Eight years ago, Seattle-area entrepreneur Peter Polson decided to pursue what he perceived as a gap in the personal finance software market, inspired by his growing family’s increasingly complex ...

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Personal financial management (PFM) uses technology to help consumers navigate their everyday finances, including budgeting, tracking expenses and investing for retirement. Many banks already offer ...

Bruce V. Roberts, CEO of Carofin, arranges direct private investments in growth companies by family offices and high net worth individuals. For over 100 years there has been debate among historians, ...