronic fixed income.
Specialized In: Finance & Banking, Online Marketplaces, E-commerce & Retail, Wealth Management
Business Type: Public
Employees: 501-1000
Last Investment Activity: Jun 24, 2024
Founded Date: 1997
Company Type: For Profit
Stock Symbol: NASDAQ:TW
Operating Status: Active
14 Emails
0 Phones
Main email format: sarah.smith@tradeweb.com (100.0%)
-
Joseph Noviello
Managing Director - Dealerweb Technology
j*************o@tradeweb.com
-
Adam Gould
Managing Director and Global Head of Equities
a********d@tradeweb.com
-
Lee Olesky
Founder
l********y@tradeweb.com
-
Natalia Belousova
VP Client Services, Tradeweb Direct
n***************a@tradeweb.com
-
Giovanni Patanisi
Associate
g***************i@tradeweb.com
-
Sarah Truett (nee Jones)
VP Sales
s**********t@tradeweb.com
-
Nicole Geraci
Vice President, Human Resources
n***********i@tradeweb.com
-
Sameer Murukutla
Director, Global Investor Relations
s**************a@tradeweb.com
-
Marcus Schueler
m*************r@tradeweb.com
-
Neil Fazel
n********l@tradeweb.com
-
U003edaniel Noonan
u****************n@tradeweb.com
-
General Inquiries
help@tradeweb.com
-
Unclassified inbox
g.jagathisan@tradeweb.com
-
Unclassified inbox
jonathan.pittensky@tradeweb.com
Lombard Odier
Lombard Odier is one of the largest private banks Show more...in Switzerland and Europe.
Specialized In: Property Management, Finance & Banking, Legal & Compliance, Wealth Management
Business Type: Private
Employees: 5001-10000
Last Investment Activity: Jun 19, 2024
Founded Date: 1796
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
17 Emails
0 Phones
Main email format: s.smith@lombardodier.com (90.9%)
-
Valérie Vrebos
Assistant to Management Committee
v******s@lombardodier.com
-
Alexandre Meyer
Chief Operating Officer & General Counsel, Asset Managemet Division
a*****r@lombardodier.com
-
Alexandre Zeller
Managing Partner
a******r@lombardodier.com
-
Marcel Romer
trader
m*****r@lombardodier.com
-
Hubert Keller
Senior Managing Partner
h******r@lombardodier.com
-
Alkesh Gianchandani
Senior Manager - Head of Americas Investor Relations at Lombard Odier Asset Management
a*****************i@lombardodier.com
-
Patrick Spinedi
Directeur adjoint des RH et Unit Risk Manager
p*******i@lombardodier.com
-
Christophe Khaw
Chief Investment Officer
c****w@lombardodier.com
-
Pierre-francois Martin-levrel
p************l@lombardodier.com
-
Edward Walecki
e*******i@lombardodier.com
-
Alban Herpe
Private Banker
a*****e@lombardodier.com
-
General Inquiries
contact@lombardodier.com
-
Unclassified inbox
m.toh@lombardodier.com
-
Unclassified inbox
c.charlot-valdieu@lombardodier.com
-
Unclassified inbox
e.birch@lombardodier.com
-
Unclassified inbox
loim_recruitment@lombardodier.com
-
Unclassified inbox
f.rauber@lombardodier.com
Lombard Odier Investment Managers
Lombard Odier is one of the largest private banks Show more...in Switzerland and Europe.
Specialized In: Property Management, Finance & Banking, Legal & Compliance, Wealth Management
Business Type: Private
Employees: 5001-10000
Last Investment Activity: Jun 19, 2024
Founded Date: 1796
Number of Exits: 8
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
12 Emails
0 Phones
Main email format: s.smith@lombardodier.com (90.9%)
-
Valérie Vrebos
Assistant to Management Committee
v******s@lombardodier.com
-
Alexandre Meyer
Chief Operating Officer & General Counsel, Asset Managemet Division
a*****r@lombardodier.com
-
Alexandre Zeller
Managing Partner
a******r@lombardodier.com
-
Marcel Romer
trader
m*****r@lombardodier.com
-
Hubert Keller
Senior Managing Partner
h******r@lombardodier.com
-
Alkesh Gianchandani
Senior Manager - Head of Americas Investor Relations at Lombard Odier Asset Management
a*****************i@lombardodier.com
-
Patrick Spinedi
Directeur adjoint des RH et Unit Risk Manager
p*******i@lombardodier.com
-
Christophe Khaw
Chief Investment Officer
c****w@lombardodier.com
-
Pierre-francois Martin-levrel
p************l@lombardodier.com
-
Edward Walecki
e*******i@lombardodier.com
-
Alban Herpe
Private Banker
a*****e@lombardodier.com
-
General Inquiries
contact@lombardodier.com
Cadence Bank
Cadence Bank provides financial services that incuShow more...des banking services, commercial and consumer lending, and founding sources services.
Specialized In: Finance & Banking, Consumer Finance, Real Estate Agencies & Brokers, Wealth Management
Acquired by: Sageview Capital
Business Type: Public
Employees: 5001-10000
Rounds: Debt Financing
Last Investment Activity: Jul 26, 2024
Founded Date: 1876
Number of Exits: 6
Company Type: For Profit
Stock Symbol: NYSE:CADE
Operating Status: Active
Investor Type: Investment Bank
13 Emails
0 Phones
Main email format: sarah.smith@cadencebank.com (100.0%)
-
Eric Heslop
President, North Central Alabama Division
e*********p@cadencebank.com
-
Bryce West
First Vice President
b********t@cadencebank.com
-
Ron Harris
Vice President, Corporate Senior Loan Review Officer at Cadence Bank
r********s@cadencebank.com
-
Tim Ashe
Senior Vice President - Corporate Banking and Energy Services
t**********e@cadencebank.com
-
Allison Stanley
Vice President
a*************y@cadencebank.com
-
Hank Holmes
Chief Banking Officer
h*********s@cadencebank.com
-
Melinda Jackson
Executive Vice President
m*************n@cadencebank.com
-
Scott Newcomer
Vice President
s************r@cadencebank.com
-
Joann Smith
j*********h@cadencebank.com
-
Antrenise Robinson
a****************n@cadencebank.com
-
Tammy Womble
t**********e@cadencebank.com
-
Unclassified inbox
bonita.williams@cadencebank.com
-
Unclassified inbox
daniel.holland@cadencebank.com
HighTower Advisors
HighTower is a financial services company providinShow more...g solutions for high-net-worth and institutional clients.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 501-1000
Rounds: Private Equity
Last Investment Activity: Jan 9, 2024
Founded Date: 2008
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
17 Emails
1 Phones
Main email format: ssmith@hightoweradvisors.com (90.0%)
-
Bob Oros
b***s@hightoweradvisors.com
-
Mike Deggelman
m********n@hightoweradvisors.com
-
Tom Mcguirk
t******k@hightoweradvisors.com
-
Brian Dillig
b*****g@hightoweradvisors.com
-
Jessica Blask
j****k@hightoweradvisors.com
-
Tara Means
t****s@hightoweradvisors.com
-
David Wisehaupt
d********t@hightoweradvisors.com
-
Tim Onufrock
t*******k@hightoweradvisors.com
-
Christian Gannon
Senior Associate, Investment Management
c*****n@hightoweradvisors.com
-
Valerie Gitelson
v**************n@hightoweradvisors.com
-
Unclassified inbox
lferst@hightoweradvisors.com
-
Unclassified inbox
banderson@hightoweradvisors.com
-
Unclassified inbox
information@hightoweradvisors.com
-
Unclassified inbox
sayer@hightoweradvisors.com
-
Unclassified inbox
fmasse@hightoweradvisors.com
-
Unclassified inbox
sgelber@hightoweradvisors.com
-
Unclassified inbox
vharrell@hightoweradvisors.com
IMA Financial Group
IMA Financial Group is a financial services companShow more...y that specializes in global insurance, risk management, and wealth management.
Specialized In: Finance & Banking, Insurance Providers, Compliance & Risk Management, Wealth Management
Business Type: Private
Employees: 1001-5000
Rounds: Private Equity
Last Investment Activity: Dec 6, 2023
Founded Date: 1974
Company Type: For Profit
Operating Status: Active
13 Emails
0 Phones
Main email format: sarah.smith@imacorp.com (100.0%)
-
Brad Baumgartner
Executive Vice President
b**************r@imacorp.com
-
Sandy Harvath
s***********h@imacorp.com
-
Kyle Teahan
Producer
k*********n@imacorp.com
-
Willian Vallejos
w**************s@imacorp.com
-
Susan Devaughn
Vice President, National Accounts Hospitality
s***********n@imacorp.com
-
Bobby Vickers
r************s@imacorp.com
-
Brad Ferrie
b*********e@imacorp.com
-
Marcus Reiter
m***********r@imacorp.com
-
Stephen Floyd
s***********d@imacorp.com
-
Renee Stock
r*********k@imacorp.com
-
General Inquiries
info@imacorp.com
-
Unclassified inbox
leisha.cadwallader@imacorp.com
-
Unclassified inbox
brad.jeffress@imacorp.com
LaSalle Investment Management
LaSalle Investment Management operates as a globalShow more... real estate investment manager.
Specialized In: Real Estate Agencies & Brokers, Venture Capital, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: May 29, 2024
Founded Date: 1978
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
12 Emails
0 Phones
Main email format: sarah.smith@lasalle.com (90.0%)
-
Anthony Potenza
Vice President
a*************a@lasalle.com
-
Allison Mcfaul
Asset Management Operations Leader / Managing Director
a************l@lasalle.com
-
Natalia Kolotneva
Asset Management - Head of Alternatives
n***************a@lasalle.com
-
Lynn Thurber
l**********r@lasalle.com
-
Aziz KASBAOUI
a***********i@collegelasalle.com
-
Claude Marchand
c*******d@ilasalle.com
-
Aziz KASBAOUI
a***********i@clasalle.com
-
Paul Meierdierck
p**************k@lasalle.com
-
Ashley Gray
a*********y@lasalle.com
-
Kristan Laden
k***********n@lasalle.com
-
General Inquiries
info@lasalle.com
-
Unclassified inbox
alan.tripp@lasalle.com
Old National Bank
Old National Bank is a regional bank providing youShow more... with additional provides account choices, expanded convenience, and greater control.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 1001-5000
Last Investment Activity: Aug 21, 2024
Founded Date: 1834
Company Type: For Profit
Operating Status: Active
12 Emails
0 Phones
Main email format: sarah.smith@oldnational.com (100.0%)
-
David Werner
d**********r@ir.oldnational.com
-
Connie Lavin
c**********n@oldnational.com
-
Klaus Wilmsmeyer
k**************r@oldnational.com
-
David Fyhrie
Commercial & Corporate Banking, Executive Recruiter
d**********e@oldnational.com
-
Mohamed ElAshawah
m***************h@oldnational.com
-
Brent Tischler
Executive Vice President; Head of Retail Banking
b************r@oldnational.com
-
Michael Gossen
Assistant Vice President - Regional Recruitment Manager
m************n@oldnational.com
-
Draesen Mueller
d*************r@oldnational.com
-
Kyle Aiton
k********n@oldnational.com
-
Tony Hobbs
t********s@oldnational.com
-
Unclassified inbox
cindy.gibbons@oldnational.com
-
Unclassified inbox
jane.potee@oldnational.com
FNZ
FNZ is a financial service platform that provides Show more...wealth management services to clients.
