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Bento is a platform built from the ground up for small businesses. It helps them better manage and control expenses, become more efficient and more easily raise capital, all through an incredibly simple, elegant solution that connects online software to the real world via feature-rich payment cards. We come from a mix of top tier Technology and Financial Services companies and all share a passion to build beautiful and impactful solutions for our customers.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
Fort Washington Investment Advisors, Inc. is a Cincinnati, OH-based company in the Financial Services sector.
Linedata is one of the leading providers in Financial Services. It is based in Anaheim, CA. To find more information about Linedata, please visit www.linedata.com