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Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

The Caprock Group is a multi-family office located in Boise, Idaho, established in 2005. The firm focuses on managing the entire balance sheet of affluent families, providing long-term planning and asset management services that help organize and structure their financial affairs. By acting as an outsourced Chief Investment Officer and Chief Financial Officer, it develops customized and strategic financial solutions tailored for high-net-worth individuals and families. The Caprock Group invests in advanced technology and prioritizes transparent performance reporting, allowing clients to gain a clear understanding of their financial landscape. The firm specializes in a variety of investment areas, including alternative assets, private equity, venture capital, hedge funds, and private wealth management, with its executive management team overseeing asset management.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Fairstone Group Limited, established in 2008 and headquartered in Boldon, UK, is a financial services company specialising in financial planning and wealth management. It offers a range of services including retirement planning, savings and investments, mortgages, and estate planning to both retail and corporate clients. Fairstone operates a technology platform to deliver these services, aiming to provide cost-effective and efficient solutions. Additionally, the company facilitates acquisitions of Independent Financial Advisor (IFA) businesses. Fairstone Group Limited employs a substantial number of staff, reflecting its significant operations.

Wealth Enhancement Group is a financial services firm that specializes in providing customized financial planning and investment management solutions. The company aims to simplify the financial lives of its clients, particularly large institutional and high-net-worth investors, by offering a comprehensive range of services that includes investment management, tax strategies, insurance, and estate planning. By merging superior investment management with behavioral finance principles, Wealth Enhancement Group helps clients make informed decisions while alleviating the stress associated with managing multiple financial relationships. The firm's focus on personalized service allows clients to navigate complex financial landscapes with greater confidence and clarity.

Prudent Corporate Advisory Services Limited, established in 2000 and headquartered in Ahmedabad, India, specializes in personal and corporate investment planning. The firm offers a diverse range of financial services, including mutual funds, life and general insurance, stock broking, fixed income products, and real estate services. Prudent has developed a comprehensive approach to wealth management, providing clients with tailored solutions that encompass various investment avenues such as equities, derivatives, and commodities. The company emphasizes careful analysis and professional guidance, ensuring that clients receive informed recommendations suited to their financial goals. Over the years, Prudent has built a solid reputation and an extensive client base, reflecting its commitment to quality and specialized financial services.

Russell Investments Group, established in 1936, is a global asset manager offering multi-asset portfolios and services. It serves institutional investors, financial intermediaries, and high net worth individuals. The firm provides actively managed equity, fixed income, balanced, and multi-asset mutual funds, along with customized portfolios. Russell Investments Group operates through its subsidiaries in Australia, the United States, and the United Kingdom, conducting in-house research and employing fundamental analysis for global investments across public equity, fixed income, and alternative markets.

NorthStar exists to innovate and develop products and services, strengthen their partners, and provide tools and resources to empower investment advisors. With over 650 employees and $300 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.

Söderberg & Partners is a wealth management firm headquartered in Stockholm, Sweden, founded in 2004. The company specializes in advising and distributing insurance and financial products, including pension plans and fund investments. It offers a range of services to institutions, municipalities, and counties concerning pension assets and other forms of asset management. The firm has developed its own internal systems, supported by a sizable IT department, which provide clients with a comprehensive overview of their financial and pension situations, while also facilitating the work of their advisors and administrators.

Evanston Capital Management, LLC is an alternative investment management firm established in 2002, specializing in multi-manager hedge fund programs tailored for institutional and high net worth investors. The firm focuses on concentrated portfolios and aims to identify portfolio managers with high conviction. Offering both commingled funds and customized solutions, Evanston Capital Management emphasizes transparency and detailed reporting to meet the specific needs of its clients. As of May 2014, the firm managed approximately $4.8 billion in assets and maintained around 300 relationships with institutional investors.

K2 Advisors is a hedge fund investment advisory firm founded in 1994 and based in Stamford, Connecticut. Initially managing less than US$10 million, K2 has grown to become one of the largest multi-billion dollar firms in the industry. The firm specializes in providing integrated hedge fund product solutions to a diverse clientele of institutional and high net worth investors, including corporations, pension funds, insurance companies, foundations, and endowments. K2's investment philosophy emphasizes prudent capital allocation and rigorous risk management, aiming to generate steady asymmetric returns across various economic conditions. The firm employs a variety of hedge fund strategies designed to exhibit lower volatility and reduced correlation to broader capital markets. Its offerings include custom-tailored discretionary and non-discretionary investment programs, commingled funds of hedge funds, and comprehensive hedge fund investment advisory services. K2 Advisors is now part of Franklin Templeton Investments, following an acquisition of a majority interest in K2 Advisors Holdings.

Advisory Research, Inc. is a privately owned investment management firm based in Chicago, Illinois, founded in 1974. The firm specializes in providing investment services to a diverse clientele, including high-net-worth individuals, institutions, endowments, foundations, corporations, and government entities. It manages separate client-focused equity portfolios and offers private funds, including equity mutual funds and hedge funds. Advisory Research primarily invests in value stocks across various market capitalizations, focusing on micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis and bottom-up stock picking approach, conducting in-house research to inform its investment decisions. By delivering actively managed investment strategies and personalized client service, Advisory Research aims to achieve competitive risk-adjusted returns while fostering a collaborative culture among its investment professionals. The firm operates as a subsidiary of Ostara Inc.

GlobeOp Financial Services specializes in turnkey, state-of-the-art, automated middle- and back-office support services and fund administration for hedge funds, fund managers and high net worth family wealth managers. The company provides independent services essential to the successful operation of private investment entities with activities ranging across a wide spectrum of traded instruments. GlobeOp completed its IPO in July 2007.

Voyant is a financial technology company that offers a do-it-yourself financial planning platform designed to empower consumers in managing their financial health. The platform allows users to create visual "what if" scenarios, illustrating the potential impacts of significant life events, such as having a child or retiring early, on their long-term financial plans. Once users make decisions, Voyant enables them to compare current account balances with future goals and provides updated action items to help keep their plans on track. Additionally, the platform facilitates online access to a community of users, including friends, family, and trusted financial advisors, who can share similar interests and questions. Voyant generates revenue through advertising, enterprise license agreements with large employers and financial institutions, and fees charged to financial professionals when users opt to share their financial plans.

Altamira Financial Services provides brokerage, private wealth services, financial, and retirement planning services to its clients.