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Summit is a publicly registered non-traded REIT that is currently focused on investing in senior housing real estate located throughout the United States. The current portfolio includes interests in 12 long-term triple-net leased healthcare facilities.
Wealth Accumulation is a Littleton, CO-based company in the Financial Services sector.
Alan Biller and Associates is a Menlo Park, CA-based company in the Financial Services sector.
Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers and small and midsize enterprises with control over their financial data, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give everyone a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah.
Customer service call center hours: Monday - Friday, 8am-9pm EST Phone: 800.584.6001