CTOs on the Move

River Wealth Advisors

www.riverwealthadvisors.com

 
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. Experienced wealth advisors Robert E. Caplan, MBA, CFA, and Edward B. O`Gorman, MBA, CFA, lead the River Wealth Advisors team.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

ACC Capital Corporation

ACC Capital Corporation is a Salt Lake City, UT-based company in the Financial Services sector.

Heart of the Lakes Credit Union

Heart of the Lakes Credit Union is a New York Mills, MN-based company in the Financial Services sector.

FORUM Credit Union

FORUM Credit Union is a Fishers, IN-based company in the Financial Services sector.

Kabbage

Kabbage Inc., headquartered in Atlanta, has pioneered the first financial services data and technology platform to provide fully automated funding to small businesses in minutes. Kabbage leverages data generated through business activity such as accounting data, online sales, shipping and dozens of other sources to understand performance and deliver fast, flexible funding in real time. In just a few years, Kabbage has become the number one online provider of working capital to small businesses in the United States and UK. Kabbage’s Data Context Engine connects to the data sources that small businesses already use every day -- such as shipping, accounting, social media, ecommerce, payments and others -- and leverages this data to deliver fast, flexible funding to small businesses. Whereas banks can take weeks to make a decision, Kabbage delivers funding within minutes. Kabbage supports brick and mortar stores, service providers and online businesses of all types.

Accord Financial

Accord Financial Corp., founded in 1978 and traded on the TSX (symbol: ACD), is one of North America`s leading independent commercial finance companies. Serving clients throughout the US and Canada, Accord helps businesses manage cash flow and maximize opportunities with a broad range of asset-based lending solutions, including: accounts receivable financing, inventory finance, equipment leasing, trade finance, and film/media finance.