Specialized In: Finance & Banking, FinTech, InsurTech, Wealth Management
Business Type: Private
Employees: 5001-10000
Rounds: Private Equity
Last Investment Activity: Jan 24, 2024
Founded Date: 2004
Company Type: For Profit
Operating Status: Active
15 Emails
0 Phones
Main email format: sarah.smith@fnz.com (100.0%)
-
Adrian Durham
Group CEO
a***********m@fnz.com
-
Chris Monaghan
Recruitment Business Partner
c******************n@fnz.com
-
Chris Monaghan
Recruitment Business Partner
c************n@fnz.com
-
Roger Seidel
r**********l@fnz.com
-
Simon Newby
Analyst Developer
s*********y@fnz.com
-
Najla Ennaifer
n************r@fnz.com
-
Marliese Ballon
Vice President, Regulatory Compliance & Data Privacy Officer
m*************n@fnz.com
-
Saurabh Wasan
s***********n@fnz.com
-
Sabine Pirone
s***********e@fnz.com
-
Unclassified inbox
Sarka.michalkova@fnz.com
-
Unclassified inbox
information@fnz.co.uk
-
Marketing Team
salesandmarketing@fnz.com
-
Unclassified inbox
myles.neilson@fnz.com
-
Unclassified inbox
sarka.michalkova@fnz.com
-
Unclassified inbox
groupdpo@fnz.com
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealtShow more...h management services including financial planning, asset management, and estate planning.
Specialized In: Coaching & Consulting, Finance & Banking, Wealth Management
Business Type: Private
Employees: 101-250
Rounds: Private Equity
Last Investment Activity: Jan 15, 2024
Founded Date: 1991
Company Type: For Profit
Operating Status: Active
12 Emails
0 Phones
Main email format: ssmith@sequoia-financial.com (100.0%)
-
Gerry Knotek
Executive Vice President, Chief Compliance Officer
g*****k@sequoia-financial.com
-
Leon Labrecque
Executive Vice President, Head of Planning Strategy at Sequoia Financial Group
l********e@sequoia-financial.com
-
Laurie Marshall
Vice President
l*******l@sequoia-financial.com
-
Chris Redhead
Executive Vice President
c******d@sequoia-financial.com
-
Matthew Pullar
SVP-Partner
m*****r@sequoia-financial.com
-
Jessica Estrada
Client Services Associate
j******a@sequoia-financial.com
-
Dustin Jennings
Operations Analyst
d*******s@sequoia-financial.com
-
Brian Petras
Senior Associate, Trader
b*****s@sequoia-financial.com
-
General Inquiries
info@sequoia-financial.com
-
Unclassified inbox
skapusinski@sequoia-financial.com
-
Unclassified inbox
jtadic@sequoia-financial.com
-
Unclassified inbox
jhoxha@sequoia-financial.com
Focus Financial Partners
Focus Financial Partners is a partnership of fiducShow more...iary wealth management firms that offers support and access to capital for growth.
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Public
Employees: 501-1000
Rounds: Venture - Series Unknown
Last Investment Activity: Jun 14, 2024
Founded Date: 2006
Number of Exits: 1
Company Type: For Profit
Stock Symbol: NASDAQ:FOCS
Operating Status: Active
11 Emails
0 Phones
Main email format: ssmith@focusfinancialpartners.com (75.0%)
-
Adam Karasik
Associate General Counsel, Senior Vice President - Legal
a**m@focusfinancialpartners.com
-
Ruediger Adolf
CEO
r****f@focusfinancialpartners.com
-
Mark Dupont
Senior Vice President
m*****t@focusfinancialpartners.com
-
Pradeep Jayaraman
Managing Director
p********n@focusfinancialpartners.com
-
Joshua Bass
Senior Associate
j***s@focusfinancialpartners.com
-
Charlie Arestia
Vice President, Investor Relations
c******a@focusfinancialpartners.com
-
Rinky Chopra
Assistant Controller
r*****a@focusfinancialpartners.com
-
Zinovy Iosovich
z*************h@focusfinancialpartners.com
-
Unclassified inbox
ziosovich@focusfinancialpartners.com
-
Unclassified inbox
zinovy.iosovich@focusfinancialpartners.com
-
Unclassified inbox
zinovy@focusfinancialpartners.com
Plante Moran
Plante Moran is an accounting and business advisorShow more...y firm that offers audit, accounting, tax, and business advisory consulting services.
Specialized In: Accounting & Tax, Coaching & Consulting, Finance & Banking, Insurance Providers, Wealth Management
Business Type: Private
Employees: 1001-5000
Last Investment Activity: Jan 25, 2024
Founded Date: 1924
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
13 Emails
0 Phones
Main email format: sarah.smith@plantemoran.com (100.0%)
-
Diana Moore
Regional Office Manager
d*********e@plantemoran.com
-
Eddie Doerflein
Senior Tax Manager
e*************n@plantemoran.com
-
Debby Balint
Tax Staff
d**********t@plantemoran.com
-
Joshua Engle
Tax Principal
j**********e@plantemoran.com
-
Kyle Hauck
k********k@plantemoran.com
-
Tony Israels
t**********s@plantemoran.com
-
Jenny Trotta
j**********a@plantemoran.com
-
Josh Engelkemier
j**************r@plantemoran.com
-
Unclassified inbox
jennifer.chambers@plantemoran.com
-
Unclassified inbox
denise.leonard@plantemoran.com
-
Unclassified inbox
paul.edwards@plantemoran.com
-
Unclassified inbox
sarah.shepard@plantemoran.com
-
Unclassified inbox
katie.vought@plantemoran.com
Washington Trust
Washington Trust is the oldest community bank in tShow more...he nation that offers financial services.
Specialized In: Finance & Banking, Mortgage Finance, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: Jul 26, 2024
Founded Date: 1800
Company Type: For Profit
Operating Status: Active
14 Emails
0 Phones
Main email format: ssmith@washtrust.com (75.0%)
-
John Mohan
Assistant Vice President, Mortgage Lending Officer
j*****n@washtrust.com
-
Elizabeth Eckel
SVP, Marketing
e*****l@washtrust.com
-
Mary Noons
President and Chief Operating Officer
m*****s@washtrust.com
-
Marie Langlois
Managing Director
m*******s@washtrust.com
-
Kathleen Mckeough
Director
k********h@washtrust.com
-
Cathleen Studley
Vice President, Mortgage Lending
c*******y@washtrust.com
-
Patricia Crowe
Vice President Credit Risk Management
p****e@washtrust.com
-
Gene Mccabe
Director of Investments
g*****e@washtrust.com
-
General Inquiries
info@washtrust.com
-
Unclassified inbox
loanops@washtrust.com
-
Unclassified inbox
jevesey@washtrust.com
-
Unclassified inbox
lkmiller@washtrust.com
-
Unclassified inbox
strayburn@washtrust.com
-
Unclassified inbox
tasutton@washtrust.com
Finatext
Finatext provides cloud infrastructure and data anShow more...alysis infrastructure for developing financial services.
Specialized In: Big Data & Analytics, Finance & Banking, InsurTech, Mobile Network Operators, Wealth Management
Business Type: Private
Employees: 51-100
Rounds: Series C
Last Investment Activity: May 8, 2023
Founded Date: Jan 5, 2014
Company Type: For Profit
Operating Status: Active
11 Emails
0 Phones
Main email format: sarah.smith@finatext.com (100.0%)
-
Yuichiro Ito
Director, CFO, and COO
y**********o@finatext.com
-
Koki Muguruma
k***********a@finatext.com
-
Yonosuke Yasuda
Chief Creative Officer
y*************a@finatext.com
-
Atsushi Ishibashi
Lead Developer
a***************i@finatext.com
-
Masashi Toda
Founder
m**********a@finatext.com
-
Ryota Hayashi
Founder
r***********i@finatext.com
-
General Inquiries
info@finatext.com
-
Admin Team
admin@finatext.com
-
Unclassified inbox
rob.brockington@finatext.com
-
Unclassified inbox
pr@finatext.com
-
Unclassified inbox
security@finatext.com
SwissBorg
We are on a mission to democratise crypto wealth mShow more...anagement by making it fun, fair and community-centric.
