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Proto and Alsworth Wealth Management is a Olean, NY-based company in the Financial Services sector.
Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 7 Senior equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. The company currently boasts seven highly ranked and differentiated analysts who collectively cover the following sectors: Accounting & Tax Policy, Airfreight & Surface Transportation, Airlines, Aerospace & Defense, Truck Manufacturing, Electric Utilities, Oil & Gas, Portfolio Strategy, Quantitative Analysis, and Retail Broadlines, Hardlines, Food & Drug and Healthy Lifestyles. We are a leader in each of these areas and constantly seek to add coverage of new sectors as we expand our research product with the brightest and most energetic talent. Our sales, broker-dealer, operations and compliance departments are unparalleled in depth and experience for a firm of our size, and we view excellence in these functions as essential for our continued success. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York.
Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports.