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Soleil Financial is a Covina, CA-based company in the Financial Services sector.
Western Vista Credit Union is a Cheyenne, WY-based company in the Financial Services sector.
Hersch is a Los Angeles, CA-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Vineyard Capital Group was formed to co-invest with Private Equity Funds and High Net Worth Individuals in small to medium-sized