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Create a company profileSendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.
McDonald Jacobs, P.C. is a traditional accounting firm that operates in a non-traditional fashion. We see beyond the numbers, providing our clients with short term direction and long-term strategic advice. We perform the standard tax preparation, consulting, and financial reporting services one would expect, but it is the relationships with our clients and involvement in the community that drive us. Our firm thrives on creating lasting partnerships with our clients, our employees and the greater community we serve. Our local identity in downtown Portland is evidenced by our anchored location in and around Pioneer Square where we have been since inception and our professional staff offer a wealth of experience as evidenced by our firm’s 40+ year history. The MJ Team members are more than ready to anticipate your future challenges and meet your current needs. We want to be your advocates, advisors and accountants. Financial Statement Services • Audit, review or compiled financial statements • Single Audit (OMB Uniform Guidance) • Agreed upon procedure engagements Tax Services • Individual, corporate, partnership filings • Exempt organizations • Trust and estates Other Services • Business and tax consulting • Internal control assessments • Bookkeeping • Personal financial planning Niches • Nonprofit organizations • Advertising agencies • Law firms • Medical practices • Software • Lifestyle brands • High net worth individuals
Providence Equity Partners is a premier private equity investment firm with approximately $32 billion in aggregate capital commitments. Providence Equity Partners pioneered a sector focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm's inception in 1989, Providence has invested in more than 170 companies and has become a leading private equity firm specializing in growth-oriented investments in media, communications, education and technology. Providence Equity Partners is headquartered in Providence, R.I. (USA) and also has offices in New York and London. Visit www.provequity.com/portfolio for a comprehensive list of all investments.
H&S Companies is a CPA and Business Advisory firm, serving West Michigan for over 30 years. We are a professional team dedicated to providing outstanding, timely, and personalized service. We have built our reputation on our entrepreneurial drive to develop innovative solutions for our clients. We're like a financial Swiss Army knife, we have services that account for every need! Our services include everything from Tax, Accounting, Auditing & Payroll to Wealth Management and Computer Consulting, and we even have professionals who specialize in industries like real estate and breweries! Explore our full range of services here: http://www.hscompanies.com/ and contact your local office to explore more ways H&S Companies can help you and your business. We have offices in several locations across West Michigan, including Big Rapids, Cascade, Downtown Grand Rapids, Fremont, Grand Rapids (Standale), Lansing, Mount Pleasant, Muskegon, Reed City and Rockford, and serve clients in the Hart and Holland communities as well! Call toll-free today 800-924-6891.
Solid is a modern fintech infrastructure provider – a one-stop shop that offers a fully integrated and compliant suite of fintech services – think AWS for FinTech or simply FinTech-as-a-service! On Solid's fully managed infrastructure, any company can quickly build and launch embedded fintech products such as bank accounts, crypto wallets, payments, and cards to their users. The company owns the experience and has little or no regulatory overhead. Integration is a light technical lift, a matter of calling modern APIs and a few lines of code, facilitating lightning-fast speed to market. Solid's clients include established FinTechs (such as Plate IQ and Paystand), SaaS leaders (such as Shifl and Everflow), and rapidly growing startups (such as Lumanu and Starlight). Headquartered in San Mateo, CA, Solid is backed by FTV Capital, Headline, Base10, Grishin Robotics, and Abstract Ventures.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. In November of 2021, FINTRX closed its Series A round of funding, raising $9M. https://www.fintrx.com/
First Mid Bancshares, Inc. is a community-focused organization headquartered in Mattoon, Illinois. First Mid offers customers Banking, Insurance, Wealth Management, and Ag services throughout Illinois, Missouri, and Texas. Member FDIC | Equal Housing Lender Security products and/or insurance services are not insured by the FDIC, are not deposits or obligations of the bank, are not guaranteed and may lose value. https://www.firstmid.com/social-media-community-guidelines/
Initialized Capital is a San Francisco-based early stage venture capital firm with over $700M in assets under management. We're early investors in Coinbase, Instacart, Cruise, Rippling, Opendoor, and more — $200B+ in market value. We're founders and builders who are here to help others like us build meaningful businesses. We focus on investing in high-potential software startups at seed stage and earlier, and are happy to be the first investors in early teams run by great engineers, designers and product founders. We've helped more founders build startups at the earliest possible stage than most anyone you'll meet, and that means we can help startups avoid the 1,000 landmines that can cause certain failure. It certainly won't guarantee success (as we all know there's no such thing in startups) but at the seed stage we've seen many cases where having the right investors will improve your chances significantly. In the end, we started this firm to help people like ourselves build companies that matter. A lot of great investors, advisors, founders, and friends have helped us along the way. We're just here to pay it forward.
