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Founded in 1992 in Kansas City, we are rooted in the Midwestern values of respect, keeping your word, and treating people fairly. We started with a staff of one local mortgage lender, whose goal was to grow into a mortgage company known for its ethics and stellar customer service. As LeaderOne expanded into more than 90 branches, over 550 employees, and over 280 licensed originators, we have maintained those principles, allowing us to provide our clients and referral partners with exceptional mortgage experiences. LeaderOne’s highly qualified mortgage professionals are currently originating over $4 billion in mortgages annually and servicing over $1 billion in conventional and government loans. WHO WE ARE LeaderOne Financial Corporation is a revolution in mortgage banking. Our 100% employee-owned business model combines the best of both worlds; a commitment to individual empowerment with the backing of a solid, experienced, and committed team. We take ownership and support one another, and our customer experience is a direct reflection of that. Our belief in employee engagement doesn’t have a finish line, and we embrace the possibilities that come our way. OUR MISSION IS A BETTER MORTGAGE EXPERIENCE LeaderOne is dedicated to facilitating the dream of homeownership by providing clients and referral partners with unbeatable service. We believe in earning trust by communicating quickly and proactively and simplifying the overall process. We strive to offer the right mortgage for each unique financial picture at a competitive and fair price. Simply put, our main goal is to amaze our customers, referral partners, and employees. Top 100 Mortgage Companies in America 2015-2018 – Mortgage Executive Top Mortgage Lenders 2015-2018 – Scotsman Guide Exceptional Achievement in Business Growth – 2016 Ellie Mae Hall of Fame Inductee Top 10 Best Companies to Work For 2018 - Mortgage Executive Magazine NMLS# 12007 Equal Housing Lender https://www.nmlsconsumeraccess.org/
Avant is dedicated to building premier digital banking solutions for the middle class through a combination of technology, analytics and superior customer service. Since 2012, Avant has connected more than 2 million customers to over $7.5 billion in loans and 1 million credit cards. A high growth financial technology company, Avant has been featured in The Wall Street Journal, The New York Times, TechCrunch, Fortune, Bloomberg, and has raised over $600 million of equity capital. Do you want to join a rapidly ascending FinTech company and drive its next phase of growth? If so, Avant is looking for you. The financial marketplace continues to evolve every day as Americans demand better, smarter products that help them get ahead in life. We recently expanded our product suite with the release of the Avant Auto Refinancing product and a Mobile Deposits product is on the way—and what comes next all depends on what we put our minds to, together. That's where you come in. We need creative, driven problem-solvers who want to innovate new ideas that meet the needs of our customers. If you're ready to grow your skills, build your career and have fun, get in touch.
Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 174.5 (USD 139.7) billion in assets under management as of March 31, 2022. The Company delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange. Headquartered in Montreal, Fiera Capital, with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), and Hong Kong (SAR). Fiera Capital Corporation does not provide investment advisory services, or offer investment funds, in the United States or to U.S. persons. In the U.S., asset management services are provided by the Firm’s U.S. affiliates, including Fiera Capital’s U.S. division, Fiera Capital Inc., which is registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Additional information about Fiera Capital Corporation, including the Firm's annual information form, is available on SEDAR at www.sedar.com. Additional information about Fiera Capital’s U.S. division is available in its annual Form ADV at www.sec.gov/iard. For important disclosures related to Fiera Capital, please visit: www.fieracapital.com/en/legal-notice For important disclosures related to Fiera Capital’s US division, please visit: us.fieracapital.com/important-disclosures/#goto-social-media-disclosures
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
At Confluent Strategies, we help businesses leverage Equifax’s unique data, analytics, and technology to make critical decisions with greater confidence. As your strategic partner, our team of industry and market experts serves as your direct connection to Equifax, analyzing your specific needs and strategically recommending solutions that power your business.
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management. For more information on SS&C Advent products visit www.advent.com
True North is a solutions-oriented wealth and investment management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform.
