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Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
Greylock Partners is one of the leading providers in Financial Services. It is based in Hoboken, NJ. To find more information about Greylock Partners, please visit www.greylock.com
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
Merchant`s PACT is a payments industry advisory and program management company with deep expertise in the product solutions, pricing dynamics, and contract terms and conditions within the payment processing industry. The company advises businesses, financial institutions, software companies and payment facilitators on all things related to payments. Merchant`s PACT managed services include auditing, portfolio analysis, contract negotiations, management and sales oversight, among numerous other functions. Merchant`s PACT is independent of the processing companies and utilize their knowledge and relationships to help financial institutions and business owners gain control and transparency of their processing relationship.
Softwise Inc is a Provo, UT-based company in the Financial Services sector.