One Charles Private Wealth

Great Hill Partners, based in Boston, MA, is a leading private equity firm currently managing a $4.65 billion fund focused on investing in high-growth companies. Specializing in sectors such as software, digital commerce, financial technology, healthcare, and digital infrastructure, the firm has a track record of backing successful ventures like Wayfair, ZoomInfo, and AffiniPay. With a reputation for identifying and nurturing innovative businesses, Great Hill Partners has been instrumental in transforming industries and driving growth. Their team of experts is dedicated to supporting companies like Qualifacts and Ascenty in achieving their full potential through strategic investments and operational guidance.Generated from the website

North Shore Advisory Group, Inc. is a financial planning firm located in Bedford, MA, dedicated to helping individuals and businesses achieve their financial goals. With a proactive approach, they assist clients in understanding the opportunities available to them and develop personalized financial plans to meet their needs. Offering both personal and business financial planning services, North Shore Advisory Group provides a range of resources, including videos, calculators, and articles, to support clients in making informed financial decisions. As registered representatives of Lincoln Financial Advisors Corp., the team at North Shore Advisory Group is licensed in multiple states and offers insurance and investment advisory services. Committed to providing comprehensive financial guidance, they emphasize the importance of evaluating the big picture and regularly reviewing financial plans. While they do not offer legal or tax advice, they encourage clients to seek the assistance of professionals in those areas when making related decisions. North Shore Advisory Group is dedicated to helping individuals and businesses navigate their financial journeys and achieve long-term success.Generated from the website

Money Management International (MMI) is a nonprofit organization based in Warwick, RI, specializing in debt relief, housing services, specialty services, and financial education. With a mission to help individuals overcome financial challenges, MMI offers a range of services including debt management plans, credit counseling, foreclosure prevention counseling, and bankruptcy counseling, among others. They have assisted over 2.5 million people in repaying $10 billion in debt and have garnered high ratings from reputable organizations like the Better Business Bureau and Trustpilot. Generated from the website