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A fundamentally different way to invest.
Shaker Investments is one of the leading companies in the Financial Services sector.
YL Ventures funds and supports brilliant Israeli tech entrepreneurs from seed to lead. Based in Silicon Valley and Tel Aviv, YL Ventures manages $270 million focused on deep-technology sectors and specializes in cybersecurity. YL Ventures accelerates the evolution of portfolio companies via strategic advice and U.S.-based operational execution, leveraging a powerful network of Chief Information Security Officers and global industry leaders. The firm`s track record includes successful, high-profile portfolio company acquisitions by major corporations including Palo Alto Networks, Microsoft, CA, and Proofpoint.
Fintech Securities is a Atlanta, GA-based company in the Financial Services sector.
Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU – the company`s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone`s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry`s top talent while promoting a culture that rewards those who continually pursue improvement.