James Sopha

Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA.

Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA.

NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.

Investor Lending Solutions LLC provides loan brokerage services. The private company is based in Princeton, NJ.

Neat Capital, Inc. operates as a marketplace platform delivering mortgages to credit borrowers with virtually no paperwork. It provides residential mortgage process for borrowers and investors. The company was founded by Christin Price, Luke Johnson, Nicole Farrar, Tom Furey, Chad Lewkowski and Steve Herschleb in 2015 and is headquartered in Boulder, CO.

Envision Bank operates as a state chartered commercial bank. The company was founded in 1851 and is headquartered in Randolph, MA.

ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY.

Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE.

Part of Cetera Financial Group, Inc., Magis Financial Partners is a financial services company based in Horsham, PA. The company offers personalized wealth management services, retirement and insurance planning, financial planning, and 401 (k) plan management. Magis Financial Partners aims to help clients pursue their personal or business financial goals by combining personalized service and high-touch support with industry-leading resources and state-of-the-art technology. The company's core values include putting clients first, always, having decades of experience, taking a team-based approach, and educating and communicating with clients. Magis Financial Partners was acquired by Cetera Financial Group, Inc. on March 09, 2021.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.