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Retirement Plan Advisory Group is a Aliso Viejo, CA-based company in the Financial Services sector.
Melius Research is an independent research, data analytics, and investment firm that leverages decades of industrial and industrial tech-focused expertise to help our clients navigate a rapidly changing world. The traditional industrial eco-system is being transformed by emerging technologies in areas such as robotics, new mobility, energy transition, space travel, and the overall rise of software across all industries. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.
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.
SimpleNexus is the leading digital mortgage platform for loan officers, borrowers and real estate agents. The best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents from anywhere, allowing all parties to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing and send pre-approvals — all on the go. SimpleNexus connects your loan originators with their borrowers and real estate partners to deliver a measurable return on investment by reducing turn times, increasing loan application submissions and delivering more referral business.