Discover 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 bisinesses based on their specifics like location, name or category.
Businesses
Found 96 in our database
Found 904 in our records
HQ: Morrisville, North Carolina, United States
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
HQ: Morrisville, North Carolina, United States
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
26 Emails
1 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
T********************************************************************************************************m
-
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
HQ: Morrisville, North Carolina, United States
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
HQ: Morrisville, North Carolina, United States
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
1 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
T********************************************************************************************************m
-
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
HQ: Morrisville, North Carolina, United States
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
HQ: Morrisville, North Carolina, United States
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
1 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
T********************************************************************************************************m
-
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
HQ: Morrisville, North Carolina, United States
Credit Suisse
Credit Suisse Group is a financial services companShow more...y that advises clients in all aspects of finance.
HQ: Morrisville, North Carolina, United States
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
1 Phones
Main email format: sarah.smith@credit-suisse.com (95.2%)
-
Andre Helfenstein
CEO Credit Suisse Switzerland SA
a***************n@credit-suisse.com
T********************************************************************************************************m
-
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
HQ: Minneapolis, Minnesota, United States
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
HQ: Minneapolis, Minnesota, United States
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
23 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
-
Customer Service
apisupport@usbank.com
HQ: Buffalo, New York, United States
Merrill Lynch
Merrill Lynch offers wealth management, financial Show more...advice, investment advisory program, and retirement planning services.
HQ: Buffalo, New York, United States
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 10001+
Founded Date: 1914
Company Type: For Profit
Operating Status: Active
18 Emails
0 Phones
Main email format: sarah.smith@ml.com (53.3%)
-
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
-
Unclassified inbox
anthony.segobiano@ml.com
-
Unclassified inbox
jane_doe@ml.com
HQ: Raleigh, North Carolina, United States
First Citizens Bank
First Citizens Bank provides banking services, essShow more...ential business and professional services, wealth management capabilities, and more.
HQ: Raleigh, North Carolina, United States
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
21 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
-
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
HQ: Mumbai, Maharashtra, India
Axis Bank
Axis Bank is a banking institution offering commerShow more...cial, corporate and retail banking, and treasury operations.
HQ: Mumbai, Maharashtra, India
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
18 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
-
Unclassified inbox
pno@axisbank.com
-
Unclassified inbox
creditcards@axisbank.com
-
Unclassified inbox
Circlenodalofficer.Bangalore@axisbank.com
-
Unclassified inbox
pkfdjd5h@gmail.com
HQ: Atlanta, Georgia, United States
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
HQ: Atlanta, Georgia, United States
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
14 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
-
Unclassified inbox
corporate.communications@raymondjames.ca
HQ: San Francisco, California, United States
Plaid
Plaid provides companies with the tools and accessShow more... needed for the development of a digitally-enabled financial system.
HQ: San Francisco, California, United States
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
17 Emails
2 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
T*********************************************************************************************************m
-
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
HQ: Mumbai, Maharashtra, India
Yes Bank
Yes Bank is a private sector bank that offers compShow more...rehensive banking and financial solutions to its customers.
HQ: Mumbai, Maharashtra, India
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
18 Emails
0 Phones
Main email format: sarah.smith@yesbank.in (83.3%)
-
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
-
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
HQ: New York, New York, United States
AllianceBernstein
AllianceBernstein is a publicly traded global asseShow more...t management firm, with approximately $735 billion in assets under management at March
HQ: New York, New York, United States
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
15 Emails
3 Phones
Main email format: sarah.smith@alliancebernstein.com (100.0%)
-
Leanne Loader
l***********r@alliancebernstein.com
-
Seth P Bernstein
s********n@alliancebernstein.com
T*********************************************************************************************************m
-
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
-
Unclassified inbox
Matthew.Bass@alliancebernstein.com
-
General Inquiries
abcdefghi@alliancebernstein.com
-
Investor Relations
ir@abglobal.com
HQ: Central, Hong Kong Island, Hong Kong
AIA Group
AIA Group is a life insurance group that helps indShow more...ividuals and businesses meet financial needs by providing various insurance solutions.
