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At Redwing Financial, our approach is to lead with learning - learning first about the people who put their confidence in us. We spend a great deal of time listening to and getting to know our clients, not only because we value them as individuals, but because it helps us gain a clearer understanding of how they think, what they find most important in their lives, and where their passions lie. We enjoy working with clients who recognize the value in the knowledge we possess and who are looking not to simply be told what to do, but rather would like to be educated on and to participate in, to whatever extent they choose, making confident, well-informed decisions that will impact their immediate and future lives. This can range from developing a strong work ethic, to systematically and aggressively paying off student loans, to planning for a family, to looking towards financially managing retirement and beyond. Through our tenure in the industry, we have enjoyed working with thousands of individuals, each with their own unique set of circumstances, and rather than looking to sell a product to fulfill their needs, we instead always seek to add value to their lives. We do not have a "typical" client. Our clients include high school and college students seeking targeted knowledge on how to navigate their budding financial lives; young couples looking to finance cost-conscious and beautiful weddings; business owners just getting started, as well as those looking to build or act on a succession plan; families facing the financial and emotional hardships of a devastating illness or chronic health condition; individuals seeking input on how and when to retire; and even senior citizens living on income-generating assets who are simply looking to stay on top of current economic trends and events. We believe that everyone is entitled to and benefits from sound, professional financial advice and support. To that end, unlike many investment firms, we do not prequalify clients by their investment knowledge, financial history or their investable net worth. We feel that wealth is not determined by a preset dollar amount, but rather begins with understanding the value of a hard-earned dollar which has been set aside to grow not only for the individual, but for the generations that follow. Multi-generational wealth is passed on with core values, education, responsibility and discipline, and at Redwing Financial, we believe that everyone should have the opportunity to build their own financial legacy.
Nokia Growth Partners is a Sunnyvale, CA-based company in the Financial Services sector.
XPV Water Partners is a team of experienced operators and investors who are committed to making a difference in water. The firm manages investment capital from some of the world`s top institutional investors, and partners with emerging water-related companies to help them rapidly expand and achieve their strategic goals. XPV aims to generate strong, risk-adjusted returns for its investors by leveraging its trusted ecosystem, deep industry knowledge and its water centric company scaling platform. XPV is committed to building partnerships that contribute to growing people, sustainable businesses, prosperous communities, and a better planet for everyone.
Verdis Investment Management is a Conshohocken, PA-based company in the Financial Services sector.
Lightyear Capital and its affiliated investment funds specialize in providing buyout and growth capital to companies across the financial services industry. Founded in 2000, Lightyear Capital has raised over $2.5 billion of capital and has completed investments across the financial services spectrum, including asset management, banks, brokerage, financial technology, insurance, and specialty finance. With its Principals averaging over 25 years of experience across the financial services industry, Lightyear Capital is ideally positioned to respond to the challenges and opportunities of financial services investing.