Worldview Wealth Advisors

Inverness Advisors, founded in 2009, specializes in providing middle-market mergers and acquisitions (M&A) expertise, focusing on delivering premium outcomes for clients through decades of experience. The firm has successfully closed 300 transactions across various sectors, including technology, healthcare, digital media, and enterprise services. With a commitment to client success, Inverness Advisors ensures that senior partners lead every transaction, fostering strong relationships and leveraging their extensive industry knowledge. This approach emphasizes creativity, judgment, and problem-solving, which are essential for achieving successful outcomes in strategic transactions. Generated from the website

Union Square Advisors LLC, based in San Francisco, is a prominent technology-focused investment bank specializing in strategic mergers and acquisitions and capital markets advice for both public and private companies. Founded in 2007, the firm has established a strong reputation for working with influential technology companies on significant strategic transactions while fostering a collaborative and team-oriented culture. With a track record of over 190 strategic transactions valued at more than $120 billion, Union Square Advisors combines the expertise of seasoned bankers with the ambition of junior professionals. The firm emphasizes its commitment to maximizing client outcomes and supporting the professional growth of its team members across various segments of the technology landscape. Generated from the website

Wellington Capital Advisors is a San Francisco-based wealth management firm that offers a range of comprehensive financial services. With a focus on personalized strategies, they assist clients in achieving their financial goals through expert advice and tailored investment solutions. Located in the heart of California's financial district, Wellington Capital Advisors is dedicated to providing exceptional service and building long-term relationships with their clients. Their team of experienced professionals is committed to delivering customized wealth management solutions that align with each client's unique needs and objectives.Generated from the website