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We are an independent, leading provider of bespoke private wealth and corporate administration services to companies, individuals and families across the world. Our clients` interests are at the forefront of everything we do. We are focused on delivering excellence in client service at every opportunity. A consistent quality of thinking that has shaped our reputation for innovation and proven delivery for over 50 years.
Lighter Capital is a fintech company that has created a new fundraising path for early-stage tech companies. We understand that an entrepreneur`s two greatest constraints are time and money, and we`ve developed a funding instrument that solves for both. We provide founders up to $3 million of non-dilutive growth capital in a fraction of the time it takes to raise from traditional sources. Based in Seattle, we`ve invested over $200 million in 650 rounds of financing to over 350 companies across the US.
Zelis is a healthcare and financial technology growth company and market-leading provider of claims cost management and payments optimization solutions to price, pay and explain healthcare claims.
Innovis is a Columbus, OH-based company in the Financial Services sector.
Kern Schools Federal Credit Union is a Bakersfield, CA-based company in the Financial Services sector.