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Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Pentadata started from the collaboration of the largest payments companies, banks, merchants and advertising companies. We realized that working together, we could provide more data choice and more data security for consumers.
Americas 401(k) is a Dallas, TX-based company in the Financial Services sector.
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.
In 1955, 15 civilian employees at Shaw Air Force base in Sumter, South Carolina pooled their money to charter SAFE Federal Credit Union. Since then, SAFE has grown to over 108,000 members and more than $874 million in assets. SAFE is the largest Midlands based credit union with 20 branches in eight counties in South Carolina. Although our size, membership, products, and services have increased dramatically since 1955, our goals haven`t changed. SAFE exists only to serve our members, and when you join, you also become an owner. Our not-for-profit structure allows our members to enjoy generally higher dividends on savings, lower loan interest rates, and fewer fees. And you can be sure your money is safe with us, as all deposits are insured up to $250,000 by the National Credit Union Administration (NCUA).