| Name | Title | Contact Details |
|---|
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
American Enterprises is a Germantown, WI-based company in the Financial Services sector.
UNest is an easy-to-use mobile app that helps you save and invest in your kids education. Your money grows tax-free when you use it for educational expenses.
JMC Capital Partners focuses exclusively on executing a Platform investment strategy within the `Lower-Lower` middle market industrial product and technology sectors. We acquire companies with revenues between $5-35 million and execute an operationally focused integration strategy that is designed to accelerate company growth through acquisitions, operational excellence, and enhanced strategic direction.
Lucas Capital is a Red Bank, NJ-based company in the Financial Services sector.