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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
For over 30 years, Connolly has been recognized as the recovery auditing experts, recovering the most money possible for their clients. Connolly now services over 120 active clients that include leaders in the retail, commercial, government, and healthcare industries. A full 98% of these clients have contracted Connolly repeatedly. These firms keep coming back to Connolly because the results consistently exceed expectations and the process is proven. Connolly approaches each audit uniquely. Every step is managed by professionals who have relevant business experience and is supported by powerful and flexible technologies. Recovery findings are followed by actionable recommendations to improve payment processes. And it’s all done with an acute awareness of the client’s day-to-day business operations and relationship with their partners. Because of Connolly’s long record of success, the largest and best run companies in the world rely on Connolly to perform their recovery audit, and recognize Connolly as the industry’s expert. Connolly is the world’s largest privately-held recovery audit firm. Founded in 1979, Connolly has grown to over 750 recovery auditors, data analysts, and support staff. This organic, double-digit growth is solely a result of excellent client service, not from mergers with or acquisitions of other firms.
Atlantic-Pacific Capital is a Greenwich, CT-based company in the Financial Services sector.
Gallagher Fiduciary Advisors is a Pittsburgh, PA-based company in the Financial Services sector.
FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems. FIA Tech provides key services and processes including managing legal agreements, settling brokerage, meeting compliance requirements and automating reconciliation.