A leading provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth (“HNW”) and ultra-high net worth (“UHNW”) clients. As defined by Cerulli, HNW clients are identified as those with $5 million or more investable assets and UHNW clients are identified as those with $20 million or more investable assets.
Lead Underwriter
Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC
Co-Managers
Citigroup Global Markets Inc, D.A. Davidson and Co, Keefe, Bruyette & Woods, Inc, Maxim Group, LLC, RBC Capital Markets, LLC