15 entreprises

Affichage de 1–15 sur 15 entreprises

LGT Wealth Management UK LLP

LGT Wealth Management UK LLP is a UK-based wealth management firm advising private clients, charities, and institutions, with £33.9 billion in assets under management across seven offices.

1 offre ouverte

Wealth Dynamix

Wealth Dynamix provides Client Lifecycle Management technology for wealth and asset management firms, covering digital onboarding, regulatory compliance, and client data handling across global financial hubs.

1 offre ouverte

Aviso Wealth

Aviso Wealth is a national, integrated financial services company powering credit unions and financial institutions with technology-enabled wealth management solutions across Canada.

Cerity Partners Management LLC

Cerity Partners is a national wealth management and investment advisory firm founded in 2009 that serves high-net-worth individuals, families, businesses, and nonprofits with comprehensive financial planning and investment services.

Netwealth

Netwealth is an Australian FinTech company (est. 1999) providing a wealth management technology platform for financial advisers and investors.

Ameriprise Financial, Inc.

Ameriprise Financial is a global financial services company managing over $1.6 trillion in assets across wealth management, insurance, annuities, and estate planning for millions of clients.

5 offres ouvertes

Kestra

Kestra Financial is an industry-leading independent broker-dealer and wealth management platform that empowers 1,700+ financial professionals nationwide with best-in-class technology, resources, and support to build scalable businesses and deliver exceptional client value.

InvestCloudOct2024

InvestCloud operates a global wealth management technology platform supporting over $6 trillion in assets across 550+ clients, serving asset management, banking, and insurance sectors from offices worldwide.

1 offre ouverte

MS Smith Barney, LLC

A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

21 offres ouvertes

Osaic, Inc.

Osaic provides wealth management platforms and tools to over 11,000 financial professionals managing $700 billion in assets across the United States.

Brown Brothers Harriman

Brown Brothers Harriman is a privately held global financial services firm, founded in 1818, providing asset servicing, wealth management, private equity, and corporate advisory across major financial centers worldwide.

1 offre ouverte

Kestra Holdings

Kestra Holdings is an ecosystem of financial firms providing industry-leading wealth management platforms to independent financial professionals nationwide, founded in 1997.

BTG Pactual

BTG Pactual is Latin America's largest investment bank, offering investment banking, wealth management, asset management, and digital retail banking across three continents, with over R$ 1 trillion in client assets under management.

iA Financial Group

One of Canada's largest insurance and wealth management groups, iA Financial Group serves over 11.9 million clients with $341 billion in assets under management across Canada and the United States.

Utmost Group

Utmost Group is a global insurance-based wealth solutions provider administering over £116bn in assets across unit-linked policies for clients in the UK, Europe, Latin America, Asia, and the Middle East.

1 offre ouverte

15 entreprises

LGT Wealth Management UK LLP

Wealth Dynamix

Aviso Wealth

Cerity Partners Management LLC

Netwealth

Ameriprise Financial, Inc.

Kestra

InvestCloudOct2024

MS Smith Barney, LLC

Osaic, Inc.

Brown Brothers Harriman

Kestra Holdings

BTG Pactual

iA Financial Group

Utmost Group

Parcourir par marché

Nous utilisons des cookies