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Commonwealth One Federal Credit Union is a Alexandria, VA-based company in the Financial Services sector.
Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Joint Retirement Board is a New York, NY-based company in the Financial Services sector.
First Commerce Credit Union is a Tallahassee, FL-based company in the Financial Services sector.