PINE Advisor Solutions

Horizon Investments provides goals-based investment management solutions, mutual funds, ETFs, and customized separately managed accounts for financial advisors. The company also offers outsourced CIO consulting, practice management services, and software tools designed to help advisors scale their practices and guide clients toward financial objectives.

Purpose Credit Opportunities ClassCROC · Asset ManagementCanada

63% matchPublic

Purpose Investments is an asset management company that offers a range of financial products, including ETFs, mutual funds, and separately managed accounts. It provides investors and clients with diversified fixed income strategies, cash alternatives, equities, and private asset solutions.

PathstoneAsset Management

62% matchAI 31/100Green 0/100

Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.

IQ-EQAsset ManagementLuxembourg

62% matchAI 5/100 ▲Green 30/100 ▲

IQ-EQ is a financial services company headquartered in Luxembourg. It provides a range of funds, institutional, and private wealth services, with a significant and growing team in the U.S.

AlphaArch Corp.Asset ManagementUnited States

62% matchPrivate

Alpha Architect Corp. is an asset management firm that offers active exchange-traded funds (ETFs) and investment solutions for financial professionals and investors. The company also provides investment research, educational resources, and services to help clients launch their own ETFs.

WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.