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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| A PLAN TO MAKE SMARTER DECISIONS | Win Win Wisdom | #220 575 W Chandler Blvd Chandler AZ 85225 | Financial management in the field of investment portfolios; Financial planning; Financial planning consultation; On-line financial planning services; |
| ACCUTRADE ACCESS | ACCUTRADE, INC. | 4211 South 102nd Omaha NE 68127 | financial management in the field of savings accounts; |
| ASCENDON LLC | Ascendon | 2311 Wisconsin Ave New Holstein WI 53061 | Financial management in the field of investment portfolio; |
| BMO INSIGHTS | BMO HARRIS BANK NATIONAL ASSOCIATION | 111 West Monroe Street chicago IL 60603 | Financial management in the field of PERSONAL FINANCIAL MANAGEMENT; Providing financial information services to TO CONSUMERS THROUGH A MOBILE APPLICATION; |
| BRINKER CAPITAL INVESTMENTS | BRINKER CAPITAL INVESTMENTS | 17605 WRIGHT STREET OMAHA NE 68130 | Financial management in the field of investment portfolios;CAPITAL INVESTMENTS; |
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| C/R STACK PORTFOLIOS | Apostello Retirement Solutions Inc | 46 Ashbury CT Hudson WI 54016 | Financial management in the field of investment portfolios, mutual funds, MEPs, retirement accounts, annuities, life insurance, and asset protection plans including long term care, namely, advising business owners and individuals on issues of portfolio investment placement and planning; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;PORTFOLIO; |
| CHIEF EXECUTIVE DREAMER | Nadia Galloway | 2445 Church Rd Atlanta GA 30339 | Financial management in the field of planning, organizing, directing and controlling the financial activities such as procurement and utilization of funds of the enterprise; |
| COCKROACH PORTFOLIO | Mutiny Funds | Apt 263 300 E Riverside Austin TX 78704 | Financial management in the field of investment portfolios and investment strategy; Management of private equity funds; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others;PORTFOLIO; |
| COPPER LOAN NETWORK | Alloya Corporate Federal Credit Union | 184 Shuman Blvd, #400, Naperville, IL 60 184 Shuman Blvd, #400 Naperville IL 60563 | Financial management in the field of buying and selling loan participation pools between credit unions; |
| CORONIS | CORONIS HEALTH RCM | Suite 114 5963 Exchange Drive Sykesville MD 21784 | Financial management in the field of revenue cycle management for medical practices, hospitals and health care providers; electronic processing of insurance claims and payment data; insurance claims processing;Medical billing; medical billing support services; outsource service provider in the field of medical billing; accounts receivable billing services; data management services for use in debt collection, namely, electronic data collection and on-line claims management; consulting services in the field of medical practice management for others in the field of anesthesia; Commercial insurance provider enrollment and credentialing services for physicians and healthcare providers; Medical records coding services for others in the nature of assignment of diagnostic and procedural codes for purposes of reimbursement from insurance; Payroll administration and management services; |
| CORONIS HEALTH | CORONIS HEALTH RCM | Suite 114 5963 Exchange Drive Sykesville MD 21784 | Financial management in the field of revenue cycle management for medical practices, hospitals and health care providers; electronic processing of insurance claims and payment data; insurance claims processing;Medical billing; medical billing support services; outsource service provider in the field of medical billing; accounts receivable billing services; data management services for use in debt collection, namely, electronic data collection and on-line claims management; consulting services in the field of medical practice management for others in the field of anesthesia; Commercial insurance provider enrollment and credentialing services for physicians and healthcare providers, namely, providing professional credentialing verification services in the field of healthcare for the purpose of verifying the skills and knowledge of licensed professionals on behalf of others; Medical records coding services for others in the nature of assignment of diagnostic and procedural codes for purposes of reimbursement from insurance; Payroll administration and management services;HEALTH; |
| DEFINED OUTCOME STRATEGIES | Rosenzweig & Associates WMG | Suite 120 480 E Swedesford Rd Wayne PA 19087 | Financial management in the field of investment portfolios; |
| DIRECT MANAGEMENT STRATEGY | Kneisley, Robert | 3061 Shoreland Ave. Toledo OH 43611 | Financial management in the field of investment portfolios; Investment advisory services;MANAGEMENT STRATEGY; |
