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Voleo is a fintech company dedicated to improving the way investors grow their wealth. We offer an investment club app on iOS, Android and web that allows users to invest their money with a trusted circle of peers, making investment decisions more comfortable, informed, and convenient. We also provide a turn-key and bespoke white-label solution to financial institutions looking to engage an emerging generation of investors.
Csi Capital Management is a San Francisco, CA-based company in the Financial Services sector.
Atlantic American Corporation is one of the leading companies in Financial Services industry. Atlantic American Corporation is based in Atlanta, GA. You can find more information on Atlantic American Corporation at www.atlam.com
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Harvesters Federal Credit Union is a Cantonment, FL-based company in the Financial Services sector.