Paula A. DeLaurentis

Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California.

Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.

Centsai, Inc. financial adviserey services. It offers financial education, wellness, personal finance, budgeting and debt management. The company was founded by Arindam Nag and Doria Lavagnino and is headquartered in New York, NY.

Lendit Conference LLC operates as a financial technology industry. It specializes in online lending, networking, event management, financial technology, digital banking and financial services. The company was founded by Peter Renton, Bo Brustkern and Jason Jones on January 20, 2013 and is headquartered in New York, NY.

TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele.

Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million.