DataPile investor atlas
Angel investors & venture capitalists in United States
Last updated 04-10-2025. Data refreshed weekly.
28
Matches for your filters
3,050
Total investors in region
3,050
Profiles tracked nationwide
San Francisco (84)
Largest investor hub
Andreessen Horowitz, Insight Partners
Notable firms
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Location
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Industry focus
We found 28 investors focused on banking.
Market intelligence
- Most active investment themes in United States: venture capital & private equity, investment banking, investment management.
- 84 profiles are headquartered in San Francisco, making it the busiest hub in United States.
- Featured firms include Andreessen Horowitz, Insight Partners, General Catalyst, Bain Capital Ventures.
Explore states in United States
California
797
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628
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200
Texas
180
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128
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95
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87
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70
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56
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49
Michigan
47
North Carolina
46
District of Columbia
45
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43
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42
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36
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36
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27
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27
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25
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24
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24
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19
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18
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18
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16
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13
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12
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9
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8
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8
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7
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6
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5
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5
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4
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4
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3
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3
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3
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3
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3
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2
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2
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1
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1
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1
Investor hotspots
Frequently mentioned firms
Showing 1 – 28 of 28 investors
Panthera Advisors
- Focus areas
-
investment banking investment banking capital raising fundraising financing m a acquisition business strategy entrepreneurship startups venture capital venture debt angel investos angel groups family offices venture financing private placements
- Location
- New York, New York, United States
Capital Factory
- Focus areas
-
investment banking saas marketplaces virtual reality smart cities information technology enterprise software software incubator coworking accelerator funding events mentorship
- Location
- Dallas, Texas, United States
Baird Augustine
- Focus areas
-
investment banking investment banking cross border hedge funds private equity venture capital institutional investors family offices ipos spacs institutional investment research silicon valley technology crypto blockchain ai clean tech alternative assets cross border investments cross border investment banking cross border liquidity
- Location
- Los Gatos, California, United States
Alkali Partners
- Focus areas
-
investment banking investment banking capital raising private equity venture capital seed investing growth equity mergers acquisitions business broker m a advisors technology investment banking corporate development strategic business development boutique investment bank negotiation letter of intent stock purchase agreement term sheet business acquisition due diligence corporate strategy business valuations waterfall scenarios financial operating models fairness opinions 409a valuations softwareasservice recurring revenue debt leveraged buyouts buyouts reps warranties quality of earnings technology due diligence customer calls
- Location
- San Francisco, California, United States
Drake Star
- Focus areas
-
investment banking m a fund raising venture capital private equity spac advisory growth financing venture debt recap corporate venture carveout joint venture
- Location
- Los Angeles, California, United States
City National Bank
- Focus areas
-
