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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.
Select Sector SPDRs is a Denver, CO-based company in the Financial Services sector.
NARFE Premier Federal Credit Union is a Alexandria, VA-based company in the Financial Services sector.
Aran Insurance Services Group is a full-service managing general agency and underwriter founded in 2009 by veteran insurance professionals Tim Kenny and John LaCava. We specialize in acquiring and developing insurance underwriting facilities for both the property and casualty and accident and health markets.
Pivotus Ventures is a growth-stage startup chartered with imagining and creating technologies and business models that will transform the banking industry over the coming years. We are based on a unique model that lets us work very closely with large corporations to collaboratively create industry-transforming technologies. We have in-house technology and product teams working on a number of innovative products that will help redefine the retail banking experience for millions of customers. Our partner banks provide our core funding while also giving us direct access to expertise and customers that help us create and roll out high-impact technologies on an accelerated timescale. At the moment we have distribution in Australia, Holland, US, & UK and expect that to grow on a global scale in the coming months!