| Name | Title | Contact Details |
|---|---|---|
Tapan Talati |
Chief Technology Officer & Chief Information Security Officer | Profile |
Tapan Talati |
Head of Infrastructure and Chief Information Security Officer | Profile |
At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication. Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages top-tier products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.
Credibly is a tech and data-inspired lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York, Credibly has provided access to over $200 million for more than 4,500 businesses in over 300 industries. In the last year alone, Credibly has increased revenue 100%, was recognized by Crains as one of the 50 fastest growing companies in New York, and made its second consecutive appearance on the Inc. 500 list of the fastest-growing private companies in America.
An asset management company that provides portfolio management and corporate governance services to real estate related investment vehicles.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Law Offices of Anthony J. Marzo is a Berkeley, CA-based company in the Financial Services sector.