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Diversified Financial Services

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COMPANY

CEO
DESCRIPTION
EMPLOYEES
REVENUE

John Meisenbach
Chairman & CEO
MCM is an insurance advisory firm that provides employee benefits, wealth management and retirement plans.View competitors9,999$ < 1M

J. Scott Davison
Chairman & CEO
OneAmerica is an Indiana-based financial firm that offers services such as life insurance, retirement, and employee benefits for individuals and businesses.View competitors9,999$ < 1M

Stephen A. Batman
Chairman & CEO
1st Global is a wealth management firm that provides accounting, financial planning and investment advisory services.View competitors9,999$ < 1M

Jay Hoag
Co-Founder
TCV is a private equity firm that invests in buyouts and growth stage Information Technology companies.View competitors9,999$ < 1M

Maurice R. Greenberg
Chairman & CEO
STARR is a New York-based financial firm that provides insurance products such as property and health, and investment services for individuals and businesses.View competitors9,999$ < 1M

James Shevlin
President
ESIS is a Pennsylvania-based company that provides services such as claims management and workers compensation for industries including healthcare and real estate.View competitors9,999$ < 1M

Clifford S. Asness
Co-Founder
AQR is a financial advisory firm that engages in consultancy and institutional investment solutions.View competitors9,999$ < 1M

Larry Baker
Co-Founder
Bolstr provides a crowd funding platform that enables accredited investors to discover and invest in local small businesses.View competitors9,999$ < 1M

Jeffrey D. Furber
CEO
AEW is a Massachusetts-based investment firm that provides real estate investment management services for investors.View competitors9,999$ < 1M

AlpInvest Partners is Investment company specializes in Primary Fund commitments, Secondary purchases and Co-Investments. View competitors9,999$ < 1M

Raj Bhatt
CEO
Elara Capital provides private equity advisory, asset management and broking services.View competitors9,999$ < 1M

TradeKing is an online broker providing tools and research for online trading of stocks, options, bonds and other financial products.View competitors9,999$ < 1M

Arlan Hamilton
Managing Partner
Backstage Capital is a private equity firm that invests in early stage startups.View competitors9,999$ < 1M

Brownstone Agency is a New York-based insurance company that services such as property, commercial, renters, and excess coverage insurance for individuals and businesses.View competitors9,999$ < 1M

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Amir Wain
Founder & CEO
i2c develops a cloud-based platform that provides payment processing solutions for businesses.View competitors9,999$ < 1M

Michael Denham
President & CEO
BDC Venture Capital provides direct and fund of funds investment solutions for small and medium sized businesses.View competitors9,999$ < 1M

John Z. Kukral
President & CEO
Northwood is a real estate investment advisory firm that specializes in office buildings, shopping centers, hotels and residential investments.View competitors9,999$ < 1M

Howard D Unger
Managing Partner
Saw Mill Capital is an investment advisory firm focusing on the middle-market manufacturing, service and distribution businesses.View competitors9,999$ < 1M

Michael Dorrell
Chairman & CEO
Stonepeak is a private equity firm that focuses on investing in energy, waste, water and transportation sectors.View competitors9,999$ < 1M

Jim Triggs
President & CEO
MMI is a non-profit organization that provides financial guidance, credit counseling and debt management assistance for businesses.View competitors9,999$ < 1M

Jose Tribuzio
Founder & CEO
Systema Software develops and delivers web-based claims administration systems for workers compensation, auto, liability and property insurances.View competitors9,999$ < 1M

Richard Fitzgerald
Managing Partner
CapitalSpring is an investment firm that focuses mainly on branded restaurant sectors.View competitors9,999$ < 1M

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Invictus Group is a Virginia-based advisory firm that provides financial analytics, capital planning, and M&A consulting services for businesses.View competitors9,999$ < 1M

Rob Strickland
President
Fidelity Investments is a Canada-based investment company that provides brokerage, banking, money management, and financial advisory services for businesses and individuals.View competitors9,999$ < 1M

Matt Frederick
Managing Partner
eCapital Advisors provides business analytics consulting services.View competitors9,999$ < 1M

Robert M. Wrobel
Chairman & CEO
Amalgamated Bank of Chicago offers banking, financial products and services for individuals and businesses that includes personal and mortgage loans.View competitors9,999$ < 1M

David A York
Managing Director & CEO
Top Tier is a venture capital firm that invests in early stage startups.View competitors9,999$ < 1M

Neil Rimer
Co-Founder
Index Ventures focuses on investing in information technology and life sciences companies.View competitors9,999$ < 1M

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Lindsey Merritt
President
Jordan is a Utah-based financial institution that offers personal and commercial banking products and services for individuals and businesses.View competitors9,999$ < 1M

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Rex Smith
President & CEO
Essex Bank is a community bank that offers financial planning, personal and business banking services.View competitors9,999$ < 1M

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Jason Dillow
CEO
Halcyon Asset Management is an investment firm that focuses on hedge funds.View competitors9,999$ < 1M

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First National Bank of the Lakes provides personal and business banking products to individuals and businesses.View competitors9,999$ < 1M

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Christopher W. Bergstrom
President & CEO
Security One Bank offers personal and commercial banking services.View competitors9,999$ < 1M

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Anand Christopher Parekh
CEO
Alyeska is an Illinois-based advisory firm that provides investment management services for businesses.View competitors9,999$ < 1M

Joanne Rau
President & CEO
Chelsea State Bank is a Michigan-based financial institution that provides services such as checking accounts, personal loans, and credit and debit cards for individuals.View competitors9,999$ < 1M

Will Barrett
President & CEO
Bank of Tennessee is a Tennessee-based financial institution that provides personal and commercial banking products and services for individuals and businesses.View competitors9,999$ < 1M

Andrew Heaner
Chairman & CEO
Allstar Financial Group provides commercial and personal lines insurance products and services to individuals and businesses.View competitors9,999$ < 1M

Bill O’Malley
CEO
IR+M is a Massachusetts-based investment management firm that offers services such as financial advisory and fixed-income investment for investors and businesses.View competitors9,999$ < 1M