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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Sardine is a company that provides a comprehensive platform to help companies build and grow with regulatory compliance. Their API combines risk, compliance, and payment protection to increase customer trust and loyalty. Sardines mission is to make pa...
Successful Financial Strategy is a Shrewsbury, MA-based company in the Financial Services sector.
BlueMatrix is a New York, NY-based company in the Financial Services sector.
Ubiquity Retirement + Savings, has helped savers contribute over $1.7 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. We`re here to demystify retirement, and to strip jargon out of the conversation, we`re extreme retirement enthusiasts and future-you champions. The company is headquartered in San Francisco with satellite offices from coast-to-coast.