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We provide strategic tax planning services that help Entrepreneurs and Small to Medium Sized Business Owners lower their personal taxes, increase their profits, and attain greater wealth.
BWise is one of the leading providers in Financial Services. It is based in El Segundo, CA. To find more information about BWise, please visit www.bwise.com
Peter Imlay is a San Francisco, CA-based company in the Financial Services sector.
Voleo is a fintech company dedicated to improving the way investors grow their wealth. We offer an investment club app on iOS, Android and web that allows users to invest their money with a trusted circle of peers, making investment decisions more comfortable, informed, and convenient. We also provide a turn-key and bespoke white-label solution to financial institutions looking to engage an emerging generation of investors.
Lane Gate Advisors is a boutique investment management practice focused on certain segments of the specialty finance market. The Principals of Lane Gate have deep experience in all sides of the capital and life settlements markets, ranging from product structuring, development and marketing to raising and deploying capital. Our industry background and relationships are deep and complementary. Lane Gate works with both HNW and institutional investors to tailor investment strategies that best fit their goals.