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PEAK Financial Group is one of Canada's premiere independent financial groups. The company represents advisors who assist the investors. PEAK provides back-office and administrative assistance to financial planners. It manages the assets under administration and has an enviable life insurance portfolio. The company was founded in 1992 and is headquartered in Montreal, Canada.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Traust Sollus Wealth Management LLC provides investment advice. The company was founded by Al Zdenek in 1982 and is headquartered in Princeton, NJ.

Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

Waldron Private Wealth LLC is a boutique private wealth management firm that advises a select group of high net worth individuals, families, and family offices. The private company is based in Bridgeville, PA. The company's advisory team includes 19 CFPS, three CPAs, three CFAs, a certified trust and fiduciary advisory, a certified divorce financial analyst, a chartered advisory in philanthropy, a behavioral financial advisor, and a certificate holder from the Institute for Preparing Heirs. Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. The company was founded by John J. Waldron, who has been the CEO since incorporation.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Greycourt & Co., Inc. provides financial advisory services. The private company is based in Pittsburgh, PA and has subsidiaries in the United States. The company was founded in 1988 by Gregory D. Curtis. Matthew Litwin has been the CEO of the company since 2010.

Supervielle Asset Management SA SGFCI is the mutual fund management subsidiary of Grupo Supervielle SA (NYSE, BCBA: SUPV) in Argentina. Headquartered in Buenos Aires, the firm was founded in 2005 and manages Premier Funds for various types of investors.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

BNP Paribas Investment Partners Argentina SA SGFCI (BNP PIM-Argentina) is the Buenos Aires subsidiary of BNP Paribas SA (XP: BNP) in France, which has other specialized fund management teams in London, Paris, New York, Tokyo and Hong Kong. Their teams of asset management specialists cover all the main asset classes, managing funds for insurance companies, major corporate, pension and retirement funds, central banks and international organizations, as well as private individuals around the world.