John F. Carey

Aquilance LLC is an American financial administration company that provides a diverse range of services to hundreds of families. The private company is located in the US. These services include personal bookkeeping, consolidated accounting, investment performance reporting, and ilit administration. Aquilance continues to deliver timely and accurate reports to families and their advisors to enable legacy planning. The company was founded in 1987 with a mission to enrich the quality of life of its clients by eliminating time spent on managing family finances and empowering effective decision-making.

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.