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Geneos Wealth Management Inc
United States
Geneos Wealth Management Inc is a Financial Services company located in Centennial, CO. Geneos is an independent broker/dealer with over 250 financial advisors providing financial services, planning and advice across the country.
Tags: wealth management financial planning investment advisory brokerage services +6 more

FINALYTIX INC
United States
We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients'...
Tags: consolidated wealth reporting risk mitigation succession planning real estate +6 more