Companies similar to MEDICI ADVISORS
Sign up to Download

1-30 of 1,321,431 results

  • www.medici-advisors.com
  • 1
  • 1
Medici Advisors is a private investment firm who research and invest in a select group of boutique investment managers... Medici Advisors is a third party marketing firm who operate collectively with a select group of boutique investment managers.....
Relevance: 75.38267
  • safeharbordistributionllc.com
  • 2
Safe Harbor is a top-tier independent sales and marketing firm in the financial services industry. Today, Safe Harbor Distribution is a leading third-party distributor with a track record of helping boutique investment managers raise assets... Safe..
Relevance: 46.20667
  • www.georgesgems.com
  • 1
  • 1
GEMS (GeorgesGEMS.com) is a third party marketing firm for Emerging Managers and Developing Managers. GEMS also designs presentations and pitchbooks for institutional investment managers and assists with new strategy launches... Download my paper on..
Relevance: 41.734013
  • www.lenzincapitaladvisors.com
  • 1
  • 1
  • 1
Lenzin Capital Advisors (LCA) is a third-party marketing firm, based in Pfäffikon SZ, Switzerland, and founded in 2018 by Rainer Lenzin. LCA offers performance-driven investment managers specialized asset raising services by providing access to..
Relevance: 38.824764
  • www.saipus.com
  • 1
  • 1
South Avenue Investment Partners is an institutional marketing specialist representing a select list of boutique investment managers. We have one mission - growing our client's assets under management. Executing this mission with excellence is our..
Relevance: 38.00306
  • savemave.com
  • 1
Savemave is dedicated to minimizing wealth class differences created by High end Investment management firms, by making it available to everyone... SaveMave is connected to and backed by highly renowned Alternative Investment funds, Investment..
Relevance: 34.25567
  • www.dolancg.com
  • 3
  • 4
  • 2
Dolan Capital Group, LLC, is an independent consulting, sales and marketing firm. As third party marketers we provide distribution services to a select group of investment management firms to increase their assets under management... Our mission is..
Relevance: 33.80356
  • pluscapital.com.au
  • 2
  • 2
Plus Capital is a successful third party marketing business established in 2008. We introduce world class investment management firms to Australian institutional investors and their advisors... Plus Capital Management Pty Ltd is a successful third..
Relevance: 33.7075
  • www.capintrosolutions.net
  • 1
  • 1
It is our goal to provide investors we work with a unique service with a minimum of disruption. For the time that investors spend with cap intro providers, they deserve the courtesy of being shown quality managers that fit their investment..
Relevance: 32.99503
  • marstonmoor.com
  • 1
Marston Moor is a firm exclusively dedicated to providing marketing services for specialist asset managers... Institutional management : though Marston Moor is particularly active in servicing family offices and private banks, we believe that our..
Relevance: 32.601105
  • www.lizardcapital.com
  • 3
  • 2
  • 3
Lizard Capital is a boutique investment firm with activities focused in three areas: renewable energy, property and hospitality... First, we act as a third-party consultant to provide advice and expertise throughout the sectors in which we are..
Relevance: 32.59386
  • roundshieldadvisors.com
RoundShield Advisors is a third party operational affiliate of RoundShield Partners, an independent investment firm focused on European asset-backed special opportunities...
Relevance: 32.505585
  • trailmark.com
  • 5
Trailmark is noted for diligence, persistence, and creative thinking. With significant investment in our infrastructure and communication processes, Trailmark delivers big firm resources and global coverage, complemented by the senior attention of a..
Relevance: 32.452095
  • uni-advisors.com
  • 3
  • 1
  • 2
Uni Advisors' mission is to address the special investment banking needs of a growing middle market, a market underserved by large Wall Street firms. Uni Advisors is a boutique investment bank that works with a limited, select group of clients. Each..
Relevance: 32.374256
  • www.anchorpointadvisors.com
  • 12
  • 3
  • 11
The advisors of AnchorPoint Financial combine over a century of experience providing trusted investment management and financial planning services to a select group of individuals, families, and business owners. We accomplish this by integrating..
