Search results
Results from the WOW.Com Content Network
Website. wintrust.com. Wintrust is a financial holding company in the United States that operates 15 chartered community banks in northern Illinois and southern Wisconsin. [ 1 ] Wintrust is a relatively medium-sized banking institution in the United States and it trades on the Nasdaq Global Select Market with stock symbol WTFC.
Founded in 1939, [4] Neuberger Berman is a privately held asset management firm, which is 100% [5] [6] owned by its employees. It serves pension plans, charitable organizations, sovereign wealth funds and other institutions, as well as high-net-worth individuals and mutual fund investors, both directly and through financial intermediaries and other partners.
This page was last edited on 7 December 2018, at 23:02 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike License 4.0; additional terms may apply.
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
This is a list of Client portal software. For information on the subject, see Client portal. Client portals. Client Portal; Clinked; Foyer; Portalstack; Hubshare USA;
A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients. [1] The organization provides a secure entry point, typically via a website, that lets its ...
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1] SEI provides products and services to institutions ...
Personal fiduciary services. Personal fiduciary services are fiduciary services provided by a financial institutions or advisors to an individual or family that are typically wealthy or high net worth individual. They are often referred to as private trust, private client, private wealth management, or private banking services in the United States.