Company Name

Industry

Location

Revenue

Employees

Keen Mortgage

Financial Services

United States, Colorado

$1B and Over

1-10

Tim White - State Farm Insurance Agent

Insurance

United States, Alabama

$1B and Over

1-10

Future Back Ventures by Bain & Company

Venture Capital & Private Equity

United States, Massachusetts

$1B and Over

1-10

Advyzon Investment Management

Financial Services

United States, Illinois

$1B and Over

1-10

Spyglass Capital

Investment Management

United States, Virgin Islands

$1B and Over

1-10

HBCC

Investment Management

United States, California

$1B and Over

1-10

Vienna Asset Management

Financial Services

United States, California

$1B and Over

1-10

Maher Wealth Management

Financial Services

United States, Arizona

$1B and Over

1-10

Foster Point Wealth Management

Financial Services

United States, Washington

$1B and Over

1-10

O'Leary Financial Strategies

Investment Management

United States, Colorado

$1B and Over

1-10

Great Lakes Wealth Advisors

Investment Management

United States, Wisconsin

$1B and Over

1-10

Nightingale Wealth Solutions

Financial Services

United States, Massachusetts

$1B and Over

1-10

Comma Capital

Financial Services

United States, New York

$1B and Over

1-10

Academy Wealth Management

Investment Management

United States, Michigan

$1B and Over

1-10

CC7 Enterprises

Investment Management

United States, Georgia

$1B and Over

1-10

LongeVC

Venture Capital & Private Equity

United States, California

$1B and Over

1-10

Costanzo Financial Advisors

Financial Services

United States, Florida

$1B and Over

1-10

Lykos Global Management LP

Investment Management

United States, Connecticut

$1B and Over

1-10

Juniper Valley Capital

Venture Capital & Private Equity

United States, New York

$1B and Over

1-10

Metzger Platinum Insurance

Insurance

United States, Georgia

$1B and Over

1-10