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RightCapital is a financial technology company that provides a modern, all-in-one financial planning software platform for financial advisors. It enables advisors to create comprehensive, interactive, and tax-aware financial plans to help their clients achieve their goals. The platform is known for its user-friendly interface that simplifies complex scenarios like retirement modeling and estate planning
LEARN MOREPlaid is a financial technology company that provides the secure connection between consumer bank accounts and popular financial apps. It acts as the essential data network that allows services like Venmo and Chime to securely access users' banking information.
LEARN MOREInteractive Brokers is a global brokerage firm offering a powerful trading platform for active, professional, and institutional traders. It's recognized for low commissions and providing direct access to a wide variety of international markets and financial products from a single account.
LEARN MOREThe Charles Schwab Corporation is a leading American financial services firm offering a comprehensive range of brokerage, banking, and wealth management solutions. It caters to both individual investors and institutional clients and is known for pioneering discount brokerage.
LEARN MOREQuantel provides a comprehensive range of services, from algorithm-driven insights for independent investing to expert advisory calls and fully managed portfolios, leveraging advanced investment and risk management strategies.