Founded in 1985, Mercer Advisors is a comprehensive wealth management firm based in Santa Barbara, California. It serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized financial planning, investment strategies, proactive tax planning, retirement planning, estate planning, trustee services, and insurance solutions.

Founded in 1997, Wealth Enhancement Group offers customized financial planning and investment management services. They specialize in business exit planning for owners, assisting with business valuation, value enhancement strategies, and coordinating retirement income and estate planning.

Founded in 1985, EP Wealth Advisors is an employee-owned investment manager based in Torrance, California. The firm provides personalized investment advisory services to a diverse range of clients, including high net worth individuals, charitable organizations, and businesses. They invest across global markets, sectors, and asset classes, employing both technical and fundamental analysis methods.

Founded in 1973, MAI Capital Management is an independent, fee-based wealth management firm based in Cleveland, Ohio. They offer comprehensive planning and investment advisory services, including financial consulting, family office administration, investment management, estate planning, and tax planning.

Goldman Sachs is a global financial services firm that provides investment banking, securities, and investment management services to corporations, governments, financial institutions, and high-net-worth individuals. It advises on mergers and acquisitions, restructurings, and other corporate actions; underwrites public offerings and debt; and helps clients raise capital through various markets. The firm engages in market making and client execution across fixed income, currencies, commodities, and equities, and offers securities services including financing and lending to institutional clients. Its asset management and wealth advisory businesses manage assets and provide investment solutions for a broad client base, including institutions and individuals. Headquartered in New York, the company serves clients worldwide and operates across multiple business lines to support capital formation, risk management, and investment activities.

Alumni Ventures Group is a venture capital firm based in Manchester, New Hampshire, with offices across North America. It provides access to venture investing for individual accredited investors, particularly alumni networks, by offering diversified portfolios of venture opportunities and allowing members to invest alongside fellow alumni in ventures led by peers. The firm backs early-stage and later-stage opportunities across technology, consumer, healthcare, financial services, and other sectors, with a sector- and geography-agnostic approach. It typically invests between $10,000 and $3 million per deal and emphasizes the involvement of alumni connections and an institutional lead investor in opportunities. Alumni Ventures also offers focused funds to broaden participation, enabling accredited investors to access venture portfolios diversified by type, sector, stage, and geography. The model aims to democratize access to venture capital while maintaining rigorous selection standards through alumni networks.

HUB International is a full-service insurance brokerage firm based in Chicago, Illinois, founded in 1998. It provides a wide range of insurance products and services, including business insurance such as commercial property, general liability, cyber, professional liability, and automobile coverage. The company also offers employee benefits products like health and retirement planning, personal insurance for property, casualty, health, and life, and risk management solutions. Additionally, HUB International provides human resources consulting services. It serves various industries including agribusiness, construction, education, healthcare, hospitality, real estate, sports, and transportation. The company has offices across North America and Canada.

Established in 2007, Hightower Advisors is a wealth management firm based in Chicago, Illinois. It provides comprehensive financial services including investment planning, retirement strategies, and cash management for individuals, families, institutions, and corporations.

European Bank for Reconstruction and Development finances projects and provides advisory services to the public and private sectors. It supports new ventures and expansion in existing companies through project financing, loans, and equity or quasi-equity investments, including equity funds and guarantees, and it partners with private entities to invest across sectors such as banking, energy, manufacturing, infrastructure, information technology, and services. The bank also helps publicly owned entities privatize and restructure municipal services and engages in policy reform dialogue and advisory services, along with trade finance and loan syndication. Founded in 1990 and headquartered in London, it operates across regions including Southeastern and Central Europe, the Baltic States, Eastern Europe and the Caucasus, Central Asia, and parts of the Middle East and Africa, aiming to foster market-oriented change and private sector development by mobilizing capital for sustainable investments. It has invested more than €130 billion in over 5,200 projects.

Founded in 2014, Goodwater Capital is a venture capital firm based in Burlingame, California. It invests in early-stage consumer technology companies, empowering exceptional entrepreneurs to solve pressing problems and create global impact.

Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.

Founded in 2015, FJ Labs is a New York-based venture capital firm focusing on stage-agnostic investments in marketplaces and consumer-facing startups. Their investment range varies from $50,000 to $5,000,000, typically at seed or series A stages.