HQ: Central, Hong Kong Island, Hong Kong
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
13 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
HQ: Miami, Florida, United States
Citadel
Citadel is one of the world's leading alternative Show more...investment firms,pursuing long-term returns for preeminent public and private institutions
HQ: Miami, Florida, United States
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
12 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
-
Media Relations
social.media@citadel.com
HQ: Geneva, Geneve, Switzerland
Lombard Odier
Lombard Odier is one of the largest private banks Show more...in Switzerland and Europe.
HQ: Geneva, Geneve, Switzerland
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
HQ: Geneva, Geneve, Switzerland
Lombard Odier
Lombard Odier is one of the largest private banks Show more...in Switzerland and Europe.
HQ: Geneva, Geneve, Switzerland
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
HQ: San Francisco, California, United States
SoFi
SoFi is a finance company that offers a range of lShow more...ending and wealth management services.
HQ: San Francisco, California, United States
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
13 Emails
0 Phones
Main email format: sarah@sofi.com (60.0%)
-
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
-
Customer Service
member-issue-support@sofi.org
-
Unclassified inbox
pr@sofi.com
-
Unclassified inbox
alawal@sofi.org
HQ: Chicago, Illinois, United States
HighTower Advisors
HighTower is a financial services company providinShow more...g solutions for high-net-worth and institutional clients.
HQ: Chicago, Illinois, United States
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
12 Emails
1 Phones
Main email format: ssmith@hightoweradvisors.com (100.0%)
-
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
-
Unclassified inbox
lferst@hightoweradvisors.com
-
Unclassified inbox
banderson@hightoweradvisors.com
-
Unclassified inbox
information@hightoweradvisors.com
HQ: Milwaukee, Wisconsin, United States
Artisan Partners
Artisan Partners is a global investment management firm.
HQ: Milwaukee, Wisconsin, United States
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
9 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
michael.cirami@artisanpartners.com
-
General Inquiries
info@artisanpartners.com
HQ: London, England, United Kingdom
FNZ
FNZ is a financial service platform that provides Show more...wealth management services to clients.
HQ: London, England, United Kingdom
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
10 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
-
Unclassified inbox
Sarka.michalkova@fnz.com
-
Unclassified inbox
information@fnz.co.uk
HQ: Akron, Ohio, United States
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealtShow more...h management services including financial planning, asset management, and estate planning.
HQ: Akron, Ohio, United States
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
9 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
HQ: Chicago, Illinois, United States
LaSalle Investment Management
LaSalle Investment Management operates as a globalShow more... real estate investment manager.
HQ: Chicago, Illinois, United States
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
9 Emails
0 Phones
Main email format: sarah.smith@lasalle.com (87.5%)
-
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
-
General Inquiries
info@lasalle.com
HQ: New York, New York, United States
Tradeweb
Tradeweb Markets is a global marketplace for electShow more...ronic fixed income.
HQ: New York, New York, United States
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
9 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
-
General Inquiries
help@tradeweb.com
HQ: Tupelo, Mississippi, United States
Cadence Bank
Cadence Bank provides financial services that incuShow more...des banking services, commercial and consumer lending, and founding sources services.
HQ: Tupelo, Mississippi, United States
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
8 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
scott.newcomer@cadencebank.com
-
General Inquiries
info@cadencebank.com
HQ: Westerly, Rhode Island, United States
Washington Trust
Washington Trust is the oldest community bank in tShow more...he nation that offers financial services.
HQ: Westerly, Rhode Island, United States
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
10 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
HQ: New York, New York, United States
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.
HQ: New York, New York, United States
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
7 Emails
0 Phones
Main email format: ssmith@focusfinancialpartners.com (85.7%)
-
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
rchopra@focusfinancialpartners.com
-
General Inquiries
info@focusfinancialpartners.com
HQ: Denver, Colorado, United States
IMA Financial Group
IMA Financial Group is a financial services companShow more...y that specializes in global insurance, risk management, and wealth management.
