| Name | Title | Contact Details |
|---|
Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing. Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable and forward-thinking independent financial Advisors and their clients.
Stella delivers next-generation FP&A services to mid-size and large high-growth enterprises, providing continuous forecasting via multi-system financial and operations data. By empowering decision-making and project execution with a financial context, Stella ensures that resources, tools, and technology are effectively utilized with visibility and accountability
Montgomery County Credit Union is a Dayton, OH-based company in the Financial Services sector.
LogixHealth is a Bedford, MA-based company in the Financial Services sector.