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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Plenary is a leading independent developer, manager and long-term investor of public infrastructure with 48 projects worth more than $33 billion across Australia, the US and Canada.
Syracuse Federal Credit Union is a Syracuse, NY-based company in the Financial Services sector.
Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports.
General Credit Union is a Fort Wayne, IN-based company in the Financial Services sector.