| Name | Title | Contact Details |
|---|
Research Capital is a Toronto, ON-based company in the Financial Services sector.
Widely recognized as a disruptive player in the personal finance industry, LearnVest is an award-winning subscription-based program designed to help people make progress on their money. The company combines a dedicated planner with innovative technology to help make financial planning affordable, accessible and even delightful. LearnVest previously raised more than $72MM in venture-funding led by Accel Partners, American Express Ventures and others. The company has been awarded numerous accolades, including one of Time’s “50 Best Websites,” 3 years running Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story hailing LearnVest as an “outlier.” On [May 11], 2015, LearnVest was acquired by The Northwestern Mutual Life Insurance Company (“Northwestern”) and is now a wholly-owned subsidiary of Northwestern. Headquartered in New York, LearnVest employs just over 150 people.
Tie Wang, Certified Financial Planner is a Stoney Creek, ON-based company in the Financial Services sector.
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 32 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With more than 500 investment professionals and more than 2,000 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us a citation in the top-ranked firm (among those with 1,000 or more employees) in the Pensions & Investments "Best Places to Work in Money Management" survey each year since 2013.
CMA Wealth Management is a Whitby, ON-based company in the Financial Services sector.