In the News
In the News
prnewswire.com (March 10th, 2022)
Financial Services Industry Veterans launch Bonsai, LLC
Offering financial professionals an innovative approach to holistically manage a client’s personal balance sheet.
Learn More
In the News
(March 10th, 2022)
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Read Article
In the News
prnewswire.com (September 21st, 2022)
BizEquity Partners with Bonsai, LLC
Leading Valuation Platform BizEquity Partners with Bonsai, LLC to Provide Financial Professionals with enhanced tools to better serve their clients.
Learn More