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King Street® is a $20+ billion global investment management firm founded in 1995 with offices in New York, London, Singapore, Tokyo and Charlottesville, VA.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Arcadia Management is a Boston, MA-based company in the Financial Services sector.
At Vista Equity Partners, we believe the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, an inclusive community and a broader path to prosperity. As one of the most active investors in the enterprise software market, we believe in the advancement of technology to create opportunity. By applying our market expertise across private equity, permanent capital, credit and public equity investment strategies, we`ve created a robust investment platform representing more than $101 billion in assets under management as of June 30, 2023. With offices in Austin, Chicago, New York, Oakland, San Francisco and Hong Kong, the Vista platform creates opportunity and delivers sustainable value for our companies, investors and the communities in which we live and work. ESG and DE&I principles are deeply embedded in our firm`s culture and business operations, guiding our investment decisions and portfolio management as we remain committed to practicing responsible corporate citizenry.
Zaks Investment Advisory Service, Llc is a Chicago, IL-based company in the Financial Services sector.