Certain agencies may be featured through sponsored placements. Rankings and SF Scores remain unbiased and are based solely on our evaluation methodology.
1327 Companies
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0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Neuberger Berman is a private, independent, employee-owned investment firm that was established in 1939. On behalf of institutions, advisors, and individual investors worldwide, the business manages a variety of strategies, including equity, fixed income, quantitative and multi-asset classes, private equity, real estate, and hedge funds. Investment management from Neuberger Berman has given us specialized plans for stable and growing finances. Neuberger Berman's investment management developed solutions specifically for our stability and financial growth.
View Neuberger Berman Profile
N/A
$1,000+
1,000 - 9,999
San Francisco, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Among the top ten wealth managers in the country is BNY Mellon Wealth Management. The secret to our financial success is the custom plans of BNY Mellon Wealth Management. Their full-service wealth management has been invaluable. Their crew stands out for their commitment to comprehending our financial objectives.
View BNY Mellon Wealth Management Profile
N/A
$1,000+
1,000 - 9,999
Los Angeles, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Our mission at Fidelity is to enable individuals to live the lives they desire by making financial knowledge widely available and useful. Our wealth and investment management relies heavily on the financial services provided by Fidelity Investments. The foundation of our asset growth and management is the financial strategy that Fidelity Investments develops.
View Fidelity Investments Profile
N/A
$1,000+
1,000 - 9,999
Boston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Since 1979, we have operated as an independent investment advisor, offering reliable investment solutions. Individuals, corporations, trusts, endowments, and different retirement plans are among our clientele. Diversification is the cornerstone of our investment management strategy. Our investment performance has been largely attributed to the financial guidance and portfolio management techniques provided by Leavell Investment Management. The performance of our portfolio has been maximized thanks in large part to Leavell Investment Management's investment ideas.
View Leavell Investment Management Profile
N/A
$1,000+
10 - 49
Birmingham, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
From Zurich (Head Office) to Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo, the Julius Baer Group has offices in almost 60 countries. Julius Baer made a huge improvement to our financial planning. Their knowledge is unparalleled! With customized plans, Julius Baer's exceptional wealth management solutions have safeguarded our financial future.
View Julius Baer Profile
N/A
$1,000+
1,000 - 9,999
Mumbai, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Albion Financial Group is an independent wealth advisor and investment manager that was founded in Alta, Utah, in 1982 and is presently based in Salt Lake City. Albion Financial Group has grown over the past thirty years into a renowned, regionally esteemed, and award-winning supplier of personalized wealth management services. Our financial plans have been optimized thanks in large part to the financial planning and consulting services provided by Albion Financial Group. Their team's investment techniques and financial insights maximized our financial stability and growth.
View Albion Financial Group Profile
N/A
$1,000+
10 - 49
Salt Lake City, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Merrill, one of the biggest wealth management companies in the world, was founded in 1914. Merrill financial advisers assist their clients in pursuing their desired lives by fusing their extensive knowledge of financial matters with a profound comprehension of their needs. We have received specialized financial planning and investing solutions from Merrill Lynch's wealth management services. Merrill Lynch's wealth management services maximized asset growth by customizing financial planning to our specific objectives.
View Merrill Lynch Wealth Management Profile
N/A
$1,000+
10,000+
Washington, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
One of the top providers of varied professional services and investment management is Colliers (NASDAQ, TSX: CIGI). Our 18,000 entrepreneurial professionals, who operate in 63 countries, collaborate to offer clients excellent real estate and investment guidance. Over twenty-seven years. Our real estate requirements have been simplified by Colliers International's property services. gave us wise real estate counsel, and their knowledge of the market really aided us in choosing properties and making investments.
View Colliers International Profile
N/A
$1,000+
10,000+
London, UK
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
At Goldman Sachs, we think that everyone has a stake in progress. To support the growth of our clients, shareholders, and the communities we serve, we dedicate our people, resources, and ideas. Our strategic investment planning relies heavily on the financial services provided by Goldman Sachs. Our strategic investment planning relies heavily on Goldman Sachs' financial services, which steer us in the direction of stability and economic progress.
