79 results found
SS&C ADVENT
Headquarters
SAN FRANCISCO,
CA,
USA
Parent
NONE
equity fixed income SaaS separate accounts direct indexing
FARTHER
Headquarters
SAN FRANCISCO,
CA,
USA
Parent
NONE
equity fixed income SaaS adviser consumer separate accounts direct indexing
COLUMBIA THREADNEEDLE
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
NDVR
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity fixed income adviser consumer householding separate accounts direct indexing
55IP
DOUBLE
Headquarters
SAN FRANCISCO,
CA,
USA
Parent
NONE
equity adviser consumer separate accounts direct indexing
VANGUARD
Headquarters
MALVERN,
PA,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
BX INDEX
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity SaaS indices direct indexing
DGS CAPITAL MANAGEMENT
Headquarters
JERSEY CITY,
NJ,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
BNY MELLON
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income custodian sub-adviser separate accounts direct indexing
MYVEST
ALLIANCE BERNSTEIN
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
fixed income sub-adviser separate accounts direct indexing
ALTRUIST
Headquarters
CULVER CITY,
CA,
USA
Parent
NONE
equity fixed income SaaS custodian separate accounts direct indexing
SMARTX
Headquarters
WEST PALM BEACH,
FL,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
VISE
Headquarters
NEW YORK CITY,
NY,
USA
Parent
NONE
equity fixed income SaaS TAMP sub-adviser householding separate accounts direct indexing
ALLOCATERITE
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income SaaS adviser separate accounts direct indexing
HORIZON INVESTMENTS
Headquarters
CHARLOTTE,
NC,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
SMARTLEAF
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity SaaS sub-adviser householding separate accounts direct indexing
PARAMETRIC PORTFOLIO ASSOCIATES
Headquarters
SEATTLE,
WA,
USA
Parent
MORGAN STANLEY
equity fixed income sub-adviser separate accounts direct indexing
SYNTAX
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity SaaS indices direct indexing
IMTC
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
fixed income SaaS direct indexing
CHARLES SCHWAB
Headquarters
WESTLAKE,
TX,
USA
Parent
NONE
equity fixed income custodian sub-adviser separate accounts direct indexing
BLACKROCK
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income SaaS sub-adviser separate accounts direct indexing tax-aware long/short
ROWBOAT ADVISORS
Headquarters
MENLO PARK,
CA,
USA
Parent
NONE
equity fixed income SaaS separate accounts direct indexing
VESTMARK ADVISORY SOLUTIONS
Headquarters
WAKEFIELD,
MA,
USA
Parent
NONE
equity SaaS sub-adviser separate accounts direct indexing
S&P GLOBAL
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income indices direct indexing
FREC
Headquarters
SAN FRANCISCO,
CA,
USA
Parent
NONE
equity adviser consumer separate accounts direct indexing
PGIM INVESTMENTS
Headquarters
NEWARK,
NJ,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
SEI
Headquarters
OAKS,
PA,
USA
Parent
NONE
equity fixed income SaaS sub-adviser separate accounts direct indexing
SYMMETRY PARTNERS
Headquarters
GLASTONBURY,
CT,
USA
Parent
NONE
equity fixed income TAMP separate accounts direct indexing
LIFEYIELD
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
ENVESTNET
Headquarters
CHICAGO,
IL,
USA
Parent
BAIN CAPITAL
equity SaaS sub-adviser separate accounts direct indexing
CHARLES RIVER
Headquarters
WILMINGTON,
MA,
USA
Parent
STATE STREET
equity fixed income SaaS separate accounts direct indexing
DIMENSIONAL FUND ADVISORS
Headquarters
AUSTIN,
TX,
USA
Parent
NONE
equity fixed income separate accounts direct indexing
WEDMONT PRIVATE CAPITAL
Headquarters
PORTLAND,
ME,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
ALPHA ARCHITECT
Headquarters
PHILADELPHIA,
PA,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing tax-aware long/short
ORION PORTFOLIO SOLUTIONS
Headquarters
OMAHA,
NE,
USA
Parent
NONE
equity SaaS sub-adviser separate accounts direct indexing
FRANKLIN TEMPLETON
Headquarters
SAN MATEO,
CA,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
AQR
Headquarters
GREENWICH,
CT,
USA
Parent
NONE
equity fixed income sub-adviser hedge fund separate accounts tax-aware long/short
