Tim C. Sargisson

Potomac Capital Management, Inc. is an independent hedge fund management firm headquartered in New York City. It was founded by P.J. Solit in 1998. The firm provides investment advice to high net worth clients.

Killik & Co. LLP (Killik) is an independent Great Britain-based private banking firm which provides stockbroking services and investment management and financial planning advice. Founded by Paul Killik in 1989, the firm is headquartered in Mayfair and has a network of branches throughout the Greater London area. Killik welcomes all types of investors and has no minimum portfolio requirement.

DefaqtoMedia Ltd. operates as an independent financial product and fund information and ratings agency. It specializes in comparing and analyzing financial products. The firm provides insight and consultancy to financial services sectors including IFAs, mortgage and general insurance brokers, web aggregators and the public sector. The company was founded on May 18, 1995 and is headquartered in Aylesbury, the United Kingdom.

Simply Biz Services Ltd. provides comprehensive, market leading compliance and business support to directly authorized advisers in the financial services sector. It offers training and development, market leading technology solutions, a robust and repeatable investment solution, marketing and business development support, technical guidance, and business enhancement services. The company was founded by Kenneth Ernest Devy in 2002 and is headquartered in Huddersfield, the United Kingdom.

Defaqto Ltd. operates as a financial services technology firm that develops a fintech platform for advisers and also provides independent ratings of financial products and funds. It offers ratings, software solutions, consultancy and data services, and publications and events. The company was founded by Alastair Harold Whitehead in 1994 and is headquartered in Haddenham, the United Kingdom.

Solvay UK Holding Co. Ltd. manufactures phosphorus-based chemistry. It offer products and services in a variety of markets including aeronotic and automotive, agro food, building and construction, consumer goods and healthcare, electrical and electronics, energy and environment, and industrial applications. The company was founded in 1948 and is headquartered in Warrington, the United Kingdom.

Part of Solvay SA, Solvay Interox Ltd. is a British company that manufactures inorganic chemicals. The company is based in Warrington, UK and was founded in 1971.

Part of Equiniti Group Plc, Equiniti Financial Services Ltd. is an investment holding British company. The company is based in West Sussex, UK and was founded in 2007.

Part of Fintel Plc, Home Information Group Ltd. is a British company that provides comprehensive compliance and business support to directly authorized advisers in the financial services sector. The company was founded in 2005 and is based in Huddersfield, UK. SimplyBiz launched in 2002 with a groundbreaking proposition designed to provide directly authorized advisers with a new level of support. Home Information Group was acquired by Simply Biz Services Ltd. on January 05, 2015.

Part of Fintel Plc, Sonas Surveyors Ltd. is a British company that provides surveying services. The company is based in Huddersfield, UK and was founded in 2009.

Part of Fintel Plc, Simply Biz Ltd. is a British company that provides financial intermediary services. The company is based in Huddersfield, UK and was founded in 2002.

Part of Fintel Plc, Regulus Topco Ltd. provides financial services. The company is based in Aylesbury, UK. The British company was founded in 2015. Regulus Topco was acquired by Fintel Plc on March 21, 2019 for $68.15 million.

Part of Fintel Plc, Regulus Midco Ltd. is a British company that provides management and financing services. The company is based in Aylesbury, UK and was founded in 2015.

Delta Financial Systems Ltd. develops business and domestic software. The firm engages in the transformational technology for the future of lifetime savings. Its solutions include scalability, security, control, and reliability. The company was founded by Michael Anthony Williams in 1996 and is headquartered in Birmingham, the United Kingdom.

Part of Tatton Asset Management Plc, Simply Biz Asset Management Ltd. operates as a holding British company whose subsidiaries provide investment management and financial software services. The company is based in Huddersfield, UK. The company was founded in 2009. Simply Biz Asset Management was acquired by Tatton Asset Management Plc from Fintel Plc on September 15, 2021 for $8.03 million.

Part of Fintel Plc, Fintel Labs Ltd. is a British company that provides fintech and support services. The company is based in Huddersfield, UK. Founded in 2022.