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Apple FCU also has a separate wholly owned subsidiary providing wealth management and insurance named Apple Financial Services, LLC. [ 3 ] As of January 2024, the credit union had nearly 530 combined employees working at its headquarters and branches.
SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
[2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [ 4 ] Envestnet has more than $6.5 trillion in platform assets and counts more than 111,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than ...
Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products. [1]
Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.
The merger brought CompuCom to $1.7 billion in annual revenue and more than $500 million in services. [20] The business was sold to Court Square Capital Partners in 2007. [21] In 2014, Platinum Equity acquired 70% ownership of Australian marketing and directory services company Sensis for AU$454 million. [22]
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