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Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firms help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Echelon Payments, formerly known as EPSG, is a payment processing solutions provider based in Melville, New York. Founded in 2006, the company employs between 201 and 500 staff and generates annual revenue between $25 million and $100 million. Echelon specializes in secure and transparent payment processing, focusing on empowering sales partners and merchants through ethical business practices. The company offers a range of services, including end-to-end payment processing for credit and debit card transactions, customizable merchant solutions, and sales partner programs that provide lifetime residual income. Echelon emphasizes transparency by avoiding hidden fees and forced buyouts, allowing partners to maintain full control over their portfolios. With a commitment to long-term relationships, Echelon aims to support small to mid-sized businesses, particularly those seeking contract-free payment solutions. In 2024, Echelon rebranded to reflect its vision for innovation and growth, while continuing to prioritize ethical payment processing. The company handles millions of transactions monthly and primarily serves the U.S. market, particularly the New York Metropolitan Area.
Seaside National Bank and Trust is a Orlando, FL-based company in the Financial Services sector.
ABN AMRO Asset Management is a Chicago, IL-based company in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.