Organizations in Wealth Management
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CANVAS Blockchain Group FinTech, DeFi, Cryptocurrency |
Asset Management, Cryptocurrency, Finance, Financial Exchanges, FinTech, Trading Platform, Wealth Management | N/A |
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WA Asset Management WA Asset Management offers personal wealth management, tax, estate, retirement plan, and institutional consulting services. |
Financial Services, Retirement, Wealth Management | Birmingham, Alabama, United States |
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Fidelius Fidelius is a financial services company that provides wealth management, investments, and employee benefits. |
Angel Investment, Employee Benefits, Financial Services, Wealth Management | Bath, Bath and North East Somerset, United Kingdom |
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Manulife Singapore Manulife Singapore is a provider of insurance & financial planning solutions. |
Financial Services, Insurance, Wealth Management | Singapore, Central Region, Singapore |
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Concord Trust Company Concord Trust Company is a premier provider of Specialized Trust Administrative Services. |
Accounting, Financial Services, Wealth Management | Rapid City, South Dakota, United States |
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Rockalltech Rockall is an Irish company founded in 2000 to provide specialized banking book collateral management technology. |
Banking, Computer, Finance, Information Technology, SaaS, Software, Wealth Management | Charlotte, North Carolina, United States |
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Kingswood Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management. |
Financial Services, Insurance, Retirement, Wealth Management | London, England, United Kingdom |
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Axys Stockbroking AXYS is a financial services group that offers asset & wealth management, corporate services, brokerage, corporate finance. |
Asset Management, Banking, Corporate Training, Finance, Financial Services, Wealth Management | Port Louis, Port Louis, Mauritius |
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Asset Plus Fund Management Asset Plus Fund Management is a financial services firm that deals with Mutual Fund, Private Fund, Wealth Management and Fund Management. |
Asset Management, Finance, Financial Services, Funding Platform, Wealth Management | Sathon, Krung Thep, Thailand |
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Bank Of Marin Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda. NASDAQ:BMRC |
Banking, Consulting, Wealth Management | Novato, California, United States |
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International Marketing Group International Marketing Group is a financial educator that caters to the financial needs of individuals & families. |
Education, Financial Services, Wealth Management | Makati, Manila, Philippines |
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American Portfolios American Portfolios Provides Financial Services. |
Finance, Financial Services, Service Industry, Wealth Management | Holbrook, New York, United States |
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Swanson Financial Swanson Financial offers wealth management, annuities, asset protection, life insurance, retirement and IRA legacy planning services. |
Asset Management, Financial Services, Insurance, Retirement, Wealth Management | Lake Oswego, Oregon, United States |
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Nepal Life Insurance Company Nepal Life Insurance Company provides life insurance services. |
Insurance, Life Insurance, Risk Management, Wealth Management | Kathmandu, Bagmati, Nepal |
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Peregrine Capital Peregrine Capital is an asset manager and oldest hedge fund in South Africa. |
Asset Management, Financial Services, Hedge Funds, Wealth Management | Johannesburg, NA - South Africa, South Africa |
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New Wealth New Wealth is a B2B FinTech provider that offers modular white-label solutions, for both end-investors & wealth management professionals. |
Financial Services, FinTech, Information Technology, Wealth Management | Singapore, Central Region, Singapore |
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Viisi NV Viisi NV is a finance service company that offers customized mortgage solutions for highly educated customers. |
Financial Services, Insurance, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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RupeeVest RupeeVest is an online investment and research platform for Mutual Funds and Corporate Fixed Deposits |
Financial Services, FinTech, Personal Finance, Wealth Management | Kolkata, West Bengal, India |
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Segall Bryant & Hamill Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois. |
Advice, Professional Services, Wealth Management | Chicago, Illinois, United States |
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Bank Of Khartoum Bank of Khartoum is an innovative financial product and service. |
Banking, Finance, Financial Services, Wealth Management | Khartoum, Al Khartum, Sudan |
