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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Randolph-Brooks Federal Credit Union is a Universal City, TX-based company in the Financial Services sector.
VersiFi is a digital asset trading and lending firm that combines a high-tech platform with high-touch services to help institutions trade and borrow efficiently. VersiFi`s plug-and-trade platform provides a single point of access for trading, borrowing, and lending, as well as custody services provided by third-party partners. Led by a team of proven industry professionals, VersiFi is determined to help digital assets reach their fullest potential.
The Nassau Educators Federal Credit Union (or, as its 200,000 valued members call it: NEFCU) has changed its name to Jovia! Servicing the community for more than 80 years while headquartered in Westbury, NY, Jovia is forever committed to be the best in banking. Borrowing, spending, or saving is made easy with Jovia`s excellent product portfolio and incomparable customer service agents – not to mention the convenience of thousands of surcharge-free ATMs worldwide!
University and Community Federal Credit Union is a Stillwater, OK-based company in the Financial Services sector.