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Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.
Merchants Group, Inc. provides property and casualty insurance products for commercial and personal lines. It offers commercial insurance products, such as auto repair/collision repair, building owners', contractors, food service, office, retail, service business, wholesale, commercial auto, and commercial package insurance products. The company also provides personal insurance products, which include home owners’, personal auto, and personal umbrella insurance; and hurricane, winter storm, thunder storm, and tornado disaster planning insurance products. It sells its products to home owners, automobile owners, and contractors and business owners through a network of insurance agents. Merchants Group, Inc. was founded in 1918 and is based in Buffalo, New York with regional offices in Buffalo and Hauppauge, New York; Bedford, New Hampshire; Mt. Laurel, New Jersey; and Dublin, Ohio. The company has operations in Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Vermont.
Edelman Financial is one of the leading providers in Financial Services. It is based in Soquel, CA. To find more information about Edelman Financial, please visit www.ricedelman.com
Avalon Capital Management is a Redwood City, CA-based company in the Financial Services sector.
Moonstone Bank is a charted digital bank that specializes in catering to SMEs with technology-driven solutions for commercial banking and digital assets. Moonstone was founded on the principle that existing banking services today do not meet the needs for these underserved markets, nor do they anticipate the needs for where banking will be tomorrow.