Balcones Advisory

Brinker Capital in Austin, TX is a leading wealth management firm that offers integrated technology solutions and flexible investment options to help financial advisors maximize profitability and fuel business growth. With a powerful investment management technology, robust investment options, and proprietary investments, Brinker Capital empowers advisors to create personalized proposals, streamline financial planning, and deliver engaging client experiences. As the #1 ranked TAMP for Best Technology by America's Best TAMPs 2023, Brinker Capital stands out for its behavioral finance expertise embedded across its suite of technology and investment solutions, enabling advisors to deepen client relationships and guide investors to stay the course. With a strong focus on client satisfaction, Brinker Capital boasts industry-leading transactional National Promoter Score (NPS) and Not in Good Order (NIGO) rate, while its OCIO clients have experienced an average firm growth rate of 63% since partnering.Generated from the website

Sequoia Holdings is a technology company based in Austin, TX, specializing in software development and data analytics services for a diverse range of clients. With a focus on innovation and cutting-edge solutions, Sequoia Holdings helps businesses optimize their operations and make data-driven decisions to drive success in today's competitive market. Generated from their business information