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netreit is a Escondido, CA-based company in the Financial Services sector.
A boutique multi-family office serving a select group of ultra-high net worth clients and their families. EPIQ Capital Group is a boutique multi-family office
Pathway Financial Advisors is a Burlington, VT-based company in the Financial Services sector.
fidelitype is a Boston, MA-based company in the Financial Services sector.
Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.