| Name | Title | Contact Details |
|---|---|---|
Simone dos Santos |
Associate General Counsel | Profile |
Rohan Kohli |
Vice President of Compliance | Profile |
David Durant |
General Counsel and Secretary | Profile |
Sangeetha Raghunathan |
General Counsel and Chief Compliance Officer | Profile |
Glass Mountain Solutions is a Schaumburg, IL-based company in the Financial Services sector.
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.
American Heritage Credit Union is a member-owned financial cooperative with more than $3 billion in assets, serving more than 800 Workplace Partners and more than 200,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States.
Zolve`s mission is simple: we want to make financial products accessible to everyone. Zolve offers the ambitious a plethora of products to simplify banking in the US, such as: A Bank Account you can create from anywhere in the world in under five minutes A high-limit Credit Card that helps build a healthy credit score Easy, lightning-fast, cross-border money transfers with the best rates in the market Zolve is expanding its horizons, and we`re excited to open our doors to everyone expanding theirs. We believe: that if space tourism is real, so is reaching for the stars.
Diamond Tech Ventures is a Palo Alto, CA-based company in the Financial Services sector.