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Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
We help you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that`s making investing fair for everyone. Our platform was built for modern financial advisors who put their clients first.
Generations achieving financial health to live life abundantly and with purpose. We exist to empower our clients to make sound decisions that lead to financial health and retirement confidence in the midst of an uncertain world.
Connetic Ventures is an early stage venture capital firm that uses data and AI to change how startups are evaluated and funded.