| Name | Title | Contact Details |
|---|---|---|
Philip Sbaratta |
Vice President and Senior Corporate 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.
KOHO is a quickly scaling FinTech company that offers Canadians an alternative to their traditional banking experience.
United Bank in Atmore, Alabama is a full service community bank offering personal and business accounts, loans, and trust/investment services.
Praxis Engineering Technologies, Inc is a Annapolis Junction, MD-based company in the Financial Services sector.
Verve, a Credit Union, is a member-owned, not-for-profit financial cooperative with membership and banking services open to anyone who lives, works or worships in the counties of Brown, Calumet, Dodge, Fond du Lac, Green Lake, Manitowoc, Milwaukee, Outagamie, Ozaukee, Portage, Sheboygan, Washington, Waupaca, Waushara, Winnebago. Membership is also open to employees of Kimberly Clark, Neenah Paper and the medical services industry and immediate family members of any current member.