CTOs on the Move

FeeOnlyWealthManagement

www.feeonlywealthmanagement.com

 
FeeOnlyWealthManagement is a Old Tappan, NJ-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Western Equipment Finance

Western Equipment Finance is a Devils Lake, ND-based company in the Financial Services sector.

Engine No. 1

Engine No.1 is a diversified investment firm purpose-built to create sustainable, long-term value by driving positive impact through active engagement.

The Victory Bank

The Victory Bank was built from scratch by a team of experienced and passionate bankers and is owned and managed by several hundred local shareholders. We are not part of a financial conglomerate and we are not obsessed with growing into the biggest bank around.

Canoe Intelligence

Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.

Finicity

Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers and small and midsize enterprises with control over their financial data, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give everyone a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah.