| Name | Title | Contact Details |
|---|
The Receipt Bank Group has been revolutionising accounting for small business since we were founded in 2010. We began life as the first software company to automate the collection and data extraction of receipts and invoices. Today, we provide technology that unlocks the value of accounting data, automates the bookkeeping process and helps build more valuable accountant-client relationships. Our award-winning AI and automation technologies are used by over 5,000 accounting & bookkeeping firms and tens of thousands of small business customers globally, who in turn benefit from cost savings, effortless bookkeeping, and real-time accounting.
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals and their clients. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
We utilize Automatic Number Identification or ANI technology when we skip trace any debtor. This technology allows us to retrieve the telephone number of any person who calls. By using this valuable feature, we are able to locate phone numbers and assets
San Diego Pension Consultants Inc. is a San Diego, CA-based company in the Financial Services sector.
Charles E. Smith Management is a Arlington, VA-based company in the Financial Services sector.