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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Pear VC is an early stage venture fund that invests in exceptional founders who are building amazing companies. They specialize in pre-seed and seed funding and partner with founders at the earliest stages to turn great ideas into category defining com...
Illinois Credit Union System is a Naperville, IL-based company in the Financial Services sector.
We serve growth-oriented businesses that are healthy and thriving, have a good business model, and seek a diversified capital structure. We provide access to cost-effective capital without the rigidity of a bank, and we do not seek control of your business like a private equity or venture capital firm would. We are intentional about who we work with—we work with people who understand our value system. We are passionate about having the fruits of our work enrich the lives of our stakeholders and communities, and we work with people who share that passion. Our worldview defines the way we interact with people, and it impacts the way we define success. We believe in cultivating significance over success. That mission thus goes beyond financial or professional success and includes having a positive impact on the people around us and on the communities in which we live and work.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as select international locations.