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Sagent Advisors, Inc. is one of the leading companies in the Financial Services sector.
Patriarch Partners is a New York, NY-based company in the Financial Services sector.
TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the Advisor and Self-directed Investor, recognizing the uniqueness of each investor.
Mellon is a new breed of multi-asset investment specialist: holistic in approach, client driven and committed to investment excellence.
Ampfield Management, L.P. is an investment management firm based in New York.