banking private banking small & midsize business banking entertainment commercial real estate healthcare technology equipment leasing finance wealth management franchise financing legal business banking financial services personal banking investment management digital banking concierge banking high-net-worth individuals entertainment industry sports financing tailored solutions relationship-driven banking community focus treasury management open banking capital markets customer-centric innovative technology diverse clientele specialized industries comprehensive financial solutions client success stories personalized service fdic-insured strategic partnerships digital transformation customer feedback concierge-style banking risk mitigation liquidity management cash flow optimization financial planning trust services online banking mobile banking customer support industry expertise financial literacy inclusive banking client relationships banking technology banking lending credit cards international banking home mortgages home equity loans personal savings accounts certificates of deposit sba lending asset-based lending equipment financing estate planning retirement planning cash management credit line loan syndications risk management foreign currency exchange financial advisory portfolio management debt management fraud protection payment solutions accounts payable accounts receivable trade services self-directed investing working capital integration management payments solutions real estate financing charitable giving services insurance services regulatory compliance financial technology client services relationship management community banking b2b b2c non-profit services retail health care health wellness & fitness hospital & health care law practice legal services financial consulting consulting management consulting finance technology information technology & services nonprofit organization management banks & credit unions
- Location
- Philadelphia, Pennsylvania, United States
U.S. Bank
- Focus areas
-
banking banking financial services finance payments loans deposits mortgage home equity wealth management banks & credit unions
- Location
- Clifton, New Jersey, United States
CRG Capital Partners
- Focus areas
-
investment banking
- Location
- New York, New York, United States
City National Bank
- Focus areas
-
banking private banking small & midsize business banking entertainment commercial real estate healthcare technology equipment leasing finance wealth management franchise financing legal business banking financial services personal banking investment management digital banking concierge banking high-net-worth individuals entertainment industry sports financing tailored solutions relationship-driven banking community focus treasury management open banking capital markets customer-centric innovative technology diverse clientele specialized industries comprehensive financial solutions client success stories personalized service fdic-insured strategic partnerships digital transformation customer feedback concierge-style banking risk mitigation liquidity management cash flow optimization financial planning trust services online banking mobile banking customer support industry expertise financial literacy inclusive banking client relationships banking technology banking lending credit cards international banking home mortgages home equity loans personal savings accounts certificates of deposit sba lending asset-based lending equipment financing estate planning retirement planning cash management credit line loan syndications risk management foreign currency exchange financial advisory portfolio management debt management fraud protection payment solutions accounts payable accounts receivable trade services self-directed investing working capital integration management payments solutions real estate financing charitable giving services insurance services regulatory compliance financial technology client services relationship management community banking b2b b2c non-profit services retail health care health wellness & fitness hospital & health care law practice legal services financial consulting consulting management consulting finance technology information technology & services nonprofit organization management banks & credit unions
- Location
- Cincinnati, Ohio, United States
U.S. Bank
- Focus areas
-
banking assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services major banks finance investment trust services digital banking mobile banking personal banking business banking checking accounts savings accounts credit cards mortgages home equity loans investment services customer satisfaction community involvement diversity and inclusion small business support corporate banking governmental services healthcare financing commercial real estate aerospace and defense retail banking customer demographics financial empowerment ethical banking competitive products online banking atm network customer service financial stability community investment partnerships corporate bonds international banking digital innovation market share customer engagement financial inclusion tailored solutions diverse customer base employee empowerment trust building financial literacy accessibility philanthropic initiatives investing financial education automated investing investment management retirement planning iras personal loans debt consolidation home loans auto loans credit line business loans merchant services cash management digital payments funding options credit risk management insurance services financial advisor money market accounts wire transfers financial planning investment portfolios tax harvesting low-cost investments financial goals payment solutions lending services fraud protection financial insights virtual banking banking app investment options educational resources loan calculators branch services atm locations embedded payments b2b b2c e-commerce government services retail consumer internet consumers internet information technology & services banks & credit unions
- Location
- Phoenix, Arizona, United States
Educated Ventures LLC
- Focus areas
-
investment banking education markets capital raise mergers acquisitions new market assessment
- Location
- Chicago, Illinois, United States
Capital Factory
- Focus areas
-
