Financial planning

The firm currently provides benefits to 10,000 employers and their 2 million employees.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”

Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.

The company plans to expand services to the high-net-worth by doubling the number of its advisors, its wealth management head says.

“I would not be doing my job as somebody that is totally committed to making our Americas’ business a top competitive business for Julius Baer if I wasn’t seriously looking at a U.S. platform,” said Beatriz Sanchez, the bank’s head of the Americas.

Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.

The pandemic has underscored the need for more socially and environmentally responsible financing.

“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.

The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.