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Flightpath Finance provides CEOs and Founders with a Connected Financial Model to forecast their company revenue, expenses and cash, and track the performance against the budget. Our goal is to provide companies an always up-to-date financial playbook that helps our customers to make smarter decisions and accelerate their growth. For more information, visit flightpathfinance.com
When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want to turn the mortgage industry on its head. Backed by our proprietary loan processing technology, Octane, we consistently offer some of the lowest rates and fastest closings in the industry while providing great service and striving to deliver a personal experience to all who choose to do business with us. We are committed to transforming the trying process of buying a home into a simple procedure that doesn’t drain the joy of accomplishing a lifelong goal. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it. A 2022 Great Place to Work®-Certified company: https://www.greatplacetowork.com/certified-company/7045431 www.cardinalfinancial.com NMLS #66247 | NMLS Access: http://www.nmlsconsumeraccess.org/ For additional licensing information please visit: https://cardinalfinancial.com/nmls-licensing/ Cardinal Financial Company | 3701 Arco Corporate Dr, Charlotte, North Carolina 28273
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .
FedTech is a venture firm that thrives at the intersection of US entrepreneurship, breakthrough technologies, and mission-driven organizations. Since 2015, we have been driving forward deep tech ventures across the DoD, NASA, DoE, universities, and federal labs. Through our startup studios, accelerators, internal innovation, and corporate venture programs, we work with individuals, companies, and government agencies to stay at the bleeding edge of innovation. Visit our website to learn more about our programs, careers, or collaboration at www.fedtech.io or get in touch with us at [email protected].
Providence Equity Partners is a premier private equity investment firm with approximately $32 billion in aggregate capital commitments. Providence Equity Partners pioneered a sector focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm's inception in 1989, Providence has invested in more than 170 companies and has become a leading private equity firm specializing in growth-oriented investments in media, communications, education and technology. Providence Equity Partners is headquartered in Providence, R.I. (USA) and also has offices in New York and London. Visit www.provequity.com/portfolio for a comprehensive list of all investments.
SEI Novus is a portfolio analytics and intelligence platform for institutional investors. The platform is used by many of the top hedge funds, fund of funds, pensions, sovereign wealth funds and endowments to analyze their risk, performance and attribution across aggregated and historical data sets.The company was founded in 2007 by a group of investors, data scientists and engineers to build a foundation that helps the world's top investors generate higher returns. Portfolio managers, investor relations teams and operations teams use The Novus Platform in different ways, but ultimately to generate more alpha, analyze and manage their risks, report to their investors and become more efficient with resources.
Our mission is to ensure our future on Earth by enabling and accelerating every project that reduces humanity’s carbon footprint. Our plan is to support the permanent avoidance or removal of 1 billion tons of CO2e by 2030, scaling to 1 billion tons/year.
The Piper Sandler energy & power team is committed to the global energy industry and delivers exceptional client services in M&A advisory, capital markets execution, institutional sales and investment research. Our private equity professionals have more than 50 years of combined experience, spanning both energy investment and commercial banking. Our clients have access to the most strategic opportunities by leveraging the collective knowledge of our team of professionals on the forefront of the industry's trends, drivers and developments. Our team serves an international client base ranging from institutional investors, public and private companies and private equity firms in the following subsectors: Renewables & Clean Energy, Energy & Power Infrastructure, Energy Technology, Oilfield Services & Equipment, Midstream & Downstream and Upstream. We empower clients to understand the energy sector in a new light through our unique perspective built on extensive market coverage and industry knowledge.
Diamante Blockchain Holdings Inc. is a global, decentralized finance platform successfully implementing and developing a competitive blockchain-enabled ecosystem for trade, payments, and financing. Diamante Blockchain offers a borderless, limitless, and secured foundation to empower businesses and individuals with its native digital asset, DIAM. The Diamante ecosystem consists (i) Proprietary blockchain network – Diamante Net (ii) Consortium of luxury goods and service industry stakeholders – Diamante Consortium (iii) DeFi payments application – PayCircle iv) Exclusive NFT-Metaverse platform Founded in 2018, Diamante Blockchain solves the most significant challenges threatening global commerce today. 1. Time-consuming multi-currency Fiat and digital payments 2. Expensive exchange rates and processing fees 3. Lack of access to instant and easy financing 4. Opaque and volatile transaction cost
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.
Heights Finance provides installment loans and related products designed to help hardworking, everyday people get the money they need to help make ends meet. Heights Finance has become one of America’s leading consumer finance companies. Today we have over 400 branches, each staffed with friendly, knowledgeable loan specialists who pride themselves on helping customers get the money they need, and treating each and every person with the respect they deserve. Heights Finance most important resource is our people. Working here means you are not just an employee, but you will be part of a team that shares common goals and mutual success. This is where you work if you want to make a difference in your own life, your customer’s lives and the lives of others in your community. Eligible employees can access our benefits program that includes a 401(k) and health coverage for you and your dependents.
ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate.
We’re Eide Bailly (I’d bay-lee), a business advisory, accounting and technology firm built with our clients in mind. Our goal is your success and we’re here to help you every step of the way. What inspires you, inspires us. Want to learn more? We’re a: • Independent Member of HLB – The Global Advisory and Accounting Network • Best place to work in multiple geographies • Oracle+NetSuite 2021, 2020, 2019, 2018, 2017, 2015 Partner of the Year | 5-Star Award-Winning NetSuite Partner Since 2013 • Salesforce Gold Consulting Partner | Over 80 Certifications | 5-Star AppExchange Rating • Sage Diamond Partner | Dozens of Certified Consultants | Designated Support Team • Microsoft Gold Partner | Silver Mid-Market Cloud Provider
U Drive Acceptance Corporation, (the “Company”, “UDAC”, or “U Drive Acceptance”) was formed for the purpose of originating and servicing primarily subprime automobile loans with a geographic focus on the mid-western states of the USA. U Drive Acceptance Corporation is a culmination of 25 years of business in the subprime auto loan business. The company was created as the related finance company to its sister company New Start Financial that has been in business since 1990. The company has grown to become an auto financing source for both franchise and independent dealers in the Midwest that seek to secure financing for customers that fall in the non-prime to near prime category. UDAC’s reputation for local service and customer support has gained us market share in the FIVE states we currently operate in, Iowa, Minnesota, South Dakota, Missouri and Arkansas.
Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. Hearsay is headquartered in San Francisco, with locations throughout North America, Europe and Asia.
Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.
Oak Street Funding (oakstreetfunding.com) is an expert in financing for insurance businesses, investment advisors, and certified public accountants (CPAs). Our passion, client and employee-focused mindset as well as access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for our employees. Our services include: - Business acquisition loans - Succession loans - Partner buy-in loans - Working capital loan - Business debt consolidation loans Connect with us: - Twitter: @OSFunding - Facebook: Oak Street Funding
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
LedgerPrime is a quantitative and systematic digital asset investment firm. With a commitment to rapid innovation and a technology first and data-centric approach, LedgerPrime seeks to become a global leader in generating sustained and superior risk-adjusted returns. We are a team of researchers applying scientific rigor and a disciplined process to investing in the fastest growing asset class in the world.
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
