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Wellesley, MA - AlignMoney, the world’s first banking as a benefit platform for employees offered by employers, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to employers and employees utilizing the AlignMoney platform.
Through the AlignMoney platform, employers and employees will be able to access retirement plans, health savings accounts, and wealth management services all through an intuitive digital portal. Evan Kulak, Co-founder of Polaris Portfolios: “We are excited to partner with AlignMoney to provide retirement and wealth management services to their users. AlignMoney is an innovative firm with a powerful platform for both employers and employees. With this partnership Align Money will be the first benefits platform to seamlessly offer wealth management services.” Rajesh Patil, Co-founder of Align Money: “We are thrilled about our partnership with Polaris Portfolios. This partnership will enable us to provide access to digital wealth management services, retirement and health savings accounts along with discounted loan marketplace to employees. Together we want to address financial stress at workplace by offering banking as a benefit to employees.” About Align Money: Align Money is a cloud hosted banking as a benefit platform that provides access to custom financial products and services from financial institutions, lenders, and fintech partners to enable a financial fitness. For more information, please visit www.alignmoney.com or email [email protected]. About Polaris Portfolios: Polaris Portfolios is a digital wealth management firm that specializes in providing credit unions, community banks, and fintech companies with wealthtec solutions. For more information, please visit www.polarisportfolios.com or email [email protected]. Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Employees Federal Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request Comments are closed.
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Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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