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A&E Real Estate Holdings A&E Real Estate Holdings is a management and ownership real estate company. |
Management Consulting, Real Estate, Wealth Management | New York, New York, United States |
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Stark Wealth Management Stark Wealth Management specializes in investment, retirement, insurance, and financial planning services. |
Financial Services, Professional Services, Wealth Management | Claremont, California, United States |
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Arab National Bank Arab National Bank provides various banking products and services. |
Banking, Finance, Financial Exchanges, Financial Services, Wealth Management | Riyadh, Ar Riyad, Saudi Arabia |
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Key Equipment Finance Key Equipment Finance is a bank-based equipment finance providers in the U.S. |
Banking, Financial Services, Venture Capital, Wealth Management | Boulder, Colorado, United States |
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World Financial Group World Financial Group is involved in services ranging from retirement planning, financial strategies and college funding to insurance. |
Finance, Financial Services, Insurance, Retirement, Wealth Management | Duluth, Georgia, United States |
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Super Obvious Super Obvious is a saving and investing app that enables investors to make a social and environmental impact on future investments. |
Apps, Financial Services, Impact Investing, Social Impact, Wealth Management | Surry Hills, New South Wales, Australia |
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Indiassetz Indiassetz is a real estate wealth management company that offers property management services. |
Property Management, Real Estate, Wealth Management | Bengaluru, Karnataka, India |
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CommSec CommSec is a Financial Services company. |
Advice, Financial Services, Lending, Wealth Management | Australia, Isabela, Philippines |
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Upscale Sales Technology Sales software that digitizes your sales process, activates your teams and hyper-personalizes your customer relationships. |
Information Technology, Insurance, SaaS, Sales, Software, Wealth Management | N/A |
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Moneyjar Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale. |
Financial Services, FinTech, Personal Finance, Wealth Management | Mumbai, Maharashtra, India |
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DIY Tax DIY Tax is a simply free solution for individuals looking for online tax preparation. It was created with hard-working people in mind. |
Financial Services, FinTech, Personal Finance, Wealth Management | Virginia Beach, Virginia, United States |
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Peninsula Investments Group Peninsula Investments is a asset management firm. |
Asset Management, Financial Services, Wealth Management | Miami, Florida, United States |
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Avant-Garde Investment Avant-Garde Investment is a French wealth management house that specializes in financial markets, private debt, and wealth strategies. |
Asset Management, Financial Services, Professional Services, Wealth Management | Paris, Ile-de-France, France |
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BP Wealth BP Wealth is a wealth management company that offers stock idea notes, option calls, intraday trade, and equity brokerage services. |
Financial Services, Professional Services, Stock Exchanges, Wealth Management | Mumbai, Maharashtra, India |
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Sispro Sispro provides innovative ERP cloud solutions, tax solutions, CRM, wealth management, contract management and people management solutions. |
CRM, Enterprise Resource Planning (ERP), Software, Wealth Management | Canoas, Rio Grande do Sul, Brazil |
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GIV-Capital GIV-Capital is a online trading and asset Management services platform. |
Asset Management, Financial Services, Hedge Funds, Trading Platform, Wealth Management | City Of London, England, United Kingdom |
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Benchmark Capital Benchmark Capital is a investment solutions company. |
Advice, Business Development, Financial Services, Wealth Management | Horsham, West Sussex, United Kingdom |
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Strategy Marketplace Wealthtech Tactical Robo-Advisory Platform straight to individuals and financial professionals. |
Financial Services, FinTech, Impact Investing, Wealth Management | Ballwin, Missouri, United States |
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Expersoft Expersoft is a leading provider of innovative software solutions and related services for asset and wealth managers and their front offices. |
Computer, Financial Services, Software, Wealth Management | Steinhausen, Zug, Switzerland |
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Veris Wealth Partners Veris Wealth Partners is a pioneering wealth management firm & a recognized leader in sustainable and impact investing. |
Wealth Management | New York, New York, United States |
