Alumni Ventures Group is a venture capital firm based in Manchester, New Hampshire, with offices across North America. It provides access to venture investing for individual accredited investors, particularly alumni networks, by offering diversified portfolios of venture opportunities and allowing members to invest alongside fellow alumni in ventures led by peers. The firm backs early-stage and later-stage opportunities across technology, consumer, healthcare, financial services, and other sectors, with a sector- and geography-agnostic approach. It typically invests between $10,000 and $3 million per deal and emphasizes the involvement of alumni connections and an institutional lead investor in opportunities. Alumni Ventures also offers focused funds to broaden participation, enabling accredited investors to access venture portfolios diversified by type, sector, stage, and geography. The model aims to democratize access to venture capital while maintaining rigorous selection standards through alumni networks.

Green D Funds, based in Bedford, New Hampshire, is a venture capital firm that pools investments from accredited Dartmouth alumni into a fund. It focuses on early-stage technology and service companies, typically investing $0.050 to $0.50 million per deal. The firm invests in Dartmouth alumni-led ventures and seeks to co-invest with top-tier venture capitalists, aiming for 15-25 deals per year across various industries and geographies. It charges a 2% annual management fee and does not lead deals or take board seats, aiming to be a valuable and frictionless investor.

Founded in 2002, Borealis Ventures is a venture capital firm based in Hanover, New Hampshire. It specializes in seed and early-stage investments, focusing on life sciences, healthcare, digital health, information technology, and design & engineering software companies. The firm prefers to be the lead investor and seeks board seats in its portfolio companies.

Millworks Fund is an angel investment group based in Manchester, New Hampshire. Established in 2017, it provides early-stage investments to startup companies, with a focus on New Hampshire and broader U.S. ventures. The group collaborates with local programs such as the New Hampshire High Technology Council's TechOut competition and Alpha Loft's Accelerate NH to support startups and attract additional investment to the region.

York IE is a global venture capital and advisory firm founded in 2019, headquartered in Manchester, New Hampshire. It focuses on early-stage B2B SaaS startups, providing strategic growth support through its 200+ person operating team and data-driven approach.

Founded in 2000, FreshTracks Capital is a Vermont-based venture capital firm specializing in early-stage investments. It focuses on technology-driven companies across various sectors, with a preference for software and energy technologies. The firm invests primarily in the northeastern United States, targeting companies with sales between $1 million and $5 million. FreshTracks seeks board representation and typically exits through acquisitions.

Harbor Light Capital Partners is a New Hampshire-based private investment firm founded in 2008 that concentrates on early-stage and growth equity investments in technology, healthcare, biotech, cleantech, energy, manufacturing, and information technology. Target markets include New England and the Intermountain West, with emphasis on series A opportunities and deal sizes around 1 to 5 million USD. The firm pursues a long-term, value-adding partnership model, providing active board and operational involvement, advisory support in finance, operations, marketing, and technology, and leveraging its network to accelerate growth. It seeks companies with disruptive or innovative technology, strong intellectual property, large market opportunities, and potential for recurring revenue and solid fundamentals, led by experienced management teams and clear growth trajectories. Financial leverage is used prudently to balance risk and reward in support of scalable growth.

Eversource Energy is a diversified holding company that provides rate-regulated electric and natural gas distribution services to over 3.6 million customers across Connecticut, Massachusetts, and New Hampshire in the Northeast United States. It operates through four segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution.

Itaconix designs and manufactures bio-based polymers used in home care, personal care, industrial, and other applications. Its products are derived from itaconic acid, offering safety, performance, and sustainability advantages.

Founded in 2001, Tuckerman Capital is a New Hampshire-based investment firm focusing on mid-market acquisitions of profitable manufacturing and industrial services companies. Unlike traditional buyout funds, Tuckerman Capital can act as the sole provider of capital, offering certainty in acquisition funding.

Plastic Industries is a manufacturer of blow-molded, high-density polyethylene (HDPE) bottles, catering to various sectors including dairy, water, food, industrial, nutraceutical, automotive, healthcare, specialty chemicals, and personal care. Established in 1999 and headquartered in Nashua, New Hampshire, the company produces a diverse array of containers in both large and small formats, including gallon, half-gallon, quart, and single-serve sizes. It also offers custom-design services tailored to meet specific client needs. Plastic Industries operates six manufacturing facilities across the United States, located in Poland Spring, Maine; Reading, Pennsylvania; Newark, Delaware; Hebron, Kentucky; Fresno, California; and Corona, California.

