Aptus Inc., a Nevada corporation ("Aptus"), is a parent company that holds a group of privately owned firms, real estate, alternative investments, and a portfolio of equities & bonds. Aptus, established in 2018, invests in businesses related to software, mergers and acquisitions (M&A), brand strategy, hotel, and dental practice management.
At Arbor Financial Advisors LLC, we focus on service, transparency, availability, and educating our clients. We challenge each individual client to ask questions. At Arbor Financial Advisors LLC we believe by educating our clients we can build life-long relationships. We want to break away from your traditional status quo experts and tailor specifically to your needs and lifestyle. Our focus is on you, your goals, and how our approach on comprehensive financial planning can improve your overall experience.
Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel is headquartered in Chicago, with offices in New York City, San Francisco. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. Our four core values are: Active Patience®, Independent Thinking, Focused Expertise and Bold Teamwork. We model these behaviors in everything we do.
We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors.
Private Equity Investments, strategic advisory, portfolio management, and exit planning services
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in our industry. We offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)
At Elite Benefits of America, we help small and mid-sized companies take back control of their employee benefits programs. For too long, employers have been stuck in the same rinse-and-repeat renewal cycle—higher costs, fewer options, and zero predictability. We change that.
Driving change through Creating Awareness, Providing Education, and Supporting Innovation.
KB Partners is a suburban Chicago based investment firm focused on early stage venture capital investments. KB’s principals take an active approach in helping to build dominant new enterprises by working in partnership with talented entrepreneurs and experienced managers.
L Squared Capital Partners is a private equity investment firm with over $2 billion of equity commitments under management and is headquartered in Newport Beach, CA, that seeks to make long-term investments in leading growth companies that operate in targeted sectors: Education Technology, Tech-Enabled Services & Software, and Industrial Technology & Services. L Squared’s unique investor base of family offices and institutions enables the Firm to focus on long-term value creation driven by revenue and earnings growth, not financial engineering or market timing. The principals of L Squared have worked together for over 15 years and have over 125 years of combined experience investing in growing private companies.