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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Lynx is an API-connected healthcare payments, banking, and e-commerce platform that enables companies to embed customizable health-fintech solutions into their customer experience to improve affordability, drive health engagement, and enhance financial security.
Blueprint Equity is a tech-focused growth equity firm that invests in and builds market-leading enterprise businesses. They focus on highly addictive, business-critical enterprise applications and partner with similarly obsessed industry veterans who a...
Berg Capitol Corp is a New York, NY-based company in the Financial Services sector.
Thetford Financial Services, Inc. is a Richmond, VA-based company in the Financial Services sector.