| DRAGONFLY | Xsolis, Inc. | PO Box 681789 Franklin TN 37064 | Financial management in the field of revenue cycle management and health insurance claims denial management for healthcare organizations and payers; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries;Business data analysis services in the field of healthcare; Business management consulting services in the field of data and workflow of clinical documentation improvement programs; Business management consulting services in the field of data analytics and business data management services that utilize cognitive computing to support operational and financial workflows for healthcare organizations and payers; Business management consulting services in the field of physician advisor services; Health care utilization and review services; Information and data compiling and analyzing relating to business management; Managed care services, namely, utilization review and pre-certification services; Pharmaceutical cost management services and drug utilization review services; Tracking and monitoring claims for payment by hospitals, review and analysis of such claims, as well as the preparation, organization and presentation of the documents and data pertaining to such claims for others for account auditing purposes;Platform as a service (PAAS) featuring computer software platforms for provision of predictive analytics and artificial intelligence to collect, sort and filter patient data for the purpose of providing optimal healthcare; Platform as a service (PAAS) featuring computer software platforms for physician advisor utilization review, namely, assisting physician advisors with review of clinical and insurance information of patients and determination of patient eligibility for and the medical necessity of treatment; Platform as a service (PAAS) featuring computer software platforms for healthcare payers, namely, providing payers access to patient information, medical cases, and payment authorization; Platform as a service (PAAS) featuring computer software platforms for healthcare providers to identify, organize, and obtain certification for in-home healthcare and treatment of qualifying patients; Platform as a service (PAAS) featuring computer software platforms for healthcare case management, namely, discharge planning, analysis of length-of-stay data, value-based care, and interoperability of healthcare; Platform as a service (PAAS) featuring computer software platforms for revenue cycle management and health insurance claims denial management for healthcare organizations and payers; Platform as a service (PAAS) featuring computer software platforms for healthcare utilization review and fostering of communication and collaboration between healthcare providers and payers; Software as a service (SAAS) services featuring software for provision of predictive analytics and artificial intelligence to collect, sort and filter patient data for the purpose of providing optimal healthcare; Software as a service (SAAS) services featuring software for physician advisor utilization review, namely, assisting physician advisors with review of clinical and insurance information of patients and determination of patient eligibility for and the medical necessity of treatment; Software as a service (SAAS) services featuring software for healthcare payers, namely, providing payers access to patient information, medical cases, and payment authorization; Software as a service (SAAS) services featuring software for healthcare providers to identify, organize, and obtain certification for in-home healthcare and treatment of qualifying patients; Software as a service (SAAS) services featuring software for healthcare case management, namely, discharge planning, analysis of length-of-stay data, value-based care, and interoperability of healthcare; Software as a service (SAAS) services featuring software for revenue cycle management and health insurance claims denial management for healthcare organizations and payers; Software as a service (SAAS) services featuring software for healthcare utilization review and fostering of communication and collaboration between healthcare providers and payers; |
| ELITE WEALTH STRATEGIES | Wealthkare.Com, Inc. | 11898 Arrowhead Way Mount Union PA 17066 | Financial management in the field of investment portfolios; Financial planning; Financial planning for retirement; |
| FREEDOM PLANNING | Win Win Wisdom | #220 575 W Chandler Blvd Chandler AZ 85225 | Financial management in the field of investment portfolios; Financial planning; Financial planning consultation; On-line financial planning services;PLANNING; |
| IMPACT SIMPLY INVESTMENT MANAGEMENT | Carrano Financial Services, Inc. | 1616 Placer Drive Concord CA 94521 | Financial management in the field of INVESTMENT MANAGEMENT; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning;IMPACT AND INVESTMENT MANAGEMENT; |