View Goldman Sachs Profile
N/A
$1,000+
10,000+
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
An asset management company called Dana Investment Advisors helps investors navigate a constantly shifting financial landscape. Dana oversees a wide variety of public U.S. Our assets have increased thanks to Dana Investment's financial management techniques. Our investment results were maximized thanks in large part to the financial management and guidance provided by Dana Investment Advisors.
View Dana Investment Advisors Profile
N/A
$1,000+
10 - 49
Brookfield, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
In order to manage and advise a well-known family in North Carolina, Salem Investment Counselors was established in 1979. The asset management of Salem Investment Counselors has produced strong financial growth. Their asset management has protected our investments by skillfully handling market swings.
View Salem Investment Counselors Profile
N/A
$1,000+
10 - 49
Winston-Salem, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Fiducient Advisors, established in 1995, offers customized investment consulting services to clients including retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. The firm prioritizes clients' interests, providing straightforward advice without proprietary products or commissions. With seasoned professionals, they listen to clients and offer timely recommendations. They also use proprietary modeling tools to provide practical solutions for complex issues. The firm's hallmarks include helping clients prosper, putting clients' interests first, and providing practical intellectual capital to improve returns or reduce risk.
View Fiducient Advisors Profile
N/A
$1,000+
250 - 999
Chicago, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
PAi, founded by Michael Kiley in 1983, aims to provide affordable, best-in-class retirement plans to American small business owners. After discovering his father's retirement plan was flawed, Kiley realized the system should work better for average business owners and employees. PAi partners with industry leaders, advocacy groups, government officials, business owners, and committed brands to close the retirement gap and create a world where all workers own their retirement readiness. PAi's approach is to care about customers, know their needs, and do it.
View PAi Retirement Services Profile
N/A
$1,000+
50 - 249
De Pere, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Leading asset management American Century Investments® is committed to generating investment returns, fostering enduring client connections, and funding life-saving and health-improving research. We do this to assist our clients in Prospering With PurposeTM. People are becoming more and more concerned with investing every day in order to improve the globe for themselves, their families, their organizations, and the entire planet. It is feasible to give back something more important than money while leading a more influential and meaningful life.
View American Century Investments Profile
N/A
$1,000+
1,000 - 9,999
Kansas City, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
A leading asset management company, Bridgewater Associates is committed to providing the most discerning international institutional investors with exceptional insight and collaboration. Using state-of-the-art technology to validate and implement ageless and universal investment ideas, our investment methodology is motivated by an unrelenting quest to comprehend how the markets and economies throughout the world function. We are a group of independent thinkers who are all dedicated to quality and were founded in 1975. We aim to answer the trickiest problems in company culture, management, and investment strategy by cultivating an environment of openness, transparency, and inclusivity.
View Bridgewater Associates Profile
N/A
$1,000+
1,000 - 9,999
Westport, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
One of the top conglomerates of varied financial services in India, Edelweiss offers a wide range of goods and services. Its solutions cover a variety of asset classes, and its clientele includes individuals, organizations, and institutions. Our network of more than 450 locations, employing more than 10,000 people, serves our 1,200,000+ strong clientele in both domestic and international regions.
View Edelweiss Financial Services Limited Profile
N/A
$1,000+
1,000 - 9,999
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Established by investors, for investors, we are a stand-alone international asset management company. We succeed by concentrating on genuinely active management of unique investing approaches. We have 35 years of experience investing our clients' money through active methods that include systematic, specialized, and discretionary solutions. We create new products with worldwide appeal and alluring returns as our business changes in order to meet our clients' evolving needs and get access to new client asset pools.
View GAM Investments Profile
N/A
$1,000+
250 - 999
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
One of the top independently held investment management companies in the UK is Baillie Gifford. 46 of its senior executives own and operate it as a partnership, a structure that has lasted for more than a century and offers stability to clients and inspiration to staff. With a focus on true long-term thinking rather than short-term goals, it allows us to manage the company for both the now and the future.