Sapphire Digital, established in 2007 and headquartered in Lyndhurst, New Jersey, is a healthcare technology company specializing in cost reduction and care selection. It offers a suite of solutions, including CareSelect, SmartShopper, MEG, and Sapphire 360, which empower consumers, employers, and health plans to make informed decisions about their healthcare, driving down costs and improving quality. These platforms facilitate care shopping, reward cost-conscious employees, provide surgeon and facility quality scores, and support data-driven medical spend reduction. The company, formerly known as Vitals, serves over 280 million people annually.

Wembly Enterprises is a private investment firm specializing in direct investments and private equity transactions in the middle market. It focuses on niche-manufacturing opportunities and strategic investments, with emphasis on adhesives and sealants, plastics and specialty chemicals, and advanced materials, as well as related manufacturing services and industrial sectors. The firm pursues growth capital and buyouts for companies typically valued in the tens to hundreds of millions, aiming to enable scale, process improvements, and market expansion. Founded in 2012, it operates in the United States and targets manufacturing-oriented businesses that can benefit from strategic capital and hands-on value creation.

Dartmouth-Hitchcock Health is a nonprofit academic health system serving approximately 1.9 million residents in New England. It provides a wide range of medical services through its flagship facility, Dartmouth-Hitchcock Medical Center in Lebanon, New Hampshire, and includes the Norris Cotton Cancer Center, one of only 45 Comprehensive Cancer Centers in the United States. The system also encompasses the Children's Hospital at Dartmouth-Hitchcock, affiliate hospitals in Keene, New London, and Windsor, and 24 outpatient clinics across New Hampshire and Vermont. Dartmouth-Hitchcock offers access to over 1,000 primary care physicians and specialists, delivers comprehensive care, and trains nearly 400 residents and fellows annually. In collaboration with the Audrey and Theodor Geisel School of Medicine and the White River Junction VA Medical Center, it engages in significant research initiatives. The organization has received recognition for its quality, including a designation as one of the "100 Great Hospitals in America" by Becker's Hospital Review in 2016.

SQN Venture Partners is a venture debt firm founded in 2015 and based in Portsmouth, New Hampshire. The firm specializes in providing debt facilities to early and mid-stage companies across various industries, including manufacturing, agricultural technology, artificial intelligence, biotechnology, consumer technology, cybersecurity, robotics, automation, sustainable energy, and life sciences. SQN Venture Partners collaborates closely with entrepreneurs to create alternative financing solutions that support growth and complement traditional venture capital. The capital provided is typically utilized for essential business equipment, key hires, working capital needs, or extending operational runway. With a focus on fostering successful exits, SQN Venture Partners is recognized as a reliable resource for financing transformative companies.

Adult & Pediatric Dermatology is a well-established dermatology clinic, founded in 1992, that offers a full range of integrated dermatology services. With a team of 30 clinical providers operating across 10 locations in Massachusetts and New Hampshire, the organization focuses on delivering accessible and comprehensive care for both adult and pediatric patients. The clinic specializes in a wide array of dermatological treatments, including medical, surgical, phototherapy, and cosmetic services, ensuring that patients receive tailored care that meets their individual needs. Adult & Pediatric Dermatology emphasizes coordinated and cost-effective treatment, facilitating seamless communication and collaboration with primary care providers to enhance patient care within the community.

Glencoe Capital is a private equity firm founded in 1994 that targets growth-oriented, lower middle-market companies. The firm pursues lead-sponsored acquisitions and growth equity investments, typically in businesses with EBITDA between $3 million and $15 million, and is described as a registered investment adviser in some sources.

PennWell Corporation is a privately-held events and business-to-business media and marketing services company, established in 1910. It serves a diverse range of industries, including oil and gas, electric power generation, renewable energy, water treatment, waste management, and electronics, among others. The company publishes more than 130 print and online magazines and newsletters and organizes around 60 conferences and exhibitions worldwide. In addition to its extensive publishing portfolio, PennWell offers a variety of products and services, including books, maps, websites, research, and database services, aimed at delivering quality content and integrated marketing solutions. Headquartered in Tulsa, Oklahoma, PennWell also maintains major offices across the United States and internationally in locations such as the United Kingdom, Russia, and China.

