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Avenir Diversified Income Trust is a Calgary, AB-based company in the Financial Services sector.
AAA Cook County Consolidation is a Chicago, IL-based company in the Financial Services sector.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Bridgeport Advisors is a Gaithersburg, MD-based company in the Financial Services sector.
Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks` reference data directly from its source on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they`re accessing the loan market`s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited transformation of the syndicated loan market.