View Baillie Gifford Profile
N/A
$1,000+
1,000 - 9,999
London, UK
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.
View Boston Trust Walden Company Profile
N/A
$1,000+
50 - 249
Boston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
One of the biggest asset management companies in the US is New York Life Investment Management LLC (NYLIM). NYLIM provides investment performance through a variety of products made for institutional and retail clients through its various boutique investment structure.
View New York Life Investments Profile
N/A
$1,000+
250 - 999
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Dimensional is an international investment company that is driven by strong beliefs about the influence of financial markets. When it comes to using cutting-edge financial science in fixed income and equities investment strategies, we are leaders. By using a methodical and exacting approach to investing, we aim to take advantage of everything the market has to offer. We have been converting research into practical investing solutions for clients for over 35 years. Financial advisors, endowments and foundations, insurance companies, pension funds, retirement plans, college savings plans, and sovereign wealth funds are among our clientele. As of June 30, 2020, Dimensional, which has 13 locations worldwide and its headquarters in Austin, Texas, is managing $514 billion.
View Dimensional Fund Advisors Profile
N/A
$1,000+
1,000 - 9,999
Vancouver, Canada
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
It's a really powerful yet remarkably simple idea. With Interactive Advisors, you may invest entirely online or get free assistance via chat, email, or phone! In addition to portfolios based on data from some of the top financial firms, our varied portfolio offering also includes Socially Responsible, Smart Beta, and Asset Allocation portfolios. Investment minimums start at $100, and annual management costs start at just 0.08%. The extremely low commission rates offered by our parent firm Interactive Brokers, which is frequently named the lowest cost broker, are another advantage for our consumers. Trade for trade, maneuver for maneuver, Interactive Advisors matches your portfolio to a money manager's portfolio.
View Interactive Advisors Profile
N/A
$1,000+
10 - 49
Boston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Betterment is a clever automated investing program that offers rollover 401(k), individual, IRA, and ROTH IRA accounts the best possible investment returns. Users can manage their money in a diverse, personalized portfolio thanks to its technology. The company charges a 0.25% management fee and allows users to deposit and withdraw funds from any location at any time, as well as access, view, share, and review the actions of their portfolio. Other Betterments products include RetireGuide, a set of online quizzes that allow users to assess the performance of their long-term financial objectives, and Tax Loss Harvesting, a program that aims to offset taxes on both income and profits.
View Betterment Profile
N/A
$1,000+
250 - 999
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Ascensus has bought Newport Group. Newport Group provides advice, insurance, and retirement plans to assist businesses give their workers a more secure financial future. We have been a thriving and expanding company since 1985, offering solutions to some of the most prestigious American corporations, ranging from Fortune 1000 organizations to small businesses.
View Newport Group Profile
N/A
$1,000+
1,000 - 9,999
Walnut Creek, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. They have worked with individuals, families, and businesses with financial complexity to achieve their goals effectively. With 39 years of experience, Plancorp is committed to transparency and acting in clients' best interests. They offer financial planning and wealth management services, including taxes, retirement, investments, estate planning, and charitable giving. They use evidence-based research to create a Living Financial Roadmap, allowing clients to manage and protect their financial life.
View Plancorp Profile
N/A
$1,000+
50 - 249
St. Louis, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
The Latin word virtus implies qualities such as strength, integrity, and quality. As an investment management company, those are the qualities that characterize us now and will do so in the future. Virtus Investment Partners offers both individuals and institutions investment management services and solutions. We run a multi-manager asset management company with several associated managers, each with their own unique brand, independent investment process, and investment style.
View Virtus Investment Partners Profile
N/A
$1,000+
250 - 999
Hartford, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Since its founding in 1959, Weiner Insurance has established a strong reputation as a reliable supplier of high-quality services to businesses all throughout the US. Having been named "Top of the Table" with the Million Dollar Round Table, a Sales Excellence Distinction reserved for the top tenth of one percent of all life insurance producers, David Weiner and his team have received the highest accolades in the insurance industry. Our company is defined by our enduring client connections, which are the hallmark of our ongoing success.
