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Ascensus was founded in 1980 by The Barclay Group; the head office is in Dresher, Pennsylvania. [5] [6] In 2015, Ascensus was offered for sale by private equity investment firm JC Flowers. [7] In the fourth quarter of 2015, the company was acquired by Genstar Capital and Aquiline Capital Partners. [8]
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]
Hamilton Lane Incorporated is an American alternative investment management and advisory company headquartered in Conshohocken, Pennsylvania. The company provides private markets investments to its clients. The company has 22 offices globally and has offices in North America, Europe, the Middle East and Asia-Pacific. [3]
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.
Selling an investment means missing out on the power of compound interest and potential growth of that money, plus a possible tax bill. But if you have to sell, do so strategically.
💰 Minimum investment: $5,000 Charles Schwab is a well-established brokerage service that pioneered lower investment fees in 1974. Today, it maintains its commitment to minimizing fees by ...
Allspring Global Investments was originally the asset management unit of Wells Fargo known as Wells Fargo Asset Management (WFAM) that was established in 1995. [2]In October 2020, Wells Fargo was exploring the sale of WFAM as part of its efforts to focus more on core competencies and improve its financial performance after the Wells Fargo cross-selling scandal.
New GC Michael Peterson is a veteran of Reed Smith and Morgan Lewis. He'll replace Jeffrey Klauder in SEI's top legal role.