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HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.
ONEVC is a Silicon Valley and Brazil-based generalist seed-stage venture firm focused on investing in entrepreneurs that tackle multi-billion dollar markets with solid product-market fit.
AAFMAA (American Armed Forces Mutual Aid Association) is a not-for-profit, member-owned financial services association that provides life insurance, military benefits counseling, Survivor Assistance Services, residential mortgages, financial planning, investment management and trust services to the American Armed Forces Community. AAFMAA is a unique association formed in 1879 whose focus is solely on serving members of the American Armed Forces Community and their families. Life insurance benefits include policies with no war clause, no terrorist clauses, and no aviation clauses or exclusions. Survivor Assistance Services are included with all member life insurance policies and serve the survivors for their lifetime. Membership eligibility extends to all ranks of the United States Air Force, Army, Coast Guard, Marine Corps and Navy who are Active Duty (or within 240 day after separation from service), Retirees, National Guard, Reserves, US Air Force Academy, US Coast Guard Academy, US Military Academy, US Merchant Marine Academy and US Naval Academy cadets and midshipmen. Additionally, Reserve Officers’ Training Corps (ROTC) scholarship/contracts and veterans residing in Arizona, Connecticut, Florida, Hawaii, Maryland, North Carolina, Oklahoma, Rhode Island, South Carolina, Oregon and Virginia are eligible for membership.
Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit, real estate, and royalties
Powering the next generation of finance.
Minneapolis-based DCM Services, is the industry leader in estate and specialty account resolution services, maximizing the value of client portfolios across financial services, healthcare, retail, and telecom industries through innovation and performance. Its recovery solutions offer a full range of services from proprietary web-based solutions to full outsourcing, maintaining an unmatched spectrum of innovative solutions that increase recoveries, protect brand value, and enhance survivor relationships – with respect and sensitivity. For more information on all DCM Services’ offerings, visit www.dcmservices.com.
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.
We believe owning a home is one of the greatest wealth builders out there. So our goal is to make homeownership more accessible, and to help more people buy homes. We are #31 Top Mortgage Lender on Scotsman Guide and have been recognized as one of Fast Company's Most Innovate Companies in the World. As the parent company, Lower has individual brands and branches spread across the country. Along with our direct-to-consumer online lender, Lower.com, we're meeting people where they are to create more homeowners together. Our family of companies are 10th Mortgage, Alderus Mortgage, AMSW Lending, Banner Mortgage, Cabrales Mortgage, Community Lending, DMV Mortgage Group, Fairfax Mortgage, First Trust Mortgage Company, Gerber Group, Hamilton Home Mortgage, Heckman Mortgage, Homeside Financial, Hometrust, Home Team Lending, Lower.com, Lower Local, McCaughan Home Lending, Oxford Home Lending, PowerTPO, Team Hochberg, Universal Lending Home Loans, Vybe Mortgage, and Yes Mortgage. Equal Housing Lender | nmlsconsumeraccess.org | NMLS #1124061
Managing and paying bills and subscriptions just got easier. Where it was once a chore, now it’s a breeze thanks to BillGO. Our intuitive, secure, real-time bill pay platform may look simple, but under the hood it’s loaded with advanced features, cutting edge APIs, the largest biller directory and one-of-a kind widgets that turn paying bills into an engaging experience. Our team members are bringing the future of bill pay to life, today.
Subscription companies are losing 10%+ of revenue to failed payments—billions of dollars a year—a problem known as “Involuntary churn.” Butter is on a mission to end involuntary churn. Using machine learning we help the greatest subscription companies in the world—Fabletics, The Athletic, Savage x Fenty, Found, Tonal, Hairstory—recover more revenue, optimize authorization rates, and increase customer lifetime value. Butter, backed by world-class investors—Atomic, Norwest Venture Partners, SpringTide, Transpose Platform—is building a better future for subscription payments. Come work with us, because subscription companies and consumers deserve Butter.
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Imperial PFS® offers premium financing solutions for the commercial insurance industry. For more than 40 years, we have built solid relationships with our insurance agency partners. Together, we’ve developed innovative services and flexible programs to help businesses free up cash flow and obtain the insurance security and cover
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
ICON International, Inc. is a specialized finance company engaged in corporate barter to help companies restore value to underperforming assets and fund corporate expenses. ICON’s corporate-barter solutions help companies recover lost value from a diverse range of underperforming assets. Though not a new idea, corporate barter has a growing number of new applications. It is a financial tool that can be used for assets on a balance sheet or an initiative in need of funding. A corporate-barter transaction is an exchange of an asset for goods or services that spans a period of time. Most companies produce some amount of excess inventory, capital goods, real estate or unwanted receivables. Companies typically dispose of these underperforming assets through liquidation, realizing only 10%-40% of its original value. By using corporate barter, companies can realize 100% of the economic value of underperforming assets, as well as fund new initiatives or expenses. ICON International, Inc. is a privately held organization that specializes in corporate barter. ICON is in full compliance with Sarbanes-Oxley and is annually audited by one of the Big Four accounting firms. ICON’s revenue recognition policy is in accordance with SAB 101, allowing revenue recognition as trade credit is retired. ICON has unmatched access to capital reserves which allows ICON to continuously invest in capacity-driven industries such as media, sourcing procurement solutions, travel and printing, which we then offer for trade credit redemption.
