Finley Davis Financial Group offers personalized financial planning services by matching clients with financial planners who focus on understanding individual goals and needs. They provide a range of financial solutions including insurance, banking, legal, tax strategies, estate planning, and investments.

Finley Davis Financial Group

Coterie Insurance offers small business insurance and aims to simplify the insurance process for agents and brokers. Self-described as making commercial insurance easy and providing instant bindable quotes.

Coterie Insurance

Eight Roads is a global investment firm that manages about $8 billion of assets across offices in China, India, Japan, and the UK. It focuses on growth equity and venture capital investments, supporting entrepreneurs and companies with strategic advice and access to global markets.

Tao Huang

Eight Roads

Holland & Knight is a law firm providing legal services across various practice areas and industries.

Metric
Company Name	Finley Davis Financial Group	Coterie Insurance	Eight Roads	Holland & Knight
Symbol
MSH ID	COM:FINLEYDAVIS	COM:COTERIEINSURANCE	COM:EIGHTROADS	COM:HKLAW
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Commercial & Professional Services
Industry	Financial Services	Insurance	Financial Services	Legal Services
Country	US	US	BM	US
Stage
Employee Count			205
Website	finleydavis.com	coterieinsurance.com	eightroads.com	hklaw.com
LinkedIn			eight-roads	holland-knight-llp
Founders

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COM:FINLEYDAVIS

Finley Davis Financial Group

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