| Name | Title | Contact Details |
|---|
TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the Advisor and Self-directed Investor, recognizing the uniqueness of each investor.
Acorn Growth Companies, based in Oklahoma City, is a private equity firm focused exclusively on aerospace and defense opportunities. The firm’s operationally centric approach has resulted in significant value creation among its portfolio companies. After closing its first fund in 2005, Acorn has outpaced the market and grown its holdings and portfolio companies substantially. Today, the firm has over $200 million under management and operating companies across the United States and with operations worldwide—all under its primary banner, AGC Aerospace & Defense.
Buena Vista Management Fund is a San Francisco, CA-based company in the Financial Services sector.
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.
Cambridge Financial Services Group is a Greenwich, CT-based company in the Financial Services sector.