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  2. Bessemer Trust - Wikipedia

    en.wikipedia.org/wiki/Bessemer_Trust

    Bessemer Trust manages wealth totaling $106 billion, 90% of which comes from their 2,300 clients. With a client-retention rate of 98.4%, [18] the firm holds on to significantly more of their clients than the industry-wide average of 95%. [19] Clients must have at least $10 million to expect a full range of services from Bessemer Trust. [18]

  3. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    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 ...

  4. Chatham Asset Management - Wikipedia

    en.wikipedia.org/wiki/Chatham_Asset_Management

    Chatham Asset Management LLC is an American hedge fund, founded by Anthony Melchiorre in 2000, with a large foothold in newspapers and tabloids, headquartered in Chatham Borough, New Jersey, United States. The company holds a controlling interest in Postmedia, A360media, McClatchy, and RR Donnelley.

  5. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

  6. Provident Bank of New Jersey - Wikipedia

    en.wikipedia.org/wiki/Provident_Bank_of_New_Jersey

    Established in 1839, Provident Bank provides financial services for businesses, individuals and families in New Jersey, New York, and eastern Pennsylvania. The bank offers a broad array of deposit, loan, and investment products as well as trust, fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company.

  7. SoFi - Wikipedia

    en.wikipedia.org/wiki/SoFi

    [36] [37] In May 2017, Reuters reported that SoFi had launched a new online wealth management service, and referenced the company as "one of the largest online lenders" in the U.S. [38] On September 11, 2017, CEO Mike Cagney announced he would resign by the end of year due to allegations of sexual harassment and skirting risk and compliance ...

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