Specialized In: Blockchain, Finance & Banking, FinTech, Wealth Management
Business Type: Private
Employees: 251-500
Rounds: Series A
Last Investment Activity: Nov 2, 2023
Founded Date: 2017
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
11 Emails
0 Phones
Main email format: sarah@swissborg.com (60.0%)
-
Nicolas Rémond
Chief Technology Officer
n************d@swissborg.com
-
Jeremy Baumann
Chief Financial Officer
j************n@swissborg.com
-
Anthony Lesoismier
Chief Strategic Officer & Co-Founder
a*****y@swissborg.com
-
Cyrus Fazel
Chief Executive Officer & Co-Founder
c*********l@swissborg.com
-
Johanna Roussel
j*****a@swissborg.com
-
Domen Hadalin
d***n@swissborg.com
-
Unclassified inbox
cyborg@swissborg.com
-
Unclassified inbox
jeremy@swissborg.com
-
Unclassified inbox
u003ealex@swissborg.com
-
Unclassified inbox
joseph@swissborg.com
-
Unclassified inbox
njoseph@swissborg.com
First Foundation
First Foundation is a financial service company thShow more...at offers banking, investment management, and advisory services.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Business Type: Public
Employees: 501-1000
Rounds: Post-IPO Debt
Last Investment Activity: Dec 21, 2023
Founded Date: 1990
Company Type: For Profit
Stock Symbol: NASDAQ:FFWM
Operating Status: Active
9 Emails
0 Phones
Main email format: ssmith@firstfoundationinc.com (50.0%)
-
John Jenkins
Regional Vice President Of Sales
j******s@firstfoundationinc.com
-
Terri Hipwell
Senior Vice President And Asset Quality Review Manager
t***********l@firstfoundationinc.com
-
Megan Lowndes
Chief Operating Officer
m******s@firstfoundationinc.com
-
Frances Mendez
Vp
f*****z@firstfoundationinc.com
-
Colette Park
Vice President Branch Manager
c**********k@firstfoundationinc.com
-
Teena Elder
t*********r@firstfoundationinc.com
-
General Inquiries
info@ff-inc.com
-
Unclassified inbox
telder@firstfoundationinc.com
-
Unclassified inbox
teena@firstfoundationinc.com
Wintrust Financial
Wintrust offers the products and technology of theShow more... big banks but pairs it with exceptional service.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 5001-10000
Rounds: Post-IPO Equity
Last Investment Activity: Mar 7, 2024
Founded Date: 1995
Number of Exits: 1
Company Type: For Profit
Stock Symbol: NASDAQ:WTFC
Operating Status: Active
11 Emails
0 Phones
Main email format: ssmith@wintrust.com (80.0%)
-
Brian Gandy
b*********y@wintrust.com
-
Anthony Chan
a***n@wintrust.com
-
Leeann Racevice
l*******e@wintrust.com
-
Elizabeth Krumrey
l******y@wintrust.com
-
Kellie Cunningham
k*********m@wintrust.com
-
Jeff Darlington
j*********n@wintrust.com
-
General Inquiries
investor_info@wintrust.com
-
Unclassified inbox
james_duca@wintrust.com
-
Unclassified inbox
mschneider@wintrust.com
-
Unclassified inbox
sboufis@wintrust.com
-
Unclassified inbox
cwittman@wintrust.com
First Horizon
First Horizon is a financial services company thatShow more... offers personal, business, and corporate banking and private client services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 5001-10000
Last Investment Activity: Jul 19, 2024
Founded Date: 1864
Company Type: For Profit
Stock Symbol: NYSE:FHN
Operating Status: Active
Investor Type: Private Equity Firm
11 Emails
0 Phones
Main email format: ssmith@firsthorizon.com (80.0%)
-
Steven Bricker
SVP/Business Banking Group Manager
s******r@firsthorizon.com
-
Carolina Menendez
Senior Vice President, Private Banking Group Manager
c*******z@firsthorizon.com
-
Baldwin Ron
Vice President
b********n@firsthorizon.com
-
Paul Bond
Commercial Banking Relationship Manager
p***d@firsthorizon.com
-
Terry Akins
Senior Executive Vice President, Chief Risk Officer
t****s@firsthorizon.com
-
Tracy Lynn Larsen
OTC Draw Specialist
t*****n@firsthorizon.com
-
Unclassified inbox
canderson@firsthorizon.com
-
Unclassified inbox
frjones@firsthorizon.com
-
Unclassified inbox
astrong@firsthorizon.com
-
Unclassified inbox
gparris@firsthorizon.com
-
Unclassified inbox
ngparris@firsthorizon.com
DriveWealth
DriveWealth is a visionary technology company thatShow more... empowers more than 100 partners around the world.
Specialized In: AI & Machine Learning, Cloud Computing, Cryptocurrency, Finance & Banking, FinTech, Consumer Finance, Technology & Software, SaaS, Wealth Management
Business Type: Private
Employees: 251-500
Rounds: Series D
Last Investment Activity: Feb 13, 2024
Founded Date: 2012
Company Type: For Profit
Operating Status: Active
12 Emails
0 Phones
Main email format: ssmith@drivewealth.com (40.0%)
-
Robert Cortright
Founder and Chief Executive Officer
r********t@drivewealth.com
-
Mike Colarusso
Director, Cloud Infrastructure and DevOps
m**e@drivewealth.com
-
Rado Lorenc
Principal Engineer
r********c@drivewealth.com
-
Jeff Pasquerella
CCO
j**********a@drivewealth.com
-
Duplicate Statements
d******************s@drivewealth.com
-
General Inquiries
info@drivewealth.com
-
Admin Team
admin@drivewealth.com
-
Customer Service
support@drivewealth.com
-
Sales Department
sales@drivewealth.com
-
Legal Department
legal@drivewealth.com
-
Unclassified inbox
transfers@drivewealth.com
-
Unclassified inbox
stan@drivewealth.com
Close Brothers
Close Brothers is a leading merchant banking groupShow more... providing lending, deposit taking, wealth management services and securities trading.
Specialized In: Coaching & Consulting, Finance & Banking, Financial Exchanges, Wealth Management
Business Type: Public
Employees: 1001-5000
Rounds: Post-IPO Debt
Last Investment Activity: Nov 29, 2023
Founded Date: 1878
Number of Exits: 2
Company Type: For Profit
Stock Symbol: LSE:CBG
Operating Status: Active
Investor Type: Investment Bank
15 Emails
0 Phones
Main email format: sarah.smith@closebrothers.com (100.0%)
-
Adrian Sainsbury
Banking Division Managing Director
a**************y@closebrothers.com
-
Adele Mcglade
Enterprise Wide Risk
a***********e@closebrothers.com
-
Gareth Johnson
Infrastructure and Migration Architect
g************n@closebrothers.com
-
Viktor Kazinec
Head of Analytics Delivery
v************c@closebrothers.com
-
Adrian Madden
Head of Sales - Ireland
a***********n@closebrothers.com
-
Unclassified inbox
enquiry.wimbledon@closebrothers.com
-
Enquiries
customer.enquiries@closebrothers.com
-
Unclassified inbox
customerservicespfi@closebrothers.com
-
Unclassified inbox
savings@closebrothers.com
-
Unclassified inbox
infopf@closebrothers.com
-
Sales Department
sales@closebrothers.com
-
Admin Team
admin@closebrothers.com
-
Unclassified inbox
recruit.ssc@closebrothers.com
-
Unclassified inbox
customerservicepf@closebrothers.com
-
Unclassified inbox
financialwellbeing@closebrothers.com
Envestnet
Envestnet is transforming the way financial adviceShow more... is delivered through an ecosystem of technology, solutions and intelligence.
Specialized In: Finance & Banking, FinTech, Technology & Software, Wealth Management
Business Type: Public
Employees: 1001-5000
Rounds: Post-IPO Debt
Last Investment Activity: Mar 18, 2024
Founded Date: 1999
Number of Exits: 1
Company Type: For Profit
Stock Symbol: NYSE:ENV
Operating Status: Active
14 Emails
0 Phones
Main email format: sarah.smith@envestnet.com (100.0%)
-
Debra DeVoe
Chief Compliance Officer and Managing Director
d*********e@envestnet.com
-
Sharon Rosenthal
s**************l@envestnet.com
-
Joseph Mrak
Board Member
j*********k@envestnet.com
-
Farouk Ferchichi
f**************i@envestnet.com
-
Ryan Mcaree-sullivan
r******************n@envestnet.com
-
General Inquiries
info@envestnet.com
-
Customer Service
support@envestnet.com
-
General Inquiries
feedback@envestnet.com
-
General Inquiries
help@envestnet.com
-
Legal Department
legal@envestnet.com
-
Media Relations
media@envestnet.com
-
Unclassified inbox
steve.hipp@envestnet.com
-
Unclassified inbox
aaron.bauer@envestnet.com
-
Unclassified inbox
sustainable@envestnet.com
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investShow more...or and corporate services in Europe and beyond.
Specialized In: Accounting & Tax, Finance & Banking, Real Estate Agencies & Brokers, Wealth Management
Acquired by: Astorg
Business Type: Private
Employees: 501-1000
Last Investment Activity: Mar 13, 2024
Founded Date: 1896
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
11 Emails
0 Phones
Main email format: sarah.smith@iqeq.com (100.0%)
-
Bryan Mccooey
Managing Director
b***********y@iqeq.com
-
Rehma Imrith
Managing Director
r**********h@iqeq.com
-
Jordan Rothberg
Co-Head of Fund Administration, IQ-EQ US Funds
j*************g@iqeq.com
-
Peter Klinkner
p************r@iqeq.com
-
Martin Mcdermott
m**************t@iqeq.com
-
General Inquiries
info@iqeq.com
-
Unclassified inbox
dloubychev@iqeq.com
-
Unclassified inbox
erscordb@iqeq.com
-
Unclassified inbox
esg@iqeq.com
-
Unclassified inbox
peter.klinkner@iqeq.com
-
Unclassified inbox
martin.mcdermott@iqeq.com
Yieldstreet
Yieldstreet is an alternative investments platformShow more... that provides retail investors with access to income-generating investment products.
Specialized In: Finance & Banking, FinTech, Wealth Management
Business Type: Private
Employees: 251-500
Rounds: Venture - Series Unknown
Last Investment Activity: Mar 21, 2024
Founded Date: Jan 5, 2015
Company Type: For Profit
Operating Status: Active
10 Emails
0 Phones
Main email format: ssmith@yieldstreet.com (75.0%)
-
Hrishi Dixit
Chief Technology Officer
h****t@yieldstreet.com
-
Kenneth Staut
VP, Corporate Development
k****t@yieldstreet.com
-
Beth Eichelberger
Investor Relations Associate
b***************r@yieldstreet.com
-
Mitch Rosen
Investment Analyst, Vice President
m****n@yieldstreet.com
-
Unclassified inbox
investments@yieldstreet.com
-
Customer Service
support@yieldstreet.com
-
Unclassified inbox
ea@yieldstreet.com
-
General Inquiries
contact@yieldstreet.com
-
Unclassified inbox
lfielding@yieldstreet.com
-
Unclassified inbox
security@yieldstreet.com
Personal Capital
Personal Capital combines online financial tools wShow more...ith registered financial advisor expertise to enable people and grow their net worth.
Specialized In: Finance & Banking, FinTech, Consumer Finance, Wealth Management
Business Type: Private
Employees: 501-1000
Rounds: Series F
Last Investment Activity: Aug 5, 2022
Founded Date: 2009
Company Type: For Profit
Operating Status: Closed
7 Emails
0 Phones
Main email format: sarah@personalcapital.com (50.0%)
-
Matthew Teichmann
Operations Associate
m***************n@personalcapital.com
-
Paul Bergholm
Chief Admin Officer/VP Finance & Founder
p**l@personalcapital.com
-
Paul Bergholm
Founder
p**l@personalcapital.com
-
Alicia Castro
a***********o@personalcapital.com
-
General Press Inquiries
press@personalcapital.com
-
General Press Inquiries
communicationspress@personalcapital.com
-
Unclassified inbox
jay.shah@personalcapital.com
-
Unclassified inbox
romildo@personalcapital.com
Avendus Future Leaders
Avendus Future Leaders is a financial services firShow more...m, which along with its associates, provides.
