| Name | Title | Contact Details |
|---|
Apex is an independent, full-service clearing firm helping power the digital revolution in financial services. We empower innovation through a relentless focus on our customers, an ability to anticipate industry trends, and a sophisticated suite of forward-thinking technology-driven solutions. This powerful combination enables us to work with our clients in a highly consultative way and help them solve their most challenging business problems. This unique approach is how we`ve emerged as the custodian of choice for so many disruptive Fintech firms and digital advisors looking to revolutionize financial services. Our headquarters are located the heart of downtown Dallas, and we have offices in the financial districts of New York and Chicago as well as in the technology area of Portland.
Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 95 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
Eubel Brady is a Dayton, OH-based company in the Financial Services sector.
Kroger Personal Finance is a Cincinnati, OH-based company in the Financial Services sector.
Wealth Planning Corp is a Cincinnati, OH-based company in the Financial Services sector.