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Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team. We have a dedicated staff of professionals with many years of experience in the industry holding numerous certifications in Human Resources, Payroll, and Financial specialties. Our support is transparent, professional and entirely seamless with a fee that includes all services. Founded in 2015 Round Table Resource Group uses the latest technology to increase the efficiency of our staff and decrease your workload.
Welcome to The Beneficient Company Group, L.P., Ben for short. Ben provides unique products and services that offer valued liquidity and trusted solutions, including the financing and purchasing of alternative assets and comprehensive administration services for owners of alternative assets. Our products can also support tax and estate planning objectives, facilitate a diversification of assets or simply provide administrative management and reporting solutions tailored to the goals of the investor. Our suite of innovative products and services was developed to effectively serve high net worth individuals, institutions and their asset managers, and the executives and owners of private companies financed by alternative asset managers.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
Our mission is simple: Create the world’s most loved insurance through technology and social impact. As a certified Public Benefit Corporation and B-Corp, Lemonade is constantly challenging how the insurance industry does business. We’re creating an experience that is fast, affordable, and hassle-free across renters, homeowners, pet, life and car insurance. And through our annual Giveback program, in which leftover premiums are donated to charities our customers choose, we’ve donated nearly $5 million to a variety of organizations in need.
Headquartered in Farmington, Four Corners Community Bank (FCCB) serves San Juan County in New Mexico, and Montezuma and La Plata counties in Colorado. Since 2000, the bank has focused on providing safe, sound, and local services within each community it is located. Each of its seven locations is a full-service financial institution, offering complete personal and business banking-related products and services, including deposits accounts, lending assistance, and technologically advanced options
Sycamore Tree Capital Partners, L.P. is a value-oriented, durable-alpha investment firm specializing in alternative credit. Founded by industry veterans Mark Okada, Trey Parker and Jack Yang, the firm has deep experience across economic and market cycles. Headquartered in Dallas, TX with an office in New York City, the firm’s investment expertise includes bank loans, high yield bonds, structured credit and special situations. Sycamore Tree Capital Partners, L.P. is committed to a strong trust-based culture that embodies the following key principles: client-focus, teamwork, excellence, integrity and humility.
CU*Answers was founded 50 years ago and is a 100% credit union-owned CUSO located in Grand Rapids, Michigan. We build core solutions, not just core software. CU*Answers offers a wide variety of services for credit unions including its flagship CU*BASE processing system in both an online (SaaS) and in-house environment; self-service options featuring the It’s Me 247 Online Banking product, member check processing and direct deposit processing services. CU*Answers provides combined services to over 270 credit unions nationally representing over 2 million members and $23 billion in credit union assets. For more information about how “We Make Credit Unions Go” please visit CU*Answers at www.cuanswers.com.
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As an industry-leading ATM services provider, ATM Together is fully committed to using our expertise to guide new ATM business owners in setting up their ideal ATM locations. Whether you need bank location assistance or location finder help or processing network services or even new high-quality ATM machines, we have you covered. ATM Together helps you make the best passive income from your ATM business the stress-free way. Don’t stress about starting your ATM business as we will build your business for you or with you! Learn more about ATM investments and starting an ATM business on our website.
Across all industries and geographies, we’ve studied and improved all credit cost-saving methods, giving organizations hundreds of millions of dollars in hard savings. From Fortune 100 companies to small start-ups, Kreller has successfully empowered financial and credit departments across the globe, with this year marking our 30th year in business. Credit information providers (both commercial and consumer) charge for each and every inquiry your business conducts. Our extensive experience and the techniques we use help reduce the average cost per inquiry of using these credit services, while you still maintain the high level of information needed for you to make important credit decisions. Kreller Consulting has over 100 years of combined expertise and has realized $300 million in savings – and counting. Methodology: Each client is unique, and the consulting process differs for each client depending on the culture and structure of their organization. Results are predictable and measurable, and we only bill clients when savings are realized. As you are in control of the consultation process, Kreller solutions are only implemented when you decide, and therefore will not increase your risk. Misconceptions: We do not compete with your current vendors and data providers, nor do we jeopardize your vendor relationships.
KBRA was established in 2010 in an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and transparent ratings. KBRA provides the investment community with an alternative solution by delivering timely and in-depth research. KBRA is a full service global rating agency whose mission is to set a standard of excellence and integrity.
Zip (ASX:Z1P) is a leading global Buy Now, Pay Later (BNPL) company providing fair and seamless solutions that simplify how people pay. Founded in Australia in 2013 and now with a presence in 13 international markets, our mission is to be the first payment choice, everywhere and every day. We give consumers, merchants and businesses around the world access to transparent, flexible and interest-free credit. We exist to create a world where people can live fearlessly today, knowing they’re in control of tomorrow. Disrupting the broken credit card model, we put the financial well-being of our customers and merchants at the centre of everything that we do. Driven by people-centred product innovation, we are the next generation of payments, helping consumers and businesses to take control of their financial future. Over 55,000 retailers around the world offer Zip as a payment choice to our 8 million and growing active customers globally. We are Zip, and we’re only just getting started.
