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Superior Mobile Medics Inc is a San Diego, CA-based company in the Financial Services sector.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Kalsee Credit Union is a Kalamazoo, MI-based company in the Financial Services sector.
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
Two Ocean Trust provides a full range of trust and investment capabilities to ultra high net worth individuals, families, and foundations. Based in Jackson Hole, Two Ocean Trust is uniquely positioned to provide access to Wyoming`s modern trust laws, tax advantages, and enhanced privacy and asset protections.