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Coastal States Bank is one of the leading providers in Financial Services. It is based in Lake Forest, CA. To find more information about Coastal States Bank, please visit www.coastalstatesbank.com
Pioneer Military Loans is one of the leading providers in Financial Services. It is based in Chula Vista, CA. To find more information about Pioneer Military Loans, please visit www.pioneermilitaryloans.com
Founded in 2017 in New York City, RealBlocks has built an advanced alternative investment experience for fund managers and their investors worldwide through its online platform. RealBlocks is a pioneer in using Web3 Blockchain Technology to offer a fully digital, white-label solution for today`s fund managers wishing to expand their firm`s investor base by allowing them to offer more funds in more locations with lower investor minimums. The firm`s Software Infrastructure-As-A-Service Platform is built for global scale and uniquely bundles all front, middle, and back office functionality into one easy-to-use online interface. RealBlocks reduces operational expenses, provides the technology for expanding distribution globally, and delivers a powerful tool for built-in secondary trading.
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.