Mercatus, Inc

EasyAUM Inc is a San Mateo-based company that offers a range of solutions for businesses, including market data integration, data management, asset classification, client reporting, and more. With a client-focused approach, EasyAUM Inc aims to provide value to firms by offering services such as portfolio construction, risk reporting, portfolio models rebalancing, liquidity requirements, and adherence to GIPS standards.Generated from the website

Sumeru Equity Partners LP, based in San Mateo, CA, focuses on acquiring and growing technology companies with the potential to revolutionize their industries. Their investment strategy involves partnering with growth-stage firms across various sectors to help them scale into major enterprise entities. Through initiatives like the Sumeru Fellows Program and their Thought Leadership Series, Sumeru Equity Partners is committed to fostering innovation and driving portfolio growth. Their recent acquisition of JobNimbus and notable sales, such as that of 3GTMS to Descartes Systems, illustrate their proactive approach to investment and scaling. Generated from the website

Balopole Investment Management Corporation ( BIMC ) is a fee-only investment advisory and finanical planning firm. At BIMC we work to know you well, so that we can give you the best advice.BIMC has been helping people secure their retirement and meet their investment goals since 2000. Our founder has twenty five years of experience in financial services, first as a CPA and now as a Chartered Financial Analyst ( CFA ).We coordinate our efforts with your other professional advisors regarding your estate planning, charitable giving, insurance needs and tax planning.