Headquartered in San Francisco with offices globally, Citi Ventures explores, incubates, and invests in innovative ideas across fintech, data analytics, commerce, security, marketing, property tech, distributed ledger technology, and digital assets. It collaborates with Citi colleagues, clients, and the broader innovation community to drive discovery of new value.

Lightspeed Venture Partners is a global venture capital firm that backs startups across enterprise software, consumer technologies, fintech, healthtech, and cleantech from seed through growth stages. Founded in 2000 and headquartered in Menlo Park, California, it maintains offices in Beijing, Shanghai, New Delhi, and Herzliya to engage markets in the United States, Asia, and Israel. The firm focuses on technology-enabled businesses and has supported companies across software, mobile, data, e-commerce, and services, spanning early-stage to expansion rounds. It offers strategic guidance, network access, and capital, and has historically included debt financing as part of its investment approach. With a multi-region footprint and a broad multi-stage mandate, Lightspeed seeks to partner with entrepreneurs to scale innovative companies globally.

Established in 2015, Tenity is an international innovation hub and early-stage investor specializing in financial technology (fintech), insurtech, web3, digital health, and related sectors. With a strong focus on Europe, EMEA, and APAC regions, the company has over a decade of experience accelerating fintech innovation globally.

Cerity Partners is a national independent financial advisory firm that serves high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from offices across the United States. It offers a full range of advisory and planning services, including investment advisory, wealth management, executive financial counseling, and retirement planning, helping clients build and manage their financial programs.

UBS Asset Management is a global investment manager offering alternative and quantitative investments, global real estate, infrastructure & private equity, and fund services. It manages separate client-focused equity, fixed income, and balanced portfolios, investing in public markets worldwide using fundamental and quantitative analysis.

NFP Corp. is a New York-based insurance broker, consultant, and wealth management company. It operates in two segments: Insurance Brokerage and Consulting, offering corporate benefits, retirement, property and casualty, and individual insurance solutions; and Advisor Services, providing independent broker/dealer and registered investment advisory services to independent financial professionals. Through licensed subsidiaries and affiliates, the company supports risk management, retirement planning, and wealth management for its clients. Founded in 1998, NFP Corp. is a subsidiary of NFP Intermediate Holdings.

Carson Group provides wealth management services and tools for financial advisors and individual investors through its affiliated units, including Carson Wealth, Carson Group Coaching, and Carson Group Partners. It offers coaching, partnerships, and advisory support to advisor firms, along with straightforward financial guidance for the investing public. Its services span financial planning, estate planning, tax planning, business planning, retirement planning, and investment management, aiming to help clients preserve and grow wealth.

Simplicity Group is an insurance distributor that offers annuity, life insurance, and retirement solutions to independent insurance professionals and financial advisors. Headquartered in Summit, New Jersey.

Established in 2007, Emigrant Partners is a New York-based financing advisory firm specializing in mergers, acquisitions, and minority investments within the wealth and asset management sectors. With over a decade of experience and more than 45 transactions completed, their team offers expertise in areas such as due diligence, valuation, transaction structuring, financial modeling, and legal documentation.

The International Finance Corporation (IFC), established in 1956, is a member of the World Bank Group dedicated to fostering private sector development in emerging markets. It provides financial services, including loans and equity investments, ranging from $1 million to $100 million, with a focus on projects that drive economic growth and social impact. IFC invests across various sectors such as infrastructure, agriculture, manufacturing, healthcare, education, technology, and financial services.

Google for Startups is an initiative supporting global startups. It offers access to Google's products, connections, and best practices through a network of partners in over 135 countries. The program aims to help determined startups succeed.

Founded in Singapore in 2017, Antler is an early-stage venture capital firm that invests globally. It focuses on backing exceptional founders from day one, offering a global community network of co-founders, talent, advisors, expansion support, and capital across various sectors such as technology, healthcare, finance, consumer goods, and more.

Founded in 2014, Gaingels is a venture investment syndicate dedicated to supporting the LGBT+ community. It invests globally in companies led by LGBT+ founders or C-suite executives at all stages of growth, focusing on inclusivity and positive social change.

