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Compass Central Credit Union is a Oswego, NY-based company in the Financial Services sector.
InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on a state-of-the-art trading platform, InvestX GEM.
Ron D Birnbaum is a Chestnut Hill, MA-based company in the Financial Services sector.
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Civergy, Inc. is an operational-focused investment firm, committed to building a premier, full-spectrum, assistance and advisory services and products provider to the federal government, state governments, and private clients through a disciplined execution of an organic growth and accretive acquisition strategy. In January 2014, Civergy created its family of companies with the acquisition of New West Technologies (New West) and BiON Enterprises.