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  • Aidentified
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    4.7 / 5.0
    Customer References 6 total
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    Aidentified passion to reshape the way people prospect through innovative uses of technology and data inspired us to launch Aidentified: a relationship intelligence platform using real-time wealth and management change …

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  • Conquest Planning
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    4.8 / 5.0
    Customer References 14 total
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    Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company …

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  • Conradsiegel
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    Customer References 3 total
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    Conrad Siegel specializes in providing expert consulting services in retirement, investment, and healthcare, focusing on building strong partnerships with clients to enhance employee benefits and financial strategies.

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