| Name | Title | Contact Details |
|---|---|---|
Austin Kim |
Associate General Counsel | Profile |
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
Goldman Sachs Ayco Personal Financial Management is an industry pioneer and preeminent leader of company-sponsored financial planning benefits. We believe companies best serve their stakeholders and the greater economy when their employees` financial lives are clear, understood and in their control. With a rich, 50-year history providing financial planning and investment services to employees across Corporate America, we develop, design and implement comprehensive financial management solutions to deliver a more productive and engaged workforce to our clients. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits.
Finxact is innovating the first enterprise class cloud-native Core-as-a-Service platform with a 100 percent accessible open banking API. Finxact`s modern architecture enables banks to rapidly deliver new experiences by creating products on demand and integrating new services as needed. The Finxact team has been at the forefront of banking software for 35+ years, and together with its best of breed partners is disrupting core banking so financial institutions can truly transform on their terms.
Retirement Council Inc is a Pompano Beach, FL-based company in the Financial Services sector.
Troy Federal Credit Union is a Troy, NY-based company in the Financial Services sector.