SAVVY WEALTH
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity adviser consumer separate accounts direct indexing
QUANTINNO
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity sub-adviser separate accounts tax-aware long/short
YOURSTAKE
Headquarters
BROOKLYN,
NY,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
BRIEFCASE
Headquarters
SYDNEY,
NSW,
AUS
Parent
NONE
equity SaaS separate accounts direct indexing
ALLSPRING
Headquarters
CHARLOTTE,
NC,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
SEEDS INVESTOR
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity SaaS sub-adviser separate accounts direct indexing
FIRST TRUST
Headquarters
WHEATON,
IL,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
ALPHAWORKS
Headquarters
NEW YORK ,
NY,
USA
Parent
NONE
equity hedge fund tax-aware long/short
FIDELITY INVESTMENTS
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity fixed income custodian sub-adviser separate accounts direct indexing
QUORUS
Headquarters
WESTPORT,
CT,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
GOLDMAN SACHS
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
INDEX ONE
Headquarters
LONDON
,
UK
Parent
NONE
equity SaaS indices direct indexing
APERIO GROUP
Headquarters
SAUSALITO,
CA,
USA
Parent
BLACKROCK
equity sub-adviser separate accounts direct indexing tax-aware long/short
ARTA FINANCE
Headquarters
MOUNTAIN VIEW,
CA,
USA
Parent
NONE
equity fixed income adviser consumer separate accounts direct indexing
AXIOMA
UBS
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
VIKING HARBOUR
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
COMPOUND PLANNING
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
FIRST AFFIRMATIVE
Headquarters
COLORADO SPRINGS,
CO,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
NATIXIS
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity SaaS sub-adviser separate accounts direct indexing
PARTI PRIS
Headquarters
MORRO BAY,
CA,
USA
Parent
NONE
equity SaaS householding separate accounts direct indexing
WEALTHFRONT
Headquarters
PALO ALTO,
CA,
USA
Parent
NONE
equity adviser consumer separate accounts direct indexing
SOFTPAK FINANCIAL SYSTEMS
Headquarters
SUDBURY,
MA,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
ETHIC
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing
GLOBAL MACRO ASSET MANAGEMENT
Headquarters
LAS VEGAS,
NV,
USA
Parent
NONE
equity fixed income adviser sub-adviser separate accounts direct indexing
CANVAS
Headquarters
STAMFORD,
CT,
USA
Parent
FRANKLIN TEMPLETON
equity SaaS separate accounts direct indexing
JP MORGAN
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income SaaS sub-adviser separate accounts direct indexing
MORGAN STANLEY
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
NORTHFIELD
Headquarters
BOSTON,
MA,
USA
Parent
NONE
equity fixed income SaaS householding separate accounts direct indexing tax-aware long/short
ADHESION WEALTH
Headquarters
CHARLOTTE,
NC,
USA
Parent
ASSETMARK
equity sub-adviser separate accounts direct indexing
RUSSELL INVESTMENTS
Headquarters
SEATTLE,
WA,
USA
Parent
LONDON STOCK EXCHANGE GROUP
equity fixed income sub-adviser separate accounts direct indexing
NORTHERN TRUST
Headquarters
CHICAGO,
IL,
USA
Parent
NONE
equity fixed income custodian sub-adviser separate accounts direct indexing
ALPHATHENA
Headquarters
CHICAGO,
IL,
USA
Parent
NONE
equity SaaS separate accounts direct indexing
INVESCO
Headquarters
ATLANTA,
GA,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing tax-aware long/short
SIMCORP
Headquarters
COPENHAGEN
,
DK
Parent
NONE
equity fixed income SaaS separate accounts direct indexing
GOTHAM
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity hedge fund tax-aware long/short
NEUBERGER BERMAN
Headquarters
NEW YORK,
NY,
USA
Parent
NONE
equity fixed income sub-adviser separate accounts direct indexing
CREATIVE PLANNING
Headquarters
OVERLAND PARK,
KS,
USA
Parent
NONE
equity fixed income adviser separate accounts direct indexing
BROOKLYN INVESTMENT GROUP
Headquarters
BROOKLYN,
NY,
USA
Parent
NONE
equity fixed income SaaS TAMP sub-adviser separate accounts direct indexing tax-aware long/short
SMARTHARVEST
Headquarters
TORRANCE,
CA,
USA
Parent
NONE
equity sub-adviser separate accounts direct indexing