Compass Planning Associates

RBC Wealth Management in Boston, part of Boston Partners, offers financial services with a global reach. With additional offices in New York, London, Los Angeles, and Greenbrae, California, they provide comprehensive wealth management solutions. Specializing in personalized financial planning, RBC Wealth Management serves clients in various locations, ensuring tailored strategies for individual needs. Their team of experts is dedicated to helping clients achieve their financial goals with a focus on excellence and integrity. Generated from their website's infomation

Wainwright Investment Counsel is an independently owned investment advisory firm based in Boston, MA, specializing in asset allocation and portfolio construction tailored to meet the unique objectives, risk tolerance, and constraints of its clients. The firm emphasizes a high-touch, personalized approach, building trust through foresight and informed decision-making. With a commitment to putting clients' interests first, Wainwright Investment Counsel focuses on understanding each client's individual situation to create customized investment solutions. Their disciplined and diversified approach to portfolio management ensures that clients receive the guidance and support needed to navigate the complexities of the investment landscape. Generated from the website

Linedata is a global financial technology services provider with over 25 years of experience, dedicated to delivering innovative software solutions and value-added data services for the financial sector. They serve a diverse clientele that includes asset managers, institutional investors, fund administrators, and lending agencies, helping them navigate their challenges with scalable and effective solutions. With a focus on modernizing wealth management platforms, Linedata integrates AI and machine learning into their data and analytics offerings, enhancing operational efficiency and regulatory compliance for clients. Their team of highly skilled professionals is committed to providing resilience and scalability through managed services, shaping the future of financial technology solutions globally. Generated from the website