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LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.
Company Ventures is a NYC-based seed stage venture firm that invests across industries, but has a focus on digital health, fintech, and enterprise. They provide a foundation for entrepreneurs building with purpose, and operate the Grand Central Tech Re...
Breathe oxygen into your cash flow
Equidata is one of the leading providers in Financial Services. It is based in Brookfield, WI. To find more information about Equidata, please visit www.equidata.net
Keane is the country`s leading provider of unclaimed property compliance solutions. From annual escheat compliance reporting, customized communication programs and in-depth consulting services, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. What sets Keane apart is our total commitment to customer service, the expertise and qualifications of our employees, and our demonstrated accountability for measurable results. Keane employs more than 180 people in our corporate office in New York City, our operations center in King of Prussia, Pennsylvania and various satellite offices across the country. Whether it`s working with your team to ensure compliance, protecting your shareowners, or mitigating audit risk...Keane is Unclaimed property. Uncompromising performance.