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Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
Securrency is a technology products company that delivers a complete suite of security and compliance tools to issuers, broker-dealers, and alternative trading system (ATS) operators to enable the issuance, maintenance, and secondary trading of tokenized securities. Securrency has developed a unique Compliance Aware Token™ that embeds regulatory and transactional rules in a compliance layer to facilitate legally-compliant securities offerings in the United States and globally. Securrency`s protocol can be utilized on the Ethereum, Stellar, Ripple, EOS and other distributed ledgers, as well as on legacy systems, allowing for seamless on-chain and off-chain movement of tokens. Securrency`s Know Your Wallet™ tools can detect money laundering and other nefarious activity, thereby minimizing the risk of bad actor participation in secondary trading Securrency was formed in 2015 by US national security and technology experts to enable the free trading of previously illiquid asset classes through compliance and unparalleled interoperability. Securrency offers a secure, scalable FinTech/RegTech tools either as individual modules or as a customized venue-operator platform for listing securities via Initial Token Offerings (ITOs) while providing global KYC (Know Your Customer) and jurisdictional compliance for access to investors.
PARSONS FINANCIAL is a Cottage Grove, OR-based company in the Financial Services sector.
critical contacts inc is a San Francisco, CA-based company in the Financial Services sector.
First ACH is a Columbia, MD-based company in the Financial Services sector.