Peter Braxton

Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland.

Envoi LLC is a financial firm that prides itself on being small but effective. The private company is based in Minnetonka, MN. The company's description emphasizes that they are more than just a financial firm, but also a protector, confidant, negotiator, agent, ally, and advocate for their clients.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

Akoya Capital Partners LLC (Akoya Capital) is an independent private equity subsidiary of Akoya Capital LLC founded in 2005 by Max DeZara. The firm is headquartered in Chicago, Illinois.

DOM Capital Group LLC (DOM Capital Group) is a private equity firm founded in 2007 by Anthony M. Owen and Jay L. Owen. The firm is headquartered in Chicago, Illinois.

Blue Marlin Partners LLC (Blue Marlin Partners) is a private equity firm founded in 2006 by Peter Kirsch. The firm is headquartered in Washington, District of Columbia.

Manifold Ventures (Manifold Ventures) is a venture capital firm, subsidiary of Manifold Group, founded in 2021. The firm is headquartered in Chicago, Illinois.