Aleph helps top finance teams work with their data in real time. Businesses can automate financial models and streamline budgeting and forecasting with the fastest-to-implement FP&A platform. Aleph eliminates the need to export data from multiple sources by syncing spreadsheet models with data from 150+ integrations, and allows teams to interact with their data in no-code dashboards. From annual budgeting to ad hoc reporting, scale your financial processes faster with better data without expanding your team. See why over 90% of people who start a trial with Aleph become customers!
Fractional Accounting, HR & Payroll Services Accounting and HR are more than just necessary back-office functions. With the right leadership and strategic focus, they can help get your company to the next level. Milestone is not your typical professional services firm. We believe in true business partnerships and approach every client interaction with this goal in mind: to make your life easier, provide you access to information to make smarter decisions, and help you build a more successful company. Our team is your team, and our model is simple: You get experienced C-Level leadership at a fraction of the cost of a full-time resource. We promise no long term contracts, no hassles, and the flexibility to scale up or down as your business needs change
Decades of experience, over 130 investment managers and assets under management of EUR 336 billion (as of December 31, 2020) make us one of the most significant institutional players in the world of finance. Headquartered in Munich, and with our global offices in New York and Hong Kong, we offer institutional as well as private investors access to our investment expertise in all major asset classes and solutions geared to growth trends. Our versatile know-how in the field of public markets (including equities, bonds, currencies) and alternative assets (real estate, infrastructure, renewable energies and forestry & agriculture) together with our dedicated ESG focus complement each other in tailor-made solutions for our clients. The transfer of competence and knowledge with Munich Re supports us in seizing opportunities and identify risks prematurely. The incessantly dialogue between the interdisciplinary teams leads to holistic assessments of market movements and trends, which form the basis of our long-term performance success. Our core principle and mission is to focus on our clients' interests and objectives in order to achieve their financial goals together.
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Everything you need from a bank account, plus 12,000 Visa® card designs to choose from.
Counterpart is a leading management and professional liability insurance provider led by insurance veterans, data experts, and proven entrepreneurs. We leverage cutting-edge technology and data science to provide small businesses with custom and affordable products that are tailored to their unique and evolving needs. We have partnered with the largest wholesale brokerages in the country and backed two “A” rated insurance carriers, Markel and Aspen Insurance. We are the first management liability platform that can not only efficiently predict claims - we can also help you prevent them.
At Thompson Gray, we are driven to achieve the highest quality of support for our clients through the quick and consistent delivery of customer solutions. Since 2008, we have continued to build a strong and growing company to meet the various needs of the U.S. Army and those within the Department of Defense (DoD). Our highly skilled team of professionals has extensive experience with DoD budget and financial management, and business processes, which has enabled us to provide the highest level of programmatic, financial, and information technology support to our clients. This unique support system has created a stronger relationship with our clients due to our specific expertise and emphasis on General Fund Enterprise Business System (GFEBS) implementation and training. Thompson Gray enhances our clients’ business performance, along with the additional growth in the functional areas of the federal government like GFEBS, public works, and resource management services.
L&B Realty Advisors is an employee-owned, SEC-registered real estate investment advisor. Since 1965, L&B has provided real estate investment management services to institutional investors and family offices. With $9 billion under management, L&B has a proven track record of successfully acquiring, managing, and disposing real estate on behalf of our clients.
Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We’ll show you the steps to meet your goals and help you execute them. We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed. As your “financial offensive coordinator” we help align your plan, gain clarity, and see the big picture of your financial future. Disclosures and licensing: https://cppadvisors.com/licenses/
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Omega Point is a NoCode Investment Intelligence and Orchestration Platform for investors of any type, style, or level of quant-savvy, to harness the world's data in their decision-making process. Our platform is an open ecosystem that makes leading datasets and fintech tools accessible without the need for a development or data science team. Omega Point enriches collaboration through an intuitive interface and API accessible across diverse users and roles across the entire investment organization, and our industry-best processing power, speed, and extensibility help firms quickly respond to changes in the markets. We are a force multiplier for investors, increasing the impact of their risk management, portfolio management, and research teams. World-leading banks, asset managers, hedge funds, and other financial institutions collectively managing over $2.3 trillion AUM rely on Omega Point’s portfolio intelligence, data orchestration, and Unified Data Cloud™ as an end-to-end solution to adapt to today’s data-driven markets - but without the overhead or need to write even a single line of code. Based in San Francisco, with offices in New York and Quebec City, Omega Point’s team brings deep industry expertise and talent in building ground-breaking enterprise products as it continues to transform the investment landscape. Omega Point pushes the boundaries of intuitive workflow design, cloud-based computational power, and big data analytics, resulting in flexible and scalable workflow solutions applicable across a wide range of investors and use cases.
