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GlobalWise Investments, Inc., via its wholly owned subsidiary Intellinetics, Inc., is a Columbus, Ohio based Enterprise Content Management (ECM) pioneer with industry-leading software that delivers cloud ECM based solutions on-demand. The Company’s flagship platform, Intellicloud™, represents a new industry benchmark and game-changing solution by enabling clients to access and manage the content of every scanned document, file, spreadsheet, email, photo, audio file or video tape – virtually anything that can be digitized – in their enterprise from any PC, laptop, tablet or smartphone from anywhere in the world.
Private Financial Counseling is a Los Angeles, CA-based company in the Financial Services sector.
Gemini Fund Services, LLC provides comprehensive, pooled investment solutions as an engaged partner to independent advisors.
Sun Center FCU is a Lagrange, OH-based company in the Financial Services sector.
Cipperman Compliance Services (CCS) provides compliance services to registered funds, money managers, and broker-dealers. CCS creates compliance solutions that work for dynamic firms by leveraging the experience of a multi-disciplinary team of lawyers, compliance and operations professionals, and applying a management-focused approach to client services. CCS takes full accountability for implementing its advice and solutions, which include serving as a firm`s chief compliance officer, creating customized compliance programs, conducting compliance reviews, and responding to regulatory inquiries.