Founded in 2008, Alterna Capital Partners specializes in investing in core capital assets for the transportation, industrial, and energy sectors. The firm focuses on income-producing assets in developed economies that are vital for operational expansion and maintenance.

Established in 1917, HarborOne Bank is a Massachusetts-based commercial bank with $2.7 billion in assets. It serves the financial needs of individuals, businesses, and municipalities through its network of branches across Southeastern Massachusetts and Rhode Island. The bank offers a range of services including deposit solutions, business services, cash management, online banking, loans, and educational programs through 'HarborOne U'.

EPTAM Precision Solutions, established in 1981 and located in Northfield, New Hampshire, specializes in the manufacture of high-precision plastic and metal components, primarily serving the medical device industry. The company offers a comprehensive range of services, including contract production of polymer machining parts, precision metal components, laser cutting, welding, and plastic injection molding. EPTAM also provides value-added services such as component design and engineering, program management, and process validation, which help clients navigate the challenges associated with the design for manufacturing stage. By acting as an extension of its clients' design and engineering teams, EPTAM delivers solutions tailored to meet stringent specifications and quality standards. The company has established itself as a trusted partner for leaders in various sectors, including medical devices, semiconductors, aerospace, and defense, known for its commitment to producing high-quality, tight-tolerance machined parts for mission-critical applications.

Southern New Hampshire University (SNHU) is a private, non-profit institution dedicated to providing accessible and comprehensive post-secondary education. Established in 1932, SNHU offers over 110 academic programs, ranging from associate's degrees to doctorates, with a renowned Community Economic Development program. The university is committed to affordability, offering various financial aid options and unique programs like the SNHU Advantage for associate's degrees and accelerated 3-year bachelor's degrees. SNHU's endowment, managed by its board of trustees, supports scholarships, research, and academic programs, contributing to the university's mission of fostering intellectual and personal growth.

A venture capital firm based in Manchester, New Hampshire. It focuses on investing in dual-purpose technology that can address both national security challenges and commercial market opportunities.

Founded in 1977 as a networking company, Minim delivers intelligent software to protect and improve WiFi connections. Its cloud platform powers intuitive apps and routers, helping customers manage their connected experience and privacy.

PillPack, Inc. is a pharmacy that specializes in organizing and delivering medications directly to customers' doors. Founded in 2013 and based in Manchester, New Hampshire, the company provides a unique service by sorting medications into personalized packets, which are tailored to individual dosing schedules. In addition to prescription medications, PillPack also offers vitamins, over-the-counter products, inhalers, creams, and testing supplies. The company serves various clients, including healthcare providers and caregivers, throughout the United States. PillPack is also known for its online magazine, Folks, which highlights inspiring stories of individuals overcoming health challenges. As of September 2018, PillPack operates as a subsidiary of Amazon.com, expanding its reach and capabilities within the healthcare sector. Locations include Miami, Brooklyn, Somerville, Salt Lake City, and Austin.

Brinker International, Inc. operates casual dining restaurants, primarily under the brands Chili's Grill & Bar and Maggiano's Little Italy. Chili's is known for its bar and grill offerings, featuring a menu that includes signature items such as slow-smoked baby back ribs, craft burgers, fajitas, and tableside guacamole. Maggiano's specializes in Italian cuisine, offering a diverse menu that includes appetizers, chicken, seafood, veal, prime steaks, and desserts. As of June 2013, Brinker International's system included 1,591 restaurants across 50 states and Washington, D.C., as well as locations in various countries including Bahrain, Brazil, Canada, and Mexico. The company generates the majority of its revenue from the Chili's segment, reflecting its strong presence in the casual dining market.

Vapotherm, Inc. is a medical technology company specializing in the development and commercialization of proprietary Hi-VNI technology products designed to treat patients of all ages experiencing respiratory distress. Headquartered in Exeter, New Hampshire, the company offers a range of precision flow systems, including Precision Flow Hi-VNI, Precision Flow Plus, Precision Flow Classic, and Precision Flow Heliox, which deliver heated, humidified, and oxygenated air at high velocity through a small-bore nasal interface. Vapotherm also provides various companion products, such as the Vapotherm Transfer Unit for patient mobility, the Q50 compressor for compressed air, and aerosol solutions for medication delivery. Additionally, the company offers disposable products, including single-use nasal interfaces and Oxygen Assist Modules to help clinicians maintain target oxygen levels. Vapotherm generates revenue primarily through direct sales to hospitals in the United States and through distributors in select international markets. Founded in 1993, the company is committed to enhancing clinical outcomes and improving the quality of life for patients.

