Searcy Financial Services Inc
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple...
Sandbox Financial Partners
Sandbox Financial Partners is an independent wealth management and financial planning firm. A "Fiduciary" to your finances, Sandbox provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships...
Samalin Wealth
Samalin Wealth is an SEC registered investment advisory firm. We offer curated wealth management designed to elevate our client's financial potential. Our mission is to provide clients a sound, reliable, and expert environment to deliver financial insights and solutions. We operate with fiduciary responsibility and provide our clients the one-on-one...
Ridgegate Financial
Ridgegate Financial is an Investment Advisor Representative of Advisors Excel Wealth Management. We provide our services through our in-house staff and an extended team of strategic partners.
Retirable
Retirable is a fintech company focused on retirement planning and wealth management. It aims to provide accessible financial guidance and stability for retirees and pre-retirees. Founded by experienced professionals in the financial industry, Retirable addresses challenges such as the decline of traditional pensions and complex 401(k) management. The company is...
Raleigh Wealth Solutions
Investment advisory services offered through Raleigh Capital Management Inc., an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. Raleigh Capital Management's unique CRD number is 149538. You can obtain a copy of Raleigh Capital Management's firm brochure...
Rademacher Financial Inc
This page is a publication of Rademacher Financial, Inc. a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has...
Quantum Financial Advisors
We create individualized wealth strategies by combining expert collaborative guidance with innovative technology.
We take pride in providing simple and elegant solutions to life's complex problems, thereby alleviating financial stress so that our clients spend more time doing what they love most.
Qdeckai
Qdeck.ai is an AI-powered B2B FinTech SaaS company founded in 2022, leveraging its hedge fund origins to provide innovative financial solutions. The company focuses on empowering registered investment advisors (RIAs), wealth managers, family offices, and institutional clients with tools designed to enhance digital client experiences and streamline operations. Qdeck.ai aims...
Pyxis Customer Solutions
We are a Canadian-based company that acquires delinquent consumer relationships from companies that extend credit. Our mission is to use a people-first approach for the management and resolution of outstanding debt, allowing you to feel relief from financial burdens.
Purnartha Investment Advisers Pvt Ltd
Purnartha PMS, part of Purnartha Investment Advisers Private Limited, is a SEBI-registered firm that specializes in portfolio management and investment advisory services. The company aims to simplify equity investments for high-net-worth individuals and institutional investors through research-driven strategies.
Purnartha offers Portfolio Management Services, including the Purnartha Pratham strategy, which focuses...
IFANOW
IFANOW is a financial technology company based in Mumbai, specializing in wealth management and financial advisory solutions. The company aims to enhance financial advisory practices by empowering wealth managers to shift from transaction-focused models to relationship-based approaches. With a reported $5 million in operations, IFANOW operates within the IT services...
iA Financial Group Industrial Alliance
iA Financial Group, also known as Industrial Alliance, is a prominent Canadian insurance and wealth management company with a strong presence in North America. Established in 1892, it has evolved into one of Canada’s largest public companies, listed on the Toronto Stock Exchange. Headquartered in Quebec, iA Financial Group employs...
Howell Associates CPA Firm PLLC
Budgeting and Forecasting
Our goal is to help our individual clients reach their financial aspirations; weather it's buying a car for a first time, or mortgaging a second home. Let us help you prepare and make the right financial decisions, one piece at a time.
Estate Planning
What's something exciting...
Hoffman Financial Group Alpharetta GA
Financial services in Atlanta shouldn’t be cookie-cutter. We believe in real, personalized retirement and financial planning because you deserve it. Our Georgia-based financial advisors are here to help with planning your ideal retirement.
Hightower Advisors
Hightower Advisors is a registered investment advisory firm founded in 2008, specializing in wealth management services through a network of independent advisory businesses. The firm supports 138 advisory businesses across 35 states and Washington, D.C., managing approximately $131 billion in assets as of September 2023. Hightower emphasizes a fiduciary approach,...
GreensKeeper Asset Management Inc
GreensKeeper is an independent, owner-managed asset management company. Our offering is based on a time-tested value-investing methodology. Our mission is to deliver superior long-term returns to our clients while prudently managing risk and protecting their capital.
Our investment philosophy:
We approach equities with a value-investing mindset. The stock market is...
GraySwan
GraySwan is an independent wealth management and financial advisory firm based in South Africa, with offices in Stellenbosch, Somerset West, George, Johannesburg, and Pretoria, as well as international partnerships in Dubai, London, and Canada. The firm focuses on risk-adjusted performance through a proprietary investment process developed over two decades, serving...
Gertsema Wealth Advisors
Gertsema Wealth Advisors is a financial advisory firm located in St. Joseph, Missouri. The firm specializes in comprehensive wealth management and personalized financial planning, focusing on transparency and client education. They prioritize a client-centric approach, beginning with a thorough understanding of each client's financial situation before making tailored investment recommendations....
Gainy
Gainy is a thematic investing platform that allows investing in stocks, ETFs, and TTFs.
Gainy's Thematic Trading Fractionals (TTFs) are a solution for investors who want flexibility and control but may not have the time or expertise for extensive stock research and portfolio optimization.
The Gainy platform is an optimal...