| Name | Title | Contact Details |
|---|
Fulcrum Capital Partners specializes in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
Higgins Capital Management is a La Jolla, CA-based company in the Financial Services sector.
BTQ Financial is a New York, NY-based company in the Financial Services sector.
RMB Capital is an independent investment advisory firm focused on preserving and growing wealth for individuals, families, institutions, and employers.