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KNJ Group Consulting is a Santa Monica, CA-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Hilco Equity is one of the leading providers in Financial Services. It is based in Waltham, MA. To find more information about Hilco Equity, please visit www.hilcoequity.com
BNY Mellon Wealth Management is a Boston, MA-based company in the Financial Services sector.
CertusBank, N.A. is a full-service, nationally chartered bank, with $1.8 billion in assets. Headquartered in Greenville, South Carolina, with secondary corporate offices in Atlanta, Georgia and Charlotte, North Carolina, the bank currently operates 31 retail branches in the Carolinas, Florida, and Georgia and offers access to over 50,000 surcharge free ATMs. CertusBank, N.A. is a subsidiary of CertusHoldings, Inc. (formerly Blue Ridge Holdings, Inc.) headquartered in Atlanta, Georgia and was created by former executives from Bank of America and Wachovia.