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  2. The Raine Group - Wikipedia

    en.wikipedia.org/wiki/The_Raine_Group

    Raine provides investment banking advisory services to companies in the TMT sector. Its business model follows Allen & Company where its deal-making contacts would give it exclusive access to prospective investments. Raine does not make many pitches for new business and instead prefers to focus on existing clients for repeat business. [3] [4] [8]

  3. LionTree - Wikipedia

    en.wikipedia.org/wiki/LionTree

    LionTree LLC is an American boutique investment and merchant bank that has a focus on industries related to technology, media and telecommunications (TMT). [2] [3] Although the firm is based in the United States, it also has a significant presence in Europe. [3] LionTree also has a media company called Kindred Media. [2] [4]

  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. Ducera Partners - Wikipedia

    en.wikipedia.org/wiki/Ducera_Partners

    Ducera Partners (Ducera) is an American boutique investment bank that has a focus on advising companies regarding restructuring matters. Through its affiliate partners, it is also involved with wealth management and growth capital. Headquartered in New York, it has additional offices in Los Angeles, San Francisco and Stamford.

  6. Connor, Clark & Lunn - Wikipedia

    en.wikipedia.org/wiki/Connor,_Clark_&_Lunn

    Connor, Clark & Lunn Financial Group (CC&L) is a Canadian multi asset investment management firm headquartered in Toronto, Ontario. It is one of Canada's largest privately owned investment management firms. Outside Canada, it has offices in the United States, the United Kingdom and India.

  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. 7 best investment platforms for Dec. 2024: Low-cost options ...

    www.aol.com/finance/best-investment-platforms...

    Fidelity is an investment service, brokerage and advisory firm that was established in 1946 and has since become one of the largest investment management companies in the world. The company’s ...

  9. Keefe, Bruyette & Woods - Wikipedia

    en.wikipedia.org/wiki/Keefe,_Bruyette_&_Woods

    Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector.. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset managem