

| Revenue | $10 - $100 million See Exact Annual Revenue |
|---|---|
| Employees | 100 - 500Exact Company Size |
| Primary Industry | 523 Securities, Commodity Contracts & Other Financial Investments |
| Additional NAICS Codes | 5313 Activities Related to Real Estate |
| Address | 650 California St Suite 1800 San Francisco, CA 94105 |
| Real Estate Equity Exchange | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
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| 2025 | $10 - $100 million Details in Premium Report | ||
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| Real Estate Equity Exchange P&L | $ Millions |
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| Trademark | Date |
|---|---|
| TOGETHER, YOU CAN Financing services in the nature of providing financial services with respect to financial instruments, namely, trading of and investments in financial instruments for others including option contracts, life estate agreements, and equity sharing and equity financing agreements and instruments; providing financial information in the field of option contracts, life estate agreements, and equity sharing and equity financing agreements and instruments; generating, servicing, administering and managing financial assets, namely, issuance and financial administration of assets in the nature of equity sharing agreements and financial asset management; generating, servicing, administering and managing financial assets, namely, issuance and financial administration of financial assets and instruments, and financial asset management in the nature of individual and pools of option contracts, life estate agreements, and other forms of equity sharing and equity financing agreements and instruments; capital investment services; management of capital investment funds; investment management of funds raised to buy options, life estate agreements and equity sharing and equity financing agreements and instruments; assuming financial risk of others by entering into options, life estate agreements, and equity sharing and equity financing agreements and instruments; investment of funds for others; establishing investment funds for others to purchase options, life estate agreements, and equity sharing and equity financing agreements and instruments | 01/08/2019 |
| UNISON Financing services in the nature of providing financial services with respect to financial instruments, namely, trading of and investments in financial instruments for others including option contracts, life estate agreements, and equity sharing and equity financing agreements and instruments; providing financial information in the field of option contracts, life estate agreements, and equity sharing and equity financing agreements and instruments; generating, servicing, administering and managing financial assets, namely, issuance and financial administration of assets in the nature of equity sharing agreements and financial asset management; generating, servicing, administering and managing financial assets, namely, issuance and financial administration of financial assets and instruments, and financial asset management in the nature of individual and pools of option contracts, life estate agreements, and other forms of equity sharing and equity financing agreements and instruments; capital investment services; management of capital investment funds; investment management of funds raised to buy options, life estate agreements and equity sharing and equity financing agreements and instruments; assuming financial risk of others by entering into options, life estate agreements, and equity sharing and equity financing agreements and instruments; investment of funds for others; establishing investment funds for others to purchase options, life estate agreements, and equity sharing and equity financing agreements and instruments; all of the foregoing services in the field of residential real estate, and excluding the field of commodities | 07/28/2016 |
| REX AGREEMENT Financing services, namely, providing option contracts, shared appreciation mortgages, and other financial instruments secured by an interest in the underlying property, that enable homeowners and homebuyers to share home equity, or the change in home equity, with investors; providing cash to homeowners and homebuyers in return for a share in home equity or the change in home equity; providing to homeowners and homebuyers mortgage products and services bundled with home equity sharing products and services, namely, option contracts, shared appreciation mortgages, and other financial instruments secured by an interest in the underlying property, that enable homeowners and homebuyers to share home equity, or the change in home equity, with investors; providing information in the field of mortgages and the field of option contracts and other financial instruments relating to home equity and/or mortgages; generating, servicing and managing financial assets, namely, individual or pools of option contracts and other financial instruments relating to home equity and/or mortgages, for others; capital investment services; management of capital investment funds; investment management of funds raised to buy options and other financial instruments on owner-occupied residences; option fund investment services; investment of funds for others; establishing funds for others to purchase options and other financial instruments on owner-occupied residences | 09/18/2013 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| CITIGROUP | Stamford, CT | 100 |
| FEDERAL HOME LOAN MORTGAGE | Mc Lean, VA | 78 |
| ADVISORTRUST | Sioux Falls, SD | 63 |
| STONEX GROUP | New York, NY | 59 |
| FIDELITY WORKPLACE SERVICES | Boston, MA | 37 |
| MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF | New York, NY | 36 |
| RITE-VALUE PHARMACY | Louisa, KY | 28 |
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 26 |
| TMH | Chattanooga, TN | 16 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| FREMONT GROUP MANAGEMENT LLC. | San Francisco, CA | 100 |
| PROPEL NETWORK | San Francisco, CA | 24 |
| ICONIQ CAPITAL | San Francisco, CA | 23 |
| VISTA EQUITY PARTNERS MANAGEMENT | San Francisco, CA | 22 |
| CHERRY TECHNOLOGIES | San Francisco, CA | 20 |
| WHITE OAK ABL | San Francisco, CA | 16 |
| Company | Revenue ($ MM) |
|---|---|
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