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Leveraging technology for the creation and distribution of both companies’ products while also providing transparency and educational tools for financial advisors, institutions and issuers, is key to the merger.

New yorkUnited statesPalm beach countySan franciscoGurinders ahluwaliaTom rickettsJohn desprezDave ruddIncapital coMarkets president dave ruddChairman tom rickettsCo founder gurinderVice chairmanNew york citySilicon valley fintechM amp a