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We enable insight-driven financial planning through behavioral science. Our products help financial advisors to build better client relationships, employers to improve employee engagement, and individuals to make better financial decisions.
Loyalty Factor is a New Castle, NH-based company in the Business Services sector.
Lenati is a Seattle, WA-based company in the Business Services sector.
Greater Sum Ventures is an entrepreneurial private equity firm that invests in lower-middle market tech-enabled business services companies.
ARC Creative Co. is a digital marketing agency that provides white glove marketing services for franchises and franchisors. They specialize in designing and marketing killer websites that help businesses drive revenue and hit their sales goals.