| Name | Title | Contact Details |
|---|---|---|
Trent Rosebrook |
Chief Marketing Officer | Profile |
Debbie Mason |
Chief Accounting Officer | Profile |
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.
Tortoise specializes in essential assets and income. Tortoise invests in assets and services that serve essential needs in society and can also serve essential client needs, such as diversification and income. Tortoise`s expertise spans traditional energy investing across the entire energy value chain, sustainable infrastructure including wind, solar and water infrastructure, credit investing, direct lending to social infrastructure projects and index construction. Through a variety of investment vehicles, Tortoise provides a wide range of client solutions, focused on their evolving needs.
Light Speed Trading is one of the leading providers in Financial Services. It is based in Springfield, MO. To find more information about Light Speed Trading, please visit www.lightspeedtrading.com
Layer1 is an engineering-driven investment and infrastructure platform, backed by world-class investors including Peter Thiel and Digital Currency Group. We take concentrated bets on promising blockchain protocols and build critical technology to support their global impact.
Omni Tax is a Tampa, FL-based company in the Financial Services sector.