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PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
Ivy Asset Management is one of the leading companies in Financial Services industry. Ivy Asset Management is based in Jericho, NY. You can find more information on Ivy Asset Management at www.ivyasset.com
Independence State Bank is one of the leading providers in Financial Services. It is based in Tampa, FL. To find more information about Independence State Bank, please visit www.independencestatebank.com
Hoodview Federal Credit Union is a Killeen, TX-based company in the Financial Services sector.
Carpathia Credit Union Limited is a Winnipeg, MB-based company in the Financial Services sector.