CLOs on the Move

Annex Wealth Management

www.advisorsannex.com

 
Annex Wealth Management is a Brookfield, WI-based company in the Financial Services sector.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

Transcend Wealth Collective

Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.

GSG Financial

GSG Financial is an independent equipment lessor and financial solutions provider based in New York City. GSG partners with organizations to facilitate capital acquisitions through personalized service and customized financial products. The company`s core offerings consist of operating leases, capital leases and equipment finance agreements structured to meet the unique needs of each client. GSG`s primary industry sectors include Converged Technologies, Diversified Industrial, Copy & Print, and Energy. GSG leverages relationships to effectively connect vendors, end users and financial institutions with flexible financial packages. The signature single point of contact approach connects clients with the same experienced account executive from the beginning of the credit process to the time the equipment lease or loan is finalized.

ACBB

Specialized solutions for community financial institutions.

Eagle Investment Systems

Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. In addition to the cloud solutions, Eagle`s Managed Services offering helps deliver enriched and ready for use investment data. Eagle Investment Systems` integrated technology, products and services help our clients to grow their assets efficiently and effectively.

Miami University Federal Credit Union

Miami University Federal Credit Union is a Oxford, OH-based company in the Financial Services sector.