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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
Precision Recovery Analytics is a Austin, TX-based company in the Financial Services sector.
Partners 1st Federal credit union is a Fort Wayne, IN-based company in the Financial Services sector.
Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health.
Slate Office REIT is an owner and operator of office real estate. The REIT owns interests in and operates a portfolio of 32 strategic and well-located real estate assets across Canada`s major population centres and includes two assets in downtown Chicago, Illinois. 61% of the REIT`s portfolio is comprised of government or credit rated tenants. The REIT acquires quality assets and creates value for unitholders by applying hands-on asset management strategies to grow rental revenue, extend lease term and increase occupancy.