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Investment Banks/Lenders/Succession/Planning Consultants

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Member Circle

DeVoe & Company is a goal-based consulting firm and investment bank focused exclusively on guiding wealth management companies to a higher level of success. The firm provides consulting, M&A and valuation services to help RIAs… MORE

Goldman Sachs Private Bank Select® (GS Select) builds upon the extensive lending expertise of Goldman Sachs’ Private Bank, offering revolving securities-based lines of credit as a liquidity source for clients of independent financial advisors. With GS Select, clients can access liquidity quickly and easily, instead of selling securities… MORE
Finalists
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Member Circle

DeVoe & Company is a goal-based consulting firm and investment bank focused exclusively on guiding wealth management companies to a higher level of success. The firm provides consulting, M&A and valuation services to help RIAs… MORE

Goldman Sachs Private Bank Select® (GS Select) builds upon the extensive lending expertise of Goldman Sachs’ Private Bank, offering revolving securities-based lines of credit as a liquidity source for clients of independent financial advisors. With GS Select, clients can access liquidity quickly and easily, instead of selling securities… MORE
Finalists
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