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Casa Pueblo Realty is a Santa Ana, CA-based company in the Financial Services sector.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Velocity Global accelerates the future of work for anyone, anywhere, anyhow. Its Global Work Platform™ simplifies the employer and talent experience through its proprietary cloud-based talent management technology, backed by personalized expertise and unmatched global scale. The platform offers a full suite of talent solutions, including global Employer of Record and Contractor Management, to help companies onboard, manage, and pay talent in more than 185 countries and all 50 United States. Founded in 2014, the company has hundreds of employees across six continents, with plans to double in size in 2022. As a work anywhere company, Velocity Global employees can create a work experience to fit their lifestyle, giving them the freedom to pursue their passion without the hassle of long commutes, rigid schedules and overlapping work-life demands. We empower people to live life fully, supported by a dynamic culture, growth opportunities and unique benefits. In the words of our founder, Ben Wright: “Professional experiences of a lifetime start here.”
Ilios Partners is a Chicago, IL-based company in the Financial Services sector.
SIP seeks to draw on the expertise and strengths of its unique and complementary partners.