| Name | Title | Contact Details |
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Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health.
Merrill Edge is an electronic trading platform provided by BofA Securities, part of Bank of Americas retail banking division.
Valley State Employees Credit Union is a Saginaw, MI-based company in the Financial Services sector.
Third Point LLC is one of the leading providers in Financial Services. It is based in Chicago, IL. To find more information about Third Point LLC, please visit www.thirdpoint.com