| Name | Title | Contact Details |
|---|---|---|
ROBERT LEE |
VP of Information Security Officer | Profile |
Scott Shedd |
Chief Information Security Officer | Profile |
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
Tiedemann Wealth Management is a New York, NY-based company in the Financial Services sector.
Richler and Tabac is a Mont-Royal, QC-based company in the Financial Services sector.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.
Charlotte Metro Credit Union aka CMCU is a Charlotte, NC-based company in the Financial Services sector.