investment banking incubator coworking accelerator funding events mentorship saas marketplaces virtual reality smart cities information technology enterprise software software unicorns tech sector disruption customer engagement government partnerships government and defense tech healthtech market access mentorship programs strategic investor connections texas startup funding tech sector government collaboration disruptive innovation fundraising support disruptive business models early-stage investment high-growth startups coworking spaces investor relations business development investment ecosystem startup accelerator venture funding securities and commodity contracts intermediation and brokerage coworking space investment network texas startups tech sector growth startup mentorship programs all access fund unicorn portfolio texas tech investment business support networking texas startup accelerators dual-use technology scaling startups entrepreneurship tech investment startup mentorship portfolio companies clean energy government innovation unicorn startups texas innovation b2b early-stage funding startups & business incubation tech ecosystem texas tech ecosystem investment opportunities texas fund community support texas investment scene business support & community building investment funds corporate partnerships startup community government venture capital investment public-private partnerships services strategic connections funding funds community-driven investment high-potential ventures texas startup hubs entrepreneur support networking events venture capital firms industry partnerships venture capital networks texas innovation hubs texas entrepreneurial support entrepreneurial ecosystem business scaling venture capital business growth innovation disruptive tech sectors technology companies startup growth collaboration fellowship fund investment startup funding investor startup matchmaking community building venture capital & private equity henry crown fellowship dual-use technologies technology & innovation venture capital in texas disruptive tech educational programs technology sectors investment networks technology startup ecosystem investor networking technology community office space incubator programs accelerator programs community events business workshops private office rentals dedicated desks flexible workspace team collaboration tech startups education and training resource sharing innovation center business networking pitch events mentoring programs strategic alliances seed funding angel investment austin tech scene startups acceleration entrepreneurial resources business resources conference room rentals event hosting community leadership networking opportunities interactive events business coaching creative workspace marketing resources growth strategies founder support technology incubation business mentorship professional networking startup support services corporate innovation finance education accelerators mentoring computer software information technology & services enterprises environmental services renewables & environment angel investing financial services
- Location
- Austin, Texas, United States
U.S. Bank
- Focus areas
-
banking assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services major banks finance investment trust services digital banking mobile banking personal banking business banking checking accounts savings accounts credit cards mortgages home equity loans investment services customer satisfaction community involvement diversity and inclusion small business support corporate banking governmental services healthcare financing commercial real estate aerospace and defense retail banking customer demographics financial empowerment ethical banking competitive products online banking atm network customer service financial stability community investment partnerships corporate bonds international banking digital innovation market share customer engagement financial inclusion tailored solutions diverse customer base employee empowerment trust building financial literacy accessibility philanthropic initiatives investing financial education automated investing investment management retirement planning iras personal loans debt consolidation home loans auto loans credit line business loans merchant services cash management digital payments funding options credit risk management insurance services financial advisor money market accounts wire transfers financial planning investment portfolios tax harvesting low-cost investments financial goals payment solutions lending services fraud protection financial insights virtual banking banking app investment options educational resources loan calculators branch services atm locations embedded payments b2b b2c e-commerce government services retail consumer internet consumers internet information technology & services banks & credit unions
- Location
- Minneapolis, Minnesota, United States
JR
Cadence Bank
- Focus areas
-
banking commercial banking treasury management commercial real estate foreign exchange specialized lending wealth management financial planning retail banking business banking assetbased lending sba lending investment & trust services retirement plan management consumer loans mortgages home equity lines & loans credit cards major banks finance financial literacy regional financial services industry-specific banking savings accounts online banking banking for nonprofits services small business loans regional banking loans and mortgages banking technology community engagement regional bank asset management retirement planning bank branches checking accounts banking and finance banking partnerships banking network regional economic development banking history customer service banking customer support financial solutions regional headquarters bank mergers trust services digital banking platform banking services regional economy regional presence financial education investment management banking innovation banking sustainability bank branding mobile banking b2b commercial loans loan products mortgage lending banking analytics community development financial institution insurance digital payments agricultural loans banking industry digital banking healthcare banking customer experience b2c banking regulation banking infrastructure personal loans auto loans banking financial advisory loan origination real estate financing energy banking banking regulations personal banking financial services community reinvestment banking security corporate finance regional development atm network regional markets corporate banking retail investment services banking awards financial growth banking outreach loans wealth planning banking compliance community banking small business banking home equity loans mortgage services home equity lines insurance products fraud prevention merchant services estate planning automobile loans credit builder loans corporate trusts employee benefits sba loans interest rates certificates of deposit money market accounts debit cards financial advisors cyber fraud protection customized banking consumer banking equity loans philanthropic services cash management loan syndication commercial real estate financing healthcare non-profit energy & utilities construction & real estate financial consulting consulting management consulting law practice legal services health care health wellness & fitness hospital & health care nonprofit organization management
