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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.
Kleiner Perkins, formerly Kleiner Perkins Caufield & Byers, is an American venture capital firm which specializes in investing in incubation, early stage and growth companies.
Plenary is a leading independent developer, manager and long-term investor of public infrastructure with 48 projects worth more than $33 billion across Australia, the US and Canada.
Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans, pensions, and foundations. Our clients` portfolios range from all equity to all fixed income with a substantial portion being balanced with varying objectives.
Ocala Community Credit Union is a Ocala, FL-based company in the Financial Services sector.