| Name | Title | Contact Details |
|---|
Curvo is an app specifically designed for the next generation of investors. Rooted in index investing, we offer a user friendly and secure way to superpower your savings and improve your financial well-being over the long-term. Starting from as little as €50, you have access to globally diversified portfolios that are tailored to your life goals. Youre in complete control, as you can track your investments live, put your savings on autopilot and also withdraw whenever you like… all this, through the simplicity of an app. The investments are managed by NNEK, a Dutch investment firm licensed by the Dutch regulator (AFM), and the Curvo app provides access to their services.
Federal Home Loan Bank of Seattle is a Seattle, WA-based company in the Financial Services sector.
Union National Financial Corporation is one of the leading companies in the Financial Services sector.
Carlsbad National Bank is a Carlsbad, NM-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.