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Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
GSG Financial is an independent equipment lessor and financial solutions provider based in New York City. GSG partners with organizations to facilitate capital acquisitions through personalized service and customized financial products. The company`s core offerings consist of operating leases, capital leases and equipment finance agreements structured to meet the unique needs of each client. GSG`s primary industry sectors include Converged Technologies, Diversified Industrial, Copy and Print, and Energy. GSG leverages relationships to effectively connect vendors, end users and financial institutions with flexible financial packages. The signature single point of contact approach connects clients with the same experienced account executive from the beginning of the credit process to the time the equipment lease or loan is finalized.
Fidelitrade is a Wilmington, DE-based company in the Financial Services sector.
The AmiPRO platform is purpose built for Canadian Wealth Management firms looking to offer and manage digital assets for their clients. AmiPRO is a complete turnkey solution that brings best of breed products and services under a simple interface, enabling advisors to meet their clients evolving investment interests and objectives.