CMA Financial Services Inc

Nicholas Financial is a financial services company based in Charlotte, NC, specializing in providing personalized solutions for individuals and businesses. With a focus on financial planning, investment management, and insurance services, Nicholas Financial aims to help clients achieve their financial goals and secure their future. Generated from their business information

Alpha Theory is a process-driven investment platform based in Charlotte, NC, that helps managers achieve higher returns by providing a framework for making investment decisions. Built by a fundamental hedge fund analyst, the platform centralizes data, enables better decision-making through position sizing, and offers real-time alerts and data-driven insights to identify alpha-generating opportunities. With almost two decades of experience, Alpha Theory has empowered 300 managers to enhance their investment process and consistently capture alpha. The platform integrates with leading data providers and offers a community connecting process-oriented managers, as well as a team of experts in process improvement, data science, and technology engineering to support investment decision-making and improve efficiency.Generated from the website