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SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
Select Portfolio Servicing was created as a Utah company in 1989. Filings with both the Utah Secretary of State and the U.S. Securities and Exchange Commission (SEC) confirm this. Filings with the Utah SOS and SEC would more accurately confirm that Fairbanks Capital Corp. was created as a Utah company in 1989.
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
Investment styles provide a framework for how investments are selected for a portfolio. The right style for you will depend on your financial goals, risk tolerance, temperament and other factors ...
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.
The investment bank said Monday it had combined three businesses within its global banking and markets unit to create the new Capital Solutions Group, which will aim to increase Goldman’s reach ...
Passive management (also called passive investing) is an investing strategy that tracks a market-weighted index or portfolio. [1] [2] Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
StepStone Group LP is a global private markets firm providing customized investment, portfolio monitoring and advice to investors. StepStone covers primary fund investments, secondary fund investments and co-investments across private equity , real estate, infrastructure and real assets , and private debt.
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