View Weiner Insurance Profile
N/A
$1,000+
10 - 49
Scottsdale, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
In addition to managing over US$1 trillion in client assets as of March 31, 2020, Wellington Management is an investment adviser to over 2,200 institutions across more than 60 countries. Our clients include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, intermediaries, and wealth managers. We exist exclusively to serve our clients' needs.
View Wellington Management Profile
N/A
$1,000+
1,000 - 9,999
Boston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Wells Fargo & Company, a community-based financial services company with $1.9 trillion in assets, aims to satisfy customers' financial needs and help them succeed financially. Founded in 1852, it provides banking, investment, mortgage products, consumer and commercial finance through 8,050 locations, 13,000 ATMs, the internet, and mobile banking. With 265,000 team members, it serves one in three households in the United States and was ranked No. 26 on Fortune's 2018 list of America's largest corporations.
View Wells Fargo Profile
N/A
$1,000+
10,000+
San Francisco, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
William Blair is a world-renowned boutique that specializes in private wealth management, investment banking, and investment management. In order to satisfy our clients' changing demands, we offer strategies, solutions, and advisory services. Together with our strategic partners, we are an employee-owned, independent company with over 20 offices across the globe.
View William Blair & Company Profile
N/A
$1,000+
1,000 - 9,999
Chicago, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
One of the top global consulting, broking, and solutions firms, Willis Towers Watson (NASDAQ: WLTW), assists customers worldwide in transforming risk into an opportunity for expansion. Willis Towers Watson, which was founded in 1828, employs over 45,000 people and serves over 140 markets and countries. In order to safeguard and fortify organizations and people, we develop and provide solutions that maximize advantages, manage risk, develop talent, and increase the power of capital. Our distinct viewpoint enables us to recognize the crucial points where ideas, talent, and assets converge to generate the dynamic equation that propels corporate success.
View Willis Towers Watson Profile
N/A
$1,000+
10,000+
Chicago, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
The goal of Wilshire Associates (Wilshire ®) is to offer investors worldwide cutting-edge investment solutions and unbiased, independent financial advice. Wilshire Associates began as an investment technology company in 1972 and has since grown into a global advising organization with a focus on technological solutions, consulting services, and investment products. Throughout our history, we have strived to uphold our unwavering dedication to our clients and to continue holding the top spot in the investing business for creative ideas.
View Wilshire Profile
N/A
$1,000+
250 - 999
Santa Monica, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
A reputable supplier of affordable financial goods and services in Brazil, XP is a technology-driven financial services platform. We think that our innovative company strategy and mission-driven culture give us significant competitive advantages in our market. By educating new investor classes, democratizing access to a broader range of financial services, creating new financial products and technological applications to empower our clients, and offering what we believe to be the best customer service experience in the Brazilian financial industry, we use these to disintermediate the legacy models of traditional financial institutions.
View XP Inc Profile
N/A
$1,000+
1,000 - 9,999
New York, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
ZEDRA is a multinational supplier of corporate, fund, and active wealth solutions. Our clients include medium- to large-sized businesses, asset managers, and their investors, as well as high net worth individuals and their families looking for diversified active wealth solutions. Our entire service offering is intended to safeguard and maintain the true worth of our customers' assets, and our entrepreneurial mindset assists and encourages them in realizing their aspirations for development and expansion, regardless of how difficult the obstacles may be.
View Zedra Profile
N/A
$1,000+
1,000 - 9,999
Miami, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Raymond James Financial, Inc. is a diversified holding company with its headquarters in Florida that was founded in 1962 and has been a publicly traded corporation since 1983. It offers financial services to people. Our wealth growth tactics have relied heavily on Raymond James' investment and financial planning services. Raymond James' investment services have created a portfolio that supports our aspirational financial objectives.