FEG is leading the Living Benefits Crusade! Since 2002, Freedom Equity Group has been delivering unparalleled financial services, life insurance and annuities nationwide. Our focus at FEG is Indexed UL’s and Indexed Annuities. We protect and grow our client’s cash values by helping them eliminate the risks that are common to the stock market. FEG believes in life insurance products that are guaranteed not to lapse! FEG has partnered with the best insurance companies in the world, including Fidelity & Guaranty, American National, Life of the Southwest, AIG, Phoenix, American Equity and National Western Life, so that we can offer our clients an opportunity to receive a guaranteed lifetime income without annuitization!
Calder Capital, LLC is a lower middle market M&A Advisory Firm focused on representing sellers of industrial, distribution, and business services companies with enterprise value from $1MM-$250MM; and strategic buyers seeking platform and bolt-on acquisitions in the same market segments. Our core focus is to bring the market to our clients. For seller clients, this means confidential and aggressive marketing to attract significant interest from qualified buyers. We are focused on administrative automation and streamlined processes to maximize competitive offers. For buyer clients, we use the same focused, aggressive, and smart automation and outreach to maximize the number of off-market sellers that are introduced to our clients. The results are clear; year-over-year growth and record-breaking progress in transactions closed and satisfied clients. Calder offers a very fast-paced and entrepreneurial environment where the learning and growth of our staff and associates are prioritized, and the truth is expected. Learning and growth are not a one-way street, however. Staff is expected to critically think, solve problems, and think on their feet. The truth and abiding by a code of ethics are of preeminent importance. Our team feels compelled to make difference, to impact prospects, clients, and Calder's business positively, even if that means periodic discomfort.
BLX GROUP – Serving Public Finance, Non-Profit, Higher Education and Health Care Clients Since 1989 BLX Group lives by its commitment to optimal results. We have the capabilities and experience to provide the financial and technical services required to efficiently and effectively manage debt offerings from conception to final redemption. Our expertise is wide-ranging and includes arbitrage rebate, continuing disclosure, post-issuance compliance, investment advisory, financial advisory and more. We possess the knowledge, experience and dedication necessary to deliver outstanding solutions for complex debt, derivative and/or compliance issues. BLX professionals have provided pre and post-issuance compliance consulting services for literally thousands of debt offerings by hundreds of local governments and not-for-profit entities for more than 20 years. To start a conversation on how we can assist you, please visit our website at blxgroup.com. SERVICES WE OFFER • Arbitrage Rebate • Continuing Disclosure • Post-Issuance Compliance • Swap Advisory Services • Financial Advisory Services • Structured Products • BLXBid™ Northeast — Alan Bond, Amy Kron Southeast and Midwest — Erik Dingwall Texas — Sandee Stallings Arizona and Pacific Northwest — Robin Schlimgen California — Glenn Casterline, Nancy Kummer
Novel Capital’s fintech funding platform breaks down the traditional growth barriers faced by today’s B2B software companies. Their tech-first approach makes it easy for customers to leverage future recurring revenue for immediate access to non-dilutive capital. Paired with online data-driven insights and curated resources, the Novel platform empowers entrepreneurs to capitalize on their momentum.
We are building the future of banking. Our mission is to empower consumers by giving them easy access to decentralized finance for personal banking. Through the cmorq app you can exchange, send, and lend crypto to earn passively. Over 1.7 billion people in the world do not have access to basic banking. Consumer-DeFi is revolutionizing finance by putting the consumer first and creating an inclusive financial system. We aim to drive this revolution. Selected by CNBC Upstart 100, we were founded in 2018 as a data provider but have since grown into so much more!
We are a research-driven investment bank focused on small cap emerging growth companies in the healthcare, technology, media, transportation & logistics and natural resources sectors. That's what we are. Who we are is what makes us different. Our people are talented, dedicated, experienced professionals who come together with a common cause; advising on long-term client-solutions by employing innovative, collaborative and responsive strategies. We're passionate and personable. We approach things from our clients' perspective. We know that developing lasting relationships is reliant upon putting our clients' interests before ours. We understand the impact of our services. Insightful advisory and effective capital procurement can change lives. Empowering our clients to create employment, engineer technological and medical breakthroughs, producing products and services that lay the foundation for the future. For more than 30 years these have been our guiding principles. While much has changed over the three decades since we began, these core values and our reputation have not. Our clients must know what to expect from us. Then we can strive to exceed expectations. Member of FINRA http://www.finra.org | SIPC https://www.sipc.org | MSRB http://www.msrb.org/
At Wingspan, we're revolutionizing the payroll landscape by crafting an all-in-one platform tailored specifically for independent contractors and their businesses. Our game-changing solution streamlines onboarding, payments, and compliance for flexible workforces of any size, from solo entrepreneurs to large enterprises. With an impressive $14M Series A funding led by a16z and a total of $23.5M raised, we are backed by top-tier VCs and industry leaders such as the CEOs and founders of Warby Parker, Harry's, Allbirds, and Flatiron Health. Our 20,000+ members and hundreds of enterprise clients are a testament to our commitment to excellence. As we surge towards processing over a billion dollars in contractor payments by year-end, we stand out in the crowded payroll space through consolidation and simplification. Wingspan's unified approach automates contractor workflows, simplifies compliance requirements, and attracts top talent by offering seamless onboarding, instant payouts, and unmatched benefits.