HQ: Denver, Colorado, United States
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
8 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
-
General Inquiries
info@imacorp.com
HQ: Evansville, Indiana, United States
Old National Bank
Old National Bank is a regional bank providing youShow more... with additional provides account choices, expanded convenience, and greater control.
HQ: Evansville, Indiana, United States
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
7 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
michael.gossen@oldnational.com
-
General Inquiries
info@oldnational.com
HQ: Lausanne, Vaud, Switzerland
SwissBorg
We are on a mission to democratise crypto wealth mShow more...anagement by making it fun, fair and community-centric.
HQ: Lausanne, Vaud, Switzerland
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
7 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
HQ: Rosamond, Illinois, United States
Wintrust Financial
Wintrust offers the products and technology of theShow more... big banks but pairs it with exceptional service.
HQ: Rosamond, Illinois, United States
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
7 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
HQ: Memphis, Tennessee, United States
First Horizon
First Horizon is a financial services company thatShow more... offers personal, business, and corporate banking and private client services.
HQ: Memphis, Tennessee, United States
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
6 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
tlarsen@firsthorizon.com
-
General Inquiries
info@firsthorizon.com
HQ: London, England, United Kingdom
Close Brothers
Close Brothers is a leading merchant banking groupShow more... providing lending, deposit taking, wealth management services and securities trading.
HQ: London, England, United Kingdom
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
10 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
HQ: Irvine, California, United States
First Foundation
First Foundation is a financial service company thShow more...at offers banking, investment management, and advisory services.
HQ: Irvine, California, United States
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
6 Emails
0 Phones
Main email format: ssmith@firstfoundationinc.com (60.0%)
-
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
-
General Inquiries
info@ff-inc.com
HQ: Chicago, Illinois, United States
Plante Moran
Plante Moran is an accounting and business advisorShow more...y firm that offers audit, accounting, tax, and business advisory consulting services.
HQ: Chicago, Illinois, United States
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
8 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
-
Unclassified inbox
jennifer.chambers@plantemoran.com
-
Unclassified inbox
denise.leonard@plantemoran.com
-
Unclassified inbox
paul.edwards@plantemoran.com
HQ: Jersey City, New Jersey, United States
DriveWealth
DriveWealth is a visionary technology company thatShow more... empowers more than 100 partners around the world.
HQ: Jersey City, New Jersey, United States
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
9 Emails
0 Phones
Main email format: ssmith@drivewealth.com (50.0%)
-
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
-
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
HQ: New York, New York, United States
Yieldstreet
Yieldstreet is an alternative investments platformShow more... that provides retail investors with access to income-generating investment products.
HQ: New York, New York, United States
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
5 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
HQ: Kennesaw, Georgia, United States
CAN Capital
CAN Capital provides capital to small and medium-sShow more...ized businesses, using its own real-time platform and risk-scoring models.
HQ: Kennesaw, Georgia, United States
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
5 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
HQ: Berwyn, Pennsylvania, United States
Envestnet
Envestnet is transforming the way financial adviceShow more... is delivered through an ecosystem of technology, solutions and intelligence.
HQ: Berwyn, Pennsylvania, United States
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
10 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
-
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
HQ: Vancouver, British Columbia, Canada
Nicola Wealth Management
Nicola Wealth Management offers sophisticated wealShow more...th management strategies that help high net worth individuals reach their financial goals.
HQ: Vancouver, British Columbia, Canada
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
9 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
HQ: New York, New York, United States
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.
HQ: New York, New York, United States
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
5 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
HQ: Scottsdale, Arizona, United States
Monetary Metals
Monetary Metals is a financial services company thShow more...at specializes in the fields of gold, investing, and financing.
