Source: Business Wire

Press Release: Capital Wealth Planning : Capital Wealth Planning, LLC, Selects Fiserv For Integrated Portfolio Accounting and Trading Solutions

BROOKFIELD, Wis.--(BUSINESS WIRE)--#fintech--Capital Wealth Planning, a fee-only SEC registered investment advisor (RIA) based in Naples, Florida, has selected Fiserv to support its rapid growth.

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Est. Annual Revenue
$5.0-25M
Est. Employees
100-250
Kevin Simpson's photo - Founder of Capital Wealth Planning

Founder

Kevin Simpson

CEO Approval Rating

- -/100