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Goldstein and Dun Associates/A-1 Asset Management is a Monroe, CT-based company in the Financial Services sector.
Semtek Innovative Solutions Corporation is a San Diego, CA-based company in the Financial Services sector.
We serve growth-oriented businesses that are healthy and thriving, have a good business model, and seek a diversified capital structure. We provide access to cost-effective capital without the rigidity of a bank, and we do not seek control of your business like a private equity or venture capital firm would. We are intentional about who we work with—we work with people who understand our value system. We are passionate about having the fruits of our work enrich the lives of our stakeholders and communities, and we work with people who share that passion. Our worldview defines the way we interact with people, and it impacts the way we define success. We believe in cultivating significance over success. That mission thus goes beyond financial or professional success and includes having a positive impact on the people around us and on the communities in which we live and work.
Partech is a global investment firm, financing a wide range of technologies and businesses for enterprises and consumers, from software, digital brands and services, to hardware and deep tech across all major industries.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.