HQ: Scottsdale, Arizona, United States
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
7 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
HQ: Bangalore, Karnataka, India
Scripbox
Scripbox is a digital wealth manager
HQ: Bangalore, Karnataka, India
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
4 Emails
0 Phones
Main email format: sarah.smith@scripbox.com (66.7%)
-
Sanjiv Singhal
Founder & Chief Product Officer
s************l@scripbox.com
-
Samriddhi Daga
Software Engineer
s************a@scripbox.com
-
Jagadeesh J
jj@scripbox.com
-
General Inquiries
help@scripbox.com
HQ: San Francisco, California, United States
MarketX Ventures
MarketX is an online investment platform revolutioShow more...nizing access to the private equity market.
HQ: San Francisco, California, United States
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
4 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
HQ: Luxembourg, Luxembourg, Luxembourg
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investShow more...or and corporate services in Europe and beyond.
HQ: Luxembourg, Luxembourg, Luxembourg
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
HQ: Luxembourg, Luxembourg, Luxembourg
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investShow more...or and corporate services in Europe and beyond.
HQ: Luxembourg, Luxembourg, Luxembourg
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
HQ: New York, New York, United States
Junson Capital
Junson Capital is an investment management company.
HQ: New York, New York, United States
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
HQ: Gurgaon, Haryana, India
MobiKwik
MobiKwik is a financial services company that provShow more...ides a fintech platform designed for online payments, life insurance, and loans.
HQ: Gurgaon, Haryana, India
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
6 Emails
0 Phones
Main email format: sarah@mobikwik.com (100.0%)
-
Bipin Preet Singh
Founder CEO
b***n@mobikwik.com
-
Upasana Taku
Cofounder & COO
u*****a@mobikwik.com
-
Bipin Singh
Founder CEO & Director
-
Preety Pandey
VP, Corporate Finance
-
Atul Ahluwalia
Director & Head - Payment Gateway
-
Dheeraj Aneja
SVP, Fintech
-
Apurva Anand
Vice President of Consumer Payments
-
Chandan Joshi
Co-Founder
-
Chirag Jain
VP, Technology
-
Sales Department
sales@mobikwik.com
-
General Inquiries
feedback@mobikwik.com
-
Legal Department
legal@mobikwik.com
-
Investor Relations
ir@mobikwik.com
HQ: Evansville, Indiana, United States
OneMain Financial
OneMain Financial has been offering responsible anShow more...d transparent loans for over 100 years.
HQ: Evansville, Indiana, United States
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
4 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
-
Matt Butterworth
Associate Director for UX Design
-
Jacob Kelman
Capital Markets & Treasury Manager
-
Ariana Salazar
Product Manager
-
Adam Rosman
General Counsel and Chief Administrative Officer
-
Matt Barrett
Front-End Development Lead
-
Ryan Page
VP, User Experience
-
Nick Clements
President and Credit Cards
-
General Inquiries
feedback@onemainfinancial.com
-
Customer Service
customerservice@omf.com
HQ: Boston, Massachusetts, United States
Eaton Vance Management
Eaton Vance provides advanced investment strategieShow more...s and wealth management solutions.
HQ: Boston, Massachusetts, United States
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
5 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
-
Unclassified inbox
bshuell@eatonvance.com
-
Unclassified inbox
EVPrivacy@eatonvance.com
-
Unclassified inbox
rtice@eatonvance.com
HQ: New York, New York, United States
Hedge
Hedge is a financial institution building inclusivShow more...e, multiplayer brokerage for the next generation (think Fidelity for GenZ)
HQ: New York, New York, United States
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
HQ: Stockholm, Stockholms Lan, Sweden
Loomis
Loomis primarily serves banks and the retail tradeShow more... with cash handling solutions.
HQ: Stockholm, Stockholms Lan, Sweden
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
4 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
-
Aritz Larrea
CEO
-
General Inquiries
info@loomis.com
-
Admin Team
admin@loomis.com
HQ: Yangpu, Hainan, China
Noah Holdings
Noah Is a wealth management service provider focusShow more...ing on distributing wealth management products to the China.
