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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Commercial Recovery Systems (CRS) is a receivables management company offering a performance-based, third party solution for managing delinquent accounts. Our credit management solutions enable Clients to focus on their base lending and customer
Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.
Knox helps you turn a property you already own into an investment that delivers passive income, with none of the work or hassle. Knox created the Frictionless Ownership Platform to streamline the entire process for an owner, from finding renters to taking care of maintenance to managing finances.
TORA is the leading provider of advanced investment management technologies for asset managers, hedge funds, proprietary trading firms and sell-side trading desks globally. We are a cloud-based front-to-back office technology provider delivering everything you need to run a trading and portfolio management desk. TORA`s award-winning suite of products offers the industry`s most comprehensive institutional trading software including execution management, order management, risk control tools, algos, pre-trade and post-trade TCA and portfolio management solutions. Our team builds innovative technology that fits our client`s workflow requirements through a feature-rich, intuitive user interface. The TORA API assures a truly straight-through processing (STP) experience and the TORA FIXNet enables our clients to access multi-asset liquidity from across the globe. We pride ourselves on having a strong focus on client support, rapid implementations and industry-leading innovation. Headquartered in San Francisco, TORA has over 250 employees across our offices in Hong Kong, Jersey, New York, Romania, Singapore, Sydney and Tokyo.