Adimab LLC is a biotechnology company specializing in the discovery, development, and optimization of human monoclonal and bispecific antibodies. Founded in 2007 and based in Lebanon, New Hampshire, Adimab utilizes a yeast-based platform to create therapeutic antibodies, including IgG and CD3-based bispecific antibodies. The company is recognized for its ability to deliver diverse and high-quality antibody panels that adhere to stringent standards for affinity, epitope coverage, and species cross-reactivity. This capability allows Adimab to support its partners in rapidly expanding their biologics pipelines through various technology access arrangements. The company's work primarily targets the treatment of cancer, autoimmune disorders, and infectious diseases.

Harvest Capital is a wealth management firm based in Concord, New Hampshire, established in 1995. It specializes in providing wealth and investment management services, business transition planning, and family office services for high-net-worth individuals. The firm focuses on promoting family continuity and educating family members on financial matters while managing the complexities associated with wealth. Harvest Capital aims to help clients achieve both life and financial goals, ensuring a comfortable lifestyle for them and their families. In 2019, the firm was acquired by The Colony Group.

Founded in 2021, Haymaker Ventures is an early-stage venture capital firm based in Claremont, New Hampshire. It specializes in fintech investments, focusing on fast-growing technology startups.

VillageMD provides primary care management services and partners with physicians to offer comprehensive, coordinated care. It delivers tools, technology, operations, and staffing support to physician groups, independent practice associations, and health systems to improve quality, patient experience, and lower costs through value-based care. The company implements preventive care and wellness programs, proactive outreach, reminders for screenings, and resources for managing chronic conditions, supported by data analytics and a platform for practice management and physician network growth. It enables expanded hours, easier scheduling, and telehealth options to increase accessibility. VillageMD serves markets across the United States and was founded in 2013, with headquarters in Chicago, Illinois.

New Energy Capital Partners is a private equity firm focused on debt and equity investments in North American clean energy and related infrastructure assets. It backs small- to mid-sized projects across renewables and ancillary sectors such as energy storage, water and waste management, and combined heat and power, including wind, solar, geothermal, and biomass. Founded in 2003 and based in Hanover, New Hampshire, with additional offices in Boston, Waitsfield, Denver, and Waltham, the firm targets projects in development or pre-construction stages and seeks controlling interests. It emphasizes using proven technologies and risk mitigation through contracted energy and product sales, secured feedstocks, and diversified project portfolios. Typical investments range up to a few hundred million dollars, with exits by direct asset sales or by aggregating projects for group sale.

Atlas Venture L.P. is a private equity and venture capital firm specializing in investments startups, seed, early stage, turnaround, late venture, growth capital and incubation. It seeks to invest in the technology and life sciences sectors with a focus on personalized medicine, medical technologies, therapeutics, biopharmaceutical products, biotechnology, biology, drug discovery technologies, therapeutic platforms, novel biopharmaceutical products, novel therapeutics, novel drug discovery platforms, therapeutic products, innovative biomedical technologies, diagnostics, and medical devices. Within technology, the firm focuses on payments, SMB, consumer-facing innovation, advances in biology, next-generation infrastructure, security, consumer services, small business infrastructure, fintech, emerging web service companies, next-generation media, gaming, and social technologies, enterprise and internet infrastructure, big data and mobile infrastructure, internet related businesses and communications. Within life sciences, it focuses on biopharmaceuticals. It also invest in silicones, consumer discretionary, and internet and direct marketing retail, internet software and services, IT services, security software, memory chips, and broadband telecommunication services. The firm prefers to invest in companies based in the Europe and United States with a focus on New England, Boston, Maine, Connecticut, New Hampshire, Rhode Island, Vermont, California and San Francisco Bay Area. Its initial investment ranges from $0.25 million to $15 million per transaction. The firm prefers to be a lead investor and seeks a board representation in its portfolio companies. Atlas Venture L.P. was founded in 1980 and is headquartered at Cambridge, Massachusetts with an additional office in London, United Kingdom.

