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We are the leading broker dealer platform for tax and accounting professionals and CPA firms integrating wealth management into their practices.
Safal, meaning “good outcomes” in Sanskrit, is a mission-driven education consulting firm that provides strategy and project management expertise to bridge the gap between ideas and outcomes. We bring deep domain knowledge in the charter sector, human ...
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
Clearlink Partners is an industry-leading Total Cost of Care (“TCOC”) and operational efficiency focused consultancy delivering clinical, operational, and technology expertise and services to managed care organizations and health systems. We partner with healthcare organizations to capitalize on opportunities to maximize medical cost savings through operational transparency, performance optimization, and enterprise alignment across critical initiatives. We do this by consistently delivering transformational solutions while simultaneously helping our clients develop an optimized organizational foundation on which future successes can be built. We are driven to solve healthcare`s most challenging problems. But what truly sets us apart is our team, a combination of experienced industry leaders and tier one consultants who thrive in the trenches and are dedicated to making a difference. We work through each meaningful partnership we build with our clients to address their distinct needs and help them achieve unparalleled results.