• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    IL
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Tax advisory; estate planning; retirement planning; retirement plan management; insurance provision; legal advice; accounting and tax preparation; investment banking; corporate advisory; and private capital provision. Helps individuals to find, meet, and hire the best investment adviser for specific financial circumstances, investment goals, and interpersonal preferences.
REVENUE MODEL:
Viewable by subscribers only
COMMENT
Transparency and institutional rigor to the adviser search and selection process and objective, personalized, data-driven.

PEOPLE

FOUNDERS:
Aziz Lalljee, David Gomel
Board Members and Advisors:
Lubos Pastor
NUMBER OF EMPLOYEES:
1-10

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH