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Malibu Group is a Cincinnati, OH-based company in the Financial Services sector.
Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients. We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client’s investment needs and risk tolerance. Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business. To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice. With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client’s needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered “industry-standard”. At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.
Lightspeed is a venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise and Consumer sectors. Over the past two decades, the Lightspeed team has backed hundreds of entrepreneurs and helped build more than 350 companies globally, including Snap, The Honest Company, GIPHY, Nest, GrubHub, StitchFix, Affirm, Nutanix, AppDynamics, and MuleSoft.
Fischer Francis Trees is a New York, NY-based company in the Financial Services sector.
Bertram Capital is a Northern California-based private equity firm focused on investing in middle-market business services, consumer, industrial/manufacturing and technology companies. Bertram typically allocates $25-$100 million to each investment. Since the firm`s inception, Bertram has managed in excess of $1.4 billion in committed capital. Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to transform middle market companies into market leaders. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering. Instead, the firm is keenly focused on reinvestment to achieve the growth and expansion that will cement a company`s longer term market position and ensure its ultimate success. Bertram specifically targets situations that offer the opportunity to apply The Bertram Capital High Five sm, a proprietary, strategic framework for facilitating rapid, profitable growth (The High Five principles - Management, Distribution, Intellectual Property, Acquisitions, Outsourcing).