Varitron Technologies Inc. is an advanced electronics manufacturer based in Saint-Hubert, Canada, with additional facilities in Hudson, New Hampshire. Established in 1991, the company specializes in providing comprehensive electronics manufacturing services tailored to high-tech industries both domestically and internationally. Varitron offers a wide array of services, including box-build assembly, PCB assembly, prototyping, and system integration, while also engaging in product life cycle management and supply chain management. Its expertise spans various sectors such as energy, military, aerospace, telecommunications, and medical equipment. The company emphasizes quality assurance and adheres to rigorous standards and certifications, ensuring that its solutions meet the specific needs of its clients. As a subsidiary of Intervala, LLC, Varitron continues to focus on delivering high-mix, high-complexity products, addressing the demands of low-to-medium volume production.

Great Bay Renewables, Inc. specializes in renewable energy royalty investments, focusing on providing capital solutions for the renewable energy sector. Incorporated in 2017 and based in Portsmouth, New Hampshire, the company offers royalty arrangements on revenues generated from natural resources in both the oil and natural gas industries, as well as in precious and base metals markets. Great Bay Renewables aims to support renewable energy projects at various stages by offering flexible and innovative financial solutions that align with project owners' interests. This approach enables the company to deliver terms that are more favorable compared to traditional equity and debt financing. As of early 2019, Great Bay Renewables operates as a subsidiary of Altius Renewable Royalties.

Stonyfield Farm, Inc. is a producer of organic dairy products based in Londonderry, New Hampshire, specializing in a diverse range of yogurts and smoothies. Founded in 1983, the company offers products including organic Greek yogurts, fruit on the bottom yogurts, soy yogurts, and yogurts made from grass-fed cows. Additionally, Stonyfield provides specialized yogurts for infants, low-fat options for children, and various frozen yogurt products. Committed to health and sustainability, Stonyfield Farm avoids the use of toxic pesticides, artificial hormones, antibiotics, and GMOs in its production processes. The company distributes its products through retail stores across the United States and has been recognized for its workplace culture and corporate achievements. Since August 2017, Stonyfield Farm has operated as a subsidiary of Groupe Lactalis S.A.

Massachusetts Capital Resource Company, founded in 1977 and based in Boston, Massachusetts, serves as a private investment firm focused on addressing the funding gap for growing companies. The company provides risk capital in the form of mezzanine financing, long-term debt, and equity investments, specifically targeting emerging growth and middle-market firms. Its primary sectors of interest include manufacturing, distribution, service, and technology. By offering tailored investment solutions, Massachusetts Capital complements the financing available from senior lenders and equity investors, thereby supporting the growth and acquisition needs of companies operating in Massachusetts.

Founded in 1997, Seaport Capital is a private equity firm specializing in lower middle market buyouts. It focuses on communication infrastructure and services, business and information services, media, and technology sectors. The firm typically invests $10 to $30 million of equity capital in companies generating EBITDA between $3 and $15 million. Seaport's experienced team collaborates with management teams to develop successful strategies and achieve high investment multiples.

Jackson Square Ventures is an early-stage venture capital firm based in San Francisco that backs software-focused companies, including B2B, marketplaces, SaaS, and security businesses. Its partners are former founders or tech executives who bring operating experience to help entrepreneurs build lasting companies. Founded in 2011 (formerly Sigma West), the firm pursues seed and Series A investments in the United States and Canada, seeking long-term, conviction-driven bets. Notable investments include DocuSign, Upwork, Strava, Seismic, and OfferUp, reflecting a pattern of backing high-growth software-enabled businesses.

Eastern Bank is a full-service commercial bank headquartered in Boston, Massachusetts. The bank provides checking and savings accounts, online and mobile banking, and a wide range of loans for individuals and businesses, along with related insurance products. It also offers advisory services to corporate, government, and nonprofit clients in areas such as capital markets activities, equipment leasing, cash management, commercial real estate, international trade, and foreign exchange. In addition, Eastern Bank delivers trust and wealth management, treasury management, and related financial services. Serving individuals, investors, government agencies, not-for-profit organizations, and small and midsize businesses, the bank operates a broad branch network in eastern Massachusetts and southern New Hampshire. Established in 1818 and headquartered in Boston, it is recognized as the largest independent mutual bank in New England and the largest community bank in Massachusetts.

