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Professional Insurance Planners and Consultants is a Cedar Falls, IA-based company in the Financial Services sector.
Credit Sesame is the nation`s only full-lifecycle credit management service that helps consumers achieve financial wellness. Since 2010, we`ve helped millions improve their financial health, at no cost to them, by offering the best tools possible to access, understand, use, and protect their credit so they can lead better lives. We are a fast-growing, nimble startup, and we succeed only because of our amazing teammates and our strong, positive culture.
Nav was founded to have a meaningful impact on the lives of millions of small business owners by bringing efficiency and transparency to financial decision making. We are changing the way these business owners secure lending with our innovative technology and customer-centric approach. We are passionate about empowering our teams and giving them the freedom to shape our future. Our teams lead with candor, charge hard, fail fast, all while working in a fun, diverse, and inclusive environment. If you are a high-energy innovator, enjoy a rapid-paced growing environment, and have the zest to solve big challenges, join us...be a part of history and create the future of FinTech.
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.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.