Focus Financial Partners is a partnership that consists of independent, fiduciary wealth management firms within the fragmented registered investment advisor (RIA) industry. The company offers a range of services designed to enhance the capabilities of its partner firms, including mergers and acquisitions expertise, talent management, legal and regulatory support, marketing, and business development. By leveraging its resources and best practices, Focus Financial Partners aids these firms in serving individuals, families, employers, and institutions with comprehensive wealth management solutions. The firm generates revenue primarily through wealth management fees and has a significant presence in the United States, along with operations in the United Kingdom, Canada, and Australia.

Founded in 1983, Silicon Valley Bank specializes in providing diversified financial services to emerging growth and mature companies in the technology, life science, private equity, and premium wine markets. With a global presence through offices in the U.S. and international operations, SVB offers industry knowledge, financing solutions, treasury management, corporate investment, and international banking services.

Founded in 1690, Barclays is a multinational banking and financial services company headquartered in London. It offers a wide range of products and services including retail banking, credit cards, corporate and investment banking, wealth management, and more. With operations in over 50 countries and serving over 48 million customers worldwide, Barclays is one of the world's largest and most respected financial institutions.

Established in 2023 and headquartered in Chicago, Illinois, Constellation Wealth Capital is a private equity firm focused on investing in wealth management companies.

Founded in 1999, Lido Advisors is an employee-owned investment manager based primarily in Beverly Hills, California, with additional offices across the United States. The firm provides wealth management services to high net worth individuals and institutions, investing in public equity and fixed income markets.

Bossa Invest is a venture capital firm based in Sao Paulo, Brazil, founded in 2011, that manages investment portfolios and provides asset management services to clients across sectors, with a focus on software as a service companies, and analyzes market trends to inform its investment decisions while operating in finance, technology, and real estate.

A global banking and financial services group, BNP Paribas offers a wide range of products and services to retail customers, associations, businesses, corporations, institutional investors, and financial institutions. It operates through two main divisions: Retail Banking & Services and Corporate & Institutional Banking.

Elevation Point is a growth investment firm based in Minneapolis, Minnesota, founded in 2024, offering personalized support and dynamic outsourced chief investment officer services to independent financial advisors.

Founded in 1985, Prime Capital Investment Advisors is a family office offering wealth management services to high net worth individuals, families, and institutions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create diversified investment portfolios.

Founded in 1989 through a merger of two brokerage firms, LPL Financial is the largest organization of independent financial advisors in the United States. Headquartered in San Diego with offices in Boston and Charlotte, it supports over 13,000 advisors with enabling technology, comprehensive clearing services, practice management programs, and independent research. The company offers a wide range of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs.

Founded in 2017, Wealth Partners Capital Group is a financing advisory firm based in Palm Beach, Florida. It specializes in mergers and acquisitions within the commercial services sector.

BTG Pactual is a Brazilian financial services firm headquartered in Sao Paulo that provides investment banking, asset management, wealth management, corporate lending, and sales and trading services. The company offers advisory services for mergers and acquisitions, wealth planning, loans, and financings, as well as investment solutions and market analysis. It serves individual and institutional clients worldwide and manages asset, equity, and fixed-income portfolios, as well as mutual funds and hedge funds. The firm employs a combination of fundamental and quantitative approaches to portfolio construction and investment research. Founded in the 1980s, BTG Pactual has grown into a diversified financial group with global market participation.

SEI Investments is a global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. It serves banks, investment advisors, investment managers, institutional investors, and affluent families, delivering technology and services that connect the financial services industry. Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI offers asset management, fund administration, and outsourcing services to support clients' investment programs across public and private markets worldwide. It also operates a corporate venture program, SEI Ventures, to invest in emerging technologies that enhance its platforms and client offerings.

Founded in Berlin in 2013, Global Founders Capital is a venture capital firm supporting entrepreneurs across various stages and global markets. It focuses on software and TMT sectors, investing based on potential impact and feasibility.

Edelman Financial Engines provides comprehensive financial planning services, including retirement planning, personal finance consulting, and investment management. They assist individuals in creating tailored financial strategies.