- Location
- Houston, Texas, United States
U.S. Bank
- Focus areas
-
banking assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services major banks finance investment trust services digital banking mobile banking personal banking business banking checking accounts savings accounts credit cards mortgages home equity loans investment services customer satisfaction community involvement diversity and inclusion small business support corporate banking governmental services healthcare financing commercial real estate aerospace and defense retail banking customer demographics financial empowerment ethical banking competitive products online banking atm network customer service financial stability community investment partnerships corporate bonds international banking digital innovation market share customer engagement financial inclusion tailored solutions diverse customer base employee empowerment trust building financial literacy accessibility philanthropic initiatives investing financial education automated investing investment management retirement planning iras personal loans debt consolidation home loans auto loans credit line business loans merchant services cash management digital payments funding options credit risk management insurance services financial advisor money market accounts wire transfers financial planning investment portfolios tax harvesting low-cost investments financial goals payment solutions lending services fraud protection financial insights virtual banking banking app investment options educational resources loan calculators branch services atm locations embedded payments b2b b2c e-commerce government services retail consumer internet consumers internet information technology & services banks & credit unions
- Location
- New York, New York, United States
BMO Capital Markets
- Focus areas
-
investment banking capital raising m a research risk management institutional investing financial services personal banking commercial banking investment banking wealth management digital banking customer-centric sustainability inclusion client partnership tailored solutions mortgages credit cards loans business loans asset management retirement planning financial advice innovative solutions net-zero transition community support diverse customer base digital tools customer experience industry expertise comprehensive products trust integrity empathy responsible banking cross-border banking economic growth financial progress client relationships banking technology mobile banking customer support financial literacy rewards programs estate planning philanthropic strategies business banking checking accounts savings accounts home equity heloc student loans auto loans investment options overdraft protection cash back certificates of deposit debit cards secure payments financial planning retirement accounts iras tax-free savings bmo cash back credit card merchant services payroll processing zelle for business business insights community banking non-profit banking customized banking solutions credit building consumer loans payment assistance refinancing options homeowner's equity digital wallet money market accounts fixed-rate mortgages variable-rate mortgages online support resources branch locator low-interest credit cards interest calculators loan comparison b2c services retail capital markets investment management environmental services renewables & environment law practice legal services
- Location
- Crowley, Texas, United States
U.S. Bank
- Focus areas
-
banking assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services major banks finance investment trust services digital banking mobile banking personal banking business banking checking accounts savings accounts credit cards mortgages home equity loans investment services customer satisfaction community involvement diversity and inclusion small business support corporate banking governmental services healthcare financing commercial real estate aerospace and defense retail banking customer demographics financial empowerment ethical banking competitive products online banking atm network customer service financial stability community investment partnerships corporate bonds international banking digital innovation market share customer engagement financial inclusion tailored solutions diverse customer base employee empowerment trust building financial literacy accessibility philanthropic initiatives investing financial education automated investing investment management retirement planning iras personal loans debt consolidation home loans auto loans credit line business loans merchant services cash management digital payments funding options credit risk management insurance services financial advisor money market accounts wire transfers financial planning investment portfolios tax harvesting low-cost investments financial goals payment solutions lending services fraud protection financial insights virtual banking banking app investment options educational resources loan calculators branch services atm locations embedded payments b2b b2c e-commerce government services retail consumer internet consumers internet information technology & services banks & credit unions