HQ: Yangpu, Hainan, 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
7 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
-
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
HQ: London, England, United Kingdom
Rothschild & Co
Rothschild & Co is a financial consultancy firm thShow more...at offers wealth management, investment planning, and debt advisory services.
HQ: London, England, United Kingdom
Specialized In: Coaching & Consulting, Finance & Banking, Wealth Management
Business Type: Private
Employees: 1001-5000
Founded Date: 1798
Company Type: For Profit
Operating Status: Active
5 Emails
0 Phones
Main email format: sarah.smith@rothschildandco.com (100.0%)
-
Katie Mehta
k*********a@rothschildandco.com
-
Kush Doshi
k********i@rothschildandco.com
-
General Inquiries
hello@rothschildandco.com
-
Admin Team
admin@rothschildandco.com
-
General Inquiries
contact@rothschildandco.com
HQ: Chicago, Illinois, United States
Ziegler
Ziegler is a financial consulting firm that offersShow more... investment banking, capital markets, principal investments, and fund management services.
HQ: Chicago, Illinois, United States
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
8 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
-
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
HQ: Los Angeles, California, United States
Wedbush Securities
Wedbush Securities is a company providing banking Show more...and investment services for any individual, institution, or issuing client.
HQ: Los Angeles, California, United States
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
3 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
-
Erick W. Renderos
Product Manager - Mutual Funds & ETFs
-
Ryan Doherty
AVP
-
Bob Fitzsimmons
Executive Vice President
-
James Moore
Vice President of Investments
-
Avery Drost
AVP
-
Bertram Zweig
Director
-
Diane Pejkovich
Senior Vice President and Head of Business Supervision
-
Dave Bennett
Manager Database Administration
-
General Inquiries
info@wedbush.com
HQ: San Diego, California, United States
Cetera Financial Group
Cetera Financial Group is a privately-held, indepeShow more...ndent broker-dealer and investment adviser families.
HQ: San Diego, California, United States
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
3 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
-
Amanda Laas
Business Development
-
Brett Harrison
CEO Cetera Advisors/First Allied Securities
-
Elizabeth Seagren
Sr Business Development Strategist & Recruiter
-
Tom Taylor
Chief Sales & Growth Officer
-
Lee Maxim
Business Development Consultant
-
Tom Gooley
Chief Operating Officer
-
LeAnn Rummel
President and CEO
-
Jeff Buchheister
CFO
-
Unclassified inbox
information@haventower.com
HQ: Toronto, Ontario, Canada
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
HQ: Toronto, Ontario, Canada
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
-
Jamie Coulter
CEO
-
Unclassified inbox
corporate.communications@raymondjames.ca
HQ: Toronto, Ontario, Canada
Raymond James
Raymond James provides financial and wealth manageShow more...ment services.
HQ: Toronto, Ontario, Canada
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
HQ: Tokyo, Tokyo, Japan
Finatext
Finatext provides cloud infrastructure and data anShow more...alysis infrastructure for developing financial services.
HQ: Tokyo, Tokyo, Japan
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
3 Emails
0 Phones
Main email format: sarah.smith@finatext.com (100.0%)
-
Yuichiro Ito
Director, CFO, and COO
y**********o@finatext.com
-
Tsujinaka Masato
Representative Director
-
Yonosuke Yasuda
Chief Creative Officer
-
Haruyoshi Onuma
Outside director
-
Kazuo Ueda
Technical Advisor
-
Atsushi Ishibashi
Lead Developer
-
Watanabe Tsutomu
Founder and Technical Advisor
-
Takemasa Imada
Developer
-
General Inquiries
info@finatext.com
-
Admin Team
admin@finatext.com
HQ: Redwood Shores, California, United States
Personal Capital
Personal Capital combines online financial tools wShow more...ith registered financial advisor expertise to enable people and grow their net worth.
