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Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Trilantic North America is a private equity firm focused on investments in the North American region, primarily within the consumer, business services and energy sectors. We take a flexible approach to investing alongside our founders, owners and operators and typically invest between $50 and $300 million of equity as control or significant minority owners, adapting the structure to support what`s best for the business and set our management teams up for success. Trilantic North America has managed six private equity fund families with aggregate capital commitments of $9.7 billion and was recognized by Inc. Magazine`s 2019 list of Top 50 PE Firms for Entrepreneurs. We have a strong heritage of partnering with family-owned businesses and providing growth capital to outstanding teams.
RJ INVESTMENT CO INC is a Brooklyn, IA-based company in the Financial Services sector.
SquareTwo Financial is a leader in the $100 billion asset recovery and management industry. Lenders in the Fortune 1000 trust SquareTwo Financial and its branch offices to manage their account portfolios. Through its award-winning technology, industry-leading security and compliance practices, SquareTwo Financial creates a more effective way for companies and consumers to resolve their outstanding financial obligations. In all of its recovery efforts, SquareTwo Financial pledge to treat each Customer with fairness and respect. SquareTwo Financial is based in Denver, Colorado.
Stratton Mutual Funds is a Plymouth Meeting, PA-based company in the Financial Services sector.