- Location
- New York, New York, United States
Rockies Venture Club
- Focus areas
-
investment banking angel investing venture capital finance education growth capital economic development angel capital summit colorado capital conference job creation
- Location
- Golden, Colorado, United States
Bryant Park Capital
- Focus areas
-
investment banking financial business services basic industry commercial services investment merchant banking energy cleantech natural resources consumer e commerce healthcare technology media & telecom capital raising mergers acquisitions strategic advisory
- Location
- United States
Drake Star
- Focus areas
-
investment banking m a fund raising venture capital private equity spac advisory growth financing venture debt recap corporate venture carveout joint venture global tech investment bank mergers and acquisitions corporate finance financial advisory technology sector digital media software as a service fintech mobility and sustainability consumer technology retail technology digital services industrial technology hr technology strategic investments recapitalizations client value creation innovation collaborative approach market perspective deal execution technology media communications boutique investment bank strategic growth transaction advisory global presence diverse client base technology-focused businesses complex financial transactions industry expertise customer satisfaction competitive landscape m&a investment banking digital transformation talent acquisition human capital management talent management gaming sports tech digital health cryptocurrency blockchain managed it services marketplaces e-commerce platforms industrial automation robotics mobility solutions renewable energy supply chain management consumer packaged goods technology payments wealth tech open banking business process outsourcing social media vr technology ar technology xr experiences digital marketing technology analytics workforce management performance management employee engagement prospective investors corporate advisory strategic investment due diligence market insights cross-border transactions agile project management cloud solutions research and development b2b services fund-raising financial services mergers & acquisitions financial consulting consulting management consulting saas computer software information technology & services finance technology enterprise software enterprises capital markets games health wellness & fitness consumer internet consumers internet mechanical or industrial engineering clean energy & technology environmental services renewables & environment logistics & supply chain cloud computing research & development
- Location
- Incline Village, Nevada, United States
Capital Factory
- Focus areas
-
investment banking saas marketplaces virtual reality smart cities information technology enterprise software software incubator coworking accelerator funding events mentorship
- Location
- Austin, Texas, United States
Capital Factory
- Focus areas
-
investment banking incubator coworking accelerator funding events mentorship saas marketplaces virtual reality smart cities information technology enterprise software software unicorns tech sector disruption customer engagement government partnerships government and defense tech healthtech market access mentorship programs strategic investor connections texas startup funding tech sector government collaboration disruptive innovation fundraising support disruptive business models early-stage investment high-growth startups coworking spaces investor relations business development investment ecosystem startup accelerator venture funding securities and commodity contracts intermediation and brokerage coworking space investment network texas startups tech sector growth startup mentorship programs all access fund unicorn portfolio texas tech investment business support networking texas startup accelerators dual-use technology scaling startups entrepreneurship tech investment startup mentorship portfolio companies clean energy government innovation unicorn startups texas innovation b2b early-stage funding startups & business incubation tech ecosystem texas tech ecosystem investment opportunities texas fund community support texas investment scene business support & community building investment funds corporate partnerships startup community government venture capital investment public-private partnerships services strategic connections funding funds community-driven investment high-potential ventures texas startup hubs entrepreneur support networking events venture capital firms industry partnerships venture capital networks texas innovation hubs texas entrepreneurial support entrepreneurial ecosystem business scaling venture capital business growth innovation disruptive tech sectors technology companies startup growth collaboration fellowship fund investment startup funding investor startup matchmaking community building venture capital & private equity henry crown fellowship dual-use technologies technology & innovation venture capital in texas disruptive tech educational programs technology sectors investment networks technology startup ecosystem investor networking technology community office space incubator programs accelerator programs community events business workshops private office rentals dedicated desks flexible workspace team collaboration tech startups education and training resource sharing innovation center business networking pitch events mentoring programs strategic alliances seed funding angel investment austin tech scene startups acceleration entrepreneurial resources business resources conference room rentals event hosting community leadership networking opportunities interactive events business coaching creative workspace marketing resources growth strategies founder support technology incubation business mentorship professional networking startup support services corporate innovation finance education accelerators mentoring computer software information technology & services enterprises environmental services renewables & environment angel investing financial services