Sequoia Capital is a venture capital firm founded in 1972 and based in Menlo Park, California. It invests in seed, early, and growth-stage companies across technology, energy, financial services, healthcare, internet, mobile, outsourcing, manufacturing, media, and retail sectors. The firm seeks ambitious founders and aims to help them build long-lasting, scalable businesses, often taking the lead or significant co-investor roles and providing strategic guidance, networks, and resources. It maintains an international footprint, including investments in India and other regions, reflecting a global approach to partnering with fast-growing companies. Sequoia emphasizes strong teams, innovative products or services, and the potential for rapid growth, positioning itself as a long-term partner for companies that redefine their markets.

RadNet, Inc. is a national provider of outpatient diagnostic imaging services in the United States. Through a network of hundreds of owned and operated imaging centers, it offers MRI, CT, PET, nuclear medicine, mammography, ultrasound, diagnostic radiology, fluoroscopy, and related procedures, as well as multi-modality imaging. The company also provides teleradiology services for remote interpretation and develops and sells imaging IT systems such as picture archiving and communication systems. In addition to imaging centers, RadNet operates a Digital Health segment that develops clinical software to enhance interpretation of medical images, with emphasis on brain and breast applications. Its centers are located across multiple states, and the company employs thousands of staff to support imaging services nationwide. RadNet has collaborations with industry partners to advance artificial intelligence in breast health.

Founded in 2016, Go4it Capital partners with innovative entrepreneurs globally, focusing on sports, digital media, and health & wellness sectors. Their mission is to create a more active and enjoyable world.

Founded in 1995, TCV is a leading investor focused on growth-stage technology companies. With over $14 billion invested in more than 350 companies to date, TCV provides capital alongside data-driven insights and strategic support to help management teams scale their businesses.

The U.S. Department of Energy is a government agency established in 1977, located in Washington, D.C. Its primary mission is to ensure the security and prosperity of the nation by tackling energy, environmental, and nuclear challenges. The Department focuses on promoting transformative scientific and technological solutions to address these issues, thereby supporting the country's energy needs and environmental sustainability.

Wasabi Ventures is a venture capital, incubator, and consulting firm that specializes in building and advising early-stage technology companies. Founded in 2003 and based in Palo Alto, California, the firm focuses on startups in mobile, SaaS, and artificial intelligence sectors. It provides investment, incubation, and hands-on advisory services to help companies develop product strategies, go-to-market plans, and fundraising approaches. Over the past decade it has built, financed, and advised more than 200 startups, offering support across multiple functional areas with access to a broad network of domain experts. The firm operates as a partner to early-stage tech ventures, offering tailored staff augmentation for specific needs and enabling portfolio companies to scale more rapidly.

Founded in 1999, Perceptive Advisors is a New York-based investment firm focused on the life sciences sector. It invests across various stages of company development, from seed to late-stage ventures and public equities, with a typical investment size ranging from $10 million to $200 million. The firm employs long/short equity strategies and conducts in-house research to identify promising opportunities in biotechnology, pharmaceuticals, life sciences, and healthcare services.

Established in 1983, Northwood Ventures is a private equity firm based in Hobe Sound, Florida. The company invests in venture capital and buyout opportunities across various sectors, including consumer goods and services, communications, manufacturing, and financial services. With a unique long-term investment horizon, experienced professionals, and an entrepreneurial approach, Northwood Ventures partners with successful management teams to generate superior returns.

Founded in 2004, Pine Street Capital Partners is a Massachusetts-based independent firm that provides financing solutions to lower mid-market companies. They invest with experienced management teams in established businesses, offering mezzanine and equity capital for strategic acquisitions, private equity-sponsored buyouts, management buyouts, recapitalizations, and shareholder dividends.

Ziegler is a full-service, specialty investment firm and broker-dealer, established in 1902 and headquartered in Chicago, with regional offices across the United States. The firm focuses on investment banking, capital markets, and proprietary investment services, primarily targeting the healthcare, senior living, and education sectors, alongside general municipal and structured finance. Ziegler offers a range of services including capital raising, strategic advisory, as well as fixed-income sales and trading. Additionally, the firm provides wealth management and alternative investment opportunities to both institutional and individual investors nationwide.