| Name | Title | Contact Details |
|---|
Stonehaven is a global private capital markets FinTech platform for a diverse community of investment bankers and placement agents (Affiliate Partners). Stonehaven supports our Affiliate Partners with a robust broker-dealer infrastructure, our proprietary Nexus SaaS technology, a collaborative ecosystem, a large universe of active mandates, origination capabilities, marketing services, and industry insights. We are active across real estate, private equity, private credit, hedge funds, long-only strategies, direct private placements, secondaries and M&A. Founded in 2001 by CEO David Frank, the Firm is entirely management owned, giving it complete independence to continue pursuing its entrepreneurial approach while maintaining the highest ethical and regulatory standards. Today our firm has 110+ professionals, represents 125+ clients, has raised over $7.5B since inception, and is rapidly scaling.
First Wilshire Securities is a Pasadena, CA-based company in the Financial Services sector.
First Analysis Corporation is a Chicago, IL-based company in the Financial Services sector.
North Square Investments is an independent, distribution-focused investment firm dedicated to offering unique, innovative investment strategies. Throughout history, city squares have brought people together to meet and exchange ideas. We believe in that concept so much, we named ourselves after it. And we deliver on that principle by finding, vetting and bringing together some of the most talented minds in active investment management.
Sozo Ventures is a cross-border venture fund focusing on assisting US-based technology start-ups in global expansion. Sozo Ventures was formed in 2011 to invest in and support IT ventures with their global expansion. We invest in category leaders in advanced data technologies, ecommerce, enterprise cloud, fintech, IOT and healthcare IT, among other emerging sectors. We are structured to connect the most ambitious entrepreneurial teams with the world`s most advanced and respected customers and distributors.