Nicholas Brenia

Silver Bills

No comments

Developer of bill paying technology intended to take over the burden of paying bill for seniors. Silver Bills’ technology receives clients’ bills electronically, scrutinizes and pays them, employs technology-based secure systems to alleviate the hassles of daily money management and charges an economical, flat monthly fee, enabling elderly Americans and their families live in their homes without the stress and anxiety that often accompanies paying bills.

Nicholas BreniaSilver Bills
read more

Riskalyze

No comments

Riskalyze operates a risk alignment platform that transforms the advisory industry by allowing investment advisors to capture a quantitative measurement of client risk tolerance. The platform uses its data to attract new clients, capture and meet their expectations, and quantify suitability.

Nicholas BreniaRiskalyze
read more

Right Bridge

No comments

Right Bridge’s mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. They do this, first, by helping clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. They owe no allegiance to any company or investment – Their only loyalty is to our clients.

Nicholas BreniaRight Bridge
read more

RIA in a Box

No comments

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser (“RIA”) firms in the country.

Nicholas BreniaRIA in a Box
read more

ReFrame Financial Planning

No comments

ReFrame Financial Planning is on a mission to shift the mindset around financial planning and “traditional” retirement. ReFrame Financial Planning helps those who are looking for a new way to engage with a financial advisor. With one-on-one engagement, purposeful conversations, holistic financial planning, transition coaching and practical education.

Nicholas BreniaReFrame Financial Planning
read more

RetireUp

No comments

RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.

Nicholas BreniaRetireUp
read more