Grail Partners, LLC is a financing advisory and investment firm founded in 2005 and headquartered in San Francisco, California, with additional offices in Boston. The firm specializes in private equity and venture capital, focusing on various investment strategies including debt financing, seed and startup funding, management buyouts, and restructuring transactions. It typically invests between $2 million and $20 million in companies with an enterprise value of up to $500 million, primarily within the asset management, specialty finance, financial services, and financial technology sectors. Grail Partners also offers investment banking services, including mergers and acquisitions consulting, divestitures, deal valuations, and strategic advisory services to corporate and institutional clients. The firm prefers to take minority positions in its portfolio companies and aims to secure board directorships to support its investments.
FolioMetrix is an investment management research company and the creator of a diverse line of tactical asset management products and distribution programs for Portfolio Managers, Financial Advisors and Institutions across the United States. Over the past two decades, FolioMetrix’s executives have worked with a diverse network of industry thought leaders to evolve how portfolios are diversified and delivered. FolioMetrix was founded in 2009. In 2013, after dedicating more than four years of research and development, the Company launched RiskX one of the industry’s first liquid ’40 Act mutual fund platforms totally dedicated to tactical asset management.
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.
Credit Sesame, Inc. operates a credit and loan management platform that simplifies and automates the management of consumer credit and loans. Founded in 2006 and based in Mountain View, California, with an additional office in San Francisco, the company offers a range of services, including credit score monitoring, credit reports, and identity theft protection. The platform analyzes loans, existing home mortgages, and credit card debts, providing personalized recommendations for refinancing and various loan options, such as personal and student loans. Credit Sesame aims to help consumers manage and improve their credit and spending power through an integrated online and mobile digital banking service.
Integrated Trade Processing is a provider of trading technology services, designed to enable financial institutions to automate and control, in real time, the flow of trade information within their firms and between counterparties. ITP’s solutions enable greater product innovation, increased operational efficiency, and lower overall costs; all delivered with the highest quality of service. Our client relationships include Investment Managers, Brokers, Custodians, Plan Sponsors, and Operations Outsourcers. Many of these top-tier firms are utilizing ITP solutions to automate and streamline their global, multi-asset class trading. Founded in 1999 and based in New York City, the ITP team includes veterans from some of the industry’s most innovative and fastest growing firms.
XShares Group is a financial services company that develops and distributes exchange-traded funds. It is based in New York, United States.
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