| Name | Title | Contact Details |
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Delvepoint is a Tallahassee, FL-based company in the Financial Services sector.
The modern financial knowledge platform
Capital Planning Corp is a Bellevue, WA-based company in the Financial Services sector.
Sovarnum Capital is based out of New York. Sovarnum focuses on investing in residential and commercial mortgage backed securities, agency derivatives, and equities.
BetaNXT is the next wave in wealth management technology and outsourcing solutions. Combining industry expertise with the power of our proven BETA, Maxit, and Digital Investor businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.