CTOs on the Move

SagePoint Financial

www.sagepointfinancial.com

 
SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
  • Number of Employees: 250-1000
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Cross Search

Cross Search is a Jamul, CA-based company in the Financial Services sector.

Rampart Brokerage Corp

Rampart Brokerage Corp is one of the leading providers in Financial Services. It is based in Park Ridge, IL. To find more information about Rampart Brokerage Corp, please visit www.rampartinsurance.com

Analyst Hub

Analyst Hub is an Independent Research Provider (IRP) Infrastructure Platform, headquartered in New York. Analyst Hub offers high quality sell side research analysts and data providers a path to owning their own business with a turn key solution. Our relationships provide sales and corporate access to relevant buy-side wallets, providing compliance and all the tools you need to start and own your own business. Our platform provides: Compliance & Legal Oversight Institutional Publishing Leading Market Data Providers Institutional CRM CCO Support & SA Review Branding & Legal Business Formation Technology Platform & Support Accounting Services HR & Payroll Management There are several macro challenges facing the sell side Wall Street Research market today including the post-financial crisis compliance culture where a “one-size fits all” approach is no longer acceptable. This is met with our customized compliance policies and procedures that are created at the highest standard based upon the strictest customer requirements. At Analyst Hub, we recognize talent and passion, and work hard to provide you the opportunity to pursue owning your own business that is both exciting and financially rewarding in a solution institutional buy side clients are asking for. Our independant model is predicted to be one of the only growing areas of sell side research in the MiFID II world, giving you the opportunity for growth in a no-growth environment.

FISC Solutions

When FISC opened its doors over 25 years ago, it was almost exclusively an item processor. Today, while item processing remains our core business function. We do much more than just that. We are a technology company. We are a customer care company

Syncora Holdings

Syncora Holdings Ltd is a holding company domiciled in Bermuda. Swap Financial Group is also an operating subsidiary.