| Name | Title | Contact Details |
|---|
Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron`s and the Financial Times. Lido`s unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies. Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
PowerVision Corporation is a Delray Beach, FL-based company in the Computers & Electronics sector.
Southeastern Computer Associates is a Marietta, GA-based company in the Computers and Electronics sector.
Zennify is an award-winning Salesforce and nCino partner with decades of experience delivering top-tier consulting that gets you results` Imagine a consulting partner who delivers solutions with the skills and quality of a large firm and the focused attention and reliability of a trusted friend` A partner who will solve your toughest business challenges by actively listening, strategically advising, and challenging assumptions to ensure success` One who deeply understands your industry and proactively shares ideas, while going above and beyond to deliver projects that exceed your expectations` One that can flexibly manage every aspect of your solution, from a new implementation and complex integrations to innovation strategy, training, or ongoing platform work` One who helps you give back by investing 1% of the time, money, and resources from every project to support the community and the planet` That partner is Zennify` We’ve earned the trust of our customers and partners with our 4`8/5 Customer Satisfaction Rating` And thanks to that high level of trust and confidence in our solutions, we’re on Salesforce’s Partner Advisory Board and Salesforce Ventures is invested in our success` Our track record speaks to the commitment, vision, and skill we bring to every engagement` Across our team, we’ve launched digital portals for commercial banks, supported massive org merges, worked through complex data and systems architectures, trained global business units, and more` We stay inspired, keep our clients inspired—and deliver results that matter`
Wide Open Technologies is a Wilmington, NC-based company in the Computers and Electronics sector.