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Cloud • Software • Financial Services
San Francisco, California, USA
987 Employees

FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit www.financialforce.com.


Financial Services
San Francisco, California, USA
10 Employees

Common Trust is a financing platform that equips small business owners to exit to their employees and community. Using purpose trusts, our methodology is based on the idea that owners should be able to transition their business profitably while protecting their legacy, purpose and people through a sale, ensuring both high performance and community impact for generations to come.


Financial Services
2 Offices
5,000 Employees

eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.


Financial Services
San Diego, California, USA
67 Employees

RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming and rewarding environment for our team members; while offering an exceptional customer experience through the use of cutting-edge technology, quality service, and unwavering commitment.


Fintech • Payments • Financial Services
Carmel, Indiana, USA
48 Employees

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


eCommerce • Fintech • Payments • Software • Financial Services
6 Offices
1,200 Employees

North American Bancard Holdings, LLC (NAB) and its family of companies are committed to making it as easy as possible for you to grow your business through innovations in credit card processing, ecommerce, mobile payments, back-end business solutions, and more. Throughout our growth, we've stayed agile in order to stay at the forefront of the ever-changing payments landscape. While we are large enough to offer customized solutions to enterprise-level clients we're still nimble enough to take an award-winning, hands-on approach to personal service you just won't find anyplace else. NAB by the numbers: We are the nation's 6th largest independent acquirer. We are home to a dedicated team of more than 1,000 employees. We partner with hundreds of thousands of satisfied merchants. We help those merchants process more than $45 billion in transactions annually.


Financial Services
Atlanta, Georgia, USA
1,559 Employees

Cor Partners is the parent company of three companies - Eberl Claims Service, Engle Martin & Associates and Envista Forensics - serving the insurance, risk management and legal communities. Our family of companies shares a commitment to passionately supporting our customers, while fostering a caring, inspirational culture for team members. Inspired by the Latin word for “heart,” our name, Cor, emphasizes the compassion found in each of the businesses under our span of care. While our companies operate independently, all are united in the pursuit of these ideals. Because the success of Cor Partners is defined by the success of team members in each of our businesses, we ensure that our people have the tools they need to deliver on their promises, as well as unconditional support so that they may reach their full potential.


Automotive • Financial Services
Englewood, Colorado, USA
130 Employees

Founded in 2006, iLending is a national leader in automotive refinancing. Through strategic partnerships with credit unions, banks, and other financial institutions nationwide, the company offers competitive interest rates on auto loans and creative financing solutions to thousands of consumers a year.


Fintech • Information Technology • Consulting • Financial Services • Cybersecurity
Wichita, Kansas, USA
260 Employees

Adams Brown, LLC, a leading CPA and advisory firm, has delivered value added accounting and advisory services to residents and businesses since 1945. With numerous office locations throughout Kansas & Arkansas, they offer a wide range of traditional and specialized CPA and consulting services. The firm maintains specialties in the agriculture, feed yard, financial institution, government and not-for-profit, manufacturing, medical, oil and gas, and real estate sectors. Adams Brown is a progressive firm, committed to exceeding client expectations by combining traditional skills with the latest technology


Fintech • Professional Services • Software • Financial Services
Fully Remote, USA
40 Employees

Asset Class is a global software provider serving the Private Capital Markets ​for Private Equity and Venture Capital Firms ​ ​We have built an end-to-end, fully digital Platform to manage our customer's Deal Management, Portfolio Management, Capital Raising, Subscription Management, and Investor Relations lifecycles ​ ​We build great products and work with ​over 400 Funds Globally to make them look great too!


Fintech • Other • Payments • Software • Financial Services
Irvine, California, USA
68 Employees

PatientFi is a leading payments platform used by healthcare providers to seamlessly offer their patients more affordable alternatives for out-of-pocket healthcare expenses. Bringing flexible, monthly payment plans to the forefront of healthcare practices, PatientFi makes life-changing procedures and treatments more accessible and attainable for patients. As part of PatientFi's mission to help more patients say yes to the procedures they want, PatientFi created PRIVI, a first-of-its-kind subscription membership platform that allows aesthetic practices to offer customized treatment plans for patients via a monthly membership payment. Today, PatientFi serves a national network of healthcare providers and their patients across plastic surgery, dermatology, med spas, dentistry and fertility. For more information, visit www.PatientFi.com and follow PatientFi on Instagram and LinkedIn.


