The Glenmede Trust Company, National Association
Glenmede, established in 1956 and headquartered in Philadelphia, is an investment firm that offers a range of wealth management solutions to individuals, families, endowments, foundations, and institutional investors. The firm specializes in direct investments and fund of funds investments, while also providing comprehensive wealth advisory services, including estate and retirement planning, financial and tax planning, inter-generational wealth transfer, and consolidated manager reporting. As a national trust company, Glenmede operates under the supervision of the office of the Comptroller of the Currency, ensuring compliance and regulatory oversight. The firm's commitment to managing and enhancing the wealth of its clients underscores its reputation as a trusted partner in the investment landscape.
Adero, Inc. is a technology company based in Goleta, California, specializing in intelligent organization systems designed to help individuals locate lost or misplaced items. The company's mobile application, compatible with both iPhone and Android devices, aims to alleviate the stress associated with misplacing personal belongings by making them easier to track and organize. Founded in 2008 and formerly known as TrackR, Inc., Adero has garnered recognition for its innovative approach, including being named one of Fast Company's Most Innovative Companies in 2019. The company's services are offered online, focusing on enhancing user convenience and organization.
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