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Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company has grown from its roots as a brokerage firm founded in 1974 into one of the nation’s leading self-directed IRA custodians—recognized by Investopedia as Best Overall Self-Directed IRA Custodian from 2020 to 2025. Today, we support hundreds of thousands of investors with a wide range of alternative asset solutions. Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.
Westlake, Ohio, US
Private
$192.4M Revenue
https://www.trustetc.com
595 Employees
SFP Synergy Financial Partners
Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!
Lawrenceville, Georgia, US
Private
$66.3M Revenue
http://www.synergyfinancial.com
63 Employees
Atlas
Atlas is redefining wealth and asset management for the modern era. We provide institutional-grade investment strategies, personalized financial advice, and Merchant Banking—delivering better outcomes for high-net-worth individuals, family offices, and institutions. Traditional wealth management is slow, manual, and outdated. Atlas leverages Agentic AI to streamline operations, enhance decision-making, and scale client service like never before. Our advisors focus on what truly matters—helping you build, protect, and grow your wealth. Whether you're navigating a major liquidity event, optimizing a multi-generational estate, or seeking next-level investment management, Atlas delivers a smarter, more efficient, and future-proof approach to wealth. 📍 Who We Serve: High-net-worth individuals ($10M+), family offices ($100M+ AUM), and institutions ($1B+ AUM). 🔹 Bespoke Public + Private investment strategies. 🔹 Human expertise, AI-powered efficiency. 🔹 Seamless, technology-driven client experience.
Los Angeles, California, US
Private
http://www.atlasfinancial.com
15 Employees
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
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