We’re just what you’d expect in a financial institution and more than you ever imagined. For more than 70 years, we’ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the affiliated organizations that support them. We provide this family of organizations with exceptional service based on a philosophy we call the County Federal Experience. It revolves around our innovative products and solutions, coupled with our empathetic approach that empowers, enriches and enhances our members’ financial lives. With services like online bill pay, mobile check deposit, and so much more, you can get access to precisely what you want in whatever manner that suits your need. Our members can take advantage of our entire line of products—and work with our seasoned financial experts throughout the entire process. County Federal has been able to develop outreach programs to benefit those in our community. We have helped many young members reach their educational goals through our scholarship program. We also dedicate time and money to various non-profit organizations within our field of membership. At County Federal, you’ll know right away that you aren’t just a customer, you’re a member. And that means preferred rates, a comprehensive line of products and services—and the kind of personal service that builds Relationships for Life. County Federal was originally chartered in the State of California under the name Santa Clara County Employees Credit Union. County Federal serves Santa Clara County employees, but also San Benito County, many cities within Santa Clara County, Santa Clara County Office of Education, Valley Medical Center and many other agencies, companies and non-profit organizations affiliated with the County.
With 26 locations in 23 communities across the state, Bank Iowa offers the services of a large financial institution, but operates as a community bank in which decisions are made locally. The Bank Iowa locations are owned by Bank Iowa Corporation, a privately owned bank holding company headquartered in West Des Moines, Iowa, with combined assets of over $1 billion. Member FDIC. Equal Housing Lender.
Sound provides authentic and trusted financial support and services with full-service branches around the Puget Sound. A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all waves of life. If you're passionate about helping people with real-life needs, you’ve come to the right place. Sound Credit Union offers competitive wages, generous benefits, and a great workplace environment. We look for team members who interact with people in a caring manner, have a can-do approach, look for ways to say “yes,” and who would never say “that’s not my job.” If you believe “customer service” is not a department, but rather an attitude, we invite you to apply.
Our Vision: To be the premier provider of financial services in the markets we serve. Our Mission: The mission of Citizens National Bank is to provide a positive and distinctive banking environment by exceeding Our Clients' expectations with every interaction; serving Our Communities with an unwavering commitment, economically or otherwise, as a proud corporate citizen; ensuring Our People have the opportunity to grow personally and professionally; and providing Our Shareholders the benefits and rewards of ownership through enhanced enterprise value. Our Promises: We believe that listening is critical to understanding. We want to clearly understand your needs and concerns in order to ensure we serve you effectively. We want to help you achieve your financial goals and be a financial partner for you and your family. We promise to listen with the intent to understand so that our service exceeds your expectations. We believe in servant leadership. We understand that when communities thrive, everyone has an opportunity to succeed. Because you entrust CNB as your financial partner, we are able to serve our communities through charitable giving, volunteering and involvement in community initiatives, as well as, lending that supports economic growth. Supporting our community is a fundamental part of our mission – a mission that requires us to put our values into action and make a difference. We promise to strive to make a difference and support our communities to ensure they continue to flourish. Innovation is not limited to the large tech companies of the world. In fact, we constantly evaluate our technology and processes to ensure your information is safe and secure. We also evaluate how our products and services are delivered to you in an effort to make sure we provide a great experience whether it is on your mobile device, home computer or in one of our branches. We promise to seek innovative, responsible solutions that provide a personalized banking experience.
