4 Total Companies
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000...
Founded in 1953 as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives.
FIN Compliance is a company within our FIN Group. It consists of FIN Compliance | FIN Disclosure | FIN Partners | FIN Portals | FIN SalesWe operate within a consortium of compliance, technology, and training consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. As a whole, we provide compliance, sales, and integration systems to the FIN Serv...
STP Investment Services is an award-winning technology-enabled services company that provides middle, back-office, and compliance solutions to investment advisers, including investment managers, hedge fund and private equity advisers, family offices, wealth managers, and asset owners. STP provides a range of services to process all asset classes and meet ever-evolving regulatory requirements. With...
