CTOs on the Move

Credent Wealth Management

www.credentwealth.com

 
CWM claims compliance with GIPS. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/b6B3kZz7ha and https://t.co/boEjeCeQgM
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Hovde Financial

Hovde Financial is one of the leading providers in Financial Services. It is based in Irving, TX. To find more information about Hovde Financial, please visit www.hovde.com

Community bank delaware

Community Bank Delaware is chartered under the laws of the State of Delaware and by state law is subject to regulatory oversight by the State Bank CommissionER of Delaware. Any consumer wishing to file a complaint against Community Bank Delaware should contact the State Bank Commissioner of Delaware.

Sawtooth Solutions

Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.

Red River Valley Bidco Inc

Red River Valley Bidco Inc is a Shreveport, LA-based company in the Financial Services sector.

Esperanza

Esperanza is a faith-based non-profit organization that works to address the root causes of systemic poverty in Hispanic communities through education, economic development, and advocacy.