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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
ICON International, Inc. is a finance company that specializes in the corporate barter industry. With over 30 years of experience, it helps businesses optimize underutilized assets and generate economic value. The company is a subsidiary of Omnicom and is headquartered in Stamford, Connecticut, with an additional office in Fort Lauderdale, Florida. ICON offers a range of services, including corporate barter, media solutions, sourcing and procurement, real estate services, and financial structuring. It specializes in converting excess inventory and unused assets into trade credits, which clients can reinvest in various services. The company manages a large media trade portfolio and provides cost-saving solutions across different spend categories. ICON is known for its compliance with regulations and has been accredited by the Better Business Bureau since 2002, distinguishing it as a leading corporate barter firm.
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.
Cypress Bank FSB is a Pittsburg, TX-based company in the Financial Services sector.
State Bank and Trust Co is a Waverly, IA-based company in the Financial Services sector.