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VALIC's headquarters are in Houston, Texas. VALIC ranks in the top 10 of all U.S. and Canadian life insurance companies, [1] based on more than $329 billion in total customer assets under management as of December 31, 2022. The company is a Premier Partner of the Compliance and Ethics Forum for Life Insurers (CEFLI) (formerly Insurance ...
Wealthminder was founded in 2012 by Saba co-founder Rich Ellinger and is headquartered in McLean, VA.. Initially started as a tool to help self-directed individual investors create a financial plan and get investment advice, Wealthminder pivoted in 2015 to providing tools and services to help individual investors and financial advisors find each other.
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
Let your robo-advisor do the work. Once the money is in your investment account, your robo-advisor will use it to buy a mix of assets. Maintain your regular transfers regardless of market conditions.
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.
There are several ways they charge clients for their services, including: Percentage of assets under management (AUM): This fee is based on how much money an advisor manages for you, and it ...
Corebridge Financial is an American multinational financial services company. It provides annuities , life insurance , asset management , retirement planning, and other services. Corebridge was formed after AIG performed a spin-off of the company via an IPO in 2022; AIG retains a 65% stake.
Promontory Financial Group, a wholly owned subsidiary of IBM (through their Consulting arm), is a global consulting firm that advises clients on a variety of financial services matters, including regulatory issues, compliance, risk management, liquidity, restructuring, acquisitions, due diligence, internal investigations and cyber security.