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LiftForward operates marketplace platforms which enable retailers, manufacturers, suppliers and other organizations to connect their small business customers with various forms of debt. LiftForward provides the platform, underwriting, funding, and servicing of the loans. Our services strengthen the companies and organizations we work and our clients sell more goods and services as a result of the partnership. LiftForward is a SEC registered investment advisor and licensed lender. LiftForward investors include GLI Finance Limited (AIM: GLIF), an investor in platform companies providing finance to small and medium sized enterprises, Garrison Point Capital, Capital Bank and other accredited investors.
Founded in 2022 by Bob Elliott, Bruce McNevin and Matt Salzberg, Unlimited is an investment firm that uses proprietary technology to create broadly accessible, low-cost index tracking ETFs for 2 & 20-style alternative investments like hedge funds. The firm currently manages the Unlimited HFND Multi-Strategy Return Tracker ETF (NYSE: “HFND”), which aims to track the gross-of-fees returns of the hedge fund industry. Mr. Elliott has built innovative hedge fund strategies for more than two decades, including at Bridgewater Associates, the world`s largest hedge fund. Mr. McNevin is a Professor of Economics at New York University and has held various data science positions at hedge funds Clinton Group and Midway Group, along with positions at Bank of America and BlackRock. Mr. Salzberg serves as a Managing Partner at Material and is a Co-Founder and Chairman of various companies, including Unlimited.
Fulcrum Capital Partners specializes in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.
Charles & Potomac Capital is a private investment firm based in Dallas that focuses on technology, energy, healthcare, media, and real estate.
Cornerstone Financial Corp is a New York, NY-based company in the Financial Services sector.