| Name | Title | Contact Details |
|---|---|---|
Mark Losli |
Vice President and Chief Information Security Officer | Profile |
Jeffery Peal |
Associate Vice President and District Information Security Officer | Profile |
RightCapitals mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distribution to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. For more information visit RightCapital.com. Book your 20-min demo today and get a 14-day free trial at www.rightcapital.com.
Strongpoint Partners is an independent Third-Party Administrator (TPA) and financial services platform located in Riverwoods, Illinois. Founded in 2021, the company integrates multiple TPAs to provide comprehensive retirement, payroll, and HR solutions. Strongpoint Partners focuses on serving small to medium-sized businesses across the United States, offering services such as 401(k) plan administration, recordkeeping, fiduciary services, payroll solutions, and human capital management. With a client base of over 13,000 unique businesses nationwide, Strongpoint Partners has established partnerships with several prominent retirement plan administrators. The company has experienced significant growth, adding new partners and employees, and managing assets exceeding $10 billion. Strongpoint Partners is recognized for its commitment to enhancing operational efficiency and compliance for its clients.
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