View Raymond James Profile
N/A
$1,000+
10,000+
St. Petersburg, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Burney Wealth Management was one of Virginia's first Registered Investment Advisor (RIA) firms, having been established in 1974. We provide financial planning, retirement planning, and investment management services to clients nationwide. The thorough financial planning services provided by Burney Wealth Management have been essential to our successful wealth management. Their all-encompassing strategy for financial planning and wealth management has been quite helpful.
View The Burney Company Profile
N/A
$1,000+
10 - 49
Reston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
We are a prominent global financial organization that operates in over 60 of the most vibrant markets on the planet. Our brand promise, "Here for good," embodies our background and principles, and our goal is to use our distinctive diversity to propel trade and prosperity. Our wealth management has benefited greatly from the specialized financial services provided by Standard Chartered Private Banking. gave us customized wealth management services that were ideal for achieving our financial objectives.
View Standard Chartered Private Bank Profile
N/A
$1,000+
10,000+
London, UK
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
We assist you in managing your wealth in a way that represents your particular values and aspirations because we understand what matters most to you: achieving your own goals, supporting your family, and leaving a lasting legacy. The individualized financial services provided by RBC Wealth Management have been crucial to the growth and management of our investments. A key component of our investing approach has been RBC's customized wealth management services.
View RBC Wealth Management Profile
N/A
$1,000+
10,000+
Toronto, Canada
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Since 1896, Allianz Life Insurance Company of North America (Allianz Life®) has fulfilled its commitments. Today, as a top provider of life insurance and annuities, we continue that legacy by assisting Americans in reaching their retirement income objectives. Additionally, we are a part of Allianz SE, a major player in the financial services sector with operations in over 70 nations and over 142,000 workers globally.
View Allianz Life Profile
N/A
$1,000+
1,000 - 9,999
Minneapolis, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
BlackRock manages assets all across the world. We assist investors in creating more secure financial futures. As a top supplier of financial technology and a fiduciary to investors, our clients come to us for the answers they require while making plans for their most significant objectives. Our primary goal, which remains true today, was to create a company that would manage investment risks in a unique way for the benefit of our clients. We push companies to meet greater benchmarks. Technology allows us to think beyond the realm of possibility. For every requirement, we provide investing alternatives. Our goal is to make a complicated world simpler. We assist in laying out plans for achieving financial stability. Our company, BlackRock, cares about your financial security.
View BlackRock Profile
N/A
$1,000+
10,000+
New York, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
A wide variety of affordable ETFs covering US and foreign stocks, fixed income, alternatives, and solutions are available from SPDR ETFs. Our dedication to our customers fuels our enthusiasm for ethical innovation, providing thoughtfully designed and straightforward solutions that assist investors in implementing even the most intricate investment plans. We introduced many of the earliest exchange-traded funds (ETFs) in the world, such as the first sector ETF family, the first ETF launches in Hong Kong, Australia, and Singapore, and the first US-listed ETF (SPDR S&P 500® – Ticker SPY) in 1993. For our most recent insights into international markets, investment suggestions, ETF training, and practice management advice, follow us.
View State Street Global Advisors Profile
N/A
$1,000+
1,000 - 9,999
Boston, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
With more than 500 professionals and more than 40 regionally based Financial Centers spread out around the nation, PlanMember Financial Corporation, a market leader in retirement planning, has its headquarters in Carpinteria, California, just south of Santa Barbara. PlanMember provides a wide range of investment options and specializes in developing and maintaining retirement plan solutions for associations, unions, membership groups, and their members, as well as for-profit and nonprofit businesses and their workers. In our dedication to assisting both individual and group investors with their retirement goals, we provide unmatched assistance and service.
View Plan Member Profile
N/A
$1,000+
50 - 249
Carpinteria, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Partners Personnel is a full-service staffing company with headquarters in California. It was founded on decades of industry-leading experience in exceeding the expectations of its associates and clients. They put in more effort than their rivals to comprehend the unique needs of each client and deliver unmatched service.
