Financial Services
Manta has 32 businesses under Financial Services in Stamford, CT
Featured Company Listings
CLAIMED
Categorized under Financial services
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our family office software solution. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
CLAIMED
Categorized under Financial services
CLAIMED
Categorized under Financial Services
One Stamford Plaza, 8th Floor
Stamford, CT
(203) 487-5102
Categorized under Financial services
Categorized under Financial services
Categorized under Financial services
Categorized under Financial services
We buy and sell more than 90+ foreign currencies, cash US and foreign Travelers’ Cheques, and hold currency in stock daily (a plus for late planners). Additionally, CXI sells multi-currency cash passport travel cards, and gold bullion coins and bars. CXI’s convenient service is easier than banks or at airports with less lines and you can reserve currency online or over the phone instead of coming into the branch. CXI's aim is to provide the best exchange rates and highest level of customers service, so all customers walk away having a positive exchange experience.
Limited EUR, GBP, CAD, MXN coins accepted only. No other FX coins accepted. Happy Travels!
Categorized under Financial services
Categorized under Financial services
Categorized under Financial Services
All Company Listings
CLAIMED
Categorized under Financial Services
SIDERIS CAPITAL PARTNERS LLC
281 Tresser Boulevard, Floor 12
Stamford, CT, 06901
Phone: 2034875100
Contact Email: [email protected]
Main Keywords:
financial services, stamford, ct
CLAIMED
Categorized under Financial Services
CLAIMED
Categorized under Financial services
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our family office software solution. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
CLAIMED
Categorized under Financial services
CLAIMED
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
One Stamford Plaza, 8th Floor
Stamford, CT
(203) 487-5102
Categorized under Financial services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
281 Tresser Boulevard Floor 11
Stamford, CT
(203) 967-8111
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
400 Atlantic Street # 15
Stamford, CT
(203) 328-3500
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial services
Categorized under Financial services
We buy and sell more than 90+ foreign currencies, cash US and foreign Travelers’ Cheques, and hold currency in stock daily (a plus for late planners). Additionally, CXI sells multi-currency cash passport travel cards, and gold bullion coins and bars. CXI’s convenient service is easier than banks or at airports with less lines and you can reserve currency online or over the phone instead of coming into the branch. CXI's aim is to provide the best exchange rates and highest level of customers service, so all customers walk away having a positive exchange experience.
Limited EUR, GBP, CAD, MXN coins accepted only. No other FX coins accepted. Happy Travels!
Categorized under Financial services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial Services
Categorized under Financial services
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There are 77 cities in
Connecticut
with businesses in the Financial Services category. We've listed the top ten (based on number of businesses) above.
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