| Name | Title | Contact Details |
|---|
Companies focused on growth have sought the help of Insero & Co. for more than 35 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously. This commitment to quiet integrity means you won`t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly - not just during tax time. That`s one of the differences you`ll experience with Insero. Our firm invests heavily in client service - defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.
PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
The Boston University Finance and Investment Club (BUFC) is a student-run investment club that manages a $1.1M long-only equity portfolio. The club provides students with hands-on finance, equity analysis, and portfolio management experience.
Valiant Trust Company is a Calgary, AB-based company in the Financial Services sector.
We provide fast and affordable funding to help grow your business, without any of the complications. We also provide free marketing analytics to get the most out of your budget.