HQ: Redwood Shores, California, United States
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
2 Emails
0 Phones
Main email format: sarah.smith@personalcapital.com (100.0%)
-
Matthew Teichmann
Operations Associate
m***************n@personalcapital.com
-
Rob Foregger
Co-Founder, Strategic Advisor
-
Paul Bergholm
Chief Admin Officer/VP Finance & Founder
-
Fritz Robbins
CTO/CIO
-
Porter G.
Chief Marketing Officer
-
Kyle Ryan
Executive Vice President
-
Allison Amadia
General Counsel and Chief Compliance Officer
-
Mike Armsby
CFO
-
William Nolan
Associate Vice President
-
General Press Inquiries
press@personalcapital.com
HQ: Mumbai, Maharashtra, India
Edelweiss Financial Services
Edelweiss Financial Services provides financial soShow more...lutions to customers in domestic and international markets.
HQ: Mumbai, Maharashtra, India
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
2 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
-
Unclassified inbox
sme.loan@edelweissfin.com
HQ: Minneapolis, Minnesota, United States
Ameriprise Financial
Ameriprise Financial is a financial services compaShow more...ny that provides financial planning, products, and services.
HQ: Minneapolis, Minnesota, United States
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
HQ: Mumbai, Maharashtra, India
Avendus Future Leaders
Avendus Future Leaders is a financial services firShow more...m, which along with its associates, provides.
HQ: Mumbai, Maharashtra, India
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
2 Emails
0 Phones
-
Abhinav Kumar Jha
a*********a@avendus.com
-
Kaushal Aggarwal
Co-Founder and Managing Director
-
Sandeep Thapliyal
CEO
-
Ranu Vohra
Co-Founder, Managing Director and Chief Executive Officer
-
Gaurav Deepak
Co-Founder and Managing Director
-
Unclassified inbox
mumbai@avendus.com
HQ: North Point, Hong Kong Island, Hong Kong
TNG FinTech Group
TNG Fintech Group is an investment holding companyShow more... focused on impact investment in companies that provides financial and digital inclusion.
HQ: North Point, Hong Kong Island, Hong Kong
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
4 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
-
General Inquiries
info@tngfintech.com
-
Legal Department
legal@tngfintech.com
-
Unclassified inbox
cf@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
HQ: Kuala Lumpur, Kuala Lumpur, Malaysia
RHB Bank Berhad
RHB Bank Berhad provides Credit Cards, Loans, WealShow more...th Management, Deposits, Islamic Banking.
HQ: Kuala Lumpur, Kuala Lumpur, Malaysia
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
6 Emails
0 Phones
-
Lim Chin Wan
l*****n@rhbgroup.com
-
Zulhaidibin Zulkifli
Founder
-
Datuk Yvonne Chia
CEO
-
Ryan Teoh
Group Chief Strategy and Innovation Officer
-
Fen Chao Yong
Fixed Income Trader
-
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
HQ: Peachtree City, Georgia, United States
OppenheimerFunds
OFI's investment professionals are a collection ofShow more... distinct, yet collaborative, teams built to enable a free exchange of ideas
HQ: Peachtree City, Georgia, United States
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
4 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
-
Unclassified inbox
bzack@oppenheimerfunds.com
-
General Inquiries
info@oppenheimerfunds.com
-
Media Relations
socialmedia@ofiglobal.com
HQ: Baltimore, Maryland, United States
Brown Advisory
Brown Advisory is an independent investment manageShow more...ment and strategic advisory firm.
HQ: Baltimore, Maryland, United States
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
2 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
-
General Inquiries
info@brownadvisory.com
HQ: Beijing, Beijing, China
China Investment Corporation
China Investment Corporation is a sovereign wealthShow more... fund responsible for managing part of China's foreign exchange reserves.