We are a bunch of engineers and finance folks seeking to democratize finance by building AI-driven finance tools. Brightflow AI integrates with many platforms to get a full financial picture of thousands of businesses and automate anything a financial analyst or CFO would do.
DLP Capital is a private real estate investment and financial services company focused on making an IMPACT by acquiring, developing, and building relationships, housing, leaders, and organizations. DLP Capital executes its IMPACT through a wide array of business divisions and companies including lending, investment funds, sales, leasing, property management, construction management, development, and loan servicing. Through the Elite Execution System, as well as the company’s exclusive membership platforms focused on business scaling, investment housing, family, and wealth, DLP Capital impacts lives by empowering its clients to choose, create, grow and preserve prosperity. For more information, visit www.dlpcapital.com
At Macquarie, we aim to bring together the best of financial services and technology for our people and clients – whether that’s utilizing our technology platforms for our people to work and collaborate or enabling our team to place trades, manage clients or improve the way we do things.
Expa is where the best startups find support and funding to scale. Collectively, we’ve launched dozens of companies, supported 50+ founders, and reached hundreds of millions of users. Our community of builders includes the founders and leaders of Uber, Virgin Galactic, Twitter, Current, and more.
Effective September 1, Friedman LLP is now Marcum LLP – creating one of the most innovative accounting and advisory firms in the U.S. Together, Friedman and Marcum form a national top-12 firm with more than 3,500 partners and associates across 46 offices and an extensive portfolio of industry specializations and service capabilities. With our mutual priority on client service excellence, the strong synergies between our businesses, the alignment of our operating philosophies, and a shared culture focused on team member success, this integration offers tremendous opportunities for our clients and our people. It is a privilege to serve you and we look forward to a bright and successful future together.
Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital asset to be a major asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe.
We build, advise, and invest in awesome companies. We are the result of entrepreneurs collaborating to create a vision greater than the sum of its individual efforts. With a team of designers, developers, and marketers versed in various aspects of startups, we have an eye for products and companies that can be molded into highly successful business ventures.
Credit Key's patent-protected solutions deliver superior business credit, in seconds, at B2B point of purchase. Our proprietary underwriting and decisioning allows for real-time decisions for lines of credit at point of purchase. Credit Key helps merchants: - Increase revenue - Lower costs - Improve cash flow - Deliver a great customer experience Credit Key’s standalone module overlays the merchant’s shopping cart, keeping users on site. Platforms currently supported: Magento, IBM, Shopify, Demandware, Onestop and custom .Net platforms.
We harness the power of behavioral science to help bank and credit union customers manage their finances. This enhances banks’ customer relationships, grows their business opportunities, and strengthens their brand.
Passthrough automates the subscription process for private funds. We make it easy to distribute subscription agreements to investors and have them executed electronically. We save everyone time by adding logic to investor questionnaires so investors are only asked the questions that are relevant to them. We require form completion, so investors can only submit completed subscription agreements. Passthrough supports any subscription agreement. The end result is less time spent going back and forth, better compliance, and structured investor data.
Orr Group was born out of a need for event management and fundraising support in the philanthropic sector. In the 30 years since we opened our doors, we have grown to provide full-service philanthropic support in six key areas: Strategy, Fundraising, Campaigns, Talent, Planned Giving, and Leadership. We embed our team in yours, supplying you with the people, resources, and customized solutions you need to drive your mission forward.