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Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
Valley Small Business Dev is a Fresno, CA-based company in the Financial Services sector.
Pacific Crest Federal Credit Union is a Klamath Falls, OR-based company in the Financial Services sector.
Foresight insures safety-critical businesses with the first technology-based workers’ compensation program.
Windham Capital Management is a Boston, MA-based company in the Financial Services sector.