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Portfolio Categories: Consulting Customers

Puzzle Financial

Puzzle is a whole new way for founders and finance teams to work. We are the new center of a modern financial stack, creating a scalable, API-based financial data platform so the next generation of leaders can build their company using

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CIBC

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With

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Sweet Financial

At Sweet Financial, our goal isn’t just to help you manage your investments—it’s to inspire you to pursue your version of the perfect retirement. Because to our family of advisors, you’re more than a client; you’re the sole architect of your

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Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs

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Important Considerations: An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. Please read the prospectus carefully before investing. All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of an investment is available in the fund’s prospectus. This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile, or residence.

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