| Name | Title | Contact Details |
|---|
Lord, Abbett & Co. LLC is an independent, privately held firm with a singular focus on the management of money. As one of the oldest money management firms in the United States, the firm has consistently provided generations of clients and their advisors with a quality investment experience since 1929.
BMO Nesbitt Burns - Glendon McGuire is a Collingwood, ON-based company in the Financial Services sector.
Yutaka Financial Group Inc. is a Vancouver, BC-based company in the Financial Services sector.
Widely recognized as a disruptive player in the personal finance industry, LearnVest is an award-winning subscription-based program designed to help people make progress on their money. The company combines a dedicated planner with innovative technology to help make financial planning affordable, accessible and even delightful. LearnVest previously raised more than $72MM in venture-funding led by Accel Partners, American Express Ventures and others. The company has been awarded numerous accolades, including one of Time’s “50 Best Websites,” 3 years running Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story hailing LearnVest as an “outlier.” On [May 11], 2015, LearnVest was acquired by The Northwestern Mutual Life Insurance Company (“Northwestern”) and is now a wholly-owned subsidiary of Northwestern. Headquartered in New York, LearnVest employs just over 150 people.
Guidepost Financial Planning is a Fort Collins, CO-based company in the Financial Services sector.