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Vestorly is an A.I. marketing assistant that assembles the world`s best email newsletters. We`re on a mission to help millions of professionals win back digital engagement and build their business. The core of Vestorly is an artificially intelligent search engine that matches timely stories with each of your contacts to assemble beautiful, modern and branded newsletters. It then tracks each interaction in an embedded content browsing on your business website to grow smarter and engage people better. Vestorly reduces your overhead, uncovers new opportunities, and keeps your relationships engaged with delightful digital experiences.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
TDECU – Your Credit Union is more than just a financial institution. We`re a Member-owned credit union serving more than 240,000 Members at 43 Service Centers – including 36 Member Centers – throughout Texas. We believe in providing financial solutions to help improve the lives of our Members. We`re not focused on the mortgage, the auto loan or the CD. Our focus is on helping our Members achieve dreams like homeownership, ensuring a reliable vehicle to get to work or safely deliver the kids to soccer practice – and the peace of mind knowing retirement years are all squared away. We`re by our Members` sides during the good times, and we`re here to provide support during the tough times.
WARREN AVERETT Consistently ranked among the top firms in the Southeast and as the largest locally owned and operated CPA firm in Alabama, Warren Averett is a proven resource for private and public entities.
Bowers is a Syracuse, NY-based company in the Financial Services sector.