| Name | Title | Contact Details |
|---|
Tortoise specializes in essential assets and income. Tortoise invests in assets and services that serve essential needs in society and can also serve essential client needs, such as diversification and income. Tortoise`s expertise spans traditional energy investing across the entire energy value chain, sustainable infrastructure including wind, solar and water infrastructure, credit investing, direct lending to social infrastructure projects and index construction. Through a variety of investment vehicles, Tortoise provides a wide range of client solutions, focused on their evolving needs.
Allegro Investment Fund is a privately held investment fund with over $750 million under management. They invest in companies ranging from start ups to established businesses across a broad range of industries and geographies.
Brightwell is an Atlanta-based financial technology company that provides financial services, including cross-border remittance, P2P transfers and digital bank accounts, to more than 200K global workers from over 140 different countries. Brightwell`s mobile-first platform and suite of financial tools simplifies personal finances for a community that is traditionally underserved in the marketplace. Your money. Your choices.
Everyone deserves an equal chance to achieve their dreams. Good financial decisions can make those dreams a reality. At BrightPlan, our mission is to help you plan and invest for a brighter future. We are bringing together an experienced team of technologists, innovators and industry experts with a track record of re-inventing industries, creating new categories and successfully scaling businesses.
Apex is an independent, full-service clearing firm helping power the digital revolution in financial services. We empower innovation through a relentless focus on our customers, an ability to anticipate industry trends, and a sophisticated suite of forward-thinking technology-driven solutions. This powerful combination enables us to work with our clients in a highly consultative way and help them solve their most challenging business problems. This unique approach is how we`ve emerged as the custodian of choice for so many disruptive Fintech firms and digital advisors looking to revolutionize financial services. Our headquarters are located the heart of downtown Dallas, and we have offices in the financial districts of New York and Chicago as well as in the technology area of Portland.