| Name | Title | Contact Details |
|---|---|---|
Tracy Gauthier |
SVP, Director of Compliance | Profile |
ZBS Capital is an investment firm that partners with leading industry operators to grow and scale existing businesses.
We are entrepreneurs that strive to be best-in-class partners. Our focus is identifying opportunities and relationships across asset classes, ranging from agricultural land to venture capital. Our team invests in and supports the prudent management of ...
Founded in 2014, Even digitally connects and matches consumers with real-time, personalized financial product recommendations from banks, insurance, and fintech companies on mobile apps, websites, and other consumer touchpoints through its marketplace technology. Even`s infrastructure leverages machine learning and advanced data science to solve a significant pain point in financial services customer acquisition, seamlessly bridging financial services providers (such as SoFi) and channel partners (such as TransUnion) via its industry-leading API and embedded finance marketplaces. Even enables any company to add financial products to their business, with full compliance and security at scale. Even was named one of "America`s Best Startup Employers`` by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world.
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
EnTrust Global is a diversified alternative investment firm that manages money for institutions and private investors worldwide. EnTrust Global offers broad investment strategy expertise - including opportunistic co-investments, private debt and real a...