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Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
ParetoHealth is the largest health benefits captive in the country, with over $3B in healthcare benefits at hand, $800M in stop-loss premium under management, and over 600,000 covered lives. Our turnkey employee health benefit solution offers groundbreaking innovations in self-insurance with multi-year protection. With the purchasing power of a Fortune 500 company, we help small and medium-sized businesses take control of their healthcare spend and reduce risk. ParetoHealth is pulling an industry out of its past and into a future with more predictability, transparency, control, and actionable insights.
Gittleman is a Clifton, NJ-based company in the Financial Services sector.
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PayClearly is a leading provider of corporate payment solutions that significantly reduces the cost of payments and accounting reconciliation. Their Integrated Payables solution boosts profitability, accelerates payment delivery, and reduces complexity...