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Founded in 1949, Beene Garter quickly established a presence in the Grand Rapids community. We became known as West Michigan’s largest independently owned certified public accounting and business consulting firm. In 2022, Beene Garter merged with Doeren Mayhew, the 60th largest U.S. certified public accounting and advisory firm. Together, we bolster our existing service line offerings and industry expertise, while also broadening technical and industry capabilities beyond our current reach. With more than 500 people in nine offices in Michigan, Texas, Florida, North Carolina and Europe, we focus on providing a unique client experience matched with the expertise and knowledge you expect.
Axe Payments is a recognized leader in the payment processing industry. Nearly 20,000 businesses nationwide look to us to help facilitate merchant processing strategies that save money without causing business disruption. Our executive team has over 40 years of combined experience in payment processing technologies and services. How do we do this? We ensure our merchants receive 100% of their purchase price, regardless of payment type, by automatically adding a convenience fee to any customer transaction being paid by credit card. 100% of the purchase price is transferred into the merchant’s business account generally within 24 hours, effectively ensuring payment equality, regardless of payment type. Our merchants save an average of $15,000 or more, annually, as part of our Cash Discount program.
Payhawk is one of the leading spend management solutions for domestic and international businesses throughout Europe, the US, and the UK. Combining company cards, reimbursable expenses, accounts payable, and seamless accounting software integrations into a single product, Payhawk makes business payments easy — for everyone. Payhawk helps customers in over 32 countries to maximise efficiency, control spending at scale, and stay agile. With offices in London, Berlin, Barcelona, Paris, Amsterdam, Vilnius, Sofia, and New York, Payhawk’s diverse customer base includes top names like LuxAir, Babbel, Vinted, Wallbox and Wagestream.
PayCommerce is the leading B2B cross-border payments technology platform which connects banks, financial institutions and corporates across the globe--all through a single point of connectivity. Our platform is designed to enable end-to-end payment integration capabilities and seamless automation of payment transactions from initiation to settlement. The solution delivers many benefits which include significant cost reduction, faster go-to-market, increased efficiency and transparency, improved compliance and cash flow optimization. To learn more, visit www.paycommerce.com.
Inkle provides a U.S. tax and accounting automation platform for startups.
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Farallon Capital Management, L.L.C.® is a global institutional asset management firm founded in 1986. We are headquartered in San Francisco and operate globally with offices in London, Singapore, Hong Kong, Tokyo and São Paulo. We invest across asset classes, seeking to achieve superior risk-adjusted returns through a process of bottom-up fundamental analysis that emphasizes capital preservation. While our investment philosophy remains consistent, its execution is flexible, allowing capital to shift among strategies, asset classes, and geographies based on prevailing opportunities.
Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups. FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates. As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products. FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service. The company is headquartered in Kansas City, Missouri.
Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.
Insto facilitates automatic billing for recurring services and installment plans with two core products, Insto and Insto+. Insto enables independent professionals and freelancers--personal trainers, tutors, graphic designers, and more--to bill their customers on a periodic basis, automatically. Insto+ empowers individual sellers and small businesses to offer interest-free installment plans without turning to expensive loans. Founded in 2013 with offices in San Jose and Taipei, Insto brings Taiwan’s burgeoning entrepreneurial spirit to Silicon Valley’s established startup community. Insto is supported by notable angel investors and will continue striving to disrupt the status quo of traditional finance.
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MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq • Facebook: www.facebook.com/mileiq • Email: [email protected]
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we’re America’s #1 independent financial advisory firm, recognized by Barron’s.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
Unlike banks, we exist to serve our members, not to make a profit. Instead, we put our time, money, passion, experience, smarts, elbow grease and whatever else we can muster up to work for our members, employees and communities. It’s our secret weapon that turns promises into action: investment in you. We’re committed to helping you go further with your money at every stage of your life. At more than 540,000 members, we serve the world’s most forward-thinking companies, including HP, Microsoft, Amazon, Nike and more. So follow us at First Tech and start investing in you.
