Security Financial Management Inc
Security Financial Management, Inc. is a financial services company located in Central Florida, with offices in Orange and Brevard counties. Founded over thirty years ago by childhood friends Dave Allen and Frank Lovaglio, the company focuses on building strong partnerships with clients. They manage over half a billion dollars in...
San Blas Securities
San Blas Securities is a full-service independent broker-dealer and registered investment advisor based in Atlanta, Georgia, with additional offices in Chicago and New York City. Founded in 2017, the firm operates under FINRA, SIPC, and MSRB regulations, serving independent advisors, institutional investors, and middle-market companies.
The company offers a range...
Rocket Money
Rocket Money, formerly known as Truebill, is a personal finance app that helps individuals manage their financial lives. Founded in 2015 and based in Silver Spring, Maryland, the company became part of Rocket Companies in December 2021.
The app offers a range of financial management tools, including subscription management to...
Quants Compete
• Offering clients responsible financial management.
• Applying sophisticated trading strategies to reach financial objectives.
• Employing strategies that trade individual stocks, options, and bonds.
Qapital
Qapital is a global, remote-first company founded in 2013, with roots in Stockholm, Sweden, and New York, NY. It focuses on personal finance, using behavioral psychology and technology to help users save and invest more effectively. The company's mission is to assist individuals and couples in achieving their financial goals...
Kelly Wealth Services
Kelly Wealth Services is a financial advisory firm located in Australia, focusing on personalized financial planning and wealth management. The firm prioritizes client education, trust, and peace of mind, helping clients achieve their lifestyle goals through expert guidance. It operates as a goals-based advisory practice, tailoring financial strategies to meet...
JCN Financial Tax Advisory Group LLC
Financial advising shouldn't be a one-way conversation. At JCN Financial, we not only provide you with tailored guidance, but make sure you understand the how and why behind the way your investments and taxes work.
Invesco Canada
Invesco Canada is a subsidiary of Invesco Ltd., a global investment management firm established in 1935 and headquartered in Atlanta, Georgia. Founded in 1981, Invesco Canada serves Canadian investors by providing a range of specialized financial products and services.
The company offers investment management solutions, including mutual funds, exchange-traded funds...
Helios Life Enterprises Inc
Helios Life Enterprises (HLE) is a pioneer in voice-based tonal analysis. HLE is the first and currently only company to conceive and devise a widely available data platform that delivers systematic analytics of an executive's voice during critical corporate events. These analytics provide novel information that is useful for predicting...
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....
Frich Money
Frich Money, based in New York, is a financial services company that offers a social finance platform tailored for Gen Z. Founded by members of this generation, Frich aims to create a space for young adults to discuss and learn about financial matters. The company has a team of around...
FirstCape
FirstCape brings together Jarden Wealth and JBWere NZ with Harbour Asset Management and BNZ Investment Services Limited to create a leading wealth advice and asset management business for clients in New Zealand.
Barclays Bank US
Barclays Bank US is a leading co-branded credit card issuer and financial services partner in the United States that creates highly customized programs to drive customer loyalty and engagement for some of the country's most successful travel, entertainment, retail and affinity institutions. The bank offers co-branded credit cards, small business...
BOSS Retirement Solutions
B.O.S.S. Retirement Solutions assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We have 6 office locations in Utah, 2 in Washington and 1 in Idaho.
Tyson Thacker and Ryan Thacker are the co-founders of B.O.S.S. Retirement Solutions. They are hosts of Retirement Solutions...