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D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,475 employees and offices in 28 states.
Partech is a global investment firm, financing a wide range of technologies and businesses for enterprises and consumers, from software, digital brands and services, to hardware and deep tech across all major industries.
Mench Financial Inc is a Cincinnati, OH-based company in the Financial Services sector.
Amalgamated Credit Union is a Saginaw, MI-based company in the Financial Services sector.
The Elements Financial Planning System gives financial advisors what they need to demonstrate recurring value and a next-gen experience for their clients.