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Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California. It has regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.
ad + dynamic (mix) is a Los Angeles, CA-based company in the Financial Services sector.
We partner with medical practices to offer patients customized financing plans for aesthetic treatments and procedures.
The modern financial knowledge platform
T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX`s secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. T-REX is a Fintech company with the mission to increase standardization, provide efficiency, prioritize transparency and enhance compliance, all while lowering costs for our customers, which include a global set of investors, bankers, and finance professionals. T-REX`s secure, enterprise SaaS-based analytics, risk, and portfolio management platform standardizes and provides transparency to the complex structured products evaluation process, increasing liquidity and creating significant investment opportunities for the hundreds of billions of dollars of capital across various esoteric, non-commoditized asset classes. Our people and systems bridge the gap between institutional investors and developers and lenders to facilitate growth. From offices in New York and Tel Aviv, T-REX gathers world-class expertise in finance, renewables, and technology to support the development of sustainable, market-driven economics.