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John F. Carey
Amministratore Delegato presso Aquilance LLC
Provenienza dei contatti di primo grado di John F. Carey
Entità | Tipo di entità | Settore Industriale | |
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Aquilance LLC
![]() Aquilance LLC Miscellaneous Commercial ServicesCommercial Services Aquilance LLC is an American financial administration company that provides a diverse range of services to hundreds of families. The private company is located in the US. These services include personal bookkeeping, consolidated accounting, investment performance reporting, and ilit administration. Aquilance continues to deliver timely and accurate reports to families and their advisors to enable legacy planning. The company was founded in 1987 with a mission to enrich the quality of life of its clients by eliminating time spent on managing family finances and empowering effective decision-making.
1
| Private Company | Miscellaneous Commercial Services | 1 |
Folio Dynamics, Inc.
![]() Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.
1
| Subsidiary | Packaged Software | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John F. Carey tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Stretton Development Corp.
![]() Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | Packaged Software | Sales & Marketing |
Statistiche
Distribuzione geografica
Stati Uniti | 2 |
Settori
Technology Services | 2 |
Posizioni
Sales & Marketing | 1 |
Corporate Officer/Principal | 1 |
Contatti più connessi
Insiders | |
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Steve Dorsey | 2 |
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