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United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.
CDI Global is a Darien, CT-based company in the Financial Services sector.
Vanedge Capital is a Vancouver based early-stage venture capital fund investing in technology inflection points in cloud computing, artificial intelligence, cyber security, SaaS and digital media. As entrepreneurs and investors, we have built and led world-class companies using a unique combination of operating leadership and management; subject matter expertise; relationships with technology, creative, and management talent. Vanedge has over $296M in assets under management.
Topline Ventures is a Toronto, ON-based company in the Financial Services sector.
Lipper, a wholly owned subsidiary of Reuters Group PLC, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries, and media organizations. Lipper clients manage more than 95% of U.S. fund assets