| Name | Title | Contact Details |
|---|---|---|
Jessica Wong |
VP of Information Systems | Profile |
Provasi Capital Partners provides access to specialized investment strategies through a multi-manager approach presenting advisors and their clients with unique options for allocating capital, managing risk, and diversifying assets.
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.
Synergy Merchants Services is a North York, ON-based company in the Financial Services sector.
Equiniti keeps things running smoothly for some of the best-known brands and public sector organisations in the UK. We specialise in providing finely-tuned finance and administration services, as well as smart technology solutions, in complex and regulated markets. Our services are delivered by 4,300 employees across 25 locations, enabling us to offer solutions that are flexible, adaptable and scalable. We are acknowledged leaders in the pension services market and in the share registration market, where our clients include around half the FTSE 100. Our mission is to make the complex simple.
"American Funds sells mutual funds you could bring home to meet your parents: the funds are always described with words like ""steady,"" ""solid,"" and ""dependable."" In the late 1990s, when the bull market was roaring, steady sounded too much like dull,"