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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Sourceone Credit Union is a Chicago, IL-based company in the Financial Services sector.
Wright-Patt Credit Union is committed to helping people through life. With 30 local Member Centers and access to more than 40,000 surcharge-free ATMs, you have convenient access to your money, wherever you may be. Most residents of the Miami Valley and Columbus are eligible for the great benefits of membership at WPCU. Not only do we invest in our members and their families, we also invest in the communities in which you live.
Connetic Ventures is an early stage venture capital firm that uses data and AI to change how startups are evaluated and funded.
HomeWise Insurance Group is a Tampa, FL-based company in the Financial Services sector.