Specialized In: Property Management, Finance & Banking, Financial Exchanges, Wealth Management
Business Type: Private
Employees: 51-100
Rounds: Private Equity
Last Investment Activity: Feb 13, 2024
Founded Date: 1999
Number of Exits: 4
Company Type: Non-profit
Operating Status: Active
Investor Type: Private Equity Firm
7 Emails
0 Phones
Main email format: sarah.smith@avendus.com (100.0%)
-
Abhinav Kumar Jha
a*********a@avendus.com
-
Vishal Ramachandran
v*****************n@avendus.com
-
Neha Khare
n********e@avendus.com
-
Ridhi Gupta
r*********a@avendus.com
-
Unclassified inbox
mumbai@avendus.com
-
Unclassified inbox
gaurav.deepak@avendus.com
-
Unclassified inbox
abha.agarwal@avendus.com
CAN Capital
CAN Capital provides capital to small and medium-sShow more...ized businesses, using its own real-time platform and risk-scoring models.
Specialized In: Finance & Banking, FinTech, Consumer Finance, Wealth Management
Business Type: Private
Employees: 251-500
Rounds: Private Equity
Last Investment Activity: Jul 23, 2019
Founded Date: 1998
Company Type: For Profit
Operating Status: Active
9 Emails
0 Phones
Main email format: sarah.smith@cancapital.com (33.3%)
-
Terry Martagus
m****y@cancapital.com
-
Leslie Hale-Ford
l********d@cancapital.com
-
Lawrence Villasenor
l********o@cancapital.com
-
Frank Genther
Business Development Manager
f***********r@cancapital.com
-
Unclassified inbox
webmaster@cancapital.com
-
Unclassified inbox
wbland@cancapital.com
-
Unclassified inbox
equipmentfinance@cancapital.com
-
Unclassified inbox
eday@cancapital.com
-
Unclassified inbox
renewalsgroup@cancapital.com
Scripbox
Scripbox is a digital wealth manager
Specialized In: Finance & Banking, FinTech, Wealth Management
Business Type: Private
Employees: 101-250
Rounds: Series D
Last Investment Activity: Sep 12, 2022
Founded Date: Jan 2012
Company Type: For Profit
Operating Status: Active
8 Emails
0 Phones
Main email format: sarah.smith@scripbox.com (75.0%)
-
Sanjiv Singhal
Founder & Chief Product Officer
s************l@scripbox.com
-
Samriddhi Daga
Software Engineer
s************a@scripbox.com
-
Jagadeesh J
jj@scripbox.com
-
Mahesh Kumar
m**********r@scripbox.com
-
General Inquiries
help@scripbox.com
-
General Inquiries
u003ehelp@scripbox.com
-
Unclassified inbox
micompliance@scripbox.com
-
Unclassified inbox
ceo@scripbox.com
Loomis
Loomis primarily serves banks and the retail tradeShow more... with cash handling solutions.
Specialized In: Finance & Banking, Compliance & Risk Management, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Debt
Last Investment Activity: May 31, 2024
Founded Date: 1852
Company Type: For Profit
Stock Symbol: STO:LOOM-B
Operating Status: Active
8 Emails
0 Phones
Main email format: sarah.smith@loomis.com (100.0%)
-
Johan Wilsby
Chief Financial Officer
j**********y@us.loomis.com
-
Daniel DUHAMEL
d************l@fr.loomis.com
-
Marcel Daehler
m************r@loomis.com
-
Jenny Bostrom
j***********m@loomis.com
-
General Inquiries
info@loomis.com
-
Admin Team
admin@loomis.com
-
Customer Service
ndk.kundeservice@loomis.com
-
Unclassified inbox
lars.blecko@loomis.com
Nicola Wealth Management
Nicola Wealth Management offers sophisticated wealShow more...th management strategies that help high net worth individuals reach their financial goals.
Specialized In: Coaching & Consulting, Finance & Banking, Compliance & Risk Management, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: Jan 30, 2024
Founded Date: 1994
Number of Exits: 2
Company Type: For Profit
Operating Status: Active
Investor Type: Private Equity Firm
14 Emails
0 Phones
Main email format: ssmith@nicolawealth.com (66.7%)
-
Sophia Ito
s**o@nicolawealth.com
-
Alex Messina
a**x@realestate.nicolawealth.com
-
Vincent Co, PMP
v*o@nicolawealth.com
-
Danielle Skipp
d****p@nicolawealth.com
-
General Inquiries
info@nicolawealth.com
-
Admin Team
admin@nicolawealth.com
-
Customer Service
support@nicolawealth.com
-
General Inquiries
help@nicolawealth.com
-
Legal Department
legal@nicolawealth.com
-
Unclassified inbox
joel@nicolawealth.com
-
Unclassified inbox
dsung@nicolawealth.com
-
Unclassified inbox
cmacaulay@nicolawealth.com
-
Unclassified inbox
nnthompson@nicolawealth.com
-
Unclassified inbox
swoo@nicolawealth.com
Rothschild & Co
Rothschild & Co is a financial consultancy firm thShow more...at offers wealth management, investment planning, and debt advisory services.
Specialized In: Coaching & Consulting, Finance & Banking, Wealth Management
Business Type: Private
Employees: 1001-5000
Founded Date: 1798
Company Type: For Profit
Operating Status: Active
9 Emails
0 Phones
Main email format: sarah.smith@rothschildandco.com (100.0%)
-
Katie Mehta
k*********a@rothschildandco.com
-
Kush Doshi
k********i@rothschildandco.com
-
Simon Pratt
s*********t@rothschildandco.com
-
Seun Yakub
s********b@rothschildandco.com
-
General Inquiries
hello@rothschildandco.com
-
Admin Team
admin@rothschildandco.com
-
General Inquiries
contact@rothschildandco.com
-
General Inquiries
info@rothschildandco.com
-
Marketing Team
marketing@rothschildandco.com
Wedbush Securities
Wedbush Securities is a company providing banking Show more...and investment services for any individual, institution, or issuing client.
Specialized In: Finance & Banking, Coaching & Consulting, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: Jun 27, 2024
Founded Date: Jun 30, 1955
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
8 Emails
0 Phones
Main email format: sarah.smith@wedbush.com (100.0%)
-
Matt Klafter
Vice President & Corporate Counsel
m**********r@wedbush.com
-
Joseph Henry
Vice President-Equity Middle Office
j**********y@wedbush.com
-
Gerald Pascarelli
g***************i@wedbush.com
-
Richard Anderson
r**************n@wedbush.com
-
General Inquiries
info@wedbush.com
-
Unclassified inbox
barbara.curtis@wedbush.com
-
Unclassified inbox
kristin.rathjen@wedbush.com
-
Unclassified inbox
nrunyancapital@wedbush.com
Cetera Financial Group
Cetera Financial Group is a privately-held, indepeShow more...ndent broker-dealer and investment adviser families.
Specialized In: Finance & Banking, E-commerce & Retail, Wealth Management
Acquired by: Genstar Capital
Business Type: Private
Employees: 501-1000
Rounds: Private Equity
Last Investment Activity: Aug 21, 2024
Founded Date: 2010
Company Type: For Profit
Operating Status: Active
8 Emails
0 Phones
Main email format: sarah.smith@cetera.com (100.0%)
-
Ken Bond
Head Of Corporate Development
k******d@cetera.com
-
Margarita Tune
m************e@cetera.com
-
Jessica Caris
j***********s@cetera.com
-
Michael Ciciura
m*************a@cetera.com
-
Unclassified inbox
information@haventower.com
-
Unclassified inbox
steve.dunlap@cetera.com
-
Unclassified inbox
kian.rafia@cetera.com
-
Unclassified inbox
ceterapr@cetera.com
IDB Bank
IDB is a New York-based private and commercial gloShow more...bal bank with $10 billion in assets and locations in the U.S., Latin America and Israel.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: Nov 3, 2022
Founded Date: 1935
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
8 Emails
0 Phones
Main email format: ssmith@idbbank.com (100.0%)
-
Mark Reiner
SVP
m*****r@idbbank.com
-
Virginia Leamon
v*****n@idbbank.com
-
Louis Turano
l*****o@idbbank.com
-
Timothy Dufficy
t******y@idbbank.com
-
Unclassified inbox
marcomm@idbny.com
-
Unclassified inbox
dcohen@idbbank.com
-
Unclassified inbox
ap-kumar@idbbank.com
-
Unclassified inbox
cgiannico@idbbank.com
MobiKwik
MobiKwik is a financial services company that provShow more...ides a fintech platform designed for online payments, life insurance, and loans.
Specialized In: Consumer Finance, Finance & Banking, FinTech, Payment Processing, Wealth Management
Business Type: Private
Employees: 501-1000
Rounds: Debt Financing
Last Investment Activity: Feb 26, 2024
Founded Date: Aug 15, 2009
Company Type: For Profit
Operating Status: Active
11 Emails
0 Phones
Main email format: sarah@mobikwik.com (50.0%)
-
Bipin Preet Singh
Founder CEO
b***n@mobikwik.com
-
Upasana Taku
Cofounder & COO
u*****a@mobikwik.com
-
Privacy Officer
p*************r@mobikwik.com
-
Sales Department
sales@mobikwik.com
-
General Inquiries
feedback@mobikwik.com
-
Legal Department
legal@mobikwik.com
-
Investor Relations
ir@mobikwik.com
-
Unclassified inbox
mywallet@mobikwik.com
-
General Inquiries
contact@mobikwik.com
-
Unclassified inbox
fraudsalert@mobikwik.com
-
Unclassified inbox
assistantnodal@mobikwik.com
Monetary Metals
Monetary Metals is a financial services company thShow more...at specializes in the fields of gold, investing, and financing.
