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As a company, RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.
We believe everyone deserves a secure retirement, and your future starts with straightforward guidance and support to help you build your financial confidence today.
EquiLend's original business plan in 2001 called for providing statistically meaningful industry benchmarks and market data. At that time, no such offering was prevalent in the industry. Since then, the data services market has proven that a demand exists for these products and services. Ten years later, EquiLend initiated the build for a securities finance market data business. By the end of 2011, a raw data feed and graphical user interface were complete. These two products were introduced to an initial test group from our client base and produced a positive response. DataLend has continued to fine-tune its service offering based on user feedback, client needs and market demand, and since going live in January 2013 has brought on more than 30 clients.
Genesee Valley Trust Company is a Pittsford, NY-based company in the Financial Services sector.
Retirement Plan Advisory Group is a Aliso Viejo, CA-based company in the Financial Services sector.