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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.
TekCollect is a Robinson, IL-based company in the Financial Services sector.
MorrisAnderson is a Chicago, IL-based company in the Financial Services sector.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
CS&L CPAs is a full service public accounting firm that was established in 1954` We provide taxation, accounting, auditing and consulting services to individuals, businesses and organizations` CS&L is a widely recognized name in the community due to the outstanding reputation of our preceding partners: Bob Christopher, Rick Smith and Ed Leonard` We are comprised of approximately 50 professional staff members, including seven Principals, between our offices in Bradenton, Sarasota and Tampa (opening August, 2015)` We pride ourselves on our commitment to understand each client’s unique situation, provide a high quality service experience, and offer exceptional solutions based on our clients’ personal goals or business objectives` Our Principals and staff are highly involved in the surrounding communities; many serve on local non-profit boards, frequently attend community meetings and events, and support a variety of charitable activities` CS&L has been named “Small Business of the Year” by the Sarasota Chamber of Commerce, a “Best Place to work in Tampa Bay” by the Tampa Bay Business Journal and a “Best Company to Work for in Florida” by Florida Trend Magazine` We are a member of CPAmerica International, which allows us to offer our clients the best of both worlds: The attention of a local firm with the knowledge and resources of an international association`