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280 CapMarkets is headquartered in San Francisco and combines the experience and execution services of a traditional Broker Dealer (280 Securities LLC, a member of FINRA/SIPC) with a cloud-based Technology platform (280 Technologies LLC) to provide intuitive bond trading ideas and transparency to the process of buying or selling bonds. 280 is focused on serving Advisors and Wealth Managers and will use their balance sheet to provide liquidity to advisor-clients in the fixed-income markets.
ClearView is a CPA and Management Consulting Firm that serves public, private and non-profit Clients of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving sophisticated Clients to quickly gain traction in the marketplace. Our leadership team is well recognized for creating an environment that attracts and retains the very best talent in our field – allowing us to quickly become the destination of choice for the most talented and devoted accounting professionals in the region. With our Big Four backgrounds, we have the technical ability to ensure our work meets the rigorous standards of all stakeholders. Our business savvy and wide-ranging experience enable us to provide recommendations that are not just “academic” in nature. Rather, they are practical and can be implemented with varying degrees of complexity, depending on the needs, resources, and culture of our Clients. Our services are flexible and scalable to meet the specific needs of our Clients, and we are committed to providing real solutions that offer practical and efficient improvements to our Clients` processes, procedures, and operations. The long tenure and deep experiences of our team members are the attributes that give you the assurance that you are partnering with a firm that will help you get to the right answer. However, it is our passion for helping our Clients meet their business challenges that separates us from our competition, and allows us to develop and sustain trusting, devoted relationships.
TP ICAP is a global firm of professional intermediaries that plays a pivotal role in the world`s financial, energy and commodities markets. We create strong networks in person and through technology. We provide comprehensive analysis and insight into market conditions and long-term trends. We combine data, knowledge and intelligence into contextual insight and commercial guidance. By engaging with our clients, and providing innovative products and services, we enable our clients to transact with confidence, facilitating the flow of capital and commodities around the world, enhancing investment and contributing to economic growth. Our values of honesty, integrity, respect and excellence underpin everything we do.
Seven Hills Partners LLC is one of the leading providers in Financial Services. It is based in Fort Washington, PA. To find more information about Seven Hills Partners LLC, please visit www.sevenhills.com
Wealthtrax is a Walnut Creek, CA-based company in the Financial Services sector.