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THE ENTREPRENEUR'S VIRTUAL FAMILY OFFICE® WE HELP MILLIONAIRES THINK LIKE BILLIONAIRES! As ADVISOR TO THE ENTREPRENEUR®.... We Are Dedicated To Getting You The Most Out Of Your Wealth… So You Can Focus On Your Business, Your Family, and Your Extraordinary Life. Important Disclosure Information: Dew Wealth Management, LLC (“Dew”) is an SEC registered investment adviser located in Scottsdale, Arizona. Dew may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Dew’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Dew’s web site on the Internet should not be construed by any consumer and/or prospective client as Dew’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Dew with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Dew, please contact the SEC or the state securities regulators for those states in which Dew maintains a notice filing. A copy of Dew’s current written disclosure statement discussing Dew’s business operations, services, and fees is available from Dew upon written request. Dew does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Dew’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only.
Briaud Financial Advisors has provided client-centric financial planning and investment management services for nearly 40 years. Since the beginning, we have never sold products on commission, opting instead to work for our clients only. Janet Briaud opened Briaud Financial Advisors in 1986 and became a CERTIFIED FINANCIAL PLANNER™ a short time later. Janet had seen firsthand the conflicts that arise out of the commission-based model, so she established her business from the start as fee-only. This was considered a risky decision at the time, but it has proven to be the right one. Today, Briaud Financial Advisors is recognized nationally as a leading provider of financial planning and asset management services. Anyone interested in joining Briaud as a colleague should love helping others and love digging into complicated problems to find the best possible solution for clients. Briaud’s main office is located in College Station, Texas, a college town centrally located between the growing cities of Houston and Austin.
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies. The company processes over $40 billion of annual payment volume across credit/debit card, ACH, and check, making it a top provider of payment processing in the US. Paya serves more than 100,000 customers through over 2,000 key distribution partners focused on targeted, high-growth verticals such as healthcare, education, non-profit, government, utilities, manufacturing, and other B2B end markets. The business has built its foundation on offering robust integrations into front-end CRM and back-end accounting systems to enhance customer experience and workflow. Paya is headquartered in Atlanta, GA, with offices in Reston, VA, Fort Walton Beach, FL, Dayton, OH, Mt. Vernon, OH, Dallas, TX, and Tempe, AZ.
McDonald Jacobs, P.C. is a traditional accounting firm that operates in a non-traditional fashion. We see beyond the numbers, providing our clients with short term direction and long-term strategic advice. We perform the standard tax preparation, consulting, and financial reporting services one would expect, but it is the relationships with our clients and involvement in the community that drive us. Our firm thrives on creating lasting partnerships with our clients, our employees and the greater community we serve. Our local identity in downtown Portland is evidenced by our anchored location in and around Pioneer Square where we have been since inception and our professional staff offer a wealth of experience as evidenced by our firm’s 40+ year history. The MJ Team members are more than ready to anticipate your future challenges and meet your current needs. We want to be your advocates, advisors and accountants. Financial Statement Services • Audit, review or compiled financial statements • Single Audit (OMB Uniform Guidance) • Agreed upon procedure engagements Tax Services • Individual, corporate, partnership filings • Exempt organizations • Trust and estates Other Services • Business and tax consulting • Internal control assessments • Bookkeeping • Personal financial planning Niches • Nonprofit organizations • Advertising agencies • Law firms • Medical practices • Software • Lifestyle brands • High net worth individuals
We are committed to lowering costs, improving quality and delivering faster results for our clients. Our insights, software robotics and workforce solutions drive the day-to-day activity so our clients can focus on growing their business. Using a lean Six Sigma approach, our team reviews client processes, eliminates non-value adds, and streamlines productivity. We build and share financial and legal technology to automate and optimize workforce performance. We recruit, train and manage highly-skilled human resources to meet project-based or full-time staffing needs. Our clients have access to a global team of subject matter experts specializing in data/analytics, operations automation, loan administration and legal support. We serve a variety of industries including banking, automotive finance, credit card, mortgage, insurance and telecommunications.
ACNB Bank is a wholly-owned subsidiary of ACNB Corporation, an independent financial holding company headquartered in Gettysburg, PA. Originally founded in 1857, ACNB Bank serves its marketplace with banking and wealth management services, including trust and retail brokerage, via a network of 17 community banking offices, located in the four southcentral Pennsylvania counties of Adams, Cumberland, Franklin and York, as well as loan offices in Lancaster and York, PA, and Hunt Valley, MD. As divisions of ACNB Bank operating in Maryland, FCB Bank and NWSB Bank serve the local marketplace with a network of five and six community banking offices located in Frederick County and Carroll County, MD, respectively. Affiliated with ACNB Bank is ACNB Insurance Services, Inc., a full-service insurance agency with licenses in 44 states and the other wholly-owned subsidiary of ACNB Corporation. For more information regarding ACNB Corporation and its subsidiaries, please visit acnb.com. Member FDIC | Equal Housing Lender
Briq is an AI based financial automation platform that enables construction companies to be more efficient and profitable. Briq automates financial workflows by connecting the people, processes, and systems that contractors use to run their business. By empowering contractors to make better business decisions, hundreds of companies rely on Briq to manage their budget, forecast, and spend. Learn more at briq.com or email us at [email protected]
At MRM, we’re your advisor, not just your CPA or financial planner. We take a holistic approach that combines CPA and financial advisory services to help you create financial freedom. With MRM, your advisor is always available to answer questions, offer advice and help you feel more confident in every financial decision. Our goal is to get to know your goals, dreams, wants, and needs so that we can deliver a customized solution tailored just for you.
