Dominari Holdings Inc.

Holistic Asset Finance Group Co., Ltd. (HAFG) offers a comprehensive range of financial services, focusing on investment banking, securities, and wealth management. The firm provides specialized financial solutions such as tailored investment banking services, personalized private wealth management, and extensive global institutional support. This institutional support encompasses global equity, fixed income, and derivative sales and trading, alongside in-depth equity research and prime brokerage services. HAFG serves a diverse clientele, including corporate entities, institutional investors, and high-net-worth individuals. Established in 2005 and headquartered in New York, New York, the company operated under the name Legend Media, Inc. until its rebranding in December 2019.

Headquartered in Shenzhen, People's Republic of China, China Merchants Securities Co., Ltd. is a prominent financial services firm established in 1991. It delivers a comprehensive suite of investment and trading solutions to a diverse clientele, encompassing corporate entities, institutional investors, and individual clients across China. The company's operations are structured across four core divisions: Wealth Management and Institutional Business, Investment Banking, Investment Management, and Investment and Trading. Under its Wealth Management and Institutional Business arm, the firm offers strategic investment advice, personalized portfolio creation, product distribution, and asset allocation strategies. It also facilitates capital-based intermediary services, such as margin financing, securities lending, and stock repurchase agreements. Furthermore, this segment provides specialized services for institutional players like funds and insurance companies, including investment research, sales and trading support, and prime brokerage. The Investment Banking division specializes in a broad spectrum of services, from facilitating domestic and international equity and debt financing, to underwriting equity and bond issuances. It also handles structured financing arrangements, assists with Over-the-Counter (OTC) listings, advises on mergers and acquisitions (M&A), and provides general financial advisory expertise. Within Investment Management, the company provides diverse asset management solutions, including collective investment schemes, separately managed accounts, specialized asset management mandates, and comprehensive equity investment fund management. Finally, the Investment and Trading segment is actively involved in proprietary trading across various asset classes, such as equities, fixed-income instruments, commodities, foreign exchange, and alternative investments, including derivatives. This segment further provides Over-the-Counter (OTC) financial products, acts as a market maker, and offers insurance agency services.

DL Holdings Group Limited, an investment holding company established in 2013, is headquartered in Hong Kong. The firm's business activities are diverse, encompassing the sale of apparel products and the provision of supply chain management solutions. Furthermore, it offers an extensive array of financial services. These include financial advisory, securities research, securities trading and brokerage, margin financing, and referral services. The company also provides investment management and advisory, money lending, asset management, and equity pledge financing. Complementing these services, DL Holdings delivers enterprise solutions such as global identity planning, wealth inheritance consultancy, and various other business advisory offerings. Its operational reach is broad, with a presence spanning Hong Kong, Singapore, the People's Republic of China, the United States, the Cayman Islands, Europe, the Middle East, and the wider Asia Pacific region. The company, which was previously known as Season Pacific Holdings Limited, officially adopted its current name, DL Holdings Group Limited, in March 2020.

Titan Wealth HoldingsAsset ManagementUnited Kingdom

63% match

Titan Wealth Holdings is a financial services company headquartered in London, England, offering execution, settlement, custody, and wealth management services.

D.A. Davidson & Co. is an employee-owned financial services firm providing wealth management, investment banking, equity research, capital markets, and public finance services. It serves individual and institutional investors, corporations, municipalities, and other organizations, primarily in the United States.

Davy GroupAsset ManagementIreland

62% match

Davy Group provides wealth management, financial planning, and capital markets services to private clients, businesses, and institutional investors. Its offerings include investment advisory, retirement planning, corporate finance, mergers and acquisitions, and debt advisory solutions.