CTOs on the Move

Total Asset Planning

www.tapohio.com

 
Total Asset Planning is a Cincinnati, OH-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million
  • www.tapohio.com
  • 11503 Deerfield Rd
    Cincinnati, OH USA 45242
  • Phone: 513.721.1735

Executives

Name Title Contact Details

Similar Companies

Professional Planning Conslnts

Professional Planning Conslnts is a Columbus, OH-based company in the Financial Services sector.

LendingPoint

LendingPoint is a financial technology platform that provides financing origination solutions for its ecommerce and point of sale partners, its lending institutions and to consumers. The company`s fraud prevention, risk and asset management algorithms are used to create financing opportunities across the credit spectrum. Its LendingPoint Merchant Solutions platform provides ecommerce platforms, merchants and other service providers fully integrated, one-stop buy now, pay later financing solutions to convert more customers.

Nations Direct Mortgage

Nations Direct is not just a lender -we`re your partner for prosperity. We`re continually innovating to offer our partners the highest quality service, the most competitive rates and the most efficient processes in the wholesale lending industry. Nations Direct Mortgage specializes in residential lending, including FHA, Conventional and VA loan products. We originate loans through an exclusive network of Broker/Banker partners. Our company prides itself on employing highly skilled mortgage experts who are dedicated to delivering an exceptional experience for both our partner and their customers.

Tiedemann Wealth Management

Tiedemann Wealth Management is a New York, NY-based company in the Financial Services sector.

MaKro

MaKro is an Insurtech and Fintech company created in 2015 driving the adoption of data science in global macro by engineering insurance data to generate more precise economic, risk and financial forecasts. Since our founding, we have established ourselves as trusted advisors to companies making the transition to data-driven decision-making. We work closely with clients to develop bespoke analytics to keep up with changing industry standards and best practices, competitors` offerings, and regulatory requirements. Our principals become intricately familiar with our clients` precise needs and trusted advisors uniquely positioned to help shape their business strategy and product development by answering key questions such as how to assemble, validate, and monetize in-house and alternative data, identify and secure the best technology and models whether in-house or by outsourcing, and how to right size financial and human capital. MaKro is based in New York with clients across industries including insurance, banking, private equity, hedge funds, energy, mining, and commodity. In 2016 & 2017, our economic and financial forecasts outperformed consensus forecasts 2 to 1 under normal market conditions and 3 to 1 under stress conditions.