| JADIM WEALTH | JADIM Wealth Management | 9465 Wilshire Boulevard, Suite 300 Beverly Hills CA 90212 | Financial management in the field of portfolio management, investment management, active management strategies, passive management strategies, non-discretionary investment management, ERISA 3(21) advisor services, ERISA 3(38) manager services; Financial planning, namely, current financial assessment, retirement planning, investment planning, education planning, insurance planning, business planning, tax planning, estate planning, fiduciary services, non-fiduciary services; Financial planning and investment advisory services; |
| JARVER FINANCIAL | Jarver Financial | 780 Lynnhaven Pkwy Virginia Beach VA 23452 | Financial management in the field of stocks and bonds, Insurance products and financial planning;FINANCIAL; |
| LONGWISE | Bryan Lee Austin | 825 Simms Street Lakewood CO 80401 | Financial management in the field of financial planning and investment portfolios; Insurance brokerage in the field of life insurance, disability and long-term care insurance; Investment management in the fields of asset management for private individuals; Providing financial consultation services to individuals; |
| MEDIA ASSET VAULT | Media Asset Vault | 5398 East Mountain Street Stone Mountain GA 30083 | Financial management in the field of pensions schemes, management of pension funds, management of unit trusts; financial management of securities; financial asset management; financial management of investments; financial management of investments relating to intellectual property and the creative arts; financial management services for loan related transactions; advisory services relating to financial management; financial management of portfolios comprising securities; financial asset and portfolio management; financial asset management for third parties; financial management of listed seccurities; financial management of funds; financial management of investment funds; financial management of investment funds relating to intellectual property and the creative arts; financial management of capital investment funds; financial management of a capital investment fund; financial management of a capital investment fund relating to intellectual property and the creative arts; advisory services relating to financial risk management; advisory services relating to financial asset management; |
| PLUS | Plus Corporate Funds, Ltd. | Zephyr House, Mary Street P.O. Box 3460 Road Town, Tortola Br.Virgin Islands | Financial management in the field of hedge funds and offshore funds; |
| QUIET WEALTH MANAGEMENT | Quiet Wealth Management | 6571 KENVIEW DR. CINCINNATI OH 45243 | Financial management in the field of financial planning, investments, tax planning and preparation, insurance guidance, and estate planning guidance;Tax and taxation planning, advice, information and consultancy services; |
| RAVENSWOOD PARTNERS | Ravenswood Partners | 8433 Weller Ave. McLean VA 22102 | Financial management in the field of global equities investment.; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment management; Investment management in the fields of global equity.; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of securities portfolios; |
| SIX 400 PARTNERS | Six400 Partners | 15222 Lantern Creek Lane Houston TX 77068 | Financial management in the field of check and debt collection transactions for commercial bank customers;PARTNERS; |
| SOLOMON SHIELD | GMF Private Wealth Management L.P. | Suite 140 1301 Municipal Way Dallas TX 75201 | Financial management in the field of investment portfolios; Financial portfolio analysis services; Financial portfolio management; |
| THE CORPORATE INFRASTRUCTURE COMPANY | EverOrange Partners | 102 Winkworth Pkwy Syracuse NY 13215 | Financial management in the field of corporate real estate portfolio, Corporate IT and Corporate Digital portfolio;Business management consulting; |
| THE RETIREMENT INVESTMENT ROADMAP | Gulf Coast Financial Planning | 9040 Town Center Parkway Lakewood Ranch FL 34202 | Financial management in the field of investment plans; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; |
| TONGE INCOME METHOD | Tonge Investment Services, Inc. | 859 Kennedy Memorial Drive Oakland ME 04963 | Financial management in the field of investment portfolios via a proprietary investment process;INCOME METHOD; |
| WEALTH INNOVATIONS | Wealth Innovations | 8201 Peters Road, Suite 1000 Plantation FL 33324 | Financial management in the field of investment portfolios; Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment consultation in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment management in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;WEALTH; |
Where the owner name is not linked, that owner no longer owns the brand |
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