Security Benefits Center
Security Benefits Center is an investment firm with a strong focus in protecting your investments while maximizing potential returns.
Content is strictly for general purposes and is not an offer to sell or solicit any security. Third party posts found on this profile have not been reviewed for accuracy or...
Schafer Cullen Capital Management
Schafer Cullen Capital Management is an independent, employee-owned investment advisory firm based in New York City, also known as Cullen Capital Management, LLC. Founded in 1983, the firm manages approximately $22.5–$23.3 billion in assets and specializes in value-oriented, dividend-focused equity strategies.
The firm emphasizes disciplined value investing with a long-term...
Savvly
What if you could reach your retirement goals with less? Savvly is a new, market-driven pension that can give you more money in retirement – at a fraction of the cost of traditional investments.
Savvly is on a mission to fix the retirement system and bring pensions back to the...
Sapphire Partners
Sapphire Ventures is a prominent venture capital firm that focuses on investing in expansion-stage companies, particularly in the enterprise technology sector. Established in 1996 as the venture capital arm of SAP, it became an independent entity in 2011 and rebranded in 2014. The firm is led by CEO Nino Marakovic...
Sandhill Markets
Sandhill Markets, founded in 2020 by Ali Moiz, is a financial technology company based in San Francisco, California. The company focuses on private market investing, aiming to make private equity and venture capital more accessible to accredited investors. Sandhill Markets provides a platform for pre-IPO investments and facilitates secondary transactions,...
RSF Social Finance
Regenerative Social Finance, formerly known as RSF Social Finance, is a financial services organization founded in 1984. It focuses on impact investing, channeling over $1 billion into businesses and nonprofits that address critical issues like food waste, food insecurity, education, and ecological stewardship. Guided by the principles of Rudolf Steiner,...
Rockwell Trading
We founded Rockwell Trading in 2005 with ONE goal in mind:
To simplify the complex world of trading and to help you achieve your trading goals.
Mission:
We want to help you achieve your trading goals so you can live the life you want, afford the things you want, be...
RMR Wealth Builders Inc
RMR Wealth Builders, Inc. is a national financial advisory firm founded in 1986, specializing in wealth management for individuals, families, and businesses. As a registered investment adviser with the SEC, RMR adheres to regulatory compliance in the states where it operates. The firm recently surpassed $2 billion in assets under...
Ritholtz Wealth Management
Ritholtz Wealth Management is a financial advisory firm based in New York City, founded in 2013 by Barry Ritholtz and Josh Brown. The firm focuses on prioritizing client interests and emphasizes transparency, education, and a goals-based approach to wealth management. Ritholtz Wealth Management aims to simplify financial processes and provide...
RIA Advisors
RIA Advisors, operating as Real Investment Advice, is a financial services firm that specializes in money management and financial planning. The company focuses on a client-centered approach, emphasizing transparency and diligence. RIA Advisors aims to be a trusted partner by offering personalized, goals-based planning and portfolio management tailored to the...
Pure Financial Advisors LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor based in San Diego, California. Founded in 2007 by Michael Fenison, the firm focuses on minimizing conflicts of interest and prioritizing client needs. It has grown significantly, managing over $8.02 billion in client assets and serving more than 6,253 clients...
Prosperwell Financial
Prosperwell Financial is a women-owned financial advisement practice that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence.
Through an understanding of life experiences and sensible planning, Prosperwell Financial helps clients pursue their goals using an engaging process to build their confidence...
IREXA Financial Services Wealth Strategies
IREXA FINANCIAL SERVICES / WEALTH STRATEGIES is a full service, client-centric, financial advisory firm that helps high-income, high-net worth individuals, and small businesses create tax efficient, wealth management strategies. We build a personalized, integrated, collaborative wealth management strategy to help you reach your defined goals. Keeping more of your money...
Investors Business Daily
Investor's Business Daily (IBD) was founded in 1984 by William J. O'Neil and rebranded in 1991. The company aims to provide individual investors with the same information that professionals use, helping to level the playing field between Wall Street and Main Street. In March 2021, IBD was acquired by News...
InvestorPlace
InvestorPlace is a prominent independent financial research firm based in Maryland, founded in 1973 by Tom Phillips. As a subsidiary of MarketWise, established in 1999, it focuses on providing valuable insights to self-directed investors, financial advisors, and money managers. The company emphasizes transparency, independence, and investor education.
InvestorPlace offers a...
Innovator ETFs
Innovator ETFs, part of Innovator Capital Management LLC, is an SEC-registered investment advisor based in Wheaton, IL. Founded in 2014 by Bruce Bond and John Southard, the company is known for pioneering the Defined Outcome ETF Revolution, which aims to simplify financial planning through structured market exposures.
The company specializes...
HomeLLC
Home.LLC is a fintech startup based in the U.S., founded in 2019. The company focuses on addressing the homeownership crisis and income inequality by offering a fractional homeownership service. Home.LLC provides debt-free capital to homeowners and buyers through equity-based investments, allowing them to access equity in their homes without traditional...
HighView Financial Group
HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.
Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your...