| Name | Title | Contact Details |
|---|
We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States.
Launched on the simple idea that life is a series of tradeoffs and how you prioritize them leads to better spending and saving, Qapital is the only financial app redefining banking with your goals in mind. From payday to the moment you reach your goals, Qapital believes that how you save, spend, and invest should work together to help you find that perfect balance between present happy you and future happy you. Find your weekly Spending Sweet Spot, budget deposits across expenses and goals in just a few taps with Payday Divvy, simplify investing through a range of easy-to-understand options that fit different lifestyles, timeframes and risk tolerances, and explore resources and experiences that take your financial wellness to a whole new happiness level.
Introducing FLY: the worlds first crypto frequent flier program. We believe the future of loyalty is decentralized.
CapitalStream is a Seattle, WA-based company in the Financial Services sector.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.