| Name | Title | Contact Details |
|---|
Overlay Capital operates at the intersection of private markets and sustainability within the built environment, offering investment products spanning innovation to infrastructure. Our funds offer wealth advisors, family offices, and institutional investors access to investments across decarbonization and renewable energy, all with a commitment to superior risk-adjusted returns.
U S Bank National Association is a Minneapolis, MN-based company in the Financial Services sector.
Pando is a financial services platform tailored for high-potential professionals, including startup founders and professional athletes. It offers a unique combination of peer communities, financial tools, and risk-mitigation strategies to help members navigate the uncertainties of their careers while promoting collaboration and financial security. One of Pandos key offerings is income pooling, where members contribute a portion of their income to create a diversified portfolio-like structure. This approach helps reduce individual financial volatility, especially in careers with high-stakes outcomes. Pando also provides curated networks for founders to share advice and support, along with events for networking and investor introductions. Additionally, members gain access to financial and operational tools, including an investor exchange and exclusive perks tailored for startups. Pandos business model aligns its success with that of its members by retaining a portion of pool payouts instead of charging traditional premiums. This innovative approach combines financial strategies with community support, addressing both the economic and social challenges faced by professionals in high-risk careers.
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industrys top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
Circle Bank is a private business or organization located in Novato, CA, USA.