- Location
- Dallas, Texas, United States
Capital Factory
- Focus areas
-
investment banking incubator coworking accelerator funding events mentorship saas marketplaces virtual reality smart cities information technology enterprise software software unicorns tech sector disruption customer engagement government partnerships government and defense tech healthtech market access mentorship programs strategic investor connections texas startup funding tech sector government collaboration disruptive innovation fundraising support disruptive business models early-stage investment high-growth startups coworking spaces investor relations business development investment ecosystem startup accelerator venture funding securities and commodity contracts intermediation and brokerage coworking space investment network texas startups tech sector growth startup mentorship programs all access fund unicorn portfolio texas tech investment business support networking texas startup accelerators dual-use technology scaling startups entrepreneurship tech investment startup mentorship portfolio companies clean energy government innovation unicorn startups texas innovation b2b early-stage funding startups & business incubation tech ecosystem texas tech ecosystem investment opportunities texas fund community support texas investment scene business support & community building investment funds corporate partnerships startup community government venture capital investment public-private partnerships services strategic connections funding funds community-driven investment high-potential ventures texas startup hubs entrepreneur support networking events venture capital firms industry partnerships venture capital networks texas innovation hubs texas entrepreneurial support entrepreneurial ecosystem business scaling venture capital business growth innovation disruptive tech sectors technology companies startup growth collaboration fellowship fund investment startup funding investor startup matchmaking community building venture capital & private equity henry crown fellowship dual-use technologies technology & innovation venture capital in texas disruptive tech educational programs technology sectors investment networks technology startup ecosystem investor networking technology community office space incubator programs accelerator programs community events business workshops private office rentals dedicated desks flexible workspace team collaboration tech startups education and training resource sharing innovation center business networking pitch events mentoring programs strategic alliances seed funding angel investment austin tech scene startups acceleration entrepreneurial resources business resources conference room rentals event hosting community leadership networking opportunities interactive events business coaching creative workspace marketing resources growth strategies founder support technology incubation business mentorship professional networking startup support services corporate innovation finance education accelerators mentoring computer software information technology & services enterprises environmental services renewables & environment angel investing financial services
- Location
- Austin, Texas, United States
Popular
- Focus areas
-
banking banking auto financing mortgage insurance investment customer service chinese books corporation chinese books network publishing bookstore enterprise book retail digital banking chinese books market literary events bookstore growth book events book fairs hong kong international presence chinese books distribution channels chinese books book fairs bookstore corporation chinese community chinese books literary events book publishing bookstore company cultural promotion chinese books distribution bookstore organization bookstore multinational chinese book fair chinese books industry trends chinese books fairs literature promotion educational materials financial advisory chinese books retail chain b2c book industry bookstore chain chinese books chinese books retail bookstore markets chinese publishing book promotion bookstore retail outlets retirement planning book distribution bookstore business chinese books cultural promotion book fairs singapore book fairs bookstore group publishing services retail books chinese books multinational chinese books group chinese books promotion bookstore operations chinese books educational materials wealth management bookstore expansion chinese books community engagement chinese-language books chinese books publishing chinese books outlets chinese books retail stores chinese books growth chinese books publishing services sustainability book fairs asia chinese books enterprise chinese books cultural events chinese books industry financial planning chinese literature bookstore services services chinese books retail outlets bookstore retail bookstore retail chain bookstore history health insurance chinese books market expansion financial services community engagement life insurance retail multicultural markets book publishing services chinese books business bookstore industry chinese culture promotion chinese books company book fairs malaysia bookstore network chinese books events chinese books organization personal loans mortgage loans auto loans credit cards checking accounts savings accounts certificates of deposit investment accounts property and casualty insurance insurance quotes renewable energy loans marine loans lines of credit auto lease money management savings calculator loan calculator wire transfers remote deposit online banking mobile banking telebanking fraud prevention account services small business banking commercial credit cards trust services foreign exchange educational contribution account keogh plans atm services fraud protection financial advice customized financial services business loans credit reporting financial tools customer support insurance claims financial literacy account notifications financial sustainability corporate banking education distribution consumer_products_&_retail media financial consulting consulting management consulting investment management environmental services renewables & environment banks & credit unions investing mortgage lenders
