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With over $270 million in assets, Garden Savings serves over 25,000 members representing over 150 Select Employer Groups (organizations/companies). Although a lot has changed since we first opened our doors, one this has and forever will remain the same – our commitment to our founding mission: To be our member`s first choice in banking by forming a partnership they value most. As a not-for-profit financial cooperative, Garden Savings has stood a progressive leader in the credit union industry since its founding in 1968. Today, the credit union is the 6th largest in the state of New Jersey; operating in Parsippany, Newark, Dover and South Orange. We are federally insured by the NCUA and privately insured by ESI. We also pride ourselves on being an Equal Housing Lender.
Innovest Portfolio Solutions is a Denver, CO-based company in the Financial Services sector.
CCS Financial Services is a Fort Lauderdale, FL-based company in the Financial Services sector.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Mission at Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility, choice and value to financial advisors and their clients. We seek to create an industry that works for everyone.