Name | Title | Contact Details |
---|
Firestone Financial is one of the leading providers in Financial Services. It is based in Tallahassee, FL. To find more information about Firestone Financial, please visit www.firestonefinancial.com
New datasets are being created every day and investors need to incorporate them to remain competitive. YipitData is the on-demand, 180+ person data team for hundreds of the largest hedge funds, mutual funds, pension funds, private equity funds, family offices, sovereign wealth funds, and venture capital funds in the world. We identify, screen, license, clean, and analyze alternative data to help investors answer their key questions. We`re a fast growing technology company based in NYC, with a strong culture focused on mastery, ownership, and purpose.
Airline Financial Credit Union Limited is a Mississauga, ON-based company in the Financial Services sector.
BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.