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Doco School Employees Fed Cu is a Albany, GA-based company in the Financial Services sector.
Winthrop Capital Resources is a Hopkins, MN-based company in the Financial Services sector.
BetaNXT is the next wave in wealth management technology and outsourcing solutions. Combining industry expertise with the power of our proven BETA, Maxit, and Digital Investor businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.
Mazars Canada has over 50 years of experience in providing Assurance, Tax, Accounting and Advisory Services. We support SMEs, large private and public companies, NPOs and individuals in all stages of their development.
Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With headquarters in the Seattle area, Parcion`s experienced team helps clients preserve the legacy they`ve built to support their families and communities.