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Fiduciary Management Inc is a Milwaukee, WI-based company in the Financial Services sector.
Dream Exchange is a company currently in the process of preparing its formal application to operate a national market system stock exchange. It will be the first majority black-owned and operated company to operate a stock exchange in the history of the United States. In addition, Dream Exchange is championing the creation of a new type of stock exchange called a venture exchange, to list and trade small-to-mid-sized, early-stage company stock. Dream Exchange`s mission is to create equality of opportunity through a marketplace that instills ethics, integrity, humanity, and access into our financial markets. In 2015, Joe Cecala, Founder and CEO of Dream Exchange, began to research the capital marketplace and found that the small IPO market had been in decline since the late 1990`s. The development of high-frequency electronic trading made small IPOs less profitable for large investment banks and stock exchanges and the result was a steep decline in the number of IPOs in the $50 million and under range. Cecala understood that this problem affected people from every sector of our society because, 92% of all jobs created within a company are created after the company goes public. Cecala`s solution was to create legislation to alter the market structure and to invent a new type of stock exchange designed for small-to-medium-sized businesses. In late 2019, Cecala partnered with Dwain Kyles, Managing Member of DX Capital Partners to allow for Dream Exchange`s scope to expand and not only help small businesses, but also to address the lack of Minority representation in finance by becoming the first Minority-owned exchange.
Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.
Established in 2006, AppCrown, LLC is a Salesforce-based leading technology integration provider that delivers the most comprehensive and innovative integration and practice management solutions that enable financial advisers and broker/dealers to automate and streamline internal processes and enmesh them with third-party financial software applications.
We start companies and partner with growing businesses to improve people’s lives. Our focus is to transform human wellness, performance, and engagement through the growth of early-stage companies that have a shared purpose.