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Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Edward Jones Investments is a Midvale, UT-based company in the Financial Services sector.
Fox and Fin Financial Group is a Scottsdale, AZ-based company in the Financial Services sector.
T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX`s secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. T-REX is a Fintech company with the mission to increase standardization, provide efficiency, prioritize transparency and enhance compliance, all while lowering costs for our customers, which include a global set of investors, bankers, and finance professionals. T-REX`s secure, enterprise SaaS-based analytics, risk, and portfolio management platform standardizes and provides transparency to the complex structured products evaluation process, increasing liquidity and creating significant investment opportunities for the hundreds of billions of dollars of capital across various esoteric, non-commoditized asset classes. Our people and systems bridge the gap between institutional investors and developers and lenders to facilitate growth. From offices in New York and Tel Aviv, T-REX gathers world-class expertise in finance, renewables, and technology to support the development of sustainable, market-driven economics.
Self is a venture-backed fintech startup with a mission to help people build credit, particularly those who are new to credit or who might not have access to traditional financial products.