CHARTWELLWEB LIMITED Competitors

AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor. From 1-1 phone meetings to formal Advisory Board positions, you can set your desired compensation and make your expertise available as an advisor to anyone or any company in the world. It all starts by establishing your profile, developing your professional brand, and making yourself available as an advisor on AdvisoryCloud.com . Welcome to your future as an advisor and a lifetime of stimulating advisory work. AdvisoryCloud has received multiple awards, including taking home the silver award for “Fastest-Growing Company of the Year” at the 2017 Best in the Biz Awards and being ranked 591 on the 2017 Inc. 5000. In 2018 AdvisoryCloud was named the eleventh-fastest-growing company in the Bay Area by San Francisco Business Times, and in 2019 it achieved the “Best Company Outlook” award from Comparably. Over the last eight years, AdvisoryCloud has truly modernized the way advisory work is done and have grown to include over 12,000+ advisors the AdvisoryCloud platform. Traditionally, connecting with advisory work was all word of mouth and based on who you know, but just as Uber and AirBnB revolutionized transportation and hospitality, AdvisoryCloud has brought the marketplace model to the advisory space, making it as easy to hire an advisor as it is to call an Uber…

Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager, aiming to provide investors with stable and consistent returns through access to the private credit market. We source, vet, and invest in dynamic privately funded growth-oriented companies, giving our investors access to a strong and diversified portfolio. With distinct business verticals— Trinity Capital stands as a trusted partner for innovative companies seeking tailored growth capital solutions. Headquartered in Phoenix, Arizona, the firm has an international footprint, supported by a dedicated team of investment professionals strategically located across the globe.

Founded in 1989, Sage Financial Group is a privately held, independent Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients. DISCLOSURE Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s). In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client. For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.