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One stop shop for finance function needs. MISSION: Our mission is to foster our clients’ success through scaling their G&A operations by providing high-value, high-integrity services and solutions. We achieve this by impacting People, Process, and Platforms. VISION: Our vision is that Finance in a Box will be the one-stop solution for all things G&A.
Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance’s distinct investment brands offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance since 1924. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Advisory services are offered by Eaton Vance Management and Calvert Research and Management, both part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. For important disclosure please visit: www.eatonvance.com/socialmedia Eaton Vance Distributors, Inc. Member FINRA/SIPC NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a credit focused institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides Beta and Hedging Solutions for Institutional clients. Headquartered in Fort Worth, Texas, the company maintains affiliate offices in New York City, London, Toronto and Tokyo.
At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace. In 1997, we established ML&R Wealth Management, creating the opportunity to offer independent advisory services to individuals, families, business owners, and nonprofit organizations with personalized investment management services. As a fee only advisor, ML&R Wealth Management has over $2 billion in assets under management and approaches investments holistically. Fees are transparent, easy to understand and based solely on the value of investments managed. ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one stop solution for your financial needs by focusing on: • Personal Wealth Management • Women & Financial Freedom • Corporate Retirement & 401(k) Plans • Institutions & Nonprofits Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded: • Ethics in Business Award by the Samaritan Center • Accounting Today’s #1 Best Mid-Sized Accounting Firms to Work For • Accounting Today’s Best Firms to Work For Women • Accounting Today’s Top 100 Regional Firms • INSIDE Public Accounting’s Best of the Best Firms • INSIDE Public Accounting’s All Star Firms • INSIDE Public Accounting’s Top 200 Firms
i2c Inc. drives innovation to the global digital payments and banking industry with a multi-function platform built for endless possibilities. Advanced “building block” processing technology at its core provides a vast suite of credit, debit and prepaid solutions—all from a single global SaaS platform. This enables clients to dynamically configure payment solutions with unparalleled flexibility, agility and performance while maintaining highly secure and reliable payments. i2c’s platform enables FIs, fintechs, and other service providers to offer innovative products like buy now pay later (BNPL) and installment loans, crypto-backed cards, banking as a service (BaaS) and open banking features for virtually any use case. We are the choice for product visionaries. Founded in 2001, and headquartered in Silicon Valley, i2c’s next-generation issuer processing technology helps organizations drive revenue growth, scale and adapt to change while supporting millions of users in more than 200 countries and territories and all time zones.
Apeiron Investment Group is the family office and private investment firm of Christian Angermayer. We build and invest in companies that are shaping the Next Human Agenda: a future in which technology empowers people to live longer, healthier and happier lives. Our venture funds and 100+ portfolio companies focus on Life Sciences, FinTech & Crypto, Future Tech and Experiences, Hospitality & Happiness. Apeiron Investment Group has more than USD2.5b of assets under management across our venture funds – our own capital plus external capital from various institutional investors. We have a team of 50 full time employees including 18 senior investment professionals, with offices in London, Abu Dhabi, Dubai, New York, Los Angeles, Berlin and Malta. Follow Christian and Apeiron on X: @C_Angermayer and @ApeironInvests. For media, event and podcast queries please email [email protected]
At Market Street Partners, our accountants find ways to add value and help you build your business, so you can live life beyond the numbers. It's time you look beyond the numbers, to see if your accountant provides you with the tools you need to run your business effectively and sleep soundly at night.
emerchantpay is a leading global payment service provider (PSP) and acquirer for online, mobile, in-store and over the phone payments. We work with medium-large businesses, across various industries to create bespoke solutions and strategies that enable them to increase their payment systems' efficiency and profitability. Our payment solutions facilitate frictionless transactions for merchants and consumers alike, across our extensive worldwide network. Through a simple single integration, emerchantpay offers merchants a diverse range of features, including global acquiring, global and local payment methods, advanced fraud management and performance optimisation. With cutting-edge technology and a unique customer-centric approach, we empower businesses to design seamless and engaging payment experiences for their consumers
Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need.
Our digital and mobile products generate new fee income, attract deposits, and create loan volume for the banking industry. We strengthen community-oriented financial institutions with state-of-the-art technology that enhances in-market relationship banking. Efficiencies naturally result from cloud-based, mobile first approaches. We Believe... - Community banking is a fundamental building block of America’s economy; - Community banking is not about a size, it is about a way of doing business; - Community banker’s competitive advantage is delivered through personal relationships, physical presence, and timely and effective decisions; - Time spent maintaining traditional, cumbersome banking processes increases risk, diminishes efficiency, and is a misuse of valuable time that could otherwise be spent developing the personal relationships vital to the community bank. - Web-based, real time, mobile-capable tools that support community bankers, at the banker’s hand at all times and places, are absolutely vital to your competitive advantage. - The rising wave of challenges from out of market banks, non-bank entities, and regulatory compliance are existential competitive threats. Traditional technology has lagged far behind these threats. BankLabs gives community bankers the tools to compete and win in today’s – and tomorrow’s – world.
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At Wisetack, we’re building financially-responsible consumer lending products that help service-based businesses thrive. We offer consumers a way to finance a purchase by paying in monthly installments. Founded in 2018 by a team of experienced fintech veterans whose prior experience includes PayPal, LinkedIn, Lending Club, Affirm, Amazon, and other leading companies, Wisetack is a well-funded early stage startup with strong early customer traction. We’re backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures, investors in Airbnb, LinkedIn, Instagram, Dropbox, and many more. We raised a $45M Series B and 2021 and have grown YoY exceeding our revenue goals! This is a fun stage in any company's lifecycle where we've got the core foundation built and a clear path to success, but you'd still be joining early enough to help shape the future of the company and learn a ton along the way. Business Insider named us one of the 70 most promising startups changing the world of finance and LendIt Fintech named us the best Emerging Lending Platform in their recent Industry Awards. The external recognition is great, but we're equally -- if not more -- happy with the recognition from our customers. Our current NPS rating is a sky-high 78. We're proud that we're building a product that customers love.