BlackRock is a global investment management company based in New York City. It serves institutions, intermediaries, foundations, and individual investors, operating as a leading global asset manager that oversees and advises on a wide range of investment portfolios across multiple asset classes, strategies, sectors, and regions. The firm is noted for its emphasis on technology and financial solutions that support the broader financial industry, including risk management, advisory services, and integrated investment platforms. Through its diversified offerings, BlackRock aims to help clients pursue long-term goals across equities, fixed income, alternatives, and multi-asset strategies, while leveraging data and analytics to inform investment decisions and risk controls.

Valar Ventures is a New York-based venture capital firm that makes early-stage investments in technology companies worldwide, with a focus on fintech. Backed by Peter Thiel, the firm partners with global founders to navigate the challenges of building transformative companies outside Silicon Valley and supports them with strategic guidance and capital.

Established in 1948, British International Investment is a UK government-backed development finance institution and impact investor. It focuses on long-term economic growth and sustainability in emerging markets by investing in infrastructure, health, agribusiness, and other sectors.

Founded over three decades ago, Savant Wealth Management is a prominent independent, fee-only firm managing assets exceeding $11 billion (as of June 2021). It provides investment management, financial planning, retirement plan services, and family office solutions to affluent individuals and institutions.

F.L. Putnam Investment Management is an advisory firm that offers a range of services in investment management, financial planning, and retirement solutions. The company primarily serves high-net-worth clients and institutions, including endowments and foundations. F.L. Putnam specializes in various aspects of wealth management, including investment strategy, portfolio management, and ESG investing. By providing tailored financial consulting services, the firm assists clients in making informed decisions about their financial futures.

Partech is a global technology investment firm headquartered in Paris with offices in Berlin, Dakar, Dubai, Nairobi, and San Francisco. It provides capital, operational experience, and strategic support to founders from seed to growth, working alongside the entrepreneurs it backs to pursue long-term success. Founded about 40 years ago in San Francisco, Partech currently manages around 2.5 billion euros in assets and backs a portfolio of about 220 companies across 40 countries and four continents. The firm concentrates on technology sectors, including software, cybersecurity, fintech, AI, cloud, and related areas, investing across the United States, Europe, and emerging markets.

Pollen Street Capital is an independent alternative investment management firm founded in 2013 and headquartered in London, with an additional office in New York. The firm focuses on private equity, credit, and growth capital investments in the financial and business services sectors, including banking, insurance, wealth management, payments, and technology‑enabled platforms. It seeks high‑quality, specialist businesses that are led by entrepreneurial management teams and that demonstrate potential for sustainable, long‑term growth. With a team of more than 70 professionals, Pollen Street Capital provides strategic, operational, and financial support to its portfolio companies, helping them to scale and adapt to changing market conditions. The firm also emphasizes responsible investing, aiming to create positive social and environmental outcomes alongside financial returns. Its clients include pension funds, asset managers, banks, and family offices worldwide.

BlackFin Capital Partners is an independent private equity and venture capital firm based in Paris, focusing on mid-market and growth-oriented investments in financial services and technology across continental Europe. The firm pursues asset-light opportunities and acts as an active, value-driven investor, helping portfolio companies grow through organic expansion, margin improvement, and strategic add-on transactions. It commonly takes majority or influential minority stakes and employs a buy-and-build approach to scale businesses. BlackFin seeks opportunities across Europe, with operations and investments centered in France and extended to other European markets, aiming to transform portfolio companies through operational excellence and strategic partnerships in financial services and technology sectors.

Founded in 1973, Charles Schwab is a prominent financial services company offering a comprehensive range of securities brokerage, banking, money management, advisory, investor, and retirement plan services. It operates through four main divisions: investing, wealth management, banking, and trading.

Beacon Pointe Advisors, LLC is an employee-owned family office based in Newport Beach, California, established in 2002. The firm specializes in wealth management and consulting services for high net worth individuals, institutions, and charitable organizations. Its offerings include financial planning, performance measurement, asset allocation, investment policy design, and retirement plan services. Beacon Pointe employs a combination of quantitative and qualitative analysis to guide its investment strategies, which focus on public equity and fixed income markets. With additional offices across various locations, including California, Arizona, Colorado, Florida, Massachusetts, Pennsylvania, Texas, and New Jersey, Beacon Pointe Advisors is recognized as one of the largest independent Registered Investment Advisory firms in the nation.