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Badgley Phelps Badgley Phelps specializes in wealth, investment management and financial planning for individuals, corporations, foundations and families. |
Asset Management, Finance, Financial Services, Wealth Management | Seattle, Washington, United States |
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JGP JGP is a financial consulting firm that focuses on investment processes, asset and wealth management services. |
Asset Management, Financial Services, Wealth Management | Humaitá, Rio Grande do Sul, Brazil |
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MyCFO MyCFO offers wealth and financial solutions to highly endowed individuals, families and corporations. |
Banking, Finance, Financial Services, Wealth Management | Chicago, Illinois, United States |
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Informa Financial Informa Financial provides financial software and services to financial institutions, brokerages, investment management companies. |
Banking, Financial Services, FinTech, Information Services, Wealth Management | White Plains, New York, United States |
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Choice Wealth Management Choice Wealth Management is an AMFI registered mutual fund distributor. |
Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Optimus Capital Optimus Capital provider of asset and portfolio management services. |
Asset Management, Financial Services, Wealth Management | London, England, United Kingdom |
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One Swiss Bank One Swiss Bank offers complete banking services. |
Asset Management, Banking, Financial Services, Wealth Management | Genève, Geneve, Switzerland |
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Keesler Federal Credit Union Keesler Federal Credit Union offers banking, money transfers, fraud & security, wealth management, retirement planning & insurance services. |
Banking, Financial Services, Insurance, Wealth Management | Biloxi, Mississippi, United States |
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TFO Phoenix TFO Phoenix provides wealth planning, tax consulting, and investment advisory services. |
Advice, Consulting, Financial Services, Wealth Management | Phoenix, Arizona, United States |
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Spectra FX Solutions Spectra FX Solutions is a financial services-based company. |
Advice, Financial Services, Wealth Management | New York, New York, United States |
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Fusion Acquisition Corp. II Fusion Acquisition Corp. II is a blank-check company formed to unlock shareholder value by identifying an acquisition target. NYSE:FSNB |
Asset Management, FinTech, Wealth Management | New York, New York, United States |
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Brenham National Bank Brenham National Bank is a provider of personal and business banking services. |
Banking, Financial Services, Lending, Wealth Management | Brenham, Texas, United States |
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Zicht Adviseurs Zicht Adviseurs expertise in providing insurance, mortgage and pension. |
Consulting, Finance, Financial Services, Wealth Management | 's-hertogenbosch, Noord-Brabant, The Netherlands |
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Bank Polska Kasa Opieki Bank Polska Kasa Opieki provides a range of banking services to individual, retail, corporate, and institutional clients. |
Banking, Finance, Financial Exchanges, Financial Services, Wealth Management | Warsaw, Mazowieckie, Poland |
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Kosmos The API-first data platform for wealth management. |
Cloud Data Services, Data Integration, Finance, Financial Services, FinTech, Software, Wealth Management | N/A |
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National Advisors Trust Company National Advisors Trust Company is a consultancy that specializes in wealth management, investment, trust, and estate planning services. |
Financial Services, Professional Services, Wealth Management | Kansas City, Missouri, United States |
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Darlington Building Society Darlington Building Society offers digital wealth management and financial consultancy services. |
Consulting, Financial Services, Wealth Management | Darlington, Durham, United Kingdom |
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Desert Financial Credit Union Desert Financial Credit Union is a banking, wealth management, and credit union company. |
Banking, Finance, Financial Services, Wealth Management | Phoenix, Arizona, United States |
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Seven Post Investment Office Seven Post Investment Office provides customized investment strategies and wealth planning solutions with financial advisory services. |
Advice, Financial Services, Wealth Management | San Francisco, California, United States |
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Prive Financial Privé Financial is an innovative financial services start-up located in Hong Kong. |
Financial Services, FinTech, Wealth Management | Cyberport, Hong Kong Island, Hong Kong |
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Dacotah Banks Dacotah Bank offers banking, insurance, mortgage, and trust services to clients loving established financial relationships with the firm. OTCQX:DBIN |
