Harness Wealth is a platform that connects clients to vetted financial advisory firms that provide a wide range of tailored financial services.
Nicholas Brenia
Guideline
Guideline is an all-inclusive 401(k) and full-stack solution that automates plan administration and compliance to growing businesses.
Go2Income
Go2Income helps retirees or near-retirees secure their retirement with more dependable, spendable income.
Halo Investing
Halo Investing is the first multi-issuer technology platform for protective investment solutions. Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.
Grandhood
Grandhood aims to make every pension investment more transparent and accessible. They are a Denmark-based startup working on an alternative pension fund.
GetRetire
GetRetire is a free service to help you monitor your retirement savings, and saves you hundreds of thousands of dollars while they’re at it.
Gerry
Gerry is a concierge service provider, helping families find the right assisted living homes for elders. The company provides its services related to assisted home living, financial planning, memory care facilities, family support, and communication, providing families with personalized recommendations and advice to find a suitable facility for their loved ones.
Gainfully
Gainfully is a financial services platform that helps financial professionals generate new business and connect with their clients better.
FIV
Your Annuity Custom Software Solution Experts. Focus on your clients and efficiency. Let FIV streamline your operations so you can keep doing what you love. FIV acts as the central platform for only your Carriers, Products and Rates, Tear Sheets, Compliance and Database Management.
Genivity
Genivity is a dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with next generation heirs.