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United Capital Markets is a Key Biscayne, FL-based company in the Financial Services sector.
Founded in December 2018, Wise is a Techstars NYC company headquartered in San Mateo, CA. Backed by e.ventures, Base10, Grishin Robotics and Abstract Ventures – Wise is embedding banking to supercharge modern business ecosystems, with a mission is to be alongside ambitious entrepreneurs, every step of the way.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
How Women Invest is a venture capital firm that invests in high potential female founders and provides them with the resources to succeed. They are also part of a larger organization, How Women Lead, which focuses on empowering women in leadership roles.
Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.