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NDVR provides wealth management tools and advice for high net worth families.
Pyramid Federal Credit Union is a Tucson, AZ-based company in the Financial Services sector.
Givex Corporation is a Toronto, ON-based company in the Financial Services sector.
CUANM helps credit unions better serve their members. The Credit Union Association of New Mexico is a trade organization that helps credit unions address member needs through services, products, education and advocacy. CUANM has been helping credit unions help their members since 1958. CUANM creates partnerships with nationwide and local companies, so credit unions of all sizes can provide products and services their members use every day. Many of the CUANM partnership services can be offered to your membership for free or at reduced fees. CUANM provides classes, seminars, and other resources to give credit unions the information they need to best serve their memberships and communities. CUANM offers our affiliated credit unions on site consulting in the areas of strategic planning, BSA and ACH reviews and compliance. CUANM also offers our affiliated credit unions access to REAL Solutions tool kits, consulting and outreach opportunities. CUANM also works to promote financial literacy at all ages, from early childhood to young adult, through programs offered through local credit unions and educational institutions. Finally, CUANM provide advocacy services, working with state and national representatives, including the State Legislature and our representatives and senators in Washington, D.C., to protect the rights of credit union members.
IIFL Wealth Management Ltd (IIFL Wealth) is one of the leading wealth management companies in India and serves the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, family offices and institutional clients. It is the first pure wealth management company to get listed on the leading stock exchanges of India. IIFL Wealth recognises that incremental innovation is vital to develop a holistic products platform that serves the evolving needs of entrepreneurs, business leaders and the wealthy in India. IIFL Wealth helps more than 6800 families in India and abroad to preserve, protect and grow their legacy. A deep understanding of clients results in a comprehensive range of tailored wealth management solutions for the discerning clients. IIFL Wealth has more than INR 327,000 crore of assets under management, and 27 offices with 900+ team strength and has won 120 awards of repute.