HQ: Beijing, Beijing, China
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
5 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
-
Unclassified inbox
cc@china-inv.cn
-
Unclassified inbox
ee@china-inv.cn
-
Unclassified inbox
pr@china-inv.cn
-
Unclassified inbox
zhaifan@china-inv.cn
HQ: Bengaluru, Karnataka, India
Investo
Simplifying wealth management for 100M+ Indians
HQ: Bengaluru, Karnataka, India
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
2 Emails
0 Phones
Main email format: sarah@investo.in (100.0%)
-
Tracy Weslosky
t***y@investorintel.com
-
Sergio Romo
Managing Partner
-
Unclassified inbox
manish@investo.in
HQ: Effingham, Illinois, United States
Midland States Bank
Midland States Bank is a community-based financialShow more... holding company.
HQ: Effingham, Illinois, United States
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
2 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
HQ: Bridgeport, Connecticut, United States
People's United Financial
People's United Financial is a diversified financiShow more...al services company that offers commercial and retail banking.
HQ: Bridgeport, Connecticut, United States
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
-
Unclassified inbox
youremail@peoplescom.net
-
Unclassified inbox
humanresources@gopeoples.net
-
Media Relations
socialmedia@peoples.com
HQ: Mumbai, Maharashtra, India
IIFL Finance
IIFL Finance is a financial services company that Show more...provides a wide range of solutions, including loans, investments, and insurance.
HQ: Mumbai, Maharashtra, India
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
1 Emails
0 Phones
-
Gaurav Sharma
CTO
-
Nirmal Jain
Founder and Chairman
-
Sankarson Banerjee
CIO
-
Unclassified inbox
cs@indiainfoline.com
HQ: Raleigh, North Carolina, United States
CAPTRUST
CAPTRUST Financial Advisors offers wealth managemeShow more...nt and retirement plan consulting services to individuals.
HQ: Raleigh, North Carolina, United States
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
1 Emails
0 Phones
-
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
-
General Inquiries
info@captrustadvisors.com
HQ: Wuhan, Hubei, China
Tianfeng Securities
Tianfeng Securities provides investment banking prShow more...oducts and services primarily for institutional and individual clients.
HQ: Wuhan, Hubei, China
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
HQ: Riyadh, Ar Riyad, Saudi Arabia
LYNK
Lynk is a capital markets fintech empowering assetShow more... managers to seamlessly repack investment strategies into globally traded securities.
HQ: Riyadh, Ar Riyad, Saudi Arabia
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
HQ: Jakarta, Jakarta Raya, Indonesia
Akulaku Group
Akulaku is a banking and digital finance platform Show more...that provides a variety of virtual payment services.
HQ: Jakarta, Jakarta Raya, Indonesia
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
2 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
-
Admin Team
admin@akulaku.com
-
Unclassified inbox
Communications@akulaku.com
HQ: Mumbai, Maharashtra, India
Angel One
Angel One is a stock broking and wealth management firm.
HQ: Mumbai, Maharashtra, India
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
1 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
-
Unclassified inbox
partners@angelbroking.com
HQ: Montréal, Quebec, Canada
CoPower
CoPower is an online platform that simplifies cleaShow more...n energy investing.
HQ: Montréal, Quebec, Canada
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
HQ: Mountain View, California, United States
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
HQ: Mountain View, California, United States
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
HQ: London, England, United Kingdom
Optimus Capital
Optimus Capital provider of asset and portfolio maShow more...nagement services.
HQ: London, England, United Kingdom
Specialized In: Property Management, Finance & Banking, Wealth Management
Business Type: Private
Employees: 1-10
Founded Date: 2009
Company Type: For Profit
Operating Status: Active
1 Emails
0 Phones
-
David Wright
Chief Operating Officer
-
Martin Newson
Chief Executive Officer & Chief Investment Officer & Partner
-
General Inquiries
info@optimuscapital.com
HQ: Sydney, New South Wales, Australia
Shaw and Partners
Shaw and Partners is a financial firm that provideShow more...s investment, planning, and wealth management services for organizations and individuals.
