Discover

Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business.

The PNC Financial Services Group

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.

OTR Solutions

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class technology organization. We are at the beginning of the development of a new Cloud-Native platform that will drive the next wave of innovation in the industry and fuel OTR’s growth.

Square

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Achieve

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)

Workiva

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.

Block

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

Upgrade, Inc.

Upgrade offers affordable and responsible credit, mobile banking and payment products to everyday consumers. Our innovative financial products help our customers move their finances in the right direction and put more money in their pocket.

Voya Financial

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

GoodLeap

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

Nav

Nav was founded with one goal in mind: to reduce the death rate of small businesses. We are changing the way business owners secure lending with our innovative technology and customer-centric approach, providing a simple and intelligent financing experience. Nav has a distributed work force, and we are passionate about empowering our teams by giving them the freedom to shape our future, as well as their own. If you are a high-energy innovator, and have the zest to solve big challenges, join us!

Reliance Matrix

Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world

BECU

As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.

Wealth

Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.

Nuvei

Nuvei (Nasdaq: NVEI) (TSX: NVEI) is tomorrow’s payment platform. Designed to accelerate customers’ business, Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 46 markets, 150 currencies and more than 550 alternative payment methods, including cryptocurrencies, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

B2B CFO®

B2B CFO's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. The firm’s 200+ professionals work directly with business owners, on site. Each is also an equity owner in B2B CFO and has more than 25 years of senior-level experience. With a nationwide presence, B2B CFO is the largest company of its kind in the United States. Founded in 1987 and headquartered in Mesa, Arizona, B2B CFO has ranked in the Inc. 5000 and was recognized in 2018 as one of Forbes Magazine’s “Small Giants.” For more information please visit www.b2bcfo.com

eBacon

eBacon is a software company that focuses on certified payroll and fringe benefit management for the construction industry. Our software solutions combine time tracking, fringe management, payroll and certified reporting to help contractors and subcontractors avoid risk and become more profitable. We design and develop all of our own software and applications. Because we have our own advanced inhouse development team, we’re able to rapidly respond to the needs of the market. This allows us to create amazing products that solve real world problems.

ATLAS Navigators LLC

Welcome to ATLAS Advisors That Listen And Serve We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life. We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming

ATLAS CPAs & Advisors

Atlas CPAs & Advisors is part of the Atlas Business Navigators family of firms to better serve our clients and community by providing a group of highly qualified individuals with a vast pool of resources. Our primary services include accounting, advanced tax planning, tax preparation and consulting, litigation, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients such as outsource Controller/CFO services, business brokerage services, forensic consulting, and business valuations, among many others. Our CPAs and staff accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations and are experts in the accounting issues and tax laws that impact our clients. We offer the benefit of over 50 years of experience gained from previous positions in public accounting, private industry and litigation.

Eventus Advisory Group, LLC

Eventus Advisory Group is a CFO-services firm that provides finance and accounting expertise and capital advisory services to small and medium-sized companies, both public and private. Our mission is to complement the core competencies of our clients with valuable corporate finance expertise and to provide avenues for financial resources. We help our clients meet their internal financial reporting needs, as well as their regulatory requirements so that they are prepared for the financial reporting challenges and opportunities that regulatory bodies and the marketplace present. We work with the CEO, CFO and executive teams of companies to offer a wide variety of services that enable our clients to grow and to achieve their objectives. For almost twenty years, our principals have been active in the operational and financial aspects of public and private companies, from assisting them with executing and developing their business plan through all of the appropriate finance and accounting infrastructure. We help clients on capital planning by advising on the structure of equity and debt financings for private or institutional capital. Additionally, we take an active role for our public clients by managing all of their SEC compliance in the preparation of registration statements, filing of quarterly and annual reports with the SEC and managing board and stockholder meetings. Our professionals bring business operations and financial experience that provide practical business-oriented solutions to our clients’ issues, while meeting clients’ objectives effectively and efficiently, including leveraging our relationships within the capital markets