Two Soundview LLC

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

BharCap is a thematic private equity investor based in Greenwich, CT, focused on dynamic businesses across the financial services sector, including areas such as asset and wealth management, insurance, specialty finance, and financial technology. With over 100 investments and more than $2 billion invested in 12 companies since 2020, BharCap combines decades of industry experience to cultivate the growth of its portfolio companies. Committed to diversity and inclusion, BharCap stands out as one of the largest start-up minority-owned private investment firms, fostering a rich environment of different backgrounds and perspectives. The firm aims to ensure diversity representation in the executive teams of its portfolio companies, promoting inclusive practices and enhancing business decision-making. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.