Vestorly, Inc.
undisclosed
Vestorly is a New York-based marketing platform that offers AI-driven content curation solutions for financial advisors and insurance agents.
Site Twenty Ten, LLC
undisclosed
Twenty Over Ten develops a SaaS-based platform that offers digital marketing solutions for financial professionals.
MarketingPro, Inc.
undisclosed
MarketingPro provides campaign automation, social media, personal assistance, compliance review and contact management services.
Platinum Advisor Strategies, LLC
undisclosed
Platinum Advisor Strategies provides financial practice management, marketing and consulting solutions.