Merchant Investment Management is a private partnership based in New York City, founded in 2016, that specializes in providing growth capital and strategic resources to independent financial services companies, particularly those in wealth and asset management. The firm works collaboratively with its partners, offering non-controlling support to help these companies scale effectively and enhance client value. Merchant focuses on optimizing business infrastructure and facilitating both organic and inorganic growth opportunities. It also designs tailored investment solutions and provides collaborative capital to meet a range of business needs, thereby unlocking greater value and fostering entrepreneurial opportunities. Merchant's expertise extends to various sectors, including software, information technology, fintech, and SaaS, reflecting its commitment to fostering innovation within the financial services landscape.
Republic Capital Group specializes in investment banking services tailored for the Registered Investment Advisor (RIA), asset management, and wealth management sectors. The firm assists clients across the United States with mergers, acquisitions, and capital requirements, serving a diverse range of clients, including prominent leaders in the industry.
Argos Wealth Advisors
Acquisition in 2022
Argos Wealth Advisors is an investment advisory firm located in Sacramento, California, founded in 2007. The firm specializes in providing client-centered investment management consulting services, catering to clients with portfolios between $5 million and $500 million. Argos Wealth Advisors focuses on delivering growth capital, management resources, and strategic financial opportunities, ensuring that its clients receive tailored solutions to meet their investment needs. The firm's assets are managed by its executive management team, which emphasizes a personalized approach to wealth management.
Argos Wealth Advisors
Private Equity Round in 2022
Argos Wealth Advisors is an investment advisory firm located in Sacramento, California, founded in 2007. The firm specializes in providing client-centered investment management consulting services, catering to clients with portfolios between $5 million and $500 million. Argos Wealth Advisors focuses on delivering growth capital, management resources, and strategic financial opportunities, ensuring that its clients receive tailored solutions to meet their investment needs. The firm's assets are managed by its executive management team, which emphasizes a personalized approach to wealth management.
Truvestments
Private Equity Round in 2022
Truvestments is an asset and wealth management firm for high-net-worth clients, advisors, and institutions.
Fusion Family Wealth
Private Equity Round in 2022
Fusion Family Wealth renders investment management and wealth planning services to accounting and law firms.
River Wealth Advisors
Private Equity Round in 2022
River Wealth Advisors provides wealth management, retirement planning, investment portfolio and trusts services.
Axiom Financial Strategies Group
Private Equity Round in 2021
Axiom Financial Strategies Group specializes in personalized financial planning and wealth management services aimed at individuals, families, family enterprises, and entrepreneurs. The firm focuses on helping clients grow and protect their wealth through tailored solutions that encompass family and business governance, investment management, financial strategy, retirement planning, and liability and risk management. By leveraging deep subject matter expertise, Axiom Financial Strategies Group provides reliable financial assistance and guidance to ensure that clients can navigate their unique financial landscapes effectively.
Signet Financial Management
Private Equity Round in 2021
Signet Financial Management is an independent financial advisory firm based in Parsippany, New Jersey, managing approximately $850 million in assets. Established in 1988, the firm specializes in integrated wealth management and investment management, focusing on personalized financial planning to help clients achieve their long-term financial objectives. Signet is recognized for its evidence-based investing approach, offering a range of actively managed, multifactor strategies aimed at capital appreciation, income generation, and effective risk management. In addition to individual wealth management, the firm provides investment consultation and strategies for various retirement plans, as well as support for endowments and foundations.
Miracle Mile Advisors
Private Equity Round in 2020
Miracle Mile Advisors, LLC, established in 2007, is an employee-owned investment management firm based in Los Angeles, California, with an additional office in Newport Beach. The company primarily serves high net worth individuals, as well as individuals and pension plans. It offers tailored portfolios, investing in a mix of exchange-traded funds, bonds, index funds, and real estate. Miracle Mile combines in-house and external research to inform its investment decisions. The firm is known for its data-driven approach, providing comprehensive wealth management services that extend beyond financial value to consider clients' personal needs and desires.
Wealth Advisor Growth Network
Private Equity Round in 2020
Wealth Advisor Growth Network, LLC is a consulting firm based in Denver, Colorado, specializing in enhancing efficiency for wealth management firms. Established in 2019, the company aids independent advisors, registered investment advisors (RIAs), aggregators, and asset managers in various aspects of business development. Their services include managing the startup process, forming new entities, and building the necessary infrastructure to support enhanced revenue generation. The firm is dedicated to optimizing existing operations and facilitating growth in a competitive landscape, having assisted hundreds of firms nationwide, including some of the largest players in the industry. Additionally, Wealth Advisor Growth Network develops a financial network platform that focuses on improving client satisfaction and expanding revenue streams according to the strategic goals of its clients.
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