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Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Trilogy Capital Management, Llc is a San Diego, CA-based company in the Financial Services sector.
Southern Lakes Credit Union is a Kenosha, WI-based company in the Financial Services sector.
Deephaven aims to be the premier provider of private-capital liquidity for Non-QM residential mortgage loans for correspondent and wholesale lending.
TORA is the leading provider of advanced investment management technologies for asset managers, hedge funds, proprietary trading firms and sell-side trading desks globally. We are a cloud-based front-to-back office technology provider delivering everything you need to run a trading and portfolio management desk. TORA`s award-winning suite of products offers the industry`s most comprehensive institutional trading software including execution management, order management, risk control tools, algos, pre-trade and post-trade TCA and portfolio management solutions. Our team builds innovative technology that fits our client`s workflow requirements through a feature-rich, intuitive user interface. The TORA API assures a truly straight-through processing (STP) experience and the TORA FIXNet enables our clients to access multi-asset liquidity from across the globe. We pride ourselves on having a strong focus on client support, rapid implementations and industry-leading innovation. Headquartered in San Francisco, TORA has over 250 employees across our offices in Hong Kong, Jersey, New York, Romania, Singapore, Sydney and Tokyo.