| Name | Title | Contact Details |
|---|---|---|
Patricia Ryan |
General Counsel | Profile |
Kirk Horse Insurance Inc. is one of the leading providers in Financial Services. It is based in Bridgewater, CT. To find more information about Kirk Horse Insurance Inc., please visit www.kirkhorse.com
Indiana State University Credit Union is a Terre Haute, IN-based company in the Financial Services sector.
Cash2Family is a Montrí©al, QC-based company in the Financial Services sector.
The Camelot Group is a Darien, CT-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.