CTOs on the Move

ICONIQ Strategic Partners

www.iconiqcapital.com

 
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor.
  • Number of Employees: 100-250
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Funding

ICONIQ Strategic Partners raised $400M on 01/27/2017
ICONIQ Strategic Partners raised $570.44M on 07/05/2017

Similar Companies

Asset Management Group Inc

Asset Management Group Inc is a Stamford, CT-based company in the Financial Services sector.

Integra Shield

Integra Shield is a Minneapolis, MN-based company in the Financial Services sector.

Citizens First Credit Union

CitizensFirst Credit Union, a leading member focused, community involved financial institution in Oshkosh and Fond du Lac, is looking to expand their wealth management area. We are seeking an enthusiastic, self-motivated, achievement oriented professional

Sierra Pacific Mortgage

Headquartered in Folsom, CA, Sierra Pacific Mortgage provides quality mortgage lending services throughout the US. Incorporated in 1986, we are a privately held company and have originated and purchased billions in residential loans. Our high company production levels and sophisticated capital markets access allows us to deliver competitively priced products to brokers, retail originators and consumers. Steering the company`s vision and success since 1986, President, Jim Coffrini, has led the company and our growing team of dedicated mortgage professionals into one of the most profitable mortgage banking firms in the industry. Goal-oriented and committed to the future of Sierra Pacific, Mr. Coffrini has built the Company upon the foundation of quality lending practices, unparalleled service, integrity and industry knowledge.

iQ Credit Union

iQ Credit Union has provided members with intelligent financial services that deliver unbeatable value since 1940. The Credit Union helps consumers and business members make smarter banking decisions to maximize their finances and enjoy life`s journey. The credit union is a member of the CO-OP Network giving members access to over 30,000 ATMs nationwide for free. Insured by NCUA and Equal Housing Opportunity. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. iQ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at iQ Credit Union are licensed to transact securities business in OR and WA.