Companies similar to CONFLUENCE
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  • stoningtoncapital.com
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Stonington Capital Advisors, LLC is a boutique placement agent with offices in New York, Short Hills and Atlanta. Stonington advises and raises capital for sub $1 billion private funds in buyout, credit, distressed, venture capital, real-estate and..
Relevance: 18.772877
  • adirondackadvisors.com
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Adirondack Capital Advisors, LLC is an independent employee-owned SEC registered investment advisor. We provide personalized financial planning and investment management services to individuals and employers. We are fiduciaries, placing our clients'..
Relevance: 18.747902
  • catalystlp.com
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Catalyst Partners Capital Advisors, LLC ("Catalyst Partners") is an investment adviser not registered with the Securities and Exchange Commission (the "SEC") pursuant to the Investment Advisers Act of 1940...
Relevance: 18.671545
  • milestoneig.com
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Milestone Investment Group is a DBA of Magnolia Capital Advisors LLC ("MAG CAP"), an investment adviser registered with the Securities & Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training...
Relevance: 18.663294
  • www.healthcarecapital.net
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HealthCare Capital Advisors is a boutique investment banking and advisory firm that has specialized in the healthcare capital markets since 2000. We help clients meet their financial objectives and create shareholder value by leveraging our expertise..
Relevance: 18.635307
  • mckinley-alaska.com
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McKinley Management, LLC is a privately held, Alaska-based firm providing investment, lending, and research services from its Anchorage and Juneau offices. McKinley Management's three business units McKinley Alaska Private Investment, LLC, McKinley..
Relevance: 18.634113
  • www.harringtonparkadvisors.com
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Harrington Park Advisors is a boutique investment bank with a singular focus on restaurants and consumer services companies. Our focus, experience, creativity, and network bring brands to life and deliver superior results for clients seeking M&A..
Relevance: 18.595177
  • raphacapitalpe.com
Rapha Capital Management, LLC is an investment management firm located in Miami, Florida, focusing on strategic investments in early stage, non-public biotechnology companies. Rapha Capital was founded by its President, Kevin Slawin, MD, a successful..
Relevance: 18.59484
  • www.wadvisorsllc.com
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W Advisors LLC is a Fiduciary. What does that mean to the W Advisors LLC client? We are obligated to put your interests before our own, in turn creating a strong relationship of trust and loyalty. We have a team of trained, licensed professionals,..
Relevance: 18.537476
  • www.triartisan.com
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TriArtisan Capital Advisors LLC ("TriArtisan") was formed in 2016 and is based in New York City. Prior to forming TriArtisan, the Co-Founders of the firm operated as TriArtisan Capital Partners, which was formed in 2002... TriArtisan invests and..
Relevance: 18.524467
  • morgancapitalpartners.us
Base d in metropolitan Atlanta, GA, Morgan Capital Partners, LLC is a business investment and advisory group focused on helping clients achieve higher total return from their business interests. Whether you are operating or acquiring a business or..
Relevance: 18.521275
  • www.cerrowealth.com
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Located on California's Central Coast, Cerro Pacific Wealth Advisors is a team of financial professionals with more than 80 years of collective professional experience providing investment advice, portfolio construction and financial planning. A fee-..
Relevance: 18.489408
  • www.littlebanc.com
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"Littlebanc" is a trade name associated with Littlebanc Advisors, LLC. Littlebanc Advisors, LLC., is not a bank or a financial institution, takes no deposits, provides no banking or depository institution services, makes no loans and does not deal..
Relevance: 18.487392
  • www.beaconha.com
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Beacon Hospitality Advisors LLC (Beacon) is a fully integrated international hospitality platform providing advisory, asset management and capital expenditure oversight services. The firm, which dates back to the last major downturn in 2008, is..
Relevance: 18.465275
  • www.wpafinancial.com
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Wealth Preservation Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wealth Preservation Advisors, LLC and its representatives are properly licensed or exempt from licensure...
