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

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...

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

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...

Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist - Vimarsana News

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.

Financial Services Industry Veterans launch Bonsai, LLC, offering financial professionals an innovative approach to holistically manage a client's personal balance sheet - Vimarsana News

Financial Services Industry Veterans launch Bonsai, LLC, offering financial professionals an innovative approach to holistically manage a client's personal balance sheet

/PRNewswire/ -- Financial services industry veteran, Robert DeChellis, announced today the launch of Bonsai, LLC, a firm created for financial professionals...

Financial Services Industry Veterans launch Bonsai, LLC, offering financial professionals an innovative approach to holistically manage a client's personal balance sheet - Vimarsana News

Financial Services Industry Veterans launch Bonsai, LLC, offering financial professionals an innovative approach to holistically manage a client's personal balance sheet

/PRNewswire/ -- Financial services industry veteran, Robert DeChellis, announced today the launch of Bonsai, LLC, a firm created for financial professionals...