Scotia Wealth Management
Scotia Wealth Management is the wealth management division of Scotiabank, one of Canada's largest financial institutions. It offers a comprehensive, team-based approach to wealth management, addressing various aspects of clients' lives, including family, business, and future planning.
The company provides a range of tailored solutions for high-net-worth individuals and families....
Quorus
Quorus partners with asset and wealth managers to offer customizable, tax-managed investment portfolios based on the manager's proprietary investment strategies.
With Quorus, asset managers can quickly and easily launch a new, custom investment product without the added complexity of managing thousands of individual accounts.
Wondering how you can capitalize on...
Prosperrio
Prosperr.io is a fintech startup located in Bengaluru, Karnataka, India, founded in 2022 by Dev Kumar and Manas Gond. The company has quickly grown to a team of 102 employees, focusing on innovative solutions for income tax planning and management.
The flagship offering from Prosperr.io is the Super Saver Plan,...
Kingswood US
Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources...
Jones Advisory Group LLC
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy...
Howlett Financial Partners
Howlett Financial Partners.
Managing your finances can get complicated. It isn't simple; we make it easy.
Harness Wealth
Harness Wealth is a financial services platform that combines the expertise of financial professionals with advanced technology to deliver tailored financial and tax advice. Founded in 2018 and headquartered in New York City, the company initially focused on startup founders and employees but has since expanded its services to a...
Gratz Park Private Wealth
An Intuitive Approach To Your Wealth - As mothers, sisters, daughters and community leaders, we believe that family is everything. From day one, we're an advocate for you, your family and your legacy. Our intuitive approach to wealth planning allows us to educate and empower our clients as we create...
GO Financial Advisory
GO Financial Advisory is a new generation boutique M&A advisory firm providing buy-side and sell-side M&A advisory, due diligence and valuation services for both local and international investors.
Generations Wealth LLC
Generations Wealth, LLC was founded to pursue a higher standard that redefines the wealth management experience. We offer comprehensive or unbundled advice-based solutions - a compelling alternative to traditional investment-centric wealth management - specializing in Personal CFO services, passive investing and income tax.
Generations Wealth, LLC is registered and regulated...
Financial Sketchers
Financial SketchersTM is a Global Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investment, growth and cash flow over a period of time. The highly experienced Investment Consultants at...
Fairport Wealth
Fairport Wealth is a purpose-driven financial services firm based in Cleveland, Ohio. Established in 1963, it provides comprehensive financial planning and investment advisory services to individuals and families, helping them achieve their financial goals. The firm serves over 2,000 families across six regional offices and is affiliated with Hightower Advisors,...
Elite Wealth Management Inc
Elite Wealth Management was founded on an unwavering commitment to business excellence. In every service we provide, we strive to create trusted relationships with our clients and work diligently to ensure that we become a valued part of their wealth management team. Our business philosophy always puts the interests of...
Doyenne Wealth Advisors
Doyenne Wealth Advisors is a financial advisory firm based in Chicago, Illinois, established in 2021. Founded by a team of experienced professionals, the firm is dedicated to creating sustainable financial solutions for clients across generations. As an independent, employee-owned company, Doyenne fosters a collaborative environment where all advisors are Certified...
Bienviyance
Bienvenue chez Bienviyance, votre partenaire de confiance en matière de courtage en assurance et de family office dédié à votre protection sociale et votre épargne.
Chez Bienviyance, notre mission première est de placer votre bien-être financier et celui de votre famille au cœur de nos préoccupations.
BFG Wealth Management
BFG Wealth Management manages assets for institutions, high net worth individuals, and families. We are committed to high quality in its business practices, investment strategies and wealth solutions. We focus on three essential markets: equities, real estate, and commodities. We insist that each of our portfolios should do just one...
Banca Patrimoni Sella C
"Un patrimonio è prima di tutto un impegno.
Un impegno verso coloro che lo hanno costruito e verso coloro che ne raccoglieranno il testimone.
Banca Patrimoni Sella & C. da sempre è consapevole di tale impegno e se ne prende cura fedelmente nel tempo."
Federico Sella
Amministratore Delegato e Direttore...