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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Access First Federal Credit Union is a Mattawan, MI-based company in the Financial Services sector.
Vilash Poovala and Gabriel Leon founded Oyster in September 2018 as a financial platform for freelancers, startups, and SMB`s in Mexico.
Financial Results is a Pleasant Hill, CA-based company in the Financial Services sector.
Denials Management Inc is a Salt Lake City, UT-based company in the Financial Services sector.