Specialized In: Property Management, Finance & Banking, Investment Banking, Mining, Wealth Management
Business Type: Private
Employees: 1-10
Rounds: Undisclosed
Last Investment Activity: Nov 21, 2023
Founded Date: Jun 7, 2012
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Private Equity Firm
10 Emails
0 Phones
Main email format: sarah@monetary-metals.com (100.0%)
-
Arie Levycohen
Vice President Strategy
a*c@monetary-metals.com
-
Jedde Bowman
Software Engineer
j***e@monetary-metals.com
-
Rudy Mathieu
Chief Technology Officer
r**y@monetary-metals.com
-
Admin Team
admin@monetary-metals.com
-
General Inquiries
contact@monetary-metals.com
-
Legal Department
legal@monetary-metals.com
-
Unclassified inbox
keith@monetary-metals.com
-
General Inquiries
info@monetary-metals.com
-
Unclassified inbox
bron@monetary-metals.com
-
Unclassified inbox
daniel@monetary-metals.com
OneMain Financial
OneMain Financial has been offering responsible anShow more...d transparent loans for over 100 years.
Specialized In: Credit Agencies, Finance & Banking, Insurance Providers, Wealth Management
Business Type: Private
Employees: 5001-10000
Rounds: Post-IPO Secondary
Last Investment Activity: Nov 3, 2023
Founded Date: 1912
Company Type: For Profit
Operating Status: Active
9 Emails
0 Phones
Main email format: sarah.smith@onemainfinancial.com (100.0%)
-
Doug Shulman
Chairman and Chief Executive Officer
d**********n@onemainfinancial.com
-
Linda Narey
l*********y@onemainfinancial.com
-
Jennifer Reazer
j*************r@onemainfinancial.com
-
General Inquiries
feedback@onemainfinancial.com
-
Customer Service
customerservice@omf.com
-
Customer Service
customerservice@onemainfinancial.com
-
Customer Service
support@onemainfinancial.com
-
Sales Department
sales@onemainfinancial.com
-
Unclassified inbox
jennifer_reazer@onemainfinancial.com
MarketX Ventures
MarketX is an online investment platform revolutioShow more...nizing access to the private equity market.
Specialized In: AI & Machine Learning, Finance & Banking, FinTech, Technology & Software, Wealth Management
Business Type: Private
Employees: 1-10
Rounds: Angel
Last Investment Activity: Sep 6, 2023
Founded Date: Apr 1, 2015
Company Type: For Profit
Operating Status: Active
Investor Type: Private Equity Firm, Venture Capital
5 Emails
0 Phones
Main email format: sarah@marketxventures.com (100.0%)
-
Prathi T
p****i@marketxventures.com
-
Jan Felix Koeppen
VP of Engineering
j*n@marketxventures.com
-
Ben Walker
b*n@marketxventures.com
-
Unclassified inbox
business@themarketx.com
-
Unclassified inbox
business@marketxventures.com
Shaw and Partners
Shaw and Partners is a financial firm that provideShow more...s investment, planning, and wealth management services for organizations and individuals.
Specialized In: Finance & Banking, Wealth Management
Acquired by: EFG
Business Type: Private
Employees: 251-500
Last Investment Activity: Oct 3, 2023
Founded Date: 1987
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Private Equity Firm
6 Emails
0 Phones
Main email format: sarah.smith@shawandpartners.com.au (100.0%)
-
Andrew Hines
a**********s@shawandpartners.com.au
-
Philip Pepe
p*********e@shawandpartners.com.au
-
Peter Kormendy
p************y@shawandpartners.com.au
-
Enquiries
enquiries@shawandpartners.com.au
-
Unclassified inbox
sgray@shawandpartners.com.au
-
Unclassified inbox
dkells@shawandpartners.com.au
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investShow more...or and corporate services in Europe and beyond.
Specialized In: Accounting & Tax, Finance & Banking, Real Estate Agencies & Brokers, Wealth Management
Acquired by: Astorg
Business Type: Private
Employees: 501-1000
Last Investment Activity: Mar 13, 2024
Founded Date: 1896
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
4 Emails
0 Phones
Main email format: sarah.smith@iqeq.com (100.0%)
-
Bryan Mccooey
Managing Director
b***********y@iqeq.com
-
Rehma Imrith
Managing Director
r**********h@iqeq.com
-
Jordan Rothberg
Co-Head of Fund Administration, IQ-EQ US Funds
j*************g@iqeq.com
-
General Inquiries
info@iqeq.com
Junson Capital
Junson Capital is an investment management company.
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Private
Employees: 11-50
Last Investment Activity: Dec 4, 2023
Founded Date: 2010
Company Type: For Profit
Operating Status: Active
6 Emails
0 Phones
Main email format: sarah@junsoncapital.com (66.7%)
-
Gianmarco Dedos
Legal Extern
g*******o@junsoncapital.com
-
Max Zhao
Head of Department
m*x@junsoncapital.com
-
Jeremie Chatain
First Line Client Specialist
jc@junsoncapital.com
-
General Inquiries
info@junsoncapital.com
-
General Inquiries
contact@junsoncapital.com
-
Unclassified inbox
corp@junsoncapital.com
CreditEase
CreditEase is a business consulting firm that offeShow more...rs wealth management services.
Specialized In: Coaching & Consulting, Finance & Banking, Wealth Management
Business Type: Private
Employees: 10001+
Rounds: Venture - Series Unknown
Last Investment Activity: Jun 15, 2023
Founded Date: 2006
Number of Exits: 4
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
6 Emails
0 Phones
Main email format: sarah.smith@english.creditease.cn (100.0%)
-
20beyza Bjorkman
2**************n@english.su.se
-
Hyeseung Jeong
h************g@english.su.se
-
Alexander Paulsson
a*********************h@english.su.se
-
Unclassified inbox
ask@creditease.cn
-
Unclassified inbox
kingsley.bolton@english.su.se
-
Unclassified inbox
sarah.bouttier@english.su.se
CAPTRUST
CAPTRUST Financial Advisors offers wealth managemeShow more...nt and retirement plan consulting services to individuals.
Specialized In: Coaching & Consulting, Finance & Banking, Wealth Management
Business Type: Private
Employees: 501-1000
Rounds: Private Equity
Last Investment Activity: Jan 18, 2024
Founded Date: 1989
Company Type: For Profit
Operating Status: Closed
6 Emails
0 Phones
Main email format: sarah.smith@captrust.com (100.0%)
-
Traci Carver
t**********r@captrust.com
-
Andy Fiegel
a*********l@captrust.com
-
Gary Savage
Principal Financial Advisor
-
Seth Vermillion
Manager | Investment Research
-
Jon Meyer
Chief Technology Officer
-
Marc Hermer
Director, Portfolio Trading and Implementation
-
Robert Miller III
Chief Financial Officer
-
J. Fielding Miller
Chief Executive Officer & Co-Founder, Chairman
-
John Eadie
Principal
-
Charles B. Pyke
Principal, Financial Advisor
-
J. Fielding Miller
Founder
-
James Strodel
Senior Vice President
-
C Dennis Kemper
Senior Vice President
-
Susan Shoemaker, CFP®
Senior Vice President
-
Ted Lew, MS,
Senior Vice President
-
Jon E. Strickland
Senior Vice President
-
General Inquiries
info@captrustadvisors.com
-
Media Relations
media@captrust.com
-
Unclassified inbox
brian.vandenbrink@captrust.com
-
Unclassified inbox
john.griffith@captrust.com
Eaton Vance Management
Eaton Vance provides advanced investment strategieShow more...s and wealth management solutions.
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Delisted
Employees: 1001-5000
Last Investment Activity: Dec 6, 2023
Founded Date: 1924
Company Type: For Profit
Stock Symbol: NYSE:EV
Operating Status: Active
Investor Type: Private Equity Firm
10 Emails
0 Phones
Main email format: ssmith@eatonvance.com (100.0%)
-
Brian Blair
b****r@eatonvance.com
-
Brian Shuell
b*****l@eatonvance.com
-
Thomas E. Faust
CEO
-
Charles H. Learoyd
Founder
-
Luciana Suran
Performance Measurement, Attribution & Risk
-
Hatherly Foster Jr
Founder
-
Edward G. Leffler
Founder
-
Laurie Hylton
Vice President and Chief Financial Officer
-
Michael Nappi
Vice President, Investment Grade Corporate Bond Trading
-
Michael O'Brien
Co-Director Global Income
-
Charles H. Learoyd
Founder
-
Edward G. Leffler
Founder
-
Hatherly Foster Jr
Founder
-
Unclassified inbox
bshuell@eatonvance.com
-
Unclassified inbox
EVPrivacy@eatonvance.com
-
Unclassified inbox
rtice@eatonvance.com
-
Unclassified inbox
rwhite@eatonvance.com
-
Unclassified inbox
james.hawks@eatonvance.com
-
Unclassified inbox
hr-collegerecruiting@eatonvance.com
-
Unclassified inbox
bjohnson1@eatonvance.com
-
Unclassified inbox
awoodgate@eatonvance.com
Hedge
Hedge is a financial institution building inclusivShow more...e, multiplayer brokerage for the next generation (think Fidelity for GenZ)
Specialized In: Property Management, Cryptocurrency, Finance & Banking, FinTech, Investment Banking, SaaS, Wealth Management, Web3
Business Type: Private
Employees: 11-50
Rounds: Seed
Last Investment Activity: Jan 11, 2023
Founded Date: 2021
Company Type: For Profit
Operating Status: Active
4 Emails
0 Phones
Main email format: sarah@hedge.io (100.0%)
-
Kyle Al-Rawi
Founder
k**e@hedge.io
-
Yash Khandelwal
Founder
y**h@hedge.io
-
Richard Blankenship
Board Member
-
Admin Team
admin@hedge.io
-
Customer Service
support@hedge.io
Noah Holdings
Noah Is a wealth management service provider focusShow more...ing on distributing wealth management products to the China.
Specialized In: Finance & Banking, FinTech, Wealth Management
Business Type: Public
Employees: 1001-5000
Rounds: Venture - Series Unknown
Last Investment Activity: Jul 3, 2024
Founded Date: 2005
Company Type: For Profit
Stock Symbol: NYSE:NOAH
Operating Status: Active
11 Emails
0 Phones
-
Gloria Ying Cao
g*******o@noahgroup.com
-
Steve Mathers
s*******s@thenoahgroup.com
-
Chia-Yue Chang
Director and Chief Marketing Officer
-
Jingbo Wang
Co-founder, Chairman and Chief Executive Officer
-
Shang Chuang
Chief Financial Officer
-
Zhe Yin
Co-founder, Director and CEO
-
Yang Gao
Chief Operating Officer
-
Jingbo Wang
Founder
-
Zhe Yin
Founder
-
General Inquiries
info@noahgroup.com
-
Customer Service
support@noahgroup.com
-
Sales Department
sales@noahgroup.com
-
Legal Department
legal@noahgroup.com
-
Investor Relations
ir@noahgroup.com
-
Investor Relations
u003eir@noahgroup.com
-
Unclassified inbox
noahgroup@noahgroup.com
-
Unclassified inbox
kongyitong@noahgroup.com
-
Unclassified inbox
liuxiaocong@noahgroup.com
RHB Bank Berhad
RHB Bank Berhad provides Credit Cards, Loans, WealShow more...th Management, Deposits, Islamic Banking.