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N/A
$1,000+
1,000 - 9,999
Santa Barbara, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
VPTax Inc. provides a wide range of tax services to help your business stay in compliance and provide advice on anything from local sales and use taxes to international tax strategy to dispute resolution. For almost 20 years, we have only been doing taxes. Few businesses are able to provide that variety of tax services and expertise.
View VPTax, Inc. Profile
N/A
$1,000+
10 - 49
San Francisco, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Since 2009, Datainox has been a well-known data management outsourcing company in India. We offer data input, data processing, data conversion, online research, data analytics, scanning-indexing, and OCR services worldwide with a highly qualified staff of experts. Our professionals meet deadlines with precise, effective, and economical results. We are ISO accredited and provide services to a wide range of industries, including banking, finance, insurance, healthcare, travel and hospitality, education, and hiring. Get a free sample of our services and request a quote from our outsourcer.
View Datainox Profile
< $25/hr
$1,000+
50 - 249
Ahmedabad, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
For all of your business outsourcing requirements, Greenbucks Info is your one-stop partner. Count on our experience in software development and business process outsourcing (BPO) for efficient operations and higher profits.
View Greenbucks Info solution pvt ltd Profile
N/A
$25,000+
50 - 249
Ahmedabad, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Our recruitment firm specializes in offering our clients in Australia, the UK, and India the best permanent, fixed-term, contractual, and outsourcing options. Our recruitment team ensures that our clients and applicants have the greatest possible experience working with us at all times since we are process-driven experts. We cherish everyone's time and prioritize it on a daily basis by adhering to the fundamentals of our procedures since we think that time is the key to our success. As meticulous recruiters, we make sure to comprehend your department's needs in order to find you the ideal position or your next hiring, exactly as you had imagined.
View Atheva Services Profile
$100-$149/hr
$75,000+
10 - 49
Ahmedabad, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
IMS Datawise is a leading offshore back-office service provider for a number of industries, such as banking and finance, real estate, insurance, and automobiles. Our customized back-office services are painstakingly designed to meet the various demands of organizations, guaranteeing peak productivity and seamless operations. We provide quick, accurate, and reliable outcomes in mortgage processes, data analysis and reporting, improving customer assistance, sales and commercial operations, and risk and compliance management by utilizing cutting-edge technology and sophisticated technologies. IMS Group, a well-known provider of global workforce solutions founded in 2006, includes IMS Datawise. For certified organizations with offices in Ahmedabad, Jaipur, and the Philippines, we are an excellent place to work. · Established in 2019 · Presence in 7+ countries · 3000+ talented workforce · 250+ client partners Service Portfolio: - · Property Management Services · Data & Analytics · Customer Support · Sales & Commercial · Risk & Compliance We are ISO 9001:2015, 14001:2015, 27001:2013, and 27701:2019 certified. Complementing these certifications is our compliance with Cyber Essentials, GDPR, and HIPAA regulations, ensuring the data's utmost protection and confidentiality.
View IMS Datawise Profile
$300 </hr
$10,000+
1,000 - 9,999
Jaipur, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
India's Leading Data Entry Company for Universal BPO Services Data entry, title abstracting, full search, assignment, deed indexing, mortgage entry, release, foreclosure, current owner and two-owner searches, Cart entry, Excel data entry, survey data entry, online data entry, offline data entry, web data mining, medical billing, data collection, data extraction services, marathon data entry, image tagging, and image cropping
View Universal BPO Services Profile
< $25/hr
$1,000+
50 - 249
Ahmedabad, India
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Unisoft Datatech is an experienced, professional, administrative back-office services provider located in Ahmedabad, India. Services that we provide include: 1. Offline and Online Data Entry And Data Input 2. Billing And Invoicing Data Entry 3. Data Capture & Data Extraction 4. Data Processing 5. Data Conversion 6. Data Collection Form PDF And Website 7. Image Scanning OCR and Indexing 8. Web and Internet Research 9. Forms Processing Services
View Unisoft Datatech Profile
< $25/hr
$1,000+
10 - 49
Ahmedabad, India
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