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Investment 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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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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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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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Featured Listings
Alexis Advisors
5
location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
5
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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Categories
services
Wealth ManagementInvestment Management
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Ally Financial Inc.
verified
5
verified
location iconCharlotte, North Carolina
company size
Company size:  5000+
total assets
Total Assets: $50B+
5
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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services
Bank AccountCredit Card ServicesLoans & Lendi...
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Ameriprise Financial
5
location iconMinneapolis, Minnesota
company size
Company size:  5000+
AUM
AUM: $50B+
5
location iconMinneapolis, Minnesota
company size
Company size:  5000+
AUM
AUM: $50B+
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company that provides financial planning products and services...
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Categories
services
Investment ManagementInstitutional Services
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Atlanta Capital
5
location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: $25B - $50B
5
location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: $25B - $50B
Atlanta Capital Management Company, L.L.C. is a wholly-owned subsidiary of Morgan Stanley and an SEC-registered investment adviser. Atlanta Capital of...
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Categories
services
Investment ManagementInstitutional Services
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B. Riley
verified
5
verified
location iconLos Angeles, California
company size
Company size:  11-50
5
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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sectors
Consumer and RetailEnergy and Power
services
Capital MarketsM & A AdvisoryPrivate Capital Advisory
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Fidelity Bank
5
location iconFitchburg, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: Up to $2B
5
location iconFitchburg, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: Up to $2B
Fidelity Bank is an independent community bank based in Fitchburg, Massachusetts founded in 1988. Fidelity Bank offers a suite of personal and busines...
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services
Bank AccountBenefits & RetirementCredit Card Servic...
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First National Bank of Omaha
5
location iconOmaha, Nebraska
company size
Company size:  1001-5000
total assets
Total Assets: $25B - $50B
5
location iconOmaha, Nebraska
company size
Company size:  1001-5000
total assets
Total Assets: $25B - $50B
First National Bank of Omaha is a federally chartered bank based in Omaha, Nebraska founded in 1857. First National Bank of Omaha offers personal and ...
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services
Bank AccountBenefits & RetirementCredit Card Servic...
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Four Leaf Federal Credit Union
5
location iconBethpage, New York
company size
Company size:  501-1000
total assets
Total Assets: $10B+
5
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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services
Bank AccountBenefits & RetirementCredit Card Servic...
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