Investment Management (Service Type: Wealth Management)

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BIP Wealth, LLC
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
BIP Wealth, LLC is an independent, SEC registered investment adviser based in Atlanta, Georgia founded in 2007. BIP provides personalized, comprehensi...
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Sozo Private Wealth
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company size
Company size:  11-50
AUM
AUM: Up to $2B
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company size
Company size:  11-50
AUM
AUM: Up to $2B
Sozo Private Wealth is a wealth advisory firm based in Peachtree Corners / Norcross and founded in 2002. Sozo Private Wealth is affiliated with the N...
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location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Alexis Advisors is an independent, fee-only wealth management firm focused on providing financial planning and investment management for women and fam...
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location iconCharlotte, North Carolina
company size
Company size:  5000+
total assets
Total Assets: $50B+
location iconCharlotte, North Carolina
company size
Company size:  5000+
total assets
Total Assets: $50B+
Ally Financial Inc is a financial services business that provides a broad range of consumer and commercial banking services, investment management and...
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location iconLos Angeles, California
company size
Company size:  11-50
location iconLos Angeles, California
company size
Company size:  11-50
B. Riley Financial, Inc. is a leading investment bank based in Los Angeles founded 1997. B. Riley provides institutional private placements, corporate...
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location iconBethpage, New York
company size
Company size:  501-1000
total assets
Total Assets: $10B+
location iconBethpage, New York
company size
Company size:  501-1000
total assets
Total Assets: $10B+
Bethpage Federal Credit Union is a federally-chartered credit union based in Bethpage, New York founded in 1941. Bethpage Federal Credit Union member...
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location iconMenlo Park, California
company size
Company size:  1001-5000
AUM
AUM: $50B+
location iconMenlo Park, California
company size
Company size:  1001-5000
AUM
AUM: $50B+
Robinhood is a financial services company that specializes in brokerage services for stocks, options, ETFs, fractional shares, gold, cash management, ...
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location iconAtlanta, Georgia
company size
Company size:  51-200
location iconAtlanta, Georgia
company size
Company size:  51-200
Ashford Advisors is a financial advisory firm and agency of The Guardian Life Insurance Company of America and based in Atlanta. Ashford Advisors work...
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location iconBoston, Massachusetts
company size
Company size:  1001-5000
location iconBoston, Massachusetts
company size
Company size:  1001-5000
Eastern Bank is a mutual bank based in Boston founded in 1818. Eastern Bank offers a comprehensive suite of personal, business, and commercial banking...
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location iconWestport, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
location iconWestport, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
Proa Wealth Management is a wealth management firm based in Westport, Connecticut founded in 1993. Proa Wealth Management provides investment managem...
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