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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
Strategic Link is a multinational fintech pioneer that has continuously delivered above-market ROI to lenders and investors in the consumer specialty finance sector since 2005. The company is backed by a $4.5B private equity company based in California. Headquartered in Atlanta, Georgia, Strategic Link has built a strong reputation as both a provider of web technology and as an integrated service/support partner for hundreds of lending operations, spanning industries of all sizes, both physical and online. While our data-driven approach and insights capabilities are second to none, an unmatched, wrap-around service model is what drives our clients success. Our turnkey platform helps better manage risk and simplify lending operations, allowing a focus on the portfolio innovation and efficiency necessary to succeed in todays environment. We serve a wide range of investors and lenders of record, including banks, credit unions, sovereign nations, family offices, and many more. We bring enterprise-grade capabilities through a tightly integrated suite of end-to-end lending solutions, including our industry leading Loan Management System (LMS) powered by TranDotCom℠ technology.
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.
Abbott Laboratories Employees Credit Union is a Gurnee, IL-based company in the Financial Services sector.
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