Banking, Financial Services, Insurance, Wealth Management | Aberdeen, South Dakota, United States |
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Silver Management Group Silver Management Group is an IT company that offers portfolio management and performance measurement services. |
Accounting, Information Technology, Wealth Management | New York, New York, United States |
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Weybridge Assets Investment Solutions, Trade Execution & More |
Financial Services, Wealth Management | Singapore, Central Region, Singapore |
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Interactive Advisory Software Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers. |
Information Technology, SaaS, Software, Wealth Management | Egg Harbor Township, New Jersey, United States |
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Pascal WealthTech Integrated, intelligent and intuitive. Pascal WealthTech designs digital technology to empower financial advisors. |
Financial Services, FinTech, PaaS, SaaS, Software, Wealth Management | Toronto, Ontario, Canada |
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Banco BAI Banco BAI is an investment banking company that provides internet banking and online account services for small and medium enterprises. |
Banking, Financial Services, Impact Investing, Lending, Wealth Management | Luanda, Luanda, Angola |
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Ignite Sales Ignite Sales offers a software platform for financial solutions with regards to banking, insurance, treasury and wealth management. |
Banking, Financial Services, Insurance, Software, Wealth Management | Dallas, Texas, United States |
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Melanion Capital Melanion Capital specializes in the finance industry with investment and risk management services for business development. |
Asset Management, Bitcoin, Blockchain, Cryptocurrency, Finance, Financial Services, Hedge Funds, Impact Investing, Risk Management, Wealth Management | Paris, Ile-de-France, France |
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QuietGrowth Most advanced digital investment management service in Australia |
Asset Management, Finance, Financial Services, FinTech, Personal Finance, Wealth Management | Sydney, New South Wales, Australia |
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SALI Fund Services SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds. |
Hedge Funds, Wealth Management | Austin, Texas, United States |
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Glocap Search Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms, |
Hedge Funds, Recruiting, Wealth Management | New York, New York, United States |
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All India ITR ALL India ITR offers easy income tax return e-filing services within minimum possible time with latest e-filing technology. |
Financial Services, FinTech, Wealth Management | Gurgaon, Haryana, India |
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CIG Financial CIG Financial offers insurance, wealth management, and financial planning services to various clients. |
Financial Services, Insurance, Wealth Management | Archbold, Ohio, United States |
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Archwell Solutions Archwell Solutions provides mortgage lending and financial services process. |
Financial Services, Lending, Wealth Management | N/A |
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Wingate Wealth Advisors Wingate Wealth Advisors is a wealth management firm that provides investment management, financial and retirement planning services. |
Advice, Finance, Financial Services, Retirement, Wealth Management | Lexington, Massachusetts, United States |
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RPM Technologies RPM Technologies provides digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers. |
Computer, Enterprise Software, Software, Wealth Management | Toronto, Ontario, Canada |
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Investors Portfolio Services Investors Portfolio Services renders financial planning, taxation, retirement planning, investment analysis, and wealth management services. |
Financial Services, Retirement, Wealth Management | Puyallup, Washington, United States |
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HNW HNW is an Advertising company. |
Advertising, Wealth Management | Houston, Texas, United States |
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First State Bank First State Bank is a locally owned and managed bank that offers financial & banking products and services for personal and business needs. |
Banking, Credit, Financial Services, Wealth Management | Russellville, Arkansas, United States |
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J.M. Finn J.M. Finn is a personalized investment and wealth planning services for private and professional investors. |
Financial Services, Wealth Management | London, England, United Kingdom |
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Hua Nan Commercial Bank Hua Nan Commercial Bank offers banking, wealth management, corporate and personal finance services. |
Banking, Financial Services, Personal Finance, Wealth Management | Taipei, T'ai-pei, Taiwan |
