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Questrade Wealth Management Inc. and Questrade, Inc. are wholly-owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, member of the Investment Industry Regulatory Organization of Canada and a member of Canadian Investor Protection Fund. Questrade Wealth Management Inc. is a registered portfolio manager. Questrade Wealth Management manages and issues the Questrade Wealth Management family of exchange traded funds. As such, Questrade Wealth Management is a related and/or connected issuer of Questrade, Inc. Portfolio IQ is a service of Questrade Wealth Management. Questrade Smart ETFs is a registered trademark licensed to Questrade Wealth Management.
Trident Capital Cybersecurity (TCC) is the world`s largest venture capital fund dedicated solely to cybersecurity early stage investing. The firm is a spinout of Trident Capital, which became one of the pioneers in cybersecurity venture capital investing in 1998. Managing Directors Alberto Yépez, Sean Cunningham and Don Dixon jointly lead the investment team that includes Vice President - Will Lin. Collectively the team has more than 50 years of investment experience. This experience translates into an excellent record: 30 investments and 16 exits. These exits generated returns greater than six times the invested capital. Today we invest in these five areas: 1) Internet of Things, 2) Secure Payments and Fraud, 3) Next-Generation Identity Platforms, 4) Behavioral Analytics, and 5) Privacy and Security. Our portfolio companies include 4iQ, Appthority, Bayshore Networks, ID Experts and IronNet Cybersecurity. Additionally other active, prior investments for the partnership include AlienVault, BlueCat Networks, Hytrust and Mocana. One major differentiator is our well established and powerful 47-person Advisory Council. This is a blue-ribbon group that includes current cybersecurity entrepreneurs, CEOs of private and public companies, CISOs of major organizations, and former government security leaders. The firm collaborates with the Advisory Council on sourcing deals, evaluating prospective investments, building portfolio company value, and finding reference customers and go-to-market partners to help scale our portfolio company businesses. The Advisory Council is one of the main reasons that Trident Capital Cybersecurity is known as the most connected venture capital firm in our industry.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
M3 Capital Partners is a New York, NY-based company in the Financial Services sector.
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm`s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, $36B AUA Angeles Investment Advisors, an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families its serves to understand their unique needs, including generational planning, family dynamics and charitable goals. Founded in 2011, Angeles Wealth is headquartered in Santa Monica, and has offices in New York City, Chicago and Houston.