FinTech Connector is helping financial services professionals, fintech entrepreneurs, organizations, and capital providers connect to collaborate on and create the next generation of financial services innovation. Learn more by clicking the Sign Up button ????
Guidance Residential is the largest U.S. provider of Shariah-compliant home financing having provided over $9 billion in home financing to American Muslim homeowners. Headquartered in Reston, Virginia, the company was established in the DC metro area in 2002 and operates in 34 states today. Guidance Residential is a subsidiary of Guidance Financial Group, a global financial company that has pioneered the creation and development of Shariah-compliant investment products for institutional investors and financial intermediaries worldwide, as well as financial products and services that address the unmet needs of millions of Muslim consumers. As a highly respected and recognized institution in the Islamic Finance industry, the Guidance brand has also become synonymous with leadership and authenticity in Shariah-compliant home finance. The company has been sought after for its technical expertise in Islamic Finance by international players in Saudi Arabia, Malaysia, Egypt, and Indonesia. Guidance was nominated by the Dubai-based, global trade publication Islamic Business and Finance Magazine for the Best Islamic Home Finance Provider award in 2018, 2019 and other awards. Equal Housing Lender NMLS# 2908 Licensing and Registrations: GuidanceResidential.com/licensing-and-registrations Privacy Policy: GuidanceResidential.com/privacy-and-declarations Social Media Disclaimer: Consumers should not submit personal information through posts or messaging on social media websites such as Facebook, Twitter, LinkedIn or similar sites. Guidance Residential cannot guarantee that personal information submitted through these sites will be secure and protected from access by hackers or other unauthorized persons. Please contact us securely through our website or contact a Guidance Residential Account Executive for more information about submitting personal information.
Snipfeed is building Shopify but for content creators. The platform allows them to build their storefront directly on top of social and consolidate all the monetization tools they need in one place. Snipfeed lets them monetize their audience in one click through on-demand content, direct interactions, tips, and commerce. On the back-end, Snipfeed's dashboard helps you optimize and grow your business by integrating with all the third-party tools you need as a creator (analytics, financial tools...).
Weiss Ratings is the source for unbiased, accurate, trusted ratings that you can rely on to make sound, informed financial decisions. Weiss directs consumers and business professionals alike toward safe banking, insurance and investment options with an eye to avoiding unnecessary risks that could lead to financial losses. Weiss does not accept compensation from the companies it rates for issuing the rating. Nor does it give the companies an opportunity to preview the ratings or suppress their publication for any reason. Weiss is totally independent and unbiased because its loyalty is to you — the customer.
Unifimoney is a multi asset investment and money management platform that makes building and protecting your wealth effortless. It is the only fully integrated digital consumer financial solution in the US. Start managing your money better and accelerate your path to financial independence by automating the repetitive manual labor involved in managing your money whilst simultaneously getting access to commission free trading and alternative assets including crypto and precious metals.
Konvoy is a thesis-driven venture capital firm. We invest in the platforms and technologies at the frontier of gaming.
Lenahan, Smith and Bargiachi, CPA’s is a full service CPA frim located in Memphis, Tennessee. Our firm is small enough where we can maintain personal relationships with our clients while having the knowledge base to be able to handle the most complex accounting matters.
Checkmate is highly committed to assisting our clients make informed decisions regarding their finances. We provide useful insights on using short term advances, different types of loans, and other financial services. If you are in need of a loan, always get a loan from a reputable loan provider such as Checkmate. We offer a variety of loans at the best rates. For more information about our list of financial products, get in touch with our advisors today at (760) 431-2500 or email [email protected]. Learn more: Checkmate title loans Checkmate check cashing Apply for a loan More Information: Business Email: [email protected] Business Phone Number (From WB): (760) 431-2500
Skolem is solving DeFi @ scale! Skolem is the world's most secure and reliable full-stack, institutional platform for DeFi, offering front-to-back execution, order management, and data platform for institutions to trade and manage their exposures in DeFi. Skolem’s purpose-built infrastructure and unique interface layer provide clients with reliable execution, an easy-to-use web UI and REST API, and full trade lifecycle support. With Skolem, users can trade tokens or automate orders with the best prices across decentralized exchanges, generate yield by staking, lending, or providing liquidity on DeFi protocols, simulate transactions on a virtual EVM before approving, use robust on-chain data capabilities to monitor markets, evaluate strategies, and mitigate risks, and reduce back-office pain points with accounting solutions and account controls. Skolem's team has deep industry expertise in security, finance, and tech, and is backed by the crypto industry's leaders.
With a century’s worth of experience, nearly 4,000 global team members, and 25 locations including global subsidiaries, CohnReznick serves clients in 30 different industries through an integrated team of advisory, assurance, and tax professionals. Our Nexia International affiliation expands our reach to more than 128 countries. CohnReznick is committed to our role as a value creator and force for change in promoting sustainability, social justice, and corporate governance. We have held a leadership position in community investment for more than 35 years and a 15-year commitment to the cleantech and renewable energy industries. Our experience at the ground floor of the country’s largest tax credit programs has helped strengthen affordable housing, bring new life to historic places, housing policies and paved the way for emerging industries. CohnReznick recently launched its Gamechangers in ESG Awards program to recognize U.S businesses “changing the game” through environmental, social, and governance (ESG) strategies and best practices. CohnReznick’s sponsorship of Major League Baseball® (MLB) delivers content focused on key business issues both inside and outside of the game –strategy, performance optimization, analytics, and community investment. CohnReznick is the Presenting Sponsor of the Winter Meetings coverage, baseball’s most intensive week of business. Learn more at cohnreznick.com/mlb
Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.