Mad River

55ip, based in Boston, MA, is an investment technology developer specializing in providing innovative solutions to enhance investment strategies for advisors, asset managers, and RIAs. The company is part of J.P. Morgan Asset Management and focuses on maximizing the efficiency of tax-loss harvesting and other financial strategies through integration with leading technology platforms and custodians. By partnering with premier asset managers and wealth managers, 55ip aims to support the growth of financial advisory firms, offering resources and insights designed to navigate the complexities of investments. Their commitment to delivering tailored solutions helps clients leverage technology for better business outcomes and client experiences. Generated from the website

NDVR Inc in Boston offers high net worth families access to wealth management tools and expert advice to help optimize their wealth. Their experienced advisors provide low fee services to assist clients in achieving their financial goals. With a focus on personalized solutions, NDVR Inc is dedicated to helping families make informed decisions to secure their financial future. Clients can rely on NDVR's wealth management expertise to navigate the complexities of wealth optimization. Generated from their website's infomation

TillieStar Compliance Solutions is a Boston-based company specializing in investment compliance and workflow management software. With a team of experts, they offer a range of services including health checks and fund design insights. Known for their expertise and partnerships, TillieStar Compliance Solutions is dedicated to assisting organizations in achieving compliance and streamlining their operations. They have a strong presence in major cities across the United States and also serve clients internationally.Generated from the website