Arise Capital

Arise was born out of a desire to better allocate capital. We strive to create the financial products that the market wants and society needs.

Altrushare

AltruShare Securities is the first non-profit owned brokerage firm and the first brokerage firm dedicated to investments with positive financial and societal returns. Since 2006, AltruShare has published research and convened mainstream institutional investors on investments with positive financial and social impact. AltruShare is majority owned by the AltruShare Opportunity Funds at Tides and Underdog Foundations. These donor-advised funds grant and re-invest AltruShare's profits to support education and economic opportunity in the states where the firm conducts business. AltruShare publishes research and financial analysis of investments with market-rate returns and positive social impact. Our philosophy of impact investing is that more financial analysis of actual investment opportunities is necessary for the field of impact investing to move into the mainstream.

2W Capital

Whether you are striking out on your own in your first-up or navigating the shoals of a growing business, 2W is your partner, Sherpa, navigator, and guide. We work with start-up and established companies seeking targeted and affordable consulting services to launch their business or re-engineer their financial and marketing operations. 2W partners provide financial and marketing advisory services that are generally unattainable without our clients directly hiring in-house personnel or contracting with large expensive consulting firms. Financial Advisory Services 2W takes a different view towards advice to our clients. As 2W partners are fond of saying, “it’s not what you make, it’s what you keep.” To that end, 2W provides financial advisory services ranging from high-level corporate structure and tax planning to daily accounting services. We offer a broad range of services with a proven track record, including: • Strategic corporate structuring and formation • Domestic and international tax planning • Financial modeling • Venture capital • Investment advisory • Investor visa assistance • Merger and acquisition advisory and representation • Divestiture advisory and representation • Financial staff support services including • Basic accounting • Financial Analysis • CFO Marketing Advisory Services 2W partners’ experience provides our clients with direct access to experts who can sort through the clutter and chatter of competing market opportunities to create market development plans that bring superior returns. 2W marketing and branding experts seek trends and opportunities before they become widely accepted, acknowledged, or published.

Baystate Fiduciary Advisors

Core Mission: To deliver leadership to plan stewards in their moral, ethical and governance obligations in striving to provide what is in the best interest of their employees while maximizing their company ROI. Core Values: - Capacity to serve and inspire - Independent investment fiduciary advisory firm - Full transparency with flat dollar fee-for-service pricing - High impact firm with low impact costs - Core Investment Stewards: - For-profit organizations - ERISA non-profit organizations - Private/Higher education institutions Core Charity: St. Jude's Research Hospital as a Partner in Hope For more than 15 years, Baystate Fiduciary Advisors has helped organizations with the goal of positively impacting the futures of employees while mitigating risk and long-term costs to the organization. We are highly credentialed and specialize in 401(k) and 403(b) plans, acting as a trusted resource clients can rely upon. Our mission is to serve others in an ethical and impactful way. The world of ERISA governance is complex and often confusing. Using our knowledge and experience, our team of advisors aims to simplify complicated concepts and strategies to help plan sponsors better understand their strategies and opportunities. With knowledge in hand, we strive to empower corporations to feel confident in their decision making and to take an active role in their required ERISA obligations. Unlike some advisors, we sit independently on the side of the table with the client, we do not represent a product. Based in Boston, Massachusetts, we strive to be a high-impact firm with low-impact cost

Moore Financial Advisors Ltd

Moore Financial Advisors has been providing independent, fee-only financial planning and investment management services since 2003. We help you plan and manage your finances so that you can focus on what you enjoy most. You have dreams and goals for your life, but you also have the day-to-day demands of your life to attend to. That's where we come in - we are your trusted advisor, providing you with the guidance you need so you can have peace of mind in knowing you're on track.