Acorn Growth Companies is a middle market private equity firm focused exclusively on aerospace, defense and intelligence. Acorn invests solely in operating companies that strive to enhance global mobility, protect national interests, and develop next-generation intelligence gathering technology. Acorn has a formidable reputation in the industry and is recognized for its deep understanding of the aerospace and defense markets. Few other private equity buyers enjoy the same level of knowledge, relationships and reputation within the AD&I sector. With its operational expertise and ability to lead and manage investments through variable economic and industry cycles, Acorn works in tandem with management to build its portfolio companies into significant market leaders.
Lazard, one of the world's preeminent financial advisory and asset management firms, operates from more than 40 cities across 25 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals. For more information on Lazard, please visit www.lazard.com. Follow us at @Lazard. Social Media Disclosure: https://www.lazard.com/social-media-disclosure/
Bringing large market expertise to smaller companies, Star Mountain’s philosophies include a data-driven and systematic approach to investing. Its long-term focus includes substantial investments in team, technology, brand and culture. Star Mountain’s complementary investment verticals and Collaborative Ecosystem® provide insights, relationships and resources to assist companies in maximizing value: 1. Providing senior and/or junior debt to established, growing small and medium-sized companies. 2. Investing minority or control equity capital into established, growing small and medium-sized companies. 3. Purchasing investments and LP positions from other investors in lower middle-market funds and companies. 4. Providing strategic LP capital (including separate accounts) to lower middle-market funds. Star Mountain’s specialty is helping grow companies that generally have at least $15 million of revenue or under $50 million of EBITDA through organic and strategic initiatives such as acquisitions. Team includes former Head of Credit Suisse Alternatives ($100 bn AUM), Chief Risk Officer GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 bn in event driven financings), Co-Heads of ~$6 bn Merrill Lynch and BAML Private Equity, ~$11 bn Citigroup Private Equity and Merchant Banking Division of BNP Paribas and Head of Media & Communications Merchant, Investment and Corporate Banking at BMO. Investment professionals have an average of 20+ years of experience. Join us at upcoming events in your area: https://www.StarMountainCapital.com/Events Follow us on Twitter: https://twitter.com/StarMountainCap Engage with our video content on YouTube: https://youTube.com/c/StarMountanCapital Subscribe to our podcast channel on SoundCloud: https://soundcloud.com/starmountaincapital
Our passion is to empower business owners to leverage their vast amount of business data to increase their ability to acquire capital and expedite their business growth. Our data scientists and engineers are on the forefront of the most innovative techniques leveraging data science, AI, automation, data visualization, and blockchain to better understand how to both give business owners more creative and beneficial financing options while opening up new and innovative corridors of small business capital. Thousands of business owners across North and Latin America are already using Quicklinecredit to quickly take advantage of new business opportunities at lightning speed across a wide spectrum of fast, creative, and custom tailored financing. As a trusted partner in their success, we take pride in collaborating to help business owners and their businesses reach their full earning potential. “We understand small business is the core of our economy. The more we empower business owners to grow and innovate, the better they can provide for and service our communities. The faster we cut down the barriers limiting these small business owners, the brighter the future is for all of us.”
PRIME Education is a research and education company that advances the science of learning and behavior change among providers, patients, payers, and health ecosystems in order to improve competency, performance, and quality health outcomes. PRIME addresses gaps responsible for variations in care by leveraging real-world data, the latest clinical evidence, and innovative learning models to invoke positive change in health and wellness at the individual, system, and community levels. The scalable and sustainable solutions that PRIME delivers have measurably improved patient care since its founding in 1994. See our latest CME/CE offerings: - https://primeinc.org Learn more about PRIME and contact us: - https://primece.com 2021 Awards - ACEhp William Campbell Felch Award for Outstanding Research in CE 2019 Awards - ACEhp William Campbell Felch Award for Outstanding Research in CE 2018 Awards - ACEhp Alliance Industry Summit Best in Class Outcomes - ACEhp Award for Outstanding CE Outcomes Assessment 2017 Awards - ACEhp Alliance Industry Summit Best in Class Poster Recognition (X2) - ACEhp Award for Outstanding Innovation in Continuing Professional Development 2016 Awards - ACEhp Alliance Industry Summit Overall Best in Class QIE Outcomes - ACEhp Best in Class QIE Outcomes - ACEhp Grand Leadership Award - ACEhp SQUIRE Certificate of Excellence in Multidisciplinary Approach - ACEhp SQUIRE Certificate of Excellence in Outcomes and Design - ACEhp William Campbell Felch Award for Outstanding Research in CE - AMCP Managed Care and Specialty Pharmacy Poster Award
GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development. GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.
Galileo powers North America's leading fintechs--including Chime, KOHO, Robinhood, SoFi, Varo and many others--as well as the U.S.-based business of international powerhouses, such as Monzo, Paysafe, Revolut and TransferWise. Earlier this year, Galileo established offices in Mexico, where it is certified to support domestic issuers, and is now partnering with Mexican and Latin American fintech leaders. The Galileo's API-based payment processing platform leads the industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow’s payments challenges today. In addition to its Salt Lake City base and offices in Mexico, Galileo maintains offices in New York City and San Francisco.
Real Estate Appraisal Technology, Digital Closing, Title Services - Accurate Group |
Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial security. Unlike banks, we are a not-for-profit cooperative owned and operated by members like you. We are defined by our commitment to member-first service, community engagement, and innovation.
