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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Sumitomo Mitsui Banking Corporation is a Japanese multinational banking and financial services company headquartered in Yurakucho, Chiyoda, Tokyo, Japan.
At AFEX, we have pioneered personalised foreign exchange since 1979, becoming one of today's largest privately owned non-banking providers of global B2B payments and risk management solutions. We are a trusted partner to more than 35,000 businesses and individuals worldwide, helping clients process payments to more than 180 countries around the clock every day. Our team of experts provides valuable support that inspires total confidence from our clients in the complex and often volatile world of foreign exchange.
Dinara is on a mission to reduce friction for any enterprise holding and transacting in crypto and fiat. Dinara provides an integrated digital asset banking solution for venture capital firms and startups that manage and transact in both fiat and crypto assets. Dinara`s solution includes secure digital asset custody, easy fiat-crypto and crypto-crypto conversions, fast payment and transaction settlement times, and streamlined compliance and reporting. Dinara is backed by marquee VCs in fintech and crypto investors, including Archetype, Castle Island Ventures, North Island Ventures, B Capital Group, and SVB.
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.