Specialized In: Finance & Banking, Consumer Finance, Wealth Management
Business Type: Public
Employees: 10001+
Last Investment Activity: May 29, 2024
Founded Date: 1997
Number of Exits: 1
Company Type: For Profit
Stock Symbol: KLSE:RHBBANK
Operating Status: Active
9 Emails
0 Phones
Main email format: sarah.smith@rhbgroup.com (100.0%)
-
Lim Chin Wan
l*****n@rhbgroup.com
-
Adam Fadhlullah
a*************h@rhbgroup.com
-
Zulhaidibin Zulkifli
Founder
-
Datuk Yvonne Chia
CEO
-
Ryan Teoh
Group Chief Strategy and Innovation Officer
-
Fen Chao Yong
Fixed Income Trader
-
Akmal Saiful
Founder
-
Zulhaidibin Zulkifli
Founder
-
Peik Lean Chan
Senior Vice President
-
Maheswari Kanniah
Senior Vice President
-
Hashim H.
Senior Vice President
-
Kwong Choong Mun
Senior Vice President
-
Medina Moesa
Senior Vice President Investment
-
Unclassified inbox
rhbam@rhbgroup.com
-
Unclassified inbox
customer.advocacy@rhbgroup.com
-
Customer Service
customer.service@rhbgroup.com
-
Unclassified inbox
rhbi.general@rhbgroup.com
-
Career Opportunities
career@rhbgroup.com
-
Unclassified inbox
kate.loke@rhbgroup.com
-
Unclassified inbox
ovina.mierzayana@rhbgroup.com
Ziegler
Ziegler is a financial consulting firm that offersShow more... investment banking, capital markets, principal investments, and fund management services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Delisted
Employees: 251-500
Last Investment Activity: May 13, 2024
Founded Date: 1902
Company Type: For Profit
Stock Symbol: OTCPINK:ZGCO
Operating Status: Active
Investor Type: Investment Bank
13 Emails
0 Phones
Main email format: ssmith@ziegler.com (100.0%)
-
Tom Fitzgerald
VP
t*********d@ziegler.com
-
Susana Saurs
President
s****s@ziegler.com
-
Grant Chamberlein
Managing Director
-
Christine S. McCarty
Chief Marketing Officer
-
Lindsay Konkel
COO, Senior Housing & Care Finance
-
Vincent R. Ferrara
Managing Director
-
Dan Hermann
President, CEO, and Head of Investment Banking
-
Katie Schmitz
Director | Head of Principal Investing & Fund Management Full-time
-
Andrew Colbert
Managing Director
-
Amy Castleberry
Managing director
-
Bernhard Ziegler
Founder
-
Patrick Mallen
Senior Vice President
-
Jeff Chung
Senior Vice President
-
Genia Weeks
Senior Vice President
-
Clydell Rebecca Neth
Senior Vice President
-
Jason Choi
Senior Vice President
-
Pitch Deck Inbox
pitch@ziegler.com
-
Admin Team
admin@ziegler.com
-
Investor Relations
investor@ziegler.com
-
Customer Service
support@ziegler.com
-
Management Department
manager@ziegler.com
-
Unclassified inbox
askziegler@ziegler.com
-
Unclassified inbox
krobertson@ziegler.com
-
Unclassified inbox
wcarney@ziegler.com
-
Unclassified inbox
bisrael@ziegler.com
-
Unclassified inbox
randers@ziegler.com
-
Unclassified inbox
jsalisbury@ziegler.com
Investo
Simplifying wealth management for 100M+ Indians
Specialized In: FinTech, Technology & Software, Wealth Management
Business Type: Private
Employees: 1-10
Founded Date: Nov 22, 2022
Company Type: For Profit
Operating Status: Active
3 Emails
0 Phones
Main email format: sarah@investo.in (100.0%)
-
Tracy Weslosky
t***y@investorintel.com
-
Manish Reddy
Founder
m****h@investo.in
-
Sergio Romo
Managing Partner
-
Unclassified inbox
manish@investo.in
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 1001-5000
Founded Date: 1962
Company Type: For Profit
Operating Status: Active
8 Emails
0 Phones
Main email format: sarah.smith@raymondjames.ca (100.0%)
-
Paul Hoar
Financial Advisor
p*******r@raymondjames.ca
-
Charlotte Wong
c******************z@raymondjames.ca
-
Unclassified inbox
corporate.communications@raymondjames.ca
-
Unclassified inbox
michael.hutchison@raymondjames.ca
-
Unclassified inbox
clayton.fisher@raymondjames.ca
-
Unclassified inbox
sarugaser@raymondjames.ca
-
Unclassified inbox
john.drover@raymondjames.ca
-
Unclassified inbox
sam.mccullagh@raymondjames.ca
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 1001-5000
Founded Date: 1962
Company Type: For Profit
Operating Status: Active
3 Emails
0 Phones
Main email format: sarah.smith@raymondjames.ca (100.0%)
-
Paul Hoar
Financial Advisor
p*******r@raymondjames.ca
-
Charlotte Wong
c******************z@raymondjames.ca
-
Unclassified inbox
corporate.communications@raymondjames.ca
Edelweiss Financial Services
Edelweiss Financial Services provides financial soShow more...lutions to customers in domestic and international markets.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 5001-10000
Rounds: Post-IPO Debt
Last Investment Activity: Feb 21, 2024
Founded Date: Nov 21, 1995
Number of Exits: 4
Company Type: For Profit
Stock Symbol: NSE:EDELWEISS
Operating Status: Active
Investor Type: Investment Bank
7 Emails
0 Phones
Main email format: sarah.smith@edelweissfin.com (100.0%)
-
Sanskar Jain
Quant Fund Manager
s**********n@edelweissfin.com
-
Pranjul Srivastava
Managing Director, Head of Business Development
-
Mehul Jain
Product Manager - Digital Platforms
-
Hardik Thaker
Decision Scientist - Sr Manager
-
Pranav Parikh
Head – Private Equity & Venture Capital
-
Vishal Kshatriya
Manager - Digital Products
-
Dhanraj Shetty
Manager - Web & App Analytics
-
Deepak Mittal
Co Head Credit Businesses
-
Rashesh Shah
Founder
-
Venkat Ramaswamy
Founder
-
Sanjay Waghani
Senior Vice President
-
Pushpendra Dodia
Senior Vice President
-
Raghu Murthy
Senior Vice President
-
Chirayush Agrawal
Senior Vice President
-
Bipin Joshi
Senior Vice President
-
Unclassified inbox
sme.loan@edelweissfin.com
-
Unclassified inbox
rashmi.nagori@edelweissfin.com
-
Unclassified inbox
swati.sharma@edelweissfin.com
-
Unclassified inbox
nazara.ipo@edelweissfin.com
-
Unclassified inbox
ibhfl.ncd@edelweissfin.com
-
Unclassified inbox
mdl.ipo@edelweissfin.com
Ameriprise Financial
Ameriprise Financial is a financial services compaShow more...ny that provides financial planning, products, and services.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Debt
Last Investment Activity: Nov 15, 2023
Founded Date: 1894
Number of Exits: 5
Company Type: For Profit
Stock Symbol: NYSE:AMP
Operating Status: Active
1 Emails
0 Phones
Main email format: sarah.smith@ameriprise.com (100.0%)
-
Mary Wenum
Senior Manager, Advice Supervision, Centralized Supervision Unit
mary.wenum@ameriprise.com
-
James M. Cracchiolo
Chairman and Chief Executive Officer
-
Walter S. Berman
Executive Vice President and Chief Financial Officer
-
Randy Kupper
Executive Vice President and Chief Information Officer
-
Neal Maglaque
President, Advice & Wealth Management Business Development and Chief Operating Officer
-
Deirdre McGraw
Executive Vice President, Marketing, Communications and Community Relations
-
Joseph E. Sweeney
President, Advice & Wealth Management Products and Service Delivery
-
William F. Truscott
CEO, Global Asset Management
-
John C. Junek
Executive Vice President and General Counsel
-
Aaron Thurston
-
General Inquiries
info@ameriprise.com
TNG FinTech Group
TNG Fintech Group is an investment holding companyShow more... focused on impact investment in companies that provides financial and digital inclusion.
Specialized In: Finance & Banking, FinTech, Investment Banking, Payment Processing, Wealth Management
Business Type: Private
Employees: 51-100
Rounds: Series C
Last Investment Activity: Mar 30, 2021
Founded Date: Mar 25, 2014
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
Investor Type: Venture Capital
5 Emails
0 Phones
Main email format: sarah@tngfintech.com (100.0%)
-
Alex Kong
Founder and Group CEO
a**x@tngfintech.com
-
Takis Wong
Founder & COO
-
Cecily Mak
Chief Financial Officer
-
Justin Lai
Technical Director
-
Takis Wong
Founder
-
General Inquiries
info@tngfintech.com
-
Legal Department
legal@tngfintech.com
-
Unclassified inbox
cf@tngfintech.com
-
Unclassified inbox
ronnie.hui@tngfintech.com
Aura Finance
A financial wellness platform blending psychology Show more...with money management, empowering employees to achieve their financial goals.