ProcessOut helps SaaS & e-commerces monitor & optimize their payment performance. Top online merchants use ProcessOut's payment monitoring solution to assess, benchmark & improve their authorization rates & to optimize payment fees. Fast growing merchants use ProcessOut smart routing solution on top of their preferred payment providers to get the best from each of them. Telescope - Free payment monitoring tool: Assess your payment flow, get actionable insights to avoid failed transactions and decrease processing fees. Launch Telecope in 30 sec from here: https://www.processout.com/telescope/?readonly=true Payment Smart Routing: From a single API activate any online payment gateways and processors around the globe in a single click. Leverage them by dynamically routing each transaction to the most relevant one. Increase your transaction approval rates, and decrease fees. https://www.processout.com
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional. GFG Capital is a multi-family office offering a fresh perspective on family wealth. This means we see things from your view point, and base every action on your interests. This translates into tangible differences families can feel from the first time we meet. Because we were founded by one single family, our firm was established to put family first. We are a firm focused on liberating families from the uncertainty often found in managing wealth. We help them gain control over their wealth, provide them with information to make critical decisions and execute with accuracy and confidence. Their goals become our goals and our resources become theirs. We believe families deserve a wealth relationship built on trust.
Community is everything At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live. More than a team With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers. We’re dedicated to getting it done We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home. Be the difference maker We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities. Connected by culture, proven by performance We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes. NMLS3029 Equal Housing Opportunity
blueBriX is a leading digital health company committed to transforming healthcare through innovative, value-based care technology solutions. Our mission is to enhance operational efficiency, patient engagement, and healthcare outcomes by providing cutting-edge platforms and services that integrate seamlessly into the healthcare ecosystem. At blueBriX, we specialize in telehealth, revenue cycle management (RCM), electronic health records (EHR), and comprehensive digital health solutions. Our solutions are designed to support healthcare organizations in improving their billing processes, streamlining workflows, and ensuring compliance with industry standards. We focus on optimizing medical billing services, helping healthcare providers reduce errors, minimize claim denials, and enhance cash flow. Our telehealth platform empowers healthcare practices to deliver virtual care with ease, offering patients the convenience of remote consultations while maintaining high standards of care. In addition, our EHR solutions enable providers to efficiently manage patient records, track outcomes, and access real-time data to inform clinical decision-making. By leveraging predictive analytics and AI, we help healthcare teams stay ahead of trends and make data-driven decisions. blueBriX is dedicated to providing end-to-end support, from initial implementation to ongoing management, ensuring our clients achieve measurable results. Our value-based care approach is grounded in real-world data and focused on driving improved patient outcomes, reduced costs, and increased satisfaction. Through our solutions, we aim to harmonize healthcare systems, making them more connected, accessible, and effective. Our team of experts works closely with clients to tailor solutions that meet their specific needs, whether it's enhancing telehealth services, improving billing accuracy, or boosting patient engagement. With a deep commitment to innovation, blueBriX continues to evolve with the changing landscape of healthcare. We focus on delivering scalable, sustainable, and secure digital health solutions that foster collaboration, improve efficiency, and ultimately transform the way care is delivered. Our goal is to empower healthcare providers to focus on what matters most—caring for patients—while we take care of the rest.
Chartered in 1935, Credit Human is a $2.9 billion federal credit union serving over 235,000 members across the United States. Headquartered in San Antonio, we are a not-for-profit, member-owned financial cooperative. Being member-owned means everything we do is in the best interest of our members, not shareholders. We’re committed to helping members create and maintain financial slack so they can stress less and live more. With Credit Human, you get more than a job. You gain a career with competitive compensation, comprehensive benefits, and a clear sense of community and purpose. We are looking for employees who want to make a difference in members’ lives and help build stronger communities free of financial stress.
SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services. As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.
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Since 2010 Meadowbrook Financial Mortgage Bankers Corp. has been offering the best in home loan products, services and more. We're strive to be the best in the business so we can serve our clients with the knowledge and professionalism that they can count on. We offer a full suite of home financing solutions to fit nearly any budget and are constantly adding to our suite of products so we can offer every possible opportunity for homeownership. Being a direct lender (not a broker), we are able to be more flexible than banks. Our goal is to find the best finance solution for our clients and provide them with outstanding service they can’t find anywhere else.
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. For more information, please visit www.evercore.com. Investment Banking - Corporate Advisory - Restructuring Advisory - Strategic Shareholder Advisory - Capital Markets Advisory - Evercore ISI - Private Funds Group - Private Capital Advisory Investment Management - Institutional Asset Management • Evercore Casa de Bolsa - Wealth Management • Evercore Wealth Management