HQ: Sydney, New South Wales, Australia
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
1 Emails
0 Phones
-
Earl Evans
Co-Chief Executive Officer, Board Member & Head of Wealth Management
-
Charles Stewart
National Head Of Financial Planning
-
Robert Hallam
Associate, Corporate Finance
-
Enquiries
enquiries@shawandpartners.com.au
HQ: Seoul, Seoul-t'ukpyolsi, South Korea
DAYLI Financial Group
A leading Fintech company in Asia providing data tShow more...ech solutions, digital wealth management, and lead-generation services
HQ: Seoul, Seoul-t'ukpyolsi, South Korea
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
HQ: Washington, District of Columbia, United States
57 Stars
57 Stars is an independent asset manager.
HQ: Washington, District of Columbia, United States
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
2 Emails
0 Phones
-
Carl Balit
Director
-
Steve Cowan
Managing Director & Co-Founder
-
Gene Pohren
Co-Founder & Managing Director
-
General Inquiries
info@57stars.com
-
General Inquiries
info@57stars.net
HQ: Causeway Bay, Hong Kong Island, Hong Kong
Sun Hung Kai & Co. Limited
Sun Hung Kai & Co. Limited (SEHK: 86) is a leader Show more...in alternative investing headquartered in Hong Kong.
HQ: Causeway Bay, Hong Kong Island, 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
1 Emails
0 Phones
-
Simon Chow Wing Charn
Executive Director & Group Deputy CEO
-
Investor Relations
investor.relations@shkco.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
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
HQ: Amsterdam, Noord-Holland, The Netherlands
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.
HQ: Amsterdam, Noord-Holland, The Netherlands
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
HQ: Beijing, Beijing, China
Huoqiu
Huoqiu is a financial management platform.
HQ: Beijing, Beijing, China
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
1 Emails
0 Phones
-
Qingbiao Meng
Co-Founder & Chief Executive Officer
-
Jiangjun Zhu
Chief Technology Officer & Co-Founder
-
General Inquiries
info@huoqiu.cn
HQ: São Paulo, Sao Paulo, Brazil
Frontier Capital
Frontier Capital is an investment management firm Show more...focusing on growth and value equity investments.
HQ: São Paulo, Sao Paulo, Brazil
Specialized In: Finance & Banking, Wealth Management
Business Type: Private
Employees: 11-50
Founded Date: 2021
Company Type: For Profit
Operating Status: Active
HQ: London, England, United Kingdom
Sequoia Investment Management Company
Sequoia Investment Management provides wealth manaShow more...gement, retirement, and insurance planning services.
HQ: London, England, United Kingdom
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
1 Emails
0 Phones
-
Greg Taylor
Portfolio Manager
-
General Inquiries
info@seqimco.com
HQ: Seoul, Seoul-t'ukpyolsi, South Korea
Hana Financial Investment
Hana Financial Investment Company Limited offers bShow more...rokerage, securities dealing, underwriting, mutual funds, and online trading services
HQ: Seoul, Seoul-t'ukpyolsi, South Korea
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
HQ: Kuala, Kalimantan Barat, Indonesia
Hong Leong Bank
Hong Leong Bank is a Regional Financial Services Company.
HQ: Kuala, Kalimantan Barat, Indonesia
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
HQ: Beijing, Beijing, China
CreditEase
CreditEase is a business consulting firm that offeShow more...rs wealth management services.
HQ: Beijing, Beijing, China
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
1 Emails
0 Phones
-
Ning Tang
Founder and CEO
-
Anju Patwardhan
Partner
-
Huan Chen
Chief Strategy Office
-
Haiyan Lv
Senior Vice President & Chief Brand Officer
-
Unclassified inbox
ask@creditease.cn
HQ: Birmingham, Alabama, United States
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.
HQ: Birmingham, Alabama, United States
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
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
HQ: Meridian, Mississippi, United States
Great Southern Bank
Great Southern Bank offers banking solutions such Show more...as online banking, investment, loan, wealth management and other financial services.
HQ: Meridian, Mississippi, United States
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
- «
- 1
- »
We’re in beta testing! Sign up for free to unlock all the information on this page — no credit card required.