This is our 3rd Financial firm, and with everything we’ve done to build the first two we are able to make the best fintech platform ever made available.
After leadership spent time in the hedge fund division at CME Group and several other elite firms ranging from private banking to the world’s leading financial firms the first wealth management company was created. Years later, a successful Registered Investment Advisory was formulated which currently handles millions of assets under management. Upon setting up the RIA, leadership understood all the different areas that a financial advisory firm needs help with and beyond, with a more innovative approach than ever.
Our team includes a highly regarded network of professionals which includes investment advisor representatives, CPAs, CFAs, CFPs, JDs and other experts with the highest designations in the world as part of their vision to build the best investment service in the world.