Relevance: 18.459044
  • www.dreamcapitaladvisors.com
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Dream Capital Advisors, LLC is a Registered Investment Advisors (RIA) located in Lincolnshire, Illinois. We are independent, fee-only investment firm. We provide portfolio and investment advice for clients such as individuals and small businesses.....
Relevance: 18.321707
  • www.signetcapadvisors.com
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Signet, LLC was founded in 1995 as an asset management organization focused on real estate and venture based investments with a strategy of holding assets for the long term... Signet Capital Advisors is a Cleveland-based Investment Banking firm..
Relevance: 18.279469
  • neratcapital.com
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Nerat Capital LLC provides portfolio management as the general partner and investment advisor to a private hedge fund, as well as investment management solutions for Advisors with high net worth clients... AT NERAT CAPITAL, WE EMPLOY A DUAL STRATEGY..
Relevance: 18.276163
  • alphaacademyedu.com
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Alpha Academy is a unique education program specifically designed for financial advisors to introduce & enhance knowledge of Private Equity. The program is sponsored by Triton Pacific Capital Partners, LLC with two sessions...
Relevance: 18.234972
  • equitascapitaladvisors.wordpress.com
An investment consultancy operating out of New Orleans, Louisiana, Equitas Capital Advisors, LLC, delivers professional-standard investment solutions to benefit its diverse clientele. The firm leverages resources akin to a large corporation but..
Relevance: 18.224834
  • www.wealtheonadvisors.com
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Financial markets and products have become complex and there is a lot of "noise" in the information available to all of us. Wealtheonadvisors goal is to cut through the clutter and give you clear, transparent advice based on our years of experience..
Relevance: 18.197601
  • www.bmlsecurities.com
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BML Securities, LLC is a FINRA-registered broker-dealer, based in Cambridge, Massachusetts... BML Securities LLC is a middle market M&A-focused broker/dealer collaborative of four well-regarded investment banking boutiques. Benning Associates,..
Relevance: 18.172644
  • www.invmetrics.com
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Investment Metrics is a global provider of portfolio analytics, reporting and data for institutional investors and advisors. Contact us today to learn more... Today, Investment Metrics, a Confluence Company, is a global leading provider of portfolio..
Relevance: 18.171518
  • www.zebracapital.com
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Zebra Capital is affiliated through common ownership and control with Zebra Advisors, LLC ("Zebra Advisors"), a Delaware limited liability company and registered investment adviser with the SEC. Again, registration with the SEC does not imply any..
Relevance: 18.147951
  • www.confenv.com
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Confluence Environmental Company offers services in environmental science, project management, and regulatory strategy and compliance for a variety of public and private capital and restoration projects. Our team includes fish and wetland scientists,..
Relevance: 18.137922
  • www.paramountcapitaladvisors.net
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Paramount Capital Advisors, LLC is a Florida based company whose experienced strategy is to identify and acquire select real estate properties at reasonable prices, with potential to maximize investor returns. These properties may include..
Relevance: 18.124704
  • www.paul-capital.com
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Paul & Co. Capital Advisors, LLC, is a boutique financial services firm that focuses primarily on the midsize corporate sector, and more specifically on the health and education sectors. The firm seeks to meet the funding needs of Latin American..
Relevance: 18.115303
  • apiscapital.com
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Apis Capital Advisors, LLC is a privately-owned investment advisory firm, driven by performance and guided by deep experience across global equity markets... Apis Capital was founded in 2004. Since its launch, the firm has navigated various economic..
Relevance: 18.112083
  • www.manaka.com
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Manaka is an ecological paradise. Located on the shores of the Orinoco River. Manaka offers the best and biggest peacock bass, navigable rivers, diverse and unforgettable landscapes, birdwatching and comfort in the midst of this natural refuge.....
Relevance: 18.10961
  • www.meeksprosperityplanning.com
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Meeks Prosperity Planning is a financial planning team with D.A. Davidson in Bozeman, Montana. The team exists to help clients align the three critical stars in their life: wealth, health, and time. And through the alignment of these stars, we help..
Relevance: 18.099667