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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Daccord Financial Services is a Bellevue, WA-based company in the Financial Services sector.
Connecticut Innovations is one of the leading companies in Financial Services industry. Connecticut Innovations is based in Rocky Hill, CT. You can find more information on Connecticut Innovations at www.ctinnovations.com
Canvas Ventures is a boutique early-stage firm leading Series A and Series B investments in fintech, digital health, enterprise, data economy, and marketplaces.
International Fund Admin is a Oakland, CA-based company in the Financial Services sector.