- Location
- New York, New York, United States
SD
Zions Bancorporation
- Focus areas
-
banking sba lending public finance advisory services and agricultural finance major banks finance financial services banking commercial banking small business banking personal banking wealth management capital markets community-focused local management public finance treasury management checking accounts savings accounts loans credit cards insurance trust services economic opportunities customer satisfaction community development diverse markets middle-market banking regional banks customer relationships financial advisory asset management digital banking economic growth local governments tailored services community engagement awards recognition customer demographics western u.s. markets b2b b2c government services retail investment management financial consulting consulting management consulting
- Location
- Salt Lake City, Utah, United States
City National Bank
- Focus areas
-
banking private banking small & midsize business banking entertainment commercial real estate healthcare technology equipment leasing finance wealth management franchise financing legal business banking financial services personal banking investment management digital banking concierge banking high-net-worth individuals entertainment industry sports financing tailored solutions relationship-driven banking community focus treasury management open banking capital markets customer-centric innovative technology diverse clientele specialized industries comprehensive financial solutions client success stories personalized service fdic-insured strategic partnerships digital transformation customer feedback concierge-style banking risk mitigation liquidity management cash flow optimization financial planning trust services online banking mobile banking customer support industry expertise financial literacy inclusive banking client relationships banking technology banking lending credit cards international banking home mortgages home equity loans personal savings accounts certificates of deposit sba lending asset-based lending equipment financing estate planning retirement planning cash management credit line loan syndications risk management foreign currency exchange financial advisory portfolio management debt management fraud protection payment solutions accounts payable accounts receivable trade services self-directed investing working capital integration management payments solutions real estate financing charitable giving services insurance services regulatory compliance financial technology client services relationship management community banking b2b b2c non-profit services retail health care health wellness & fitness hospital & health care law practice legal services financial consulting consulting management consulting finance technology information technology & services nonprofit organization management banks & credit unions
- Location
- Lakewood, California, United States
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Inverness Advisors
- Focus areas
-
investment banking mergers acquisitions private capital venture capital private equity investment banking strategic advisory sellside m a exits industry leader negotiations financial advisory services transaction management industry-specific m&a m&a advisory enterprise services m&a deal origination services strategic buyers industry sectors venture capital deals senior leadership deal closing support client success deal execution private placements technology sector deals sector focus deal success metrics healthcare m&a private equity transactions deal structuring deal sourcing cross-border transactions pharmaceutical m&a middle market private equity transaction strategy transaction advisory strategic transaction advisory industry expertise deal negotiation deal origination digital media transactions international investors mergers and acquisitions m&a services transaction consulting middle market deal closing transaction process b2b consulting services securities and commodity contracts intermediation and brokerage financial advisory market research digital media biotechnology capital markets financial services mergers & acquisitions financial consulting management consulting
- Location
- San Francisco, California, United States
SWAN Impact Network
- Focus areas
-
investment banking angel investing socialgood socialimpact impact investing angel investors early-stage startups social impact environmental investment diversity in startups philanthropic funding investment education healthcare startups clean technology under-represented founders community empowerment technology for social good entrepreneurial funding startup mentorship financial sustainability measurable impact investment network fundraising strategies angel membership portfolio investment climate change solutions women entrepreneurs equity in funding nonprofit partnerships health tech innovation investment due diligence energy efficiency renewable energy investment education technology social entrepreneurship funding applications accelerator programs impact assessment startup scaling business strategy sustainable practices community investment deal memo investment strategies technology commercialization investor relations economic empowerment startup ecosystems investment resources socially responsible investing impact measurement founder support non-profit venture capital venture capital & private equity clean energy & technology environmental services renewables & environment e-learning internet information technology & services computer software education management social enterprise nonprofit organization management
- Location
- Austin, Texas, United States
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