CTOs on the Move

The Elements Financial Planning System™

www.getelements.com

 
The Elements Financial Planning System gives financial advisors what they need to demonstrate recurring value and a next-gen experience for their clients.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Inter Vest

Inter Vest is a Chevy Chase, MD-based company in the Financial Services sector.

New Hampshire Postal Credit Union

New Hampshire Postal Credit Union is a Manchester, NH-based company in the Financial Services sector.

Xoom

Xoom is a pioneer in the digital money transfer market, providing consumers with an easy to use, cost-effective and safe way of sending money worldwide. With Xoom, consumers can send money to friends and family to 30 countries in Latin America, the Philippines, Asia, India, Europe and Australia from the convenience of their mobile phone, tablet or computer. Sending money worldwide with Xoom is easy. With the Xoom.com money transfer service you can send your Xoom money transfer anytime using your computer, mobile phone, or tablet to friends, family and businesses in 30 countries. Pay for your Xoom money transfer with a U.S. based bank account, credit card or debit card. Xoom was founded in 2001 and went public in February 2013, trading on the NASDAQ under XOOM.

Community Plus Federal Credit Union

Community Plus Federal Credit Union is a Rochester Hills, MI-based company in the Financial Services sector.

CFRA Research

CFRA is a leading provider of independent investment research. Founded in 1994, CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk. Through a differentiated proprietary methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers to uniquely analyze industries, funds and companies of their interest. CFRA`s global subscribers include the world`s leading institutional investors, wealth advisors, corporations, academics and governments. On October 1, 2016, CFRA acquired S&P Global`s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920s and has amassed a worldwide base of investing clients. The combined firm is committed to being the world`s leading independent investment research firm with 65 global analysts, authoring in-depth qualitative research on 1,500+ companies. In addition, CFRA`s quantitative research covers 20,000+ global companies. CFRA aggressively invests in its employees, product offerings and innovative technology to consistently bring enhanced value to its 2,000+ global clients.