Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The company specializes in comprehensive and customized financial planning, investment management, tax strategies, insurance and estate planning services to mass affluent clients, enabling them to make more confident decisions and be less stressed when it comes to managing multiple financial relationships.
Plymouth, United StatesFinancial ServicesEnterprise
Developer of an online insurance platform designed to provide better navigation for medical care. The company's platform leverages technology to compare online forms, and requests for quotes, and interacts with agents, drug coverage plans, medical insurance plans, and insurance comparisons, enabling customers to find a healthcare plan online with expert support.