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BrightDime
BrightDime is a finance institution located at 933 Louise Avenue in Charlotte, North Carolina, offering a comprehensive financial wellness program for individuals and companies. With a focus on making informed and confident financial decisions, BrightDime provides a real-time 360° view of your financial situation, personalized education to empower smarter choices, and unbiased coaching to reduce financial stress. Take small steps now to secure a brighter financial future with BrightDime.
Alpha Theory
Alpha Theory, located at 5701 Westpark Drive in Charlotte, North Carolina, is a finance institution dedicated to helping fund managers outperform their benchmarks. With a focus on portfolio management, Alpha Theory emphasizes the importance of aligning idea quality and position size while managing risk and exposure. Founded by a hedge fund analyst, Alpha Theory has been proven to lead to better returns through disciplined processes. At Alpha Theory, your data is central to making informed investment decisions. By centralizing research, position, risk, and third-party data, fund managers can gain valuable insights and create intuitive position sizing models. The institution's team of investment-process experts works closely with managers to implement disciplined processes that align with high-quality research, ultimately increasing portfolio performance.
GreerWalker CPAs & Advisors
GreerWalker CPAs & Advisors is a trusted accounting and finance institution located in Charlotte, North Carolina, United States. Our services are tailored to meet the evolving needs of our clients, from tax and accounting support to assurance and advisory services. As your trusted advisor, we build lasting relationships that span a lifetime. In addition to our core services, our affiliate GreerWalker Corporate Finance, LLC and strategic partner Choreo, LLC offer exit planning and wealth management services to help businesses and owners achieve continued success. Our team of experienced professionals utilizes advanced audit and accounting assurance techniques and the latest technology to provide efficient and comprehensive services while upholding the highest standards of independent auditing.
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