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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.

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.

First Eagle Investments is a financial services firm headquartered in New York City, offering a range of investment management services through its subsidiary, First Eagle Investment Management, LLC. Established in 1864, the company caters to both institutional and individual clients, focusing on prudent stewardship of assets and emphasizing absolute returns with a commitment to downside protection. In addition to investment management, First Eagle provides custom financial solutions, including personal loans and credit cards, as well as savings options. As a Community Development Financial Institution, the company is dedicated to promoting racial equality and fostering an inclusive economic environment.

K2 Advisors is a hedge fund investment advisory firm based in Stamford, Connecticut, established in 1994. Initially managing less than US$10 million, it has grown into a multi-billion dollar entity, catering to a diverse clientele that includes institutional investors, public and union pension funds, insurance companies, foundations, and high-net-worth individuals. K2 Advisors is dedicated exclusively to hedge fund investing and employs a comprehensive investment philosophy that emphasizes prudent capital allocation and rigorous risk management. The firm focuses on generating steady asymmetric returns across various economic conditions by utilizing a diverse array of hedge fund strategies that aim for lower volatility and reduced correlation to broader capital markets. K2 offers a range of products, including customized investment programs, commingled funds of hedge funds, and advisory services, thereby providing tailored solutions to meet the specific needs of its clients.

Advisory Research, Inc. is a privately owned investment management firm based in Chicago, Illinois, established in 1974. The company specializes in providing customized investment strategies and services primarily to high-net-worth individuals, institutions, corporations, and government entities. Advisory Research manages separate client-focused equity portfolios and offers private funds, including equity mutual funds and hedge funds. The firm invests globally in public equity and fixed income markets, with a focus on value stocks across various market capitalizations, including micro-cap, small-cap, mid-cap, and large-cap companies. Utilizing a fundamental analysis approach and in-house research, the firm emphasizes a bottom-up stock picking strategy to identify investment opportunities. As a subsidiary of Ostara Inc., Advisory Research is committed to delivering competitive risk-adjusted returns and personalized client service through a collaborative and entrepreneurial culture.

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.

Founded in 1991, Clinton Group is a SEC Registered Investment Advisor that invests globally across multiple alternative investment strategies. The firm has successfully adapted to the changing global investment environment and prospered through two decades of challenging market conditions. With a long-term track record, Clinton Group relies on a breadth of expertise, an agile investment strategy, and a deep infrastructure to navigate the investment landscape.

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