Financial Services
New York, New York, USA
980 Employees

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become one of the largest independent private capital fund administrators, with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling GPs to manage their operational infrastructure, financial reporting, and investor communications most effectively. For more information, please visit gen2fund.com. Privacy Policy: www.gen2fund.com/privacy-policy


Financial Services
St Petersburg, Florida, USA
55 Employees

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


Financial Services
San Francisco, California, USA
83 Employees

HAX is an SOSV program for hard tech startups transforming industry. HAX helps startups from all over the world go from early prototypes to scaled businesses. Over the past 8 years, we have invested and support startups in robotics, IoT, material science, medical devices, and consumer electronics with a passionate staff of full-stack engineering, business strategy, and a network of hard tech-savvy investors. SOSV is a global venture capital firm with $970M AUM, providing multi-stage investment to develop and scale our founders’ big ideas for positive change. We invest in 150 companies every year through our world class venture capital programs in hardware, life sciences, food and blockchain.


Fintech • Financial Services
Hills, Iowa, USA
363 Employees

Hills Bank has grown to become one of Iowa's largest independent banks. We have achieved this growth the old fashioned way — by earning our customers'​ respect, one at a time. Hills Bank was founded on the principle that banks should care about the people they serve and provide ways to help them prosper. We hire employees who are appreciative, approachable, creative, and competent. This is not a new approach. It is the way we have been doing business since 1904. From our roots in Hills, Iowa, our family has grown to Iowa City, Coralville, Cedar Rapids, and surrounding communities. With our large asset base and community orientation, we offer the advantages of a large regional bank while maintaining the responsiveness of a smaller community bank. We are actively involved with the communities in which we are located. Participating in a variety of programs — from a focus on the benefits of reading during Community Reading Month and Summer Reading Programs to investing in education with our Classroom Cash program to supporting our local merchants with our Shop Locally campaign — it is our goal to make a difference in the communities in which we work and live. Member FDIC • Equal Housing Lender • Equal Opportunity Employer


Financial Services
Austin, Texas, USA
331 Employees

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.


Consulting • Financial Services
Orlando, Florida, USA
93 Employees

AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation. In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and strives to be conflict free. Our goal is that our clients view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day. We are CLIENTS AndCo. Without putting clients first, we are incomplete. Content is for informational purposes only and should not be regarded as investment advice. Links to 3rd parties do not represent an endorsement on behalf of AndCo. Links to unaffiliated 3rd party websites are provided solely for your convenience and AndCo exercises no control over these pages. Opinions expressed in these sites are those of the authors and not of AndCo. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.


Financial Services
Philadelphia, Pennsylvania, USA
492 Employees

We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States. To learn more, visit our website: https://direc.to/gCXk Terms of use for Glenmede social media: https://bit.ly/2UL0zUw


Financial Services
Gainesville, Georgia, USA
705 Employees

HOMESTAR Financial Corporation is a full service mortgage banker controlling every aspect of the loan process with in house processing, underwriting, closing and funding of each mortgage transaction. Having an in-house team separates HOMESTAR from other mortgage companies because it is easier for HOMESTAR mortgage lenders to communicate quickly and effectively with every department needed to close a transaction. Our purpose is to maintain a strong reputation as an honest mortgage company offering outstanding customer service, exceptional community relationships, and a high level of employee satisfaction. We strive as a company to meet the needs and wants of our customers ensuring their arrival at “the easiest way home.” Copyright © 2021. Homestar Financial Corporation NMLS #70864 Georgia Residential Mortgage Licensee #17368. For licensing info: NMLSconsumeraccess.org. This is not a commitment to lend and not all customers will qualify. All terms, information, conditions, rates, and programs are subject to credit and property approval and may change without notice. Not all products are available in all states. Certain other restrictions may apply. Homestar Financial Corporation is an equal housing lender and is not affiliated with any government entity.


Financial Services
Purchase, New York, USA
40 Employees

Hightower Altium Holding, LLC ("Altium Wealth"​) is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Altium Wealth or any person associated with the firm have achieved a certain level of skill or training. For more information about Altium Wealth, please visit www.altiumwealth.com, the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov), or send an inquiry to us at [email protected]. -- This page is maintained by Hightower Altium Holding, LLC, a registered investment advisor and is provided for information purposes only. Please see Altium's Privacy Policies and additional Disclosures on www.altiumwealth.com.