Specialized In: Property Management, Finance & Banking, FinTech, SaaS, Wealth Management, Wellness
Last Investment Activity: Dec 5, 2023
Founded Date: 2021
Company Type: For Profit
Operating Status: Active
2 Emails
0 Phones
Main email format: sarah@aura.finance (100.0%)
-
Fabien Lepelletier
Courtier en prêt Immobilier pour les particuliers
f****n@aura-finance.fr
-
General Inquiries
info@aurafinance.io
Mint
Mint aggregates all your financial life in one, eaShow more...sy-to-understand place. Mint also gives you free advice on how to save money
Specialized In: Finance & Banking, FinTech, Consumer Finance, Wealth Management
Business Type: Private
Employees: 5001-10000
Rounds: Series C
Last Investment Activity: Jul 31, 2024
Founded Date: 2006
Company Type: For Profit
Operating Status: Active
6 Emails
0 Phones
Main email format: sarah.smith@mint.intuit.com (100.0%)
-
Meiko Hontori
m***********i@mint.ocn.ne.jp
-
Aaron Patzer
Founder
-
Unclassified inbox
aaron@mint.com
-
Unclassified inbox
yumi8372@mint.ocn.ne.jp
-
Unclassified inbox
etsuchan@mint.ocn.ne.jp
-
Unclassified inbox
doboku@mint.ocn.ne.jp
-
Unclassified inbox
kondou11@mint.ocn.ne.jp
OppenheimerFunds
OFI's investment professionals are a collection ofShow more... distinct, yet collaborative, teams built to enable a free exchange of ideas
Specialized In: Finance & Banking, Wealth Management
Acquired by: Invesco
Business Type: Private
Employees: 5001-10000
Last Investment Activity: May 1, 2024
Founded Date: 1960
Number of Exits: 5
Company Type: For Profit
Operating Status: Closed
9 Emails
0 Phones
Main email format: ssmith@oppenheimerfunds.com (100.0%)
-
Ned Dane
n***e@oppenheimerfunds.com
-
Geoffrey Craddock
Chief Risk Officer
-
George Evans
Chief Investment Officer, Equities
-
Igor Tishin
Senior Research Analyst
-
Tim Wilkinson
Sr. Business Consultant
-
Adrian Zuckerman
Founder
-
Unclassified inbox
bzack@oppenheimerfunds.com
-
General Inquiries
info@oppenheimerfunds.com
-
Media Relations
socialmedia@ofiglobal.com
-
Unclassified inbox
jhamilton@oppenheimerfunds.com
-
Unclassified inbox
fbutt@oppenheimerfunds.com
-
Unclassified inbox
jyoder@oppenheimerfunds.com
-
Unclassified inbox
snapier@oppenheimerfunds.com
-
Unclassified inbox
gtaylor@oppenheimerfunds.com
Brown Advisory
Brown Advisory is an independent investment manageShow more...ment and strategic advisory firm.
Specialized In: Property Management, Finance & Banking, Venture Capital, Wealth Management
Business Type: Private
Employees: 501-1000
Last Investment Activity: Apr 4, 2024
Founded Date: 1993
Number of Exits: 3
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank, Private Equity Firm, Venture Capital
7 Emails
0 Phones
Main email format: ssmith@brownadvisory.com (100.0%)
-
Charlie Constable
Business Development
c********e@brownadvisory.com
-
Ed Mathias
Director
-
Miller Douglas
Analyst
-
Michael D. Hankin
founder/President and CEO
-
Brett Gibson
Head of Washington Office
-
Elise Liberto
Partner
-
Michael D. Hankin
Founder
-
General Inquiries
info@brownadvisory.com
-
Unclassified inbox
tomgraff@brownadvisory.com
-
Unclassified inbox
dhinton@brownadvisory.com
-
Unclassified inbox
wkneeshaw@brownadvisory.com
-
Unclassified inbox
eriesco@brownadvisory.com
-
Unclassified inbox
cwright@brownadvisory.com
China Investment Corporation
China Investment Corporation is a sovereign wealthShow more... fund responsible for managing part of China's foreign exchange reserves.
Specialized In: Investment Banking, Wealth Management
Business Type: Private
Employees: 251-500
Last Investment Activity: Apr 24, 2024
Founded Date: Sep 29, 2007
Number of Exits: 6
Company Type: For Profit
Operating Status: Active
Investor Type: Government Office
9 Emails
0 Phones
Main email format: smithsarah@china-inv.cn (100.0%)
-
Sam Sun
Portfolio Manager, Director
s****m@china-inv.cn
-
Peng Chun
Chairman
-
Haiying Zhao
Executive Vice President & Chief Strategy Officer
-
Leen Breevoort
Founder
-
Unclassified inbox
cc@china-inv.cn
-
Unclassified inbox
ee@china-inv.cn
-
Unclassified inbox
pr@china-inv.cn
-
Unclassified inbox
zhaifan@china-inv.cn
-
Unclassified inbox
wenyan@china-inv.cn
-
Unclassified inbox
huodl-wy@china-inv.cn
-
Unclassified inbox
songyuan@china-inv.cn
-
Unclassified inbox
wuxf@china-inv.cn
Midland States Bank
Midland States Bank is a community-based financialShow more... holding company.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 501-1000
Rounds: Debt Financing
Last Investment Activity: Jul 15, 2024
Founded Date: 1881
Company Type: For Profit
Stock Symbol: NASDAQ:MSBI
Operating Status: Active
Investor Type: Investment Bank
7 Emails
0 Phones
Main email format: ssmith@midlandsb.com (100.0%)
-
Katie Edwards
k******s@midlandsb.com
-
Patrick Jacobs
Chief Digital Officer
-
Corrine Henderson
Founder & Treasury Operations Process Owner
-
Tony Martinez
Chief Technology Officer
-
Kyle Mooney
Chief Information Officer
-
Eric Lemke
Chief Financial Officer
-
Jeff Ludwig
President and CEO
-
General Inquiries
info@midlandsb.com
-
Unclassified inbox
rosterhage@midlandsb.com
-
Unclassified inbox
skreher@midlandsb.com
-
Unclassified inbox
kdiss@midlandsb.com
-
Unclassified inbox
mmuller@midlandsb.com
-
Unclassified inbox
retirement@midlandsb.com
People's United Financial
People's United Financial is a diversified financiShow more...al services company that offers commercial and retail banking.
Specialized In: Finance & Banking, E-commerce & Retail, Wealth Management
Acquired by: M&T Bank
Business Type: Delisted
Employees: 10001+
Last Investment Activity: Jun 22, 2024
Founded Date: 1842
Number of Exits: 2
Company Type: For Profit
Stock Symbol: NASDAQ:PBCT
Operating Status: Active
4 Emails
0 Phones
Main email format: ssmith@peoples.com (100.0%)
-
Larry Leight
l*****t@oliverpeoples.com
-
John P. Barnes
Chief Executive Officer & Chairman
-
Arthur F. Casavant
First Vice President - Community Development and CRA officer
-
Stephanie Taylor
VP Information Technology
-
John Mast
President New York
-
Jeffrey Tengel
President,Senior Executive Vice President
-
Jan Garvey
SVP & Head of Treasury Management Products
-
Michael Sheridan
Senior Vice President
-
Hazel Izzo
Senior Vice President
-
F. Hazel Izzo
Senior Vice President
-
Michels Joe
Senior Vice President
-
Dee Lemnah
Senior Vice President
-
General Inquiries
youremail@peoplescom.net
-
Unclassified inbox
humanresources@gopeoples.net
-
Media Relations
socialmedia@peoples.com
IIFL Finance
IIFL Finance is a financial services company that Show more...provides a wide range of solutions, including loans, investments, and insurance.
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Public
Employees: 10001+
Rounds: Post-IPO Debt
Last Investment Activity: Mar 23, 2024
Founded Date: 1995
Number of Exits: 8
Company Type: For Profit
Stock Symbol: NSE:IIFL
Operating Status: Active
Investor Type: Investment Bank, Venture Debt
6 Emails
0 Phones
-
Gaurav Sharma
CTO
-
Nirmal Jain
Founder and Chairman
-
Sankarson Banerjee
CIO
-
Nirmal Jain
Founder
-
Unclassified inbox
cs@indiainfoline.com
-
General Inquiries
marmik.joshi@iifl.com
-
Unclassified inbox
usha.bhatia@iifl.com
-
Unclassified inbox
dharmender.sharma@iifl.com
-
Unclassified inbox
gvp@iifl.com
-
Unclassified inbox
mahen@iifl.com
Tianfeng Securities
Tianfeng Securities provides investment banking prShow more...oducts and services primarily for institutional and individual clients.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 1001-5000
Rounds: Post-IPO Equity
Last Investment Activity: Apr 2, 2022
Founded Date: 2000
Number of Exits: 21
Company Type: For Profit
Stock Symbol: SSE:601162
Operating Status: Active
Investor Type: Venture Capital
5 Emails
0 Phones
-
Unclassified inbox
hr_sh@tfzq.com
-
Unclassified inbox
chenlu@tfzq.com
-
Unclassified inbox
dengxue@tfzq.com
-
Unclassified inbox
wenkang@tfzq.com
-
Unclassified inbox
tsongxuetao@tfzq.com
LYNK
Lynk is a capital markets fintech empowering assetShow more... managers to seamlessly repack investment strategies into globally traded securities.
Specialized In: Finance & Banking, FinTech, Online Marketplaces, Technology & Software, Wealth Management
Employees: 1-10
Last Investment Activity: Nov 12, 2023
Founded Date: 2020
Company Type: For Profit
Operating Status: Active
3 Emails
0 Phones
-
General Inquiries
info@lynk.sa
-
General Inquiries
hello@lynk.sa
-
Unclassified inbox
lynk.clientgrowth@lynkcm.com
Akulaku Group
Akulaku is a banking and digital finance platform Show more...that provides a variety of virtual payment services.
Specialized In: Finance & Banking, FinTech, Insurance Providers, Wealth Management
Business Type: Private
Employees: 1001-5000
Rounds: Debt Financing
Founded Date: 2016
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
7 Emails
0 Phones
-
Fan Zhang
CFO
-
Gordon Hu
CTO and Co-Founder
-
Nancy Zhou
COO
-
Jason Guo
CRO
-
William LI
CEO and Founder
-
Tjandra Gunawan
CEO of BNC
-
Efrinal Sinaga
Director of Akulaku Finance
-
Patrik Konrad P. Ticzon
Philippine Country Head
-
Gordon Hu
Founder
-
William LI
Founder
-
Admin Team
admin@akulaku.com
-
Unclassified inbox
Communications@akulaku.com
-
Customer Service
support@akulaku.com
-
Unclassified inbox
cs.vn@akulaku.com
-
Unclassified inbox
cs.id@akulaku.com
-
Unclassified inbox
dpo@akulaku.com
-
Unclassified inbox
rekrutmen@akulaku.com
Angel One
Angel One is a stock broking and wealth management firm.
