| Name | Title | Contact Details |
|---|---|---|
Diane Wolfe |
VP, Chief Compliance Officer | Profile |
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
Coconut Grove Bank is a Miami, FL-based company in the Financial Services sector.
Freedom Holding is a Nevada-based holding company that owns and operates businesses in markets such as retail securities brokerage, research, and investment counseling.
A.C. Simmonds and Sons Inc. is identifying opportunities prime for consolidation, expansion and further development. The Company is acquiring and consolidating profitable businesses with solid business models and technologies, introducing capital and strong management, and improving the efficiency of each company by sharing services across the group. Targets include companies that are poised to move to the next stage with the right injection of capital and management expertise. A.C. Simmonds is well positioned in the fast growing environment of aging “baby boomer” business owners who are past the wealth accumulation phase of their lives and do not have a clear succession plan or exit strategy.
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