Company Name

Industry

Location

Revenue

Employees

Old Point Wealth Management

Investment Management

United States, Virginia

$500M to $1B

11-50

The Veritas Group

Financial Services

United States, Indiana

$500M to $1B

11-50

Sequoia Capital Global Equities

Investment Management

United States, California

$500M to $1B

11-50

First Commonwealth Insurance Agency

Insurance

United States, Pennsylvania

$500M to $1B

11-50

Brad Carlisle - State Farm Insurance Agent

Insurance

United States, Tennessee

$500M to $1B

11-50

United Republic Bank

Banking

United States, Nebraska

$500M to $1B

11-50

Trident Wealth Management

Financial Services

United States, Illinois

$500M to $1B

11-50

Hillview Group

Venture Capital & Private Equity

United States, District of Columbia

$500M to $1B

11-50

Wonder Rates

Financial Services

United States, California

$500M to $1B

11-50

Integra Private Wealth

Financial Services

United States, New Jersey

$500M to $1B

11-50

BMW Bank of North America

Banking

United States, Utah

$500M to $1B

11-50

Raymond Federal Bank

Banking

United States, Washington

$500M to $1B

11-50

RBM Wealth Management Group

Financial Services

United States, Georgia

$500M to $1B

11-50

Cooperative Federal

Financial Services

United States, New York

$500M to $1B

11-50

Sound Private Wealth

Financial Services

United States, New York

$500M to $1B

11-50

Prime Business Group

Financial Services

United States, Indiana

$500M to $1B

11-50

SquareRisk

Insurance

United States, Massachusetts

$500M to $1B

11-50

dealerCor

Insurance

United States, Texas

$250M to $500M

11-50

Allegiant Global Partners

Insurance

United States, Massachusetts

$250M to $500M

11-50

Capital Planning Advisors

Financial Services

United States, California

$250M to $500M

11-50