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Vestory LLC is a Registered Investment Advisor offering investment management services to individuals and companies. Vestory provides retirement plans for individuals and companies. We have offices in Seattle, Scottsdale, and Tacoma. Vestory has a radio show that airs in Seattle and Phoenix and can be heard at TalkingRealMoney.com. We also sponsor public workshops on money and retirement.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Finex Group is a San Jose, CA-based company in the Financial Services sector.
U M I Funding Inc is a Miami, FL-based company in the Financial Services sector.