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J F Lehman is a New York, NY-based company in the Financial Services sector.
Katahdin Federal Credit Union is a Millinocket, ME-based company in the Financial Services sector.
Treitel Consulting is a New York, NY-based company in the Financial Services sector.
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.
Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With headquarters in the Seattle area, Parcion`s experienced team helps clients preserve the legacy they`ve built to support their families and communities.