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2333 N Broadway, Santa Ana, CA 92706, US
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared. It is reflected in the flow of ideas between our investment professionals, how we work with clients to understand their requirements, and in our commitment to making our expertise and insights widely available. What is Knowledge. Shared? • Timely and relevant expert insight – shared internally between investment teams and externally with clients for well-informed investment and business decisions. • An ongoing dialogue – we listen to client needs, and make our expertise and solutions available to help achieve success. • Openness and transparency – when explaining how we think, invest, and translate our insight into portfolio positioning.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals. Through technology, Arta aims to bring these advantages to millions more people globally. Founded by a team of former Google executives and researchers, Arta is a US SEC-registered investment advisor backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 luminaries in tech and finance. To learn more, visit artafinance.com. See disclosures here: https://artafinance.com/disclosures#social-media
Gerber, LLC. is a professional service firm exclusively advising first generation entrepreneurs. Focused on catering to the specific needs of business owners, our team works to help entrepreneurs reach their life, business, and wealth goals. gerberclarity.com | 580 N Fourth Street, Suite 400, Columbus, OH. | 614.431.4343 Facebook.com/GerberLLC Twitter.com/gerberclarity Youtube.com/gerberclarity
MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq • Facebook: www.facebook.com/mileiq • Email: [email protected]
Autotech Ventures aims to generate financial returns by helping passionate entrepreneurs to deploy revolutionary transportation technologies and business models. We provide startups with capital, ground transportation market intelligence, and access to our transportation sector network which includes our corporate investors representing a global market capitalization of over $500B. As a lead or follower investor, we leverage our deep industry network to help our portfolio companies recruit transportation-specific talent and engage corporations as their scale-up partners.
Our clients, our teammates, and our communities have been the pillars of Homeowners Financial Group since our founder and CEO, Bill Rogers, started the company in Arizona in 2004. Each pillar is represented in our initials: H is for Homeownership F is for Family G is for Giving Back Today, we have branches across the country, and we’re more focused than ever on our “why.” MISSION We exist to improve the lives we touch. People are the reason for everything we do and achieve. VISION To be the benchmark for excellence in the U.S. mortgage industry by valuing the successes of our employees and elevating our clients and their communities. VALUES At Homeowners we are: H - Honorable - We approach everything we do with the highest ethics and integrity. O - Open - Our leaders are always accessible, communicate openly to our people, and welcome their input and ideas. M - Motivated - Our people are driven to excel and our compensation plan rewards results. E - Empowered - Our leaders provide our people with the tools they need to be successful. O - Owners - Our people are self-directed and accountable for making their own decisions. W - Winners - Our leaders lead by example, position our people to win, and instill confidence in them so we can achieve great things together. N - Noble - We value our customers as our highest priority and understand our mission is to best serve their needs and goals. E - Encouraged - Our people are encouraged to use their unique talents to apply their personal stamp on their areas of expertise. R - Recognized - Our people are appreciated and awarded for the quality of their work and dedication. S - Service-Minded - We maintain an awareness of the needs of our communities and an ongoing commitment to service. You’ll want to work here because everything is designed to position you for maximum success. You won’t want to work anywhere else because of our culture. Once you experience it, you’ll see how special it is in our industry.
Since 1999, JTaylor has provided cutting edge Advisory, Assurance and Tax services for a prestigious list of clients nationwide. Our highly qualified team of professionals delivers sound business solutions that are custom tailored to our clients’ specific needs. With a leadership team including former corporate CFOs and Controllers, as well as highly acclaimed CPA’s and CVA’s, our unrivaled staff and innovative tools provide a distinct competitive advantage that helps our clients and our team members thrive. With unique category experience, including healthcare consulting, valuation, mergers & acquisitions and more, our focused leadership experience has allowed us to cultivate a diverse team with expertise across a spectrum of industries and market segments, leveraging our collective capabilities to allow us to deliver solutions that evolve with your business. Our mission is to add value for our clients and for our employees through exceptional strategic leadership and a commitment to business growth. We provide accurate information and insights to serve our clients and to meet their expectations in a responsive, reliable and efficient manner. In doing so, we engender trust that not only contributes to business growth, but also builds relationships that are authentic, engaging and sustaining. At JTaylor, we don’t sell, we serve, and we believe the best measure of an Advisory, Assurance & Tax firm is how invested they are in your success. Isn’t it time you looked into JTaylor?
