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Rome Financial Co is a Concord, CA-based company in the Financial Services sector.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.
We have a very simple goal here at ForUsAll – to fix retirement in America, so that everyone has a fair shot at a brighter financial future. Our consultants, investment advisor representatives, operations team, and technologists can advise you on how to offer a next-gen 401(k) that has built-in administrative and investment fiduciary protection, that works with your existing HR software, and tracks employee eligibility. ForUsAll`s smart plan design, employee onboarding, and communication strategies improve employee engagement and promote your employees` financial wellness. Because our consultants leverage technology and low-cost funds, all this is usually possible for less than what you are currently paying.
Corporate Audit Partners is a San Juan Capistrano, CA-based company in the Financial Services sector.
Global Retirement Partners is dedicated to becoming a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors. This approach is built on an incredibly strong partnership between the Global Retirement Partners` leadership team and the retirement advisors. We understand the power of an open-architecture environment and the value of a retirement planning advisor — and are dedicated to positioning Global Retirement Partners as an innovator in participant advice. The leadership team is rounded out with industry veterans with years of industry and regulatory experience, operational management, and innovative technology and program development.