| Name | Title | Contact Details |
|---|---|---|
Joseph Weinberg |
Vice President of Cybersecurity | Profile |
David Clift |
VP Information Security Officer | Profile |
Alex Barker |
Chief Information Officer | Profile |
Wolters-Althoff Investments, LLC is the venture capital arm of the Wolters-Althoff Family Office.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Empower is an award-winning mobile app that makes managing your money the easiest thing in the world. The company’s mission is to democratize access to financial knowledge and improved financial outcomes by combining personalized mentorship, AI, and rewards checking in a seamless mobile experience. Empower is venture-backed by Sequoia Capital and Initialized Capital, among other investors.
creative capital works david citron is a New York, NY-based company in the Financial Services sector.
Hive Finance is a financial services company that offers innovative financing solutions, including consumer loans, equipment leasing, and business loans.