Clarus Partners Advisors specializes in indirect tax compliance and consulting. Our team alleviates the burden of keeping tabs on more than 12,000 tax jurisdictions in the U.S. Our industry-leading software and services help keep our clients compliant saving companies time and frustration.
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For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice management program. Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.
Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: “To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime”. Our team of over 130 driven, talented, and experienced professionals pride themselves on doing what’s in the best interest of our clients and are committed to nurturing a professional and connected workplace. Shoemaker Financial’s success is rooted in three core values: Committed to helping our clients improve their long-term financial success, we offer a wide range of quality financial products and the professional advice of some of the best financial professionals in the industry. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. Headquartered in Germantown, TN, Shoemaker Financial is firmly committed to providing: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs. Quality Products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide long-term strategies to meet your needs. Excellent Service: We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients. *Securities and Investment Advisory Services offered through Securian Financial Services, Inc.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
A distinguished, hands-on investment experience for students to foster relationships in the startup community, engage with Nebraska and Midwest entrepreneurial opportunities, and fund home-grown innovative ideas and solutions.
Lendflow provides embedded credit infrastructure for fintechs, lenders and software companies to build, embed and launch credit products. Combining a powerful credit decisioning engine, contextual product placements and a robust marketplace of specialized lenders, Lendflow enables every company to build, embed and launch financial products within their ecosystems. With Lendflow, fintechs can launch credit products in minutes, SaaS companies can increase customer engagement and retention with embedded credit, lenders can expand their reach to qualified SMBs and SMBs can quickly access capital to power their growth.
First Tryon Advisors* is a full service financial advisory practice now serving the needs of state and local governments, independent K-12 schools, colleges & universities, utility systems, not-for-profit associations/foundations, charter schools, healthcare organizations, senior living communities, school districts, economic development agencies and transportation clients. While we are focused in the Southeast and Mid-Atlantic regions, in total we serve over 380 clients nationwide. In November 2021, First Tryon Advisors welcomed Wye River Group, a leading financial advisory practice based in Annapolis, Maryland, to our team. Wye River offers a broad portfolio of expertise and experience in sectors and regions that complement First Tryon’s, making them an ideal addition to our practice. Much like First Tryon, Wye River’s growth and success have been built upon the principles of integrity, expertise, innovation, and outstanding client service. Our combined group consists of 24 motivated professionals who together can offer our clients a wide range of expertise and services that have been enhanced for both platforms. The combined practice offers four primary products and services: Financial Advisory Services Capital Planning Models Operational Consulting Swap Advisory Services Our mission is to give our clients peace of mind by delivering expert advice, innovative planning strategies and tailored financing solutions. *The practice known as “First Tryon Advisors” includes two SEC-registered Municipal Advisors: First Tryon Securities, LLC d/b/a First Tryon Advisors (“FTSLLC”) and First Tryon Advisors, LLC d/b/a Wye River Group (“FTALLC”). FTSLLC is a member FINRA and SIPC and an MSRB Registrant; FTALLC is an MSRB Registrant.
HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ’s entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients’ needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients’ risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise. HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and a comprehensive benefits package. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia. To find out more information about HedgeServ, please visit www.hedgeserv.com
Scale Finance LLC provides integrated finance solutions to help companies scale. Currently serving over 85 entrepreneurial companies, Scale Finance delivers pragmatic and flexible corporate finance and accounting support, leveraging world-class professional expertise and experience – as you need it, when you need it. Our integrated finance solutions are far more cost-effective than traditional approaches. CFO & Controller Services Scale Finance offers veteran Chief Financial Officer or Senior Controller support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-up). Capital Raise Services Highly specialized expertise in raising debt & equity capital to shore up balance sheets including asset-based loans, working capital facilities, term loans, subordinate debt, growth equity, and venture capital. Business Valuations We apply a professional, independent, and fact-based approach including proven, rigorous analytical methodologies and our highly experienced judgment in the assessment of business value. Acquisitions Support Uniquely cost-effective advisory support for mergers and acquisitions (M&A) including company or division sales, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth companies.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
