Company Name

Industry

Location

Revenue

Employees

Platt Wealth Management

Financial Services

United States, California

$10M to $25M

1-10

Harvest Financial - First Allied Securites

Financial Services

United States, California

$10M to $25M

1-10

Preferred Solutions Insurance Agency

Insurance

United States, California

$10M to $25M

1-10

Spectrum Wealth Advisors

Financial Services

United States, California

$10M to $25M

1-10

Position Pivot

Venture Capital & Private Equity

United States, California

$10M to $25M

1-10

ALLIED PROFESSIONALS' INSURANCE SERVICES

Insurance

United States, California

$10M to $25M

1-10

ICMG - Yamamoto Insurance & Marketing Services

Insurance

United States, California

$10M to $25M

1-10

Imperative Business Funding

Financial Services

United States, California

$10M to $25M

1-10

H & B Investments

Investment Management

United States, California

$10M to $25M

1-10

AB Committed Capital

Venture Capital & Private Equity

United States, California

$10M to $25M

1-10

DiverssetPM

Financial Services

United States, California

$10M to $25M

1-10

SRK GLOBAL

Financial Services

United States, California

$10M to $25M

1-10

StrateFi Wealth Management

Financial Services

United States, California

$10M to $25M

1-10

Peter Kohly Insurance Agency

Insurance

United States, California

$10M to $25M

1-10

Plan to Prosper - Coronado, CA

Financial Services

United States, California

$10M to $25M

1-10

MoneyCapp

Financial Services

United States, California

$10M to $25M

1-10

Planning Solutions

Financial Services

United States, California

$10M to $25M

1-10

Qc Financial Services, Inc.

Banking

United States, California

$10M to $25M

1-10

Combined Benefits Admin

Insurance

United States, California

$10M to $25M

1-10

Discovery Investment Research

Investment Management

United States, California

$10M to $25M

1-10