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President Securities President Securities is a securities firm which acts as a broker, dealer, and underwriter for financial securities. TPE:2855 |
Finance, Financial Services, Wealth Management | Taipei, T'ai-pei, Taiwan |
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Bancompara Bancompara is an online financial advisor platform and Mexico’s top digital mortgage company |
Banking, Financial Services, FinTech, Personal Finance, Wealth Management | Mexico City, Distrito Federal, Mexico |
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The Prosperity Consulting Group LLC The Prosperity Consulting Group, LLC is a Wealth Management Company dedicated to providing objective financial planning services. |
Finance, Financial Services, Retirement, Wealth Management | Owings Mills, Maryland, United States |
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Hedge Equities Hedge Equities is a financial advisory firm. |
Finance, Financial Services, Retirement, Wealth Management | Cochin, Kerala, India |
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Savings Institute Bank & Trust Savings Institute Bank & Trust provides financial services like online banking, remote deposit solutions and others. NASDAQ:SIFI |
Banking, Finance, Financial Services, Wealth Management | Willimantic, Connecticut, United States |
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BlueShore Financial Credit Union BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance. |
Banking, Financial Services, Health Insurance, Life Insurance, Wealth Management | North Vancouver, British Columbia, Canada |
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Zephyr Associates, Inc. Zephyr Associates is a provider of investment analysis software. |
Analytics, Financial Services, Software, Wealth Management | Zephyr Cove, Nevada, United States |
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Apex Global Solutions Apex Global Solutions provides billing, financial management, human resources, technology, and cost containment services. |
Financial Services, Human Resources, Wealth Management | New York, New York, United States |
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JUMP Technology JUMP Technology is a software provider of investment management solutions. |
Asset Management, Finance, Risk Management, Software, Wealth Management | Paris, Ile-de-France, France |
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Ty J. Young Wealth Management Ty J. Young Wealth Management provides wealth management, retirement protections, investment strategies services. |
Advice, Consulting, Financial Services, Wealth Management | Atlanta, Georgia, United States |
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Frontier Frontier specializes in providing asset allocation, capital markets insights, retirement solutions and investment advisory services. |
Advice, Asset Management, Consulting, Financial Services, Wealth Management | Melbourne, Victoria, Australia |
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Smart Structuring We are a SaaS platform for the WealthTech, providing a blockchain enabled platform that focuses on trust management for Trust industry. |
Blockchain, Document Management, FinTech, Wealth Management | Miami, Florida, United States |
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NextGen Holdings NextGen Holdings specializes in providing investment strategies, private equity and wealth management services. |
Consulting, Financial Services, Wealth Management | East Haven, Connecticut, United States |
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AR Capital AR Capital is an independent fund management company that focuses on long-term returns for investors. |
Financial Services, Professional Services, Wealth Management | Singapore, Central Region, Singapore |
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Alpha Robo-Advisor Alpha is a Taiwan leading digital wealth management platform built for investors who expect wonderful life. |
Consulting, Finance, Financial Services, FinTech, Wealth Management | Taipei, T'ai-pei, Taiwan |
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Global From Day One Global from Day One is a investment management company. |
Finance, Service Industry, Wealth Management | Auckland, Auckland, New Zealand |
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Success Trading Success Trading is a revolutionary Investment Management and Artificial Intelligence based Algorithmic Trading firm |
Artificial Intelligence, Finance, Financial Services, Software, Trading Platform, Wealth Management | Hyderabad, Andhra Pradesh, India |
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ICE (Investment Club Europe) ICE is an all-encompassing investment platform, on a mission to build wealth sustainably for millions of people. |
Asset Management, Banking, Financial Services, FinTech, Impact Investing, Personal Finance, Social Impact, Trading Platform, Wealth Management | Madrid, Madrid, Spain |
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A.G. Morgan Financial Advisors A.G. Morgan Financial Advisors is a financial advisory firm that provides wealth management services. |
Asset Management, Consulting, Financial Services, Management Consulting, Wealth Management | Massapequa, New York, United States |