| Name | Title | Contact Details |
|---|
The Arnold P. Gold Foundation is a Englewood, NJ-based company in the Financial Services sector.
Motif Investing is an online broker that lets you invest in a world of big ideas. The company, based in Silicon Valley, is changing the face of online investing through an innovative, transparent social platform that allows individuals and investment advisors to invest in stock and bond portfolios built around everyday ideas and broad economic trends -- and even create brand-new motifs from scratch. Motif is a registered broker-dealer and a member of SIPC. The company's investors include Balderton Capital, Foundation Capital, Goldman Sachs, Ignition Partners, J.P. Morgan, Norwest Venture Partners, and Wicklow Capital. Board members include former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.
Capstone Financial is a Plainfield, IN-based company in the Financial Services sector.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Kinnear Financial is a Calgary, AB-based company in the Financial Services sector.