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CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.
CheckFreePay Corporation is a Wallingford, CT-based company in the Financial Services sector.
PayEm is a global procurement and spend management platform that automates finance and procurement processes from request to reconciliation.
Pacific Financial Assoc Inc is a Los Gatos, CA-based company in the Financial Services sector.