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...
saveday
Saveday is a financial services company based in Austin, Texas, founded in 2016. With a team of around 14-15 employees, the company specializes in retirement planning and financial wellness, aiming to provide accessible, technology-driven solutions for small and medium-sized businesses. Their mission is to help employees optimize their total compensation...
SaveA
Save Technologies, operating under the brand Save, is a financial services company based in Texas. Founded by Michael Nelskyla and a team of professionals with backgrounds from Goldman Sachs, UBS, and NASA, Save focuses on transforming how individuals save and invest. The company employs between 11 and 50 people.
Save...
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...
SOS Tax
S.O.S Tax has proudly been assisting clients for over 25 years.
Turning your Accounting, Assets, and Business Into Financial Intelligence.
Established in 1990, we have now expanded from San Diego to Las Vegas, and our new office now located in Miami . S.O.S Tax is known for its excellent customer...
RTD Financial
RTD Financial is a fee-only financial advisory firm based in Philadelphia, focusing on comprehensive wealth management and retirement planning. The firm operates under a Life-Centered Planning philosophy, prioritizing clients' aspirations and life experiences. Established with a commitment to fiduciary responsibility, RTD Financial emphasizes long-term relationships and personalized strategies tailored to...
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.
Retirement Solutions Group
Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS. Alan E. Becker, President, and Founder of both firms, has been in the financial services industry for almost 25 years. He is an Investment Adviser Representative held to...
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...
Red River Bank
Red River Bank is a community bank based in Louisiana, operating as a subsidiary of Red River Bancshares, Inc. Founded in 1998 and headquartered in Alexandria, it has grown to be the third-largest financial institution in the state, with assets totaling approximately $3.08 billion. The bank emphasizes a community-focused approach,...
Inovayt
Inovayt is an Australian financial services provider established in 2007 by CEO Nick Reilly. Originally a mortgage broking business, it has grown into a diversified financial solutions company, recognized as one of Australia’s leading independently owned brokerages. With offices in Victoria and Queensland, Inovayt focuses on personalized guidance and expertise...
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...
Human Interest
Human Interest is a fintech company based in San Francisco that specializes in retirement plan solutions for small and medium-sized businesses (SMBs). Founded in 2015, the company aims to make retirement savings accessible by offering affordable, full-service 401(k) and 403(b) plans. Human Interest focuses on addressing the retirement savings gap...
Hughes Forbes Financial Services
Hughes Forbes Financial Services is a privately owned, fee for service financial planning practice. We are a boutique firm, specialising in attending to the financial needs of Wealth Accumulators, Business Owners and Retirees.
Clients of the firm experience the following:
- High level strategic planning;
- Researched and Informed financial...
Hudson Wealth Management
We have been in business since 2009, previously under Farmers Insurance. In early 2016, we decided it would be best for us and our clients to become Hudson Wealth Management, an Independent Retirement Planning and Medicare Solutions focused firm. We are now able to offer our clients among the largest...
Gyrostat Capital Management
The Gyrostat Risk Managed Equity Fund ARSN 651 853 799 offers five unit classes
Each Class has differing risk-return characteristics, but all Classes are based on the ‘dynamic hedging' risk managed approach with protection always in place. Each class is backed by a Class specific pool of assets and liabilities...
Guideline
Guideline is a financial technology company focused on retirement planning solutions, offering 401(k) plans and IRAs designed for businesses of all sizes. Founded by CEO Kevin Busque, the company aims to simplify retirement savings through automation, cost transparency, and seamless payroll integration. Guideline provides affordable services, charging employers for plan...
Granite State Credit Union
Mission
As a member-owned cooperative, Granite State Credit Union will deliver a wide range of competitively priced financial products and services to New Hampshire individuals, families and small businesses.
About Us
Since 1945, Granite State Credit Union has been building relationships with our members while meeting their growing financial needs....
GoalsMapper
GoalsMapper is an insurtech firm based in Singapore that aims to transform the financial advisory industry with innovative digital solutions. The company provides a comprehensive platform designed to simplify financial decision-making for financial consultants and institutions.
The cloud-based platform includes features such as omni-channel communication for enhanced customer relationship management,...
Gideon Strategic Partners
Gideon Strategic Partners is a Registered Investment Advisor (RIA) based in Santa Monica, with additional offices in Los Angeles, San Francisco, New York, Miami, and Baltimore. The firm is dedicated to providing personalized financial strategies tailored to the unique circumstances and goals of each client. They specialize in tax-efficient and...