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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Pitchpointsolutions is a Toronto, ON-based company in the Financial Services sector.
Our Vision: To create exceptional results by creating exceptional experiences...the fun, smart place to bank, invest and work. Our Mission: To make every customer a customer for life. Core Values: We will… be obsessed with our Client`s success. keep learning and teaching. own it. work smart, play hard. communicate in ways that engage and inform. give back. be grateful. Blackhawk Bank operates eight banking centers in south central Wisconsin and north central Illinois, along the I-90 corridor from Elgin, Illinois to Janesville, Wisconsin. The Bank serves individuals, families, business owners and their employees with a wide array of innovative products and services. The Company offers a variety of value-added consultative services for small business owners such as cost-saving Health Savings Accounts, Investment Management, Human Resource consulting and more. Some history: In a Certificate of Organization adopted on March 26, 1881, a group of community leaders agreed “to associate ourselves in a corporate body to be known as Beloit Savings Bank for the purpose of receiving the deposits of laborers, mechanics, servants, minors and others, and to loan the same for the benefit of such depositors.” S.T. Merrill was elected the first President of the bank. Secretary / Treasurer John A. Holmes was authorized, under the direction of the Financial Committee, to make all necessary arrangements in conformity to law for the opening of Beloit Savings Bank. It served its customers from 2 until 4 PM on Mondays and Saturdays from the 2nd floor of the D.S. Foster Building in downtown Beloit, Wisconsin. So it began in 1881 for the bank now known as Blackhawk Bank. Today, lead by President and CEO Dave Adkins, Blackhawk is the second largest bank in Beloit, Wisconsin and second in all of Boone County, Illinois.
Gay Nichols Accounting is a Highlandville, MO-based company in the Financial Services sector.
StoneX Group Inc. is a Fortune 500 company, providing customers across the globe with execution, clearing and advisory services in commodities, capital markets, currencies, asset management and more.