E

Owners

Goods & Services

Downloadable software for financial and banking clients to view portfolios and account information, monitor performance, access banking and investment features, and communicate with fiduciary advisors; Downloadable computer communications software to allow customers to access bank and investment accounts information and transact bank business

Educational services, namely, providing printed and digital educational materials in the nature of blog articles and written content in the fields of investing, financial planning, banking, and portfolio management

Investment advisory services and financial planning; Financial portfolio management; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial management in the field of investment portfolios, namely, coordination, across a portfolio of accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, especially for public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement and brokerage accounts using a bank account; Providing a website featuring information in the field of investment advisory services, financial advice, and tax optimization; Investment advisory services, financial advice, and tax optimization services provided via downloadable mobile applications and a website; On-line cash account services