BUSINESS & BANKING
ACI Worldwide Inc
Bermont Gold Wealth
H.I.G. Capital
H.I.G. Capital is a leading global alternative investment firm with a focus on the mid cap segment of the market. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and biohealth. They align themselves with committed management teams and entrepreneurs and help build businesses of significant value.
PNC Bank
For more than 160 years, PNC Bank has been committed to providing their clients with great service and powerful financial expertise to help them meet their financial goals. They offer a wide range of services for all customers, from individuals and small businesses to corporations and government entities. No matter how simple or complicated your needs, they are sure to have the products, knowledge, and resources necessary for financial success.
Oppenheimer & Co.
For more than 140 years, Oppenheimer & Co. Inc. has provided clients with the financial expertise and insight to help achieve their goals. Oppenheimer’s proud tradition of providing innovative, customized solutions to clients sets them apart from competitors. They believe in independent thinking that leads to innovative strategies tailored to the needs of our clients. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, and institutions.
Trivest Partners
Founded in 1981, Trivest is among the oldest private investment firms in the Southeastern United States. Headquartered in Miami with a presence in Charlotte, Chicago, Denver, Los Angeles, New York, and Toronto, the firm focuses exclusively on the support and growth of founder-led and family-owned businesses. With four dedicated funds, Trivest offers unparalleled flexibility for founders of all kinds who are looking toward the next stage of growth for their business.
Balanz
Balanz USA is committed to delivering comprehensive global wealth advisory services, incorporating advanced digital technology to support advisors who value independence and ownership. Our offerings include top-tier technology platforms and sophisticated investment solutions tailored to the diverse financial needs of our clients. We emphasize cultivating an environment that encourages both clients and advisors to realize their financial aspirations. In line with our commitment to transparency and integrity, Balanz operates in full compliance with FINRA and SEC regulations, ensuring that our practices adhere to the highest standards of ethical conduct and regulatory compliance. Our dedication to these principles is foundational to our mission of empowering clients and advisors in achieving their financial objectives.