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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Balboa Capital provides equipment leasing and financing to small and mid-sized business in the United States. The company markets its products through its direct sales force, vendor channel, and broker partnerships. The company offers leases in the range
InfoReach is a Chicago, IL-based company in the Financial Services sector.
Pacific NW Ironworkers Credit Union is a Spokane, WA-based company in the Financial Services sector.
Lafayette Square Holding Company, LLC is an impact-driven, minority-owned investment platform. Founded by Damien Dwin in 2020, the Firm confronts critical societal challenges with capital and services in three core areas: housing, jobs, and financial inclusion.