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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.
Family Financial Credit Union is a Muskegon, MI-based company in the Financial Services sector.
Marcy Federal Credit Union is a Marcy, NY-based company in the Financial Services sector.
Melius Research is an independent research, data analytics, and investment firm that leverages decades of industrial and industrial tech-focused expertise to help our clients navigate a rapidly changing world. The traditional industrial eco-system is being transformed by emerging technologies in areas such as robotics, new mobility, energy transition, space travel, and the overall rise of software across all industries. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.
When you come to Intertrust, you expect a focus on quality, personal service and attention to detail. You expect it delivered by highly professional people with uncompromising integrity. Intertrust is the world`s global quality leader in the trust and corporate services sector, providing a broad range of specialized administrative services to multinational corporations, financial institutions, alternative investment funds and private clients from every corner of the world.