Upstream Competitors

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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At Saxo we believe that when you invest, you unlock a new curiosity for the world around you. Saxo was founded in Copenhagen, Denmark, in 1992 with a clear vision: to make global financial markets more accessible. In 1998, we launched one of Europe’s first online trading platforms, giving investors direct access to professional-grade tools and global financial markets. Today, Saxo is a Systemically Important Financial Institution (SIFI) with an investment-grade credit rating of A- from S&P. For more than three decades, we have continuously evolved our award-winning platforms, providing regulated and reliable access to more than 71,000 financial instruments across global markets. As one of the world’s first fintechs, Saxo continues to invest in technology to deliver a leading investing and trading experience for clients and partners. Headquartered in Copenhagen, Saxo serves more than 1.7 million clients and over 400 partners globally, with client assets exceeding DKK 1 trillion. As part of J. Safra Sarasin Group, we benefit from the strength, stability, and long-term perspective of a 185-year-old banking institution, while continuing to drive fintech innovation.