| Name | Title | Contact Details |
|---|---|---|
Earl Matthew |
Information Security Officer | Profile |
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations. Founded in 2002, M Science is revolutionizing research, discovering new data sets and pioneering methodologies to provide actionable intelligence. Our research teams have decades of expertise working with massive amounts of unstructured data in near real-time to discern critical insights that help clients make smarter, more informed decisions. We combine the best of finance, data and technology to create a truly unique value proposition for both financial services firms and top corporations.
Lane Gate Advisors is a boutique investment management practice focused on certain segments of the specialty finance market. The Principals of Lane Gate have deep experience in all sides of the capital and life settlements markets, ranging from product structuring, development and marketing to raising and deploying capital. Our industry background and relationships are deep and complementary. Lane Gate works with both HNW and institutional investors to tailor investment strategies that best fit their goals.
MA Partners is a New York, NY-based company in the Financial Services sector.
Our Mission: To leverage data, analysis and technology to connect organizations with their supporters and ensure every worthy mission is appropriately funded.