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WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms with over 3 Billion in AUM.
Earnin’s mission is to build a financial system that works for people. Every year, while Americans wait for their paychecks, more than $1 trillion of their hard-earned money is held up in the pay cycle. As a result, we accumulate over $50 billion in late and overdraft fees and turn to high-interest loans. We seek to eliminate those fees and put money back into workers’ hands. Our financial system doesn’t work for people. But Earnin does. Earnin is an app that lets people get paid as soon as they leave work, with no fees, interest, or hidden costs. App users can receive their money in their bank account instantly at little or no cost — as we operate on a pay what you choose model. All they need is a bank account and a job that provides direct deposit or uses electronic timesheets. At Earnin, we’re building the way we think a financial system should work for everyone, not just the people who can afford it. We help people take control of their money and get to a better financial place. Our goal is not only to provide great products at little or no cost to the people who need them but also to inspire kindness across the financial world and eventually across all industries.
We are the first 100% digital bank in Colombia, which through its technology offers simple and agile financial services, designed to make our users fall in love.
MCM Holdings, Inc.* has been providing relevant, consumer-oriented financing options for hundreds of broker partners. We employ a dedicated.
FTV Capital is a growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise technology and services, financial services, and payments and transaction processing. FTV’s experienced team leverages its domain expertise and proven track record in these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in 130