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Koenig Group is a Chevy Chase, MD-based company in the Financial Services sector.
Bitwise Asset Management pioneered the first cryptocurrency index fund and is the leading provider of rules-based exposure to the cryptoasset space. Based in San Francisco, Bitwise focuses on best-in-class security, tax preparation, and investor relations. Providing a reliable and transparent path for investors to get a diversified exposure to cryptoassets. Bitwise is made up of, backed, and advised by some of the world`s leading venture capital firms and an amazing array of investors and advisors with deep experience in tech, fintech, crypto and traditional asset management.
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.
Access Wealth Planning is a Clifton, NJ-based company in the Financial Services sector.
CoinFlip is a leading financial services platform focused on the digital economy. Founded in 2015, the company operates the world`s largest network of cryptocurrency ATMs by volume with over 3,000 machines across 47 states supporting the buying and selling of major cryptocurrencies with cash. In 2020, CoinFlip launched Trade Desk, an over-the-counter trading service that provides investors with a personal account manager, access to the best coin prices, and offers recurring investments. The company does not charge hidden fees, cuts typical ATM transaction fees by half, and introduced 24/7 customer support, which has now become an industry standard. Headquartered in Chicago, CoinFlip placed 60th on the 2021 Inc. 5000 list as the top-ranked cryptocurrency company, was named the 2021 #1 fastest-growing company in Chicago by Crain`s, and was awarded the 2021 Silver Stevie ® Award for Customer Service.