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Showing 1 - 12 of 27 results
EDELMAN FINANCIAL ENGINES, LLC
EDELMAN FINANCIAL ENGINES, LLC
Santa Clara, California
500+ employees
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
Retirement Benefits Rank
Top Benefits
SIGMA MANAGEMENT 8, L.L.C.
SIGMA MANAGEMENT 8, L.L.C.
Campbell, California
1-24 employees
Established 2015 by a team of experts with vast experience in systems for managing and monitoring manufacturing process. Majority of our expertise is coming from being members of a large brand-name power and automation corporation, implementing projects for major players in the Metals industry. However, the range of our experience is from small to large projects and spawning across Metals, Pulp & Paper, Power Plants and Food & Beverage industries. We have integrated many complex plants, implementing software solutions in-between automation / SCADA / PLC system (Level 1) and ERP / planning systems (Level 4). This kind of software solutions are known by many names in the industry world, but most common ones are – Level 2, MES (Manufacturing Execution System) and Level 3, with the last two names coming from ANSI/ISA-95 standard which describes Manufacturing Operations Management.
Retirement Benefits Rank
Top Benefits
COMPREHENSIVE FINANCIAL MANAGEMENT
COMPREHENSIVE FINANCIAL MANAGEMENT
Los Gatos, California
25-49 employees
- Update portfolio company information each quarter. - Worked with Bloomberg to research business and financial market news.
Retirement Benefits Rank
Top Benefits
JTC USA HOLDINGS, INC.
JTC USA HOLDINGS, INC.
San Jose, California
100-499 employees
JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.
Retirement Benefits Rank
Market Competitive
SCHARF INVESTMENTS LLC
SCHARF INVESTMENTS LLC
Los Gatos, California
25-49 employees
Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 40-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested. We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success. Visit our website to learn more about how our customized wealth and asset management solutions can work to improve your investment outcomes.
Retirement Benefits Rank
Market Competitive
SENJU COMTEK CORP.
SENJU COMTEK CORP.
Santa Clara, California
50-99 employees
Senju Comtek Corp is a Higher Education company located in 1171 N 4th St, San Jose, California, United States.
Retirement Benefits Rank
Market Competitive
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SEQUOIA WEALTH ADVISORS
SEQUOIA WEALTH ADVISORS
San Jose, California
1-24 employees
Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape Village, Aptos, CA 95003 Nevada Office- 1625 NV-88, Minden, NV 89423
Retirement Benefits Rank
Market Laggard
BAY AREA SOLUTIONS, INC. DBA CLEARPATH BUSINESS ADVISORS
BAY AREA SOLUTIONS, INC. DBA CLEARPATH BUSINESS ADVISORS
Pleasanton, California
1-24 employees
ClearPath Business Advisors is multi-faceted, high-end consulting & advisory firm delivering on our perspective that business owners should build a healthy, sellable business whether they plan to sell or not. And everything that builds a sellable business, creates a stronger business and a more balanced life for its leaders and teams. We are a team of seasoned, multidisciplinary business executives with finance, accounting, operations, sales, people strategy, hiring, and legal expertise. We strive to become a part of our client’s teams, working closely, and alongside business owners and their management teams. We are also a firm with a heart, guided by our core values in creating high value for our clients while delivering on our promise of being a different type of consulting & advisory firm. Ultimately, we just want to work with good people who could use our help. And have fun doing it.
Retirement Benefits Rank
Below Market
SK TELECOM AMERICAS, INC.
SK TELECOM AMERICAS, INC.
Santa Clara, California
1-24 employees
SK Telecom America (SKTA) is focused on the future and is hard at work developing what’s next. Our intention is to be the leader in providing innovative experiences in the convergence world. We are driving innovation and globalization by: * Developing new growth businesses * Providing differentiated customer experiences * Spreading innovation to global markets Located in Silicon Valley, California, SKTA is part of South Korea's largest telecommunications company and a global Information and Communications Technology (ICT) leader. Want to learn more about our businesses? Take a look at what we're creating: http://www.skta.com
Retirement Benefits Rank
Market Leading
PAYACTIV, INC
PAYACTIV, INC
Milpitas, California
50-99 employees
Payactiv is the best way for employees to get financial relief between paychecks, a service needed by two-thirds of the workforce. We give businesses the tools essential to ease the financial stress of their employees and build a higher performing workforce. First to revolutionize timing of pay Payactiv is the right way to improve employee financial health. Our aim is to empower lower-income American workers with dignity. We accomplish this by providing employees timely access to their earned-but-unpaid wages. Technology Our social responsibility DNA and decades of experience in payments technologies helped us reimagine the way financial services should be delivered to lower-income workers. Payactiv is designed to help each and every user reach financial resilience and wellness. Implemented in companies nationwide Payactiv serves thousands of employees and industries all across the board—restaurants, factories, hospitals, retail stores, and many more. Walmart is one of our marquee clients.
Retirement Benefits Rank
Below Market
CLARITY WEALTH ADVISORS
CLARITY WEALTH ADVISORS
San Jose, California
1-24 employees
Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.
Retirement Benefits Rank
Market Leading
CRANBROOK GROUP, INC.
CRANBROOK GROUP, INC.
Modesto, California
1-24 employees
-Coordinated Fire Extinguisher Training program with the Modesto Fire Department; arranged for training of 35 employees at no charge to the company-Gained skills in graphic design using multiple applications-Designed promotional materials and web pages incorporating digital photography-Assisted in establishing company policies regarding property standards and created a database of current building specifications-Demonstrated versatility and flexibility in completing a wide range of tasks related to various aspects of company operations including participating in onsite demolition activities and conducting research
Retirement Benefits Rank
Market Competitive
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