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Plan First Financial solutions is a Clearwater, FL-based company in the Financial Services sector.
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
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.
Velocity Global accelerates the future of work for anyone, anywhere, anyhow. Its Global Work Platform™ simplifies the employer and talent experience through its proprietary cloud-based talent management technology, backed by personalized expertise and unmatched global scale. The platform offers a full suite of talent solutions, including global Employer of Record and Contractor Management, to help companies onboard, manage, and pay talent in more than 185 countries and all 50 United States. Founded in 2014, the company has hundreds of employees across six continents, with plans to double in size in 2022. As a work anywhere company, Velocity Global employees can create a work experience to fit their lifestyle, giving them the freedom to pursue their passion without the hassle of long commutes, rigid schedules and overlapping work-life demands. We empower people to live life fully, supported by a dynamic culture, growth opportunities and unique benefits. In the words of our founder, Ben Wright: “Professional experiences of a lifetime start here.”
Palo Alto Community Fed. Credit Union is a Palo Alto, CA-based company in the Financial Services sector.