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We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.
Western Connecticut Federal Credit Union is a Sandy Hook, CT-based company in the Financial Services sector.
Credorax is a smart payments provider and fully licensed bank providing cross-border processing for eCommerce and omni-channel payments.
Carolina Postal Credit Union is a Greensboro, NC-based company in the Financial Services sector.
Symbridge is the first hybrid digital asset exchange designed specifically with an institutional focus. Built by traders for traders – Symbridge is changing the way hedge funds, market makers, asset managers and other institutional traders access digital assets, including tokenized physical commodities. Our team of experts have combined Hyperledger Fabric blockchain technology with a proprietary execution engine to deliver the transparent pricing and high frequency, low latency trading the institutional market needs in a secure, highly regulated environment they can trust.