Relevance: 32.277763
  • www.vpalternatives.com
  • 3
  • 2
  • 2
VantagePoint Alternative Investments is a boutique alternative investment/ hedge fund marketing firm that specializes in capital placement and advisory services for single strategy funds and managers. VantagePoint's team based approach has brought..
Relevance: 32.07626
  • www.fifteen22fp.com
  • 6
  • 1
  • 8
As an independent firm, we do not have "proprietary" investments that could influence our investment recommendations. The freedom to choose suitable investments allows us to act in our clients' best interest. This is where Trust and Integrity come in..
Relevance: 32.04886
  • silverstonetx.com
  • 1
  • 1
Silverstone Advisors was founded in Texas in 2007 based on the fact investment managers need more than just good numbers to successfully raise assets from sophisticated institutional investors. The best track record in the world is meaningless unless..
Relevance: 31.915667
  • www.alliancesalesandmarketing.com
  • 1
  • 1
  • 1
Alliance Sales and Marketing is a third-party marketing firm providing independent sales, service and marketing solutions to investment product manufacturers and dealers in Canada. As a strategic partner, ASM provides its clients with executive..
Relevance: 31.52128
  • www.harnesswealth.com
  • 5
  • 5
  • 12
Harness Wealth Advisers LLC ("Harness Wealth Advisers"), a wholly owned subsidiary of Multiplier, Inc., a Delaware corporation, is registered with the U.S. Securities and Exchange Commission as an internet investment adviser. Harness Wealth Advisers..
Relevance: 31.433987
  • www.piedmontcapitaldistributors.com
  • 1
  • 1
  • 4
Piedmont Capital Distributors, LLC is a national, third-party marketing and asset raising firm focused on serving the unique distribution needs of boutique and middle-market asset managers. Our dedicated team of Regional Directors is comprised of..
Relevance: 31.039356
  • insticap.com
  • 1
  • 3
  • 1
Institutional Capital Partners is a third party marketing firm providing marketing and consulting services to hedge fund managers and other alternative investment managers, attracting growth capital from Institutional Investors across North..
Relevance: 30.74315
  • www.integrityvikingfunds.com
  • 1
  • 2
The mutual funds of Integrity Viking Funds are distributed by Integrity Funds Distributor, LLC, Member FINRA, and are available through licensed third-party Broker/Dealers. Integrity Funds Distributor, LLC is located at 1 Main Street North, Minot, ND..
Relevance: 30.718422
  • www.tomasettigroup.com
  • 2
  • 1
  • 1
Tomasetti Investment Group, LLC, is a Registered Investment Adviser and Financial Planning Firm that is boutique and concierge by design. My name is David Tomasetti and Tomasetti Investment Group, LLC is my firm. It's boutique because I have a select..
Relevance: 30.695436
  • www.7qfs.com
  • 5
  • 1
7Q Financial Services is a boutique Investment Firm specializing in asset management services to Organizations, Investment Funds, Pension Funds, Provident Funds, Insurance Companies and High Net Worth Individuals... We actively support..
Relevance: 30.656157
  • heathcoteinvestment.com
  • 6
  • 1
  • 5
Heathcote Investment Partners was established in 2008 by Clayton Coplestone, to become New Zealand's leading third-party distributor of boutique investment services to family offices, financial intermediaries, institutions and authorised financial..
Relevance: 30.526667
  • www.whiteriver-advisors.com
White River Capital Advisors is a boutique investment advisory firm that provides investment advisory, consulting and administrative services. The firm is driven by a passion for challenging the status quo by providing an investment perspective that..
Relevance: 30.515156
  • www.whiteriver-advisors.com
White River Capital Advisors is a boutique investment advisory firm that provides investment advisory, consulting and administrative services. The firm is driven by a passion for challenging the status quo by providing an investment perspective that..
Relevance: 30.515156
  • www.pincuscapital.com
  • 1
PCM invests across asset classes, stages and geographies. Most investments are made through partnerships with third party investment managers, however PCM also pursues co-investments and direct investments on a select basis. The strategy is executed..
Relevance: 30.429926
  • www.togethercapitaladvisors.com
  • 1
  • 1
  • 3
Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Together Capital Advisors is independently owned and operated. Together Capital Advisors is an Affiliate..
Relevance: 30.388927