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  2. Robertson Stephens - Wikipedia

    en.wikipedia.org/wiki/Robertson_Stephens

    Robertson Stephens was founded as boutique investment bank, Robertson Stephens & Company. It was among the most active investment banks in the technology sector at the height of the internet boom, underwriting 74 IPOs with a total value of $5.5 billion between 1999 and 2000. [3]

  3. Unico Properties - Wikipedia

    en.wikipedia.org/wiki/Unico_Properties

    Rainier Tower, Seattle One Nashville Place in Nashville, Tennessee. Unico Properties LLC (formerly University Properties Inc) is an American private equity real estate investment and development company based in Seattle, Washington, focused on the north-west and west of the US. [1] It was founded in 1953. [2]

  4. Allen & Company - Wikipedia

    en.wikipedia.org/wiki/Allen_&_Company

    Allen & Company LLC is an American privately held boutique investment bank based at 711 Fifth Avenue, New York. [1] The firm specializes in real estate, technology, media and entertainment. [ 2 ] [ 3 ]

  5. The Raine Group - Wikipedia

    en.wikipedia.org/wiki/The_Raine_Group

    In April 2023, Raine acquired Code Advisors, a San Francisco-based boutique investment bank that also focuses on TMT. It was done as the two had already worked together on a number of deals for the same clients. [10] Sources state that Sine is more active on the advisory side while Ravitch is more active on the investment side. [7]

  6. Russell Investments - Wikipedia

    en.wikipedia.org/wiki/Russell_Investments

    Founded by Frank Russell in 1936 in Tacoma, Washington, [10] [11] Russell Investments began as a stockbroker and consultant, and later created the Russell 2000 Index, one of the most followed stock market indices in the U.S. [12] His grandson, George Russell, has been credited with expanding the company and pioneering the business of pension consulting when he secured J. C. Penney as the first ...

  7. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

  8. Maveron - Wikipedia

    en.wikipedia.org/wiki/Maveron

    The firm was co-founded by Dan Levitan and former Starbucks chief executive Howard Schultz in 1998. [citation needed] Maveron invests in consumer-only businesses centered on technology-enabled products and services in commerce, education, and health and wellness. As of 2020, the firm had a total of $1.3 billion in assets under management (AUM). [1]

  9. Jefferies Group - Wikipedia

    en.wikipedia.org/wiki/Jefferies_Group

    Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.