Beacon Tree Capital

Progress Partners is a full-service investment bank based in Boston, MA, focusing on building value for the digital future through strategic mergers, acquisitions, and capital solutions. With a proven track record of billions in transactions and deep expertise across various sectors, including automotive, cybersecurity, and digital media, the firm employs a dedicated team of experienced bankers and advisors to deliver creative solutions and strategic advice tailored to their clients' needs. With over 20 years of experience, Progress Partners has been instrumental in navigating the rapidly evolving landscape of technology and market digitization. Their commitment to understanding client businesses at their core enhances their ability to facilitate successful exits and growth strategies, all while leveraging an extensive network of industry veterans to ensure optimal outcomes. Generated from the website

Paceline Wealth Management, based in Boston, MA, specializes in providing tailored financial advice and investment management services to tech and biotech executives, as well as physicians. The firm is committed to helping clients navigate complex financial decisions with a combination of concierge-level service and professional-grade resources. Founded by Jeremy Bohne, a Cornell MBA with extensive experience in comprehensive financial planning and institutional investing, Paceline operates on a fiduciary basis, ensuring that clients' best interests are prioritized at all times. With a transparent, commission-free fee structure, clients can trust that their accounts are managed with integrity and expertise. Generated from the website

Fidelity Investments is a financial services company based in Boston, MA, specializing in investment management and brokerage services. They offer a range of products and services to help individuals and institutions achieve their financial goals. With a focus on providing investment solutions and guidance, Fidelity Investments aims to empower their clients to make informed decisions about their finances. Their team of experts works to deliver personalized advice and support to help clients navigate the complexities of the financial markets. Generated from their business information