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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.
Acuity Insurance, headquartered in Sheboygan, Wisconsin, is a property and casualty insurer that is recognized as a top regional insurance carrier. Operating in 27 states, Acuity is trusted to protect over 100,000 businesses and over 450,000 homes and vehicles. Acuity generates nearly $1.4 billion in revenue through 1,000 independent agencies, manages over $4 billion in assets, and is rated A+ by both A.M. Best and Standard & Poors for financial strength. Acuity earns a 96% claims satisfaction rating from customers and maintains a reputation for innovative products and service excellence. Named the top employer in insurance, Acuity employs over 1,200 people.
Croghan Bancshares Inc. is a Fremont, OH-based company in the Financial Services sector.
Esplanade Capital is a White Plains, NY-based company in the Financial Services sector.
Liquify is a company that is building an investment platform for alternative assets like property, infrastructure, forestry and intellectual property. They aim to make investing accessible, simple and painless.