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 5001-10000
Last Investment Activity: Jul 8, 2024
Founded Date: 1987
Company Type: For Profit
Stock Symbol: NSE:ANGELBRKG
Operating Status: Active
4 Emails
0 Phones
-
Vineet Agrawal
Chief Financial Officer
-
Mihir Gandhi
Channel Partner
-
Aditya Singh
Business Partner
-
Santanu Syam
Chief Operating Officer, Chief Risk Officer and Executive Director
-
Anuprita Daga
Group Chief Information Security Officer
-
Gaurav Manchanda
Director Of Engineering
-
Gagan Singla
CMO
-
Dinesh D. Thakkar
MD & Founder
-
Dinesh D. Thakkar
Founder
-
Dinesh Thakkar
Founder
-
Unclassified inbox
partners@angelbroking.com
-
Customer Service
support@angelone.in
-
Unclassified inbox
compliance@angelone.in
-
Unclassified inbox
escalation@angelone.in
CoPower
CoPower is an online platform that simplifies cleaShow more...n energy investing.
Specialized In: Energy & Utilities, Investment Banking, Wealth Management
Business Type: Private
Employees: 11-50
Rounds: Venture - Series Unknown
Last Investment Activity: Nov 7, 2019
Founded Date: 2013
Company Type: For Profit
Operating Status: Active
1 Emails
0 Phones
-
Russell Pullan
Founder, Chairman
-
David Berliner
Founder, CEO
-
General Inquiries
info@copower.me
Optimus Capital
Optimus Capital provider of asset and portfolio maShow more...nagement services.
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Private
Employees: 1-10
Founded Date: 2009
Company Type: For Profit
Operating Status: Active
3 Emails
0 Phones
-
David Wright
Chief Operating Officer
-
Martin Newson
Chief Executive Officer & Chief Investment Officer & Partner
-
General Inquiries
info@optimuscapital.com
-
General Inquiries
info@optimuscapital.co.uk
-
Unclassified inbox
investments@optimuscapital.co.uk
DAYLI Financial Group
A leading Fintech company in Asia providing data tShow more...ech solutions, digital wealth management, and lead-generation services
Specialized In: AI & Machine Learning, Big Data & Analytics, Cryptocurrency, Finance & Banking, FinTech, Consumer Finance, Wealth Management
Business Type: Private
Employees: 251-500
Rounds: Series B
Last Investment Activity: Dec 9, 2020
Founded Date: Feb 10, 2015
Company Type: For Profit
Operating Status: Closed
1 Emails
0 Phones
-
Sean Shin
CEO & Founder
-
SangYoung Park
Founder
-
General Inquiries
info@daylifg.com
57 Stars
57 Stars is an independent asset manager.
Specialized In: Property Management, Venture Capital, Wealth Management
Business Type: Private
Employees: 11-50
Last Investment Activity: Feb 27, 2024
Founded Date: 2005
Operating Status: Active
Investor Type: Private Equity Firm, Venture Capital
4 Emails
0 Phones
-
Carl Balit
Director
-
Steve Cowan
Managing Director & Co-Founder
-
Gene Pohren
Co-Founder & Managing Director
-
Gene Pohren
Founder
-
Steve Cowan
Founder
-
General Inquiries
info@57stars.com
-
General Inquiries
info@57stars.net
-
Media Relations
media@57stars.com
-
Unclassified inbox
kterada@57stars.com
Sun Hung Kai & Co. Limited
Sun Hung Kai & Co. Limited (SEHK: 86) is a leader Show more...in alternative investing headquartered in Hong Kong.
Specialized In: Consumer Finance, Finance & Banking, Investment Banking, Venture Capital, Wealth Management
Business Type: Public
Employees: 101-250
Rounds: Private Equity
Last Investment Activity: Apr 10, 2024
Founded Date: 1969
Number of Exits: 6
Company Type: For Profit
Stock Symbol: HKG:86
Operating Status: Active
Investor Type: Accelerator, Corporate Venture Capital, Fund Of Funds, Hedge Fund, Incubator, Private Equity Firm
6 Emails
0 Phones
-
Simon Chow Wing Charn
Executive Director & Group Deputy CEO
-
Fung King Hey
Founder
-
Kwok Tak Seng
Founder
-
Lee Shau Kee
Founder
-
Investor Relations
investor.relations@shkco.com
-
Investor Relations
tinvestor.relations@shkco.com
-
Human Resources Team
hr@shkco.com
-
Unclassified inbox
ide.chan@shkco.com
-
Unclassified inbox
shkgam.cs@shkco.com
-
Human Resources Team
u003ehr@shkco.com
Sun Hung Kai & Co. Limited (SEHK: 86) is a leader Show more...in alternative investing headquartered in Hong Kong.
Specialized In: Consumer Finance, Finance & Banking, Investment Banking, Venture Capital, Wealth Management
Founded Date: 1969
Number of Exits: 6
Company Type: For Profit
Stock Symbol: HKG:86
Operating Status: Active
Investor Type: Accelerator, Corporate Venture Capital, Fund Of Funds, Hedge Fund, Incubator, Private Equity Firm
1 Emails
0 Phones
-
Investor Relations
investor.relations@shkco.com
Amdax
Amdax is the Leading Digital Asset House. With a pShow more...ersonal and expert approach, you invest safely in crypto assets and other digital assets.
Specialized In: Cryptocurrency, Finance & Banking, FinTech, Wealth Management
Business Type: Private
Employees: 11-50
Rounds: Venture - Series Unknown
Last Investment Activity: Apr 16, 2024
Founded Date: Mar 2019
Company Type: For Profit
Operating Status: Active
5 Emails
0 Phones
-
Lucas Wensing
Founder
-
Melvin Lazeron
Founder
-
Valentino Cremona
Founder
-
General Inquiries
hello@amdax.com
-
Unclassified inbox
lucas@amdax.com
-
Unclassified inbox
accountteam@amdax.com
-
Unclassified inbox
venture@amdax.com
-
Unclassified inbox
rd@amdax.com
Huoqiu
Huoqiu is a financial management platform.
Specialized In: Finance & Banking, FinTech, Insurance Providers, Technology & Software, Wealth Management
Business Type: Private
Employees: 1-10
Rounds: Series B
Last Investment Activity: Apr 6, 2017
Founded Date: Jan 8, 2014
Company Type: For Profit
Operating Status: Closed
2 Emails
0 Phones
-
Qingbiao Meng
Co-Founder & Chief Executive Officer
-
Jiangjun Zhu
Chief Technology Officer & Co-Founder
-
Jiangjun Zhu
Founder
-
Qingbiao Meng
Founder
-
General Inquiries
help@huoqiu.cn
-
Unclassified inbox
mk@huoqiu.cn
Frontier Capital
Frontier Capital is an investment management firm Show more...focusing on growth and value equity investments.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 11-50
Founded Date: 2021
Company Type: For Profit
Operating Status: Active
Sequoia Investment Management Company
Sequoia Investment Management provides wealth manaShow more...gement, retirement, and insurance planning services.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Business Type: Private
Employees: 11-50
Last Investment Activity: Apr 20, 2023
Venture Stage: Debt
Founded Date: Jul 2012
Company Type: For Profit
Operating Status: Active
3 Emails
0 Phones
-
Greg Taylor
Portfolio Manager
-
General Inquiries
info@seqimco.com
-
Unclassified inbox
g.taylor@seqimco.com
-
Unclassified inbox
r.sandstrom@seqimco.com
Hana Financial Investment
Hana Financial Investment Company Limited offers bShow more...rokerage, securities dealing, underwriting, mutual funds, and online trading services
Specialized In: Finance & Banking, Wealth Management
Business Type: Public
Employees: 10001+
Last Investment Activity: May 18, 2023
Founded Date: 1971
Number of Exits: 4
Company Type: For Profit
Stock Symbol: KRX:086790
Operating Status: Active
Investor Type: Private Equity Firm
1 Emails
0 Phones
-
Kim Jung-tai
Chief Executive Officer & Chairman
-
Lee Hoo-Seung
Chief Financial Officer & Deputy President
-
Admin Team
admin@hanafn.com
Hong Leong Bank
Hong Leong Bank is a Regional Financial Services Company.
Specialized In: Finance & Banking, Credit Agencies, Wealth Management
Business Type: Public
Employees: 251-500
Last Investment Activity: Sep 2, 2024
Founded Date: 1905
Company Type: For Profit
Stock Symbol: KLSE:HLBANK
Operating Status: Active
Investor Type: Investment Bank
1 Emails
0 Phones
-
Raja Teh Maimunah
CEO
-
U-Jin Chow
Regional Head (Health Banking)
-
Liaw Yu Rui
Founder
-
General Inquiries
info@hlb.com.my
BBVA USA
BBVA USA is a commercial bank that offers its prodShow more...ucts and services, such as consumer loans, mortgages, insurance, and wealth management.
Specialized In: Finance & Banking, Insurance Providers, Wealth Management
Acquired by: PNC
Business Type: Private
Employees: 10001+
Last Investment Activity: Oct 15, 2021
Founded Date: Mar 2, 1964
Number of Exits: 1
Company Type: For Profit
Operating Status: Active
1 Emails
0 Phones
-
Thomas T. Lamberth Jr.
Mortgage Banking Officer
-
Lee Smith
Executive Vice President
-
Beau Pedraza
Head of Search Engine Optimization
-
Mark Warms
Managing Director, Head of FX Sales USA
-
Ben Loper
Vice President & Manager Liability Funding
-
Michael Adler
Head of U.S. Corporate & Investment Banking
-
Rafael Bustillo
COO
-
Freddie Seba
Senior Vice President, Global Partnerships
-
General Inquiries
info@bbvausa.com
Cetera Financial Group is a privately-held, indepeShow more...ndent broker-dealer and investment adviser families.
Specialized In: Finance & Banking, E-commerce & Retail, Wealth Management
Founded Date: 2010
Company Type: For Profit
Operating Status: Active
1 Emails
0 Phones
-
Unclassified inbox
information@haventower.com
Great Southern Bank
Great Southern Bank offers banking solutions such Show more...as online banking, investment, loan, wealth management and other financial services.
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 51-100
Rounds: Grant
Last Investment Activity: Jan 23, 2024
Founded Date: Jan 1, 1902
Company Type: For Profit
Operating Status: Active
6 Emails
0 Phones
-
Unclassified inbox
online@gsnb.com
-
Media Relations
socialmedia@gsnb.com
-
Unclassified inbox
usherl@gsnb.com
-
Unclassified inbox
wabbey@gsnb.com
-
Unclassified inbox
clearmank@gsnb.com
-
Unclassified inbox
abbeyb@gsnb.com
- «
- 1
- »
We’re in beta testing! Sign up for free to unlock all the information on this page — no credit card required.