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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Reliance Insurance is one of the leading providers in Financial Services. It is based in San Mateo, CA. To find more information about Reliance Insurance, please visit www.rsli.com
Kabbage Inc., headquartered in Atlanta, has pioneered the first financial services data and technology platform to provide fully automated funding to small businesses in minutes. Kabbage leverages data generated through business activity such as accounting data, online sales, shipping and dozens of other sources to understand performance and deliver fast, flexible funding in real time. In just a few years, Kabbage has become the number one online provider of working capital to small businesses in the United States and UK. Kabbage’s Data Context Engine connects to the data sources that small businesses already use every day -- such as shipping, accounting, social media, ecommerce, payments and others -- and leverages this data to deliver fast, flexible funding to small businesses. Whereas banks can take weeks to make a decision, Kabbage delivers funding within minutes. Kabbage supports brick and mortar stores, service providers and online businesses of all types.
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ATM America Inc is a Norristown, PA-based company in the Financial Services sector.