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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.
Pave is a marketplace lending platform that aims to provide the Millennial generation with a better way to borrow: one that`s simpler, more personal, and more affordable.
Members Source Credit Union is a Merrillville, IN-based company in the Financial Services sector.
The Credit Union for Robertson County is a Springfield, TN-based company in the Financial Services sector.
Portfolio Dynamics is a Tempe, AZ-based company in the Financial Services sector.