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The leading Business Intelligence Platform for Wealth Management Enterprises to Measure Advisor Performance, Empower Practice Management, and Benchmark Success

Truelytics

Terry Mullen, CEO & Founder

www.truelytics.com  Print Version - PDF  Mobile Download - PDF





 

Jacob Gottlieb - CEO of Altium Capital: Investing, Philanthropy & Perseverance (from a native New Yorker)

Jacob Gottlieb - Altium Capital

Chief Executive Officer
Print Version - PDF  Mobile Download - PDF



 

Now focused on making Full Acquisitions of Cannabis Companies and Assets in the State of California and being an Active Operator, CannaRoyalty is positioned to take advantage of this Growing Industry and Generate True Shareholder Value

CannaRoyalty

Afzal Hasan, Executive VP of Corporate Development

Print Version - PDF  Mobile Download - PDF



 

CRM Software Provider helping Investment Management Professionals Manage their Relationships with Clients, Investors, Consultants, Intermediaries and Advisors

ProTrak International, Inc.

Simon Koziel, President & Chief Executive Officer

www.protrak.com  linkedin, blog



 

A Publicly Traded Investment Company focused solely on Community Banks
 

StoneCastle Financial Corp. (Nasdaq:BANX)
StoneCastle Partners, LLC.

Josh Siegel, Managing Principal of StoneCastle Partners, Chairman & CEO StoneCastle Financial Corp.

www.stonecastle.com

www.stonecastle-financial.com





 

Cash Management Solutions for Corporations, Foundations and Public Depositors

American Deposit Management, LLC.

Robert Zondag, Chief Financial Officer & Managing Partner

www.americandeposits.com  linkedin, blog




 

Cloud Based Portfolio Management and Reporting Platform for Family Office Investors, Institutional Asset Managers, Private Banks and Wealth Managers

ClearServe

Hugh Nguyen, Chief Executive Officer

www.clearserve.com





IT Support for Investment Businesses: Private Equity, Venture Capitalists, CLOs and Hedge Funds providing Secure Computers, Mobile Devices and File Sharing, Business Telephone Systems, Compliance, Backup and Disaster Recovery

Triada Networks LLC

Raffi Jamgotchian, CEO & Founder



 

 

Equity Based Crowdfunding Platform connecting Investors with the Global SME Market

Symbid Corporation OTCQB:SBID

Korstiaan Zandvliet, Co-founder and CEO


 




The First True Portfolio Management and Multi-Asset Class Application for the Limited Partnering Community

Solovis, Inc.

Josh Smith, CEO & Co-Founder






High Performance Network Solutions for the Global Financial Community

Wall Street Network Solutions

Michael J. Fritzlo, CEO




Artivest
A New Way to Invest in Private Funds, including Private Equity, Hedge Funds and Venture Capital
James Waldinger
CEO







The Business Backer
Customized Funding Solutions for Small and Medium Sized Businesses
Jim Salters

CEO








FreeMind Group, LLC
Securing Non-Dilutive Source Funding for Life Science Industry Companies

Ram May-Ron

Managing Partner

Healthcare

Funding

 


 

RetailCapital
Providing Working Capital to Small Businesses in the U.S. with Ease and Speed, RetailCapital has Grown to Become One of the Most Prominent Firms in the Merchant Cash Advance Industry through Unparalleled Customer Service and Experience

Ryan Rosett, CEO
Financial - Specialty Finance




 


 

Endexx Corporation
Using an Old-Fashioned Investment Banking Philosophy, Endexx Corporation is focused on Creating New Businesses with Recurring Revenue Streams and High Potential for Growth in Key Sectors

Todd Davis
CEO

Business Services

Technology

   


American Deposit Management, LLC.
Cash Management Solutions for Corporations, Foundations and Public Depositors

Artivest
A New Way to Invest in Private Funds, including Private Equity, Hedge Funds and Venture Capital


Burch Creative Capital

Q&A with Chris Burch, entrepreneur and investor

CannaRoyalty

Now focused on making Full Acquisitions of Cannabis Companies and Assets in the State of California and being an Active Operator, CannaRoyalty is positioned to take advantage of this Growing Industry and Generate True Shareholder Value

ClearServe
Cloud Based Portfolio Management and Reporting Platform for Family Office Investors, Institutional Asset Managers, Private Banks and Wealth Managers


Endexx Corporation
Small Cap Investing


FreeMind Group, LLC
Funding Consultants


Jacob Gottlieb - Altium Capital

Jacob Gottlieb - CEO of Altium Capital: Investing, Philanthropy & Perseverance (from a native New Yorker)

RetailCapital
Working Capital for Small Businesses


ProTrak International, Inc.

CRM Software Provider helping Investment Management Professionals Manage their Relationships with Clients, Investors, Consultants, Intermediaries and Advisors
 

Samuel Strauch, Principal and Founder

Metrik Holdings

Samuel Strauch Finds Success By Focusing on Today’s Rapid Changing Society and Forward Thinking Generation


Solovis, Inc.
The First True Portfolio Management and Multi-Asset Class Application for the Limited Partnering Community

StoneCastle Financial Corp. (Nasdaq:BANX)
StoneCastle Partners, LLC.

A Publicly Traded Investment Company focused solely on Community Banks

Symbid Corporation OTCQB:SBID
Equity Based Crowdfunding Platform connecting Investors with the Global SME Market

The Business Backer
Customized Funding Solutions for Small and Medium Sized Businesses


Tormont Group
Helping Smaller Cannabis Companies Gain Exposure across the US and Canada with Institutional Investors through their Tormont 50 Platform and through their Advisory Arm

Triada Networks LLC

IT Support for Investment Businesses: Private Equity, Venture Capitalists, CLOs and Hedge Funds providing Secure Computers, Mobile Devices and File Sharing, Business Telephone Systems, Compliance, Backup and Disaster Recovery

Truelytics
The leading Business Intelligence Platform for Wealth Management Enterprises to Measure Advisor Performance, Empower Practice Management, and Benchmark Success

Wall Street Network Solutions
High Performance Network Solutions for the Global Financial Community

 

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