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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.
Family Services Center Inc is a Huntsville, AL-based company in the Financial Services sector.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Citadel Commerce Corp. is a Burnaby, BC-based company in the Financial Services sector.
Great Rock Capital Partners: Fast, Flexible, and Creative Liquidity-Driven Solutions for Middle Market Companies. Great Rock Capital is an asset-focused lender that supports transitioning middle market companies by providing maximum liquidity and growth capital. We have the experience, expertise, and capital to structure and quickly execute unique financial solutions that maximize liquidity in most industries, including Commercial & Industrial, Manufacturing, Consumer, Transportation, Metals, Healthcare, Energy, Technology, and Defense. Great Rock Capital has no set lending formula as we recognize that each client has unique and specific needs. Our financings range in size from $5 million to $100 million and include flexible term-only structures, which are not provided by either traditional or non-traditional lenders. The Great Rock Capital team brings years of leadership experience in asset-focused lending from sales, underwriting, portfolio management, and capital markets platforms of leading commercial banking and financial institutions. The firm has significant capital commitments from its partners, Sightway Capital, a Two Sigma Company and a large institutional investor.