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SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
The AmiPRO platform is purpose built for Canadian Wealth Management firms looking to offer and manage digital assets for their clients. AmiPRO is a complete turnkey solution that brings best of breed products and services under a simple interface, enabling advisors to meet their clients evolving investment interests and objectives.
We help you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that`s making investing fair for everyone. Our platform was built for modern financial advisors who put their clients first.
La Salle Credit Union Ltd. is a Thompson, MB-based company in the Financial Services sector.
Phoenix Investment Partners, Ltd. is a Hartford, CT-based company in the Financial Services sector.