| Name | Title | Contact Details |
|---|
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneos roots trace back to the Hencorp Group of Companies, which has been delivering diverse financial services for over 40 years. The firm offers expert market guidance, innovative financial solutions, and personalized service through experienced teams. Insigneo also provides online investment management solutions, enabling clients to manage their investments remotely. The company supports over $26.5 billion in client assets and serves more than 31,000 active clients, including over 280 investment professionals and more than 68 institutional firms. Insigneo Securities, LLC, a subsidiary of Insigneo Financial Group, LLC, operates as a registered broker-dealer and is a member of FINRA and SIPC.
Leesburg, VA-based SGK Wealth Advisors is an SEC registered, independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. Our comprehensive services includes investment management, tax planning, risk management, estate planning, retirement analysis and asset protection solutions that work together to support your unique needs and objectives. Each of our clients receives personal attention from a dedicated expert Wealth Manager and our unique fee-only style prevents potential conflicts of interest. Above all else, we provide advice that is in the best interest of our clients.
Altimeter Capital is a technology-focused investment firm based in Boston, Massachusetts, with an additional office in Menlo Park, California. Founded in 2008 by Brad Gerstner, the firm specializes in technology investments across public and private markets worldwide. The firm manages various venture and public funds, acting as a long-term partner to companies, especially as they transition to public markets. Altimeter Capital supports entrepreneurs in building innovative companies and disrupting markets at all growth stages. It has launched Special Purpose Acquisition Companies (SPACs), including Altimeter Growth Corp, which merged with the Singapore ridesharing company Grab. As of September 2024, Altimeter Capital has approximately $6.75 billion in assets under management and employs around 26 people. The firm invests in Series A and Series B+ funding rounds, focusing on sectors such as enterprise, fintech, AI, and life sciences. Its portfolio includes significant investments in well-known technology companies like Meta Platforms, NVIDIA, Snowflake, and Microsoft.
ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service. The Bank offers sophisticated cash management products, Internet banking, home mortgage lending, remote deposit express banking, and highly competitive rates.
First State Bank of Kansas City, Kan. is a Kansas City, KS-based company in the Financial Services sector.