Ampersand (Other Financial Services)

Operator of an administration and advising platform designed to offer access to a secure financial future. The company's platform creates employee accounts automatically where deductions are synced with payroll providers, as well as offers personalized investment advice, enabling small and medium-sized businesses to serve their employees with proper financial security.

Asset Funder specializes in business and asset financing solutions for construction, transportation, manufacturing, and technology sectors.

CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.