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Intelex Limited is a Greenwich, CT-based company in the Financial Services sector.
1031 Crowdfunding is a real estate crowdfunding platform that specializes in 1031 exchanges and alternative investment vehicles focused on tax deferral.
National Association of Trade Exchanges is the premier organization for trade exchange owners from across the country and around the world. As a continually improving, member-driven organization, NATE offers their members additional benefits such as national and regional meetings and accreditation opportunities.
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.
Quorum is a credit union—a member-owned, not-for-profit financial institution. We offer services similar to what you would expect from a bank, but unlike a bank, we do not answer to stockholders. Instead, we return profits to our members in the form of leading industry rates, services, and financial products.