For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions. Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs. GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns. GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities. For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/
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.
British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization. With $250.4 billion of gross assets under management, BCI is the provider of investment management services to British Columbia’s public sector. We invest globally across a range of asset classes and strategies in public and private markets. BCI generates the investment returns that help our British Columbian public sector clients build financially secure futures. The people who work at BCI are committed, passionate, and approachable. They aim for continuous improvement and share BCI’s core values of clients first, performance focused, world class, accountability, transparency, and integrity. Being recognized as one of Canada’s Top 100 Employers, Canada’s Top Family-Friendly Employers and BC’s Top Employers exemplifies BCI’s ongoing commitment to be a progressive workplace of choice; one that attracts, retains, and promotes talent so that we can continue to work towards meeting our clients’ financial goals. As an active in-house asset manager, BCI depends on specialized skills and expertise to successfully execute its world-class investment strategies and fulfill client needs. We are currently expanding our team and our skill base to equip BCI for the future.
We’re a not-for-profit financial cooperative, made up of a bunch of wonderful members. Those persons who live, work, attend school or worship in the Florida Counties of Bay, Holmes, Washington, Jackson, Calhoun, Gulf or Walton (the “Membership Counties”) and members of the immediate family of such persons; those businesses which maintain an office located within any of the Membership Counties; businesses, organizations and associations where a member of the Credit Union is an owner, shareholder, member, or partner; trusts where a member of the Credit Union serves as settlor, trustee, or beneficiary or the members of any foundation established by the Credit Union.
At ADF, we aim to better meet the financial needs of underestimated Americans across the credit spectrum through our mastery of cutting-edge data science and technology and our commitment to mutual success Traditional finance has underestimated tens of millions of Americans, freezing them out of borrowing altogether or preventing them from borrowing at rates they can afford. At ADF, we believe the problem isn't risky customers but rather the limited data and old-fashioned analysis that financial institutions have used to assess them. When the problem is redefined this way, it follows that the solution is to first measure customers’ real credit risk. And so we built an innovative, AI-powered consumer lending platform -- Personify Financial -- that offers a superior alternative to many of the other types of non-prime loans available to underestimated consumers. Instead of just looking at a borrower’s credit score and a handful of other data points, our models draw from a set of over 30,000 predictive variables – giving us a crystal-clear snapshot that allows us to match the customer with loans they can afford to repay at risk-appropriate rates. Connecting customers to loans at rates that reflect their true creditworthiness is only the start of our win-win approach. Our platform provides three-year, amortizing installment loans with no prepayment penalties or balloon payments. On most of our loans, we automatically reduce customers’ interest rates for every six consecutive months of on-time payments. Finally, all our customers get access to free, online financial education tools to help them create lasting improvements in their financial health. ADF, an Inc. 5000 company for three years running, is headquartered in San Diego, California. Our team of roughly 500 employees is split between the United States and India.
BlackWood is a professional services firm that offers back-office finance and accounting services, including the CFO function, on a scalable basis to small/mid-sized businesses, start-ups, fast-growth companies, and non-profits. Our solution allows clients, on an outsourced basis, to plug into our full-scale and experienced finance and accounting ''department'' and draw out exactly what they need and when they need it. Our founders, a CPA from the Big 4 and an MBA from venture capital, are committed to implementing the latest technologies and standardized systems so that our teams of professionals are using the most efficient accounting software tools, processes, and established best practices. Since 2002, this approach has allowed our small, mid-sized & emerging clients to have access to a world-class accounting function at an affordable price. BlackWood has offices in Charlotte, NC and Boulder, Colorado. We serve clients locally, as well as on a global basis, by using a variety of technologies that allow complete remote functionality.
Prometheum is building a public market and qualified custodial infrastructure for digital asset securities that integrates the requirements of investor protections of federal securities regulation and efficiencies of distributed ledger technology. Through its SEC-registered and FINRA member broker-dealer subsidiaries, Prometheum will offer a unique trading and custody solution to retail investors and institutions seeking to participate in the digital asset economy
