| Name | Title | Contact Details |
|---|
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.
ViableMkts is a strategic FinTech consulting and advisory firm. ViableMkts was founded in 2015, and is headquartered in New York City.
Next Advisors is a Newport Beach, CA-based company in the Financial Services sector.
Studio 290 is a La Jolla, CA-based company in the Financial Services sector.