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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Introducing the world`s first gift card of stock. You pick the stock and dollar amount (say, $50 of Apple) and pay with a credit card. They get fractional shares of real stock. Or, start your own collection of favorite stocks! Stockpile Investments is the world`s first brokerage platform that makes it easy and affordable for anyone to give, get, and own stock in any dollar amount. Companies of all kinds – financial institutions, loyalty companies, employee benefits companies, retailers, and fintech providers – can leverage our platform to offer Stockpile services and drive customer acquisition, engagement, and revenue.
iEmergent is a forecasting and analytics firm that provides forward-looking market intelligence to organizations and professionals in the banking, lending, and housing industries. iEmergent`s forecasts are market-based and drill down into communities, making the intelligence relevant to both high-level strategic issues and specific market challenges. In 2013, iEmergent released Mortgage MarketSmart, a powerful web-based application that helps organizations understand, analyze and leverage iEmergent`s intelligence to improve profitability, performance, and position. For over a decade, iEmergent`s forecasts of mortgage market opportunity and behavior have been the most accurate in the industry, and the company continues to explore new methods, new intelligence, and new applications to help organizations build sustainable, successful futures.
Les Bois Federal Credit Union is a Boise, ID-based company in the Financial Services sector.