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Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
Aloha Lending Services is a Waipahu, HI-based company in the Financial Services sector.
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and West Palm Beach, Florida.
Sierra Point Credit Union is a South San Francisco, CA-based company in the Financial Services sector.
Securrency is a technology products company that delivers a complete suite of security and compliance tools to issuers, broker-dealers, and alternative trading system (ATS) operators to enable the issuance, maintenance, and secondary trading of tokenized securities. Securrency has developed a unique Compliance Aware Token™ that embeds regulatory and transactional rules in a compliance layer to facilitate legally-compliant securities offerings in the United States and globally. Securrency`s protocol can be utilized on the Ethereum, Stellar, Ripple, EOS and other distributed ledgers, as well as on legacy systems, allowing for seamless on-chain and off-chain movement of tokens. Securrency`s Know Your Wallet™ tools can detect money laundering and other nefarious activity, thereby minimizing the risk of bad actor participation in secondary trading Securrency was formed in 2015 by US national security and technology experts to enable the free trading of previously illiquid asset classes through compliance and unparalleled interoperability. Securrency offers a secure, scalable FinTech/RegTech tools either as individual modules or as a customized venue-operator platform for listing securities via Initial Token Offerings (ITOs) while providing global KYC (Know Your Customer) and jurisdictional compliance for access to investors.