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HiddenLevers is a financial technology company with headquarters in Atlanta. It provides risk applications and analytics to financial advisors , portfolio managers and executive teams in wealth management. [ 1 ]
Bennett Thrasher LLP is a certified public accounting and consulting firm headquartered in Atlanta, Georgia that provides tax, audit, advisory and business process outsourcing services to businesses and high net worth individuals. The firm has 51 partners and more than 350 professionals, and is affiliated with BT Wealth Management, LLC and BT ...
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries.Its common stock is a constituent of the S&P 500 and trades on the New York Stock Exchange. [3]
Some typical services offered by wealth management firms include: Investment management and advice. Comprehensive financial planning. Tax planning and accounting services. Estate planning.
Greenwood is a financial services company based in Atlanta, Georgia. [ 1 ] [ 2 ] First announced in October 2020, the company had 500,000 prospective members by January of the following year. [ 3 ] [ 4 ] Originally scheduled to open in early 2021, the bank's services were delayed due to "unexpected high demand", first to July 2021, and then to ...
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