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Leading Valuation Platform BizEquity Partners with Bonsai, LLC, to Provide Financial Professionals with enhanced tools to better serve their clients

/PRNewswire/ Valuation fintech leader, BizEquity announces their partnership with Bonsai, LLC, a firm dedicated to providing solutions to financial.

United statesMichael carterRobert dechellisBonsai exchangeBizequity valuation softwareGoldman sachsTd bankNorthwestern mutualThrough bonsaiEvaluation softwareFinancial professionalsBusiness ownerBonsai advisorsBonsai consulting

Bonsai Integrates with FIDx Platform, Furthering an RIA s Ability to Holistically Manage a Client s Personal Balance Sheet

/PRNewswire/ Fiduciary Exchange LLC (FIDx) announces that it has forged a strategic partnership with Bonsai, LLC (Bonsai). The integration allows registered.

Dana taorminaRobert dechellisShelly osterbergBonsai exchangeExchange llc fidxPlatform softwareConnects insurance carriersGrowing selectionFiduciary exchangeRich romanoBonsai philosophyBonsai advisorsFiduciary exchange llc fidx bonsai

Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist

Robert DeChellis and Frank Porcelli launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and biz valuation tools.

United statesPeter cieszkoEric hoerdemannDave schroheRobert dechellisJeff millerFrank porcelliAllianz exchangeBonsai exchangeLenox wealth advisorsAmerican centuryStride capitalBonsai advisorsGlobal atlanticBonsai advisorBonsai consulting

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