| Name | Title | Contact Details |
|---|
Forgepoint Capital is a venture capital firm that invests in transformative companies protecting the digital future, with a focus on cybersecurity and infrastructure software.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Jarislowsky Fraser Limited is one of the leading companies in Financial Services industry. Jarislowsky Fraser Limited is based in Toronto, ON. You can find more information on Jarislowsky Fraser Limited at www.jfl.ca
American First Credit Union is a La Habra, CA-based company in the Financial Services sector.
Financial House Inc is a Wilmington, DE-based company in the Financial Services sector.