Grail Partners, LLC is a financing advisory firm that specializes in providing investment banking and financial advisory services to corporate and institutional clients. Established in 2005 and headquartered in San Francisco, California, the firm offers a range of services including mergers and acquisitions consulting, sales and divestitures, leveraged and management buyouts, and financial restructuring. It also provides deal valuations, fairness opinions, debt solutions, and strategic advisory services. Grail Partners primarily serves clients in the financial services and consulting sectors, with a notable clientele that includes various financial institutions and asset management firms. In addition to its San Francisco headquarters, Grail Partners operates offices in Boston, Massachusetts; New York, New York; and London, United Kingdom.
SoFi is a financial company that provides lending and wealth management services, primarily targeting early-stage professionals. They offer a variety of products, including personal loans, MBA loans, and mortgage refinancing. Additionally, SoFi provides financial services designed to help individuals borrow, save, spend, and invest money. They also assist clients in saving for retirement and managing their student loan repayments.
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 is a credit and loan company that makes consumer credit and loan management simple and automated. The company marries its deep understanding of how personal credit works with the latest in digital banking to offer the only free online and mobile digital banking service that helps consumers manage and grow their credit and cash in one place as they spend and save. Credit Sesame also provides personalized recommendations regarding personal loans, home loans, student loans, credit cards, and refinancing opportunities that can help members improve their credit and spending power. It gives its members free access to credit score monitoring, credit reports, and identity protection tools. Credit Sesame was founded on April 1, 2010, and is headquartered in Mountain View, California, United States.
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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