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Showing 1 - 12 of 40 results
KESTRA FINANCIAL, INC.
KESTRA FINANCIAL, INC.
Austin, Texas
201-500 employees
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Retirement Benefits Rank
Market Laggard
SILVER VENTURES, INC.
SILVER VENTURES, INC.
San Antonio, Texas
201-500 employees
SILVER VENTURES, INC. is a company based out of PO BOX 460567, SAN ANTONIO, Texas, United States.
Retirement Benefits Rank
Below Market
SAGE ADVISORY SERVICES, LTD. CO.
SAGE ADVISORY SERVICES, LTD. CO.
Austin, Texas
51-200 employees
Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, ESG-integrated portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage does not approve or endorse any third-party communications on this site.
Retirement Benefits Rank
Top Benefits
U.S. GLOBAL INVESTORS, INC.
U.S. GLOBAL INVESTORS, INC.
San Antonio, Texas
11-50 employees
U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors. Founded as an investment club, the company became a registered investment adviser in 1968 and has a longstanding history of global investing and launching first-of-their kind investment products. U.S. Global Investors is well known for expertise in gold and precious metals, natural resources and emerging markets. Since 1989, U.S. Global Investors has been led by CEO Frank Holmes, who purchased a controlling interest in the company that same year. U.S. Global Investors is a publicly traded company (NASDAQ symbol: GROW) headquartered in San Antonio, Texas.
Retirement Benefits Rank
Top Benefits
TRITIUM PARTNERS LLC
TRITIUM PARTNERS LLC
Austin, Texas
11-50 employees
Founded in 2013, Tritium Partners is a private equity firm focused on technology and services companies with exceptional growth potential. With ~$1.5B of committed capital raised, Tritium actively partners with talented founders and executives in seeking to build market-leading companies through high-growth initiatives, while maintaining capital efficiency. Tritium’s approach emphasizes creating long-term value through both strategic growth plans and acquisitions. Tritium generally seeks to invest $20-100 million into companies with $5-75 million of revenues in the following technology and service sectors: • FinTech & Financial Services • Internet Marketplaces • Software, Data & Analytics • Supply Chain & Logistics • Tech-Enabled Business Services
Retirement Benefits Rank
Top Benefits
FLATROCK ENERGY ADVISORS LLC
FLATROCK ENERGY ADVISORS LLC
San Antonio, Texas
11-50 employees
FLATROCK ENERGY ADVISORS LLC is a company based out of 1826 N LOOP 1604 WEST, SAN ANTONIO, Texas, United States.
Retirement Benefits Rank
Market Leading
THE TIDAL GROUP, INC.
THE TIDAL GROUP, INC.
Schertz, Texas
11-50 employees
Tidal Technologies Corporation and Tidal Federal Solutions, Inc. are committed to providing both project-based and technical staffing solutions that can help your organization reach its IT goals in a cost-effective, time-saving fashion. Tidal Technologies Corporation, established in 1991, provides a full array of technology services and technical staff support for our commercial, state and local government customers. Tidal Federal Solutions was formed in 2000 to support customers in the federal marketplace. We design, develop, implement and support Information Technology and Management solutions to provide clients with an unprecedented opportunity to improve the flow of information and achieve greater efficiency and effectiveness. Tidal builds relationships with our clients so we can fully understand their business processes and requirements. Then we take a fresh look at their operational needs and information systems, and develop the solutions that deliver information quickly and efficiently, and reduce administrative time. Headquartered near Baltimore, Maryland with offices in Charlotte, North Carolina, Tidal delivers comprehensive client services and solutions through two corporations, each created to meet specific client requirements.
Retirement Benefits Rank
Market Leading
AC ASSET MANAGEMENT INC
AC ASSET MANAGEMENT INC
San Antonio, Texas
1-10 employees
RVA Asset Management Group is a real estate company based out of 6800 Park Ten Blvd # 112n, San Antonio, TX, United States.
Retirement Benefits Rank
Top Benefits
AUSTIN TRUST COMPANY
AUSTIN TRUST COMPANY
Austin, Texas
11-50 employees
Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking. We received charter number T-001 on November 23, 1987, and we proudly continue to set the gold standard on how to operate, manage, and grow. With approximately $1.1 billion held in trusts, agencies, and custody accounts, our experienced team is ready to help you make the decisions and plans that meet the needs of your unique situation. We offer a wide range of fiduciary services to establish a multigenerational relationship for your family’s financial future. Whether you have a straightforward revocable trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. Our commitment to quality means that all our clients can expect prompt response times, in-person or virtual meeting accommodations, accurate tax reporting based on account type, well-maintained account records and statement distribution.
Retirement Benefits Rank
Market Competitive
PAX FINANCIAL GROUP, LLC
PAX FINANCIAL GROUP, LLC
San Antonio, Texas
11-50 employees
With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place. We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world. We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.
Retirement Benefits Rank
Market Competitive
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NEPARA GROUP, INC.
NEPARA GROUP, INC.
San Antonio, Texas
11-50 employees
Panorama integrates more than 50 years of experience into the hospitality and real estate industries. In our fast-paced, deal-oriented culture, Panorama stresses long-term relationships, while providing results in the shortest possible time frame. Our experience combines with the latest trends, ideas and methods to bring a fresh new approach to each client. Panorama offers a wide range of services, ranging from feasibility studies and project financing to development and sales. Panorama specializes in uniting the need, talent, creativity, and capital required to develop a hotel, resort, or residential project from developing the vision for the project to complete construction management and sales and marketing. Panorama offers its services selectively to developers in the United States as well as in 75 countries worldwide. We have provided resort development and hotel management services in every major resort city in the world for more than 50 years. We have headquarters in San Antonio, Texas, as well as offices in Miami, Mexico, Costa Rica, Spain, the United Kingdom and Morocco.
Retirement Benefits Rank
Top Benefits
ASPECT WEALTH MANAGEMENT
ASPECT WEALTH MANAGEMENT
San Antonio, Texas
11-50 employees
At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions and services to help maximize the growth, preservation and tax-efficient transfer of personal and corporate wealth. We commit to excellence in every aspect of our relationship with you as we help fulfill your wealth management needs. Registered Representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Aspect Wealth Management, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 9311 San Pedro Ave., Ste 750, San Antonio, Texas 78216 United States
Retirement Benefits Rank
Market Laggard