Jay Shah

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA.

Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

Personal Capital Advisors Corp. (PCAC) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 2010 by William (Bill) Harris, Jr. In 2020 they were acquired by Empower Personal Wealth LLC (formerly known as Personal Capital Corp.), ultimately owned by Power Corp. of Canada (TSE: POW). PCA primarily provides investment management services to individuals, high-net worth individuals, corporations and other business entities through a wrap fee program.

Corefino, Inc. provides outsourced accounting and finance services, including financial reporting, outsourced generally accepted accounting principles (GAAP), equity administration and audit readiness. The company was founded by Karen Watts in 2004 and is headquartered in Burlingame, CA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY.