Sagamore Wealth Management

Waddell & Reed in Woburn, MA is a financial services firm that offers investment management and financial planning services to individuals, families, and businesses. With a focus on personalized financial solutions, Waddell & Reed aims to help clients achieve their long-term financial goals through a range of investment strategies and advisory services. Generated from their business information

Acadian Asset Management is a Boston- and Singapore-based investment management firm specializing in active global and international equity strategies. The company invests on behalf of major pension funds, endowments, foundations, governments and other institutions based in the United States and abroad. The firm also serves individual investors through a mutual fund, the Acadian Emerging Markets Portfolio. Acadian Financial Research, the firm's predecessor was founded in 1977. Starting in 1978, Acadian designed, developed and implemented an international index-matching strategy and an active country selection strategy for the State Street Bank and Trust Company. In 1987, Acadian ended its relationship with State Street and Acadian Asset Management began to manage institutional assets directly.

WestView Capital is a Boston-based private equity firm that specializes in growth-oriented companies, managing $2.7 billion in capital. With a proven track record in partnering with exceptional entrepreneurs on minority and majority recapitalizations, growth capital, and buyout transactions, they have gained recognition as a top choice for founders and business leaders. The firm emphasizes collaborative partnerships, structural flexibility, and a focused approach to key sectors such as business services, software, healthcare, and consumer products. Their commitment to supporting mid-market companies has enabled numerous firms to achieve leadership positions in their respective industries. Generated from the website