Companies

Black Diamond Advisory is a global digital finance transformation firm and a Platinum Partner of OneStream Software.

HSP Group is a consulting company that provides HQ-based finance, tax, legal and HR personnel services.

RockFi is a private management company offering wealth management services.

You can't buy peace of mind, but you can plan for it. Private Wealth Asset Management is a financial advisory firm.

FocusPoint International is a global risk consultancy that specializes in security, medical evacuation and crisis response solutions.

Uhy Advisors provides business consulting services, professional services to mid-sized and larger companies.

Quisitive maker of LedgerPay, a cloud-based consumer insights and payment solution that leverages AI, machine learning and blockchain technology.

H&t Group provides a range of simple and accessible financial products tailored for a customer base.

Burns & Levinson is a Boston-based, full service law firm with more than 125 attorneys in Massachusetts, New York and Rhode Island.

OneAdvisory helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

Duane Morris is a full-service global law firm that provides solutions to legal and business challenges and disputes.

Osborne Clarke is an international legal practice with over 270 Partners and more than 850 talented lawyers in 26 locations

The Pareto Network is the first peer to peer financial content marketplace. It connects providers of financial information in the cryptocurrency space with investors, providing foresight into market inefficiencies and opportunities. Content creators can earn money by sharing financial information that benefits people in the network. When investors compensate content creators, their ranking goes up which gives them faster access to more actionable information in the future.

FAIR is a nonprofit organization that provides financial advice, legal aid, education, and investor rights advocacy services.

M&A solutions as unique as you are. LAVA Advisory Partners provides M&A advisory for buy side and sell side transactions, from origination through negotiation and completion.

CDL is an organization of elite cyber security engineers, consultants, auditors, educators, & scientists that are plugged in & ready serve, educate & invent

Harris & Trotter is a firm of chartered accountants & business advisers that offers audit, payroll, tax planning and accounting services.

Heritage Family Offices specializes in taxation, wealth management, law, and insurance services.