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Connecticut Innovations is one of the leading companies in Financial Services industry. Connecticut Innovations is based in Rocky Hill, CT. You can find more information on Connecticut Innovations at www.ctinnovations.com
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Covestor is a New York, NY-based company in the Financial Services sector.
Sharon Credit Union is a Sharon, MA-based company in the Financial Services sector.
CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.