| Name | Title | Contact Details |
|---|---|---|
Guillermo Perez |
Chief Technology Officer | Profile |
The May Institute is a Yarmouth Port, MA-based company in the Financial Services sector.
T.K. Keith Company is a Wakefield, MA-based company in the Financial Services sector.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our market leading solution, Integráta, automates and simplifies investment management on a single platform and seamlessly provides asset managers full front-to-back office functionality across all asset classes. We also offer outsourced middle-and-back office services used by managers to streamline operations and reduce over-head expenses. We are a strategic partner to over 400 top-tier firms worldwide in the hedge fund, institutional investment and wealth management industries. Enfusion is headquartered in Chicago, with offices in New York, London, Dublin, Hong Kong, Mumbai, and São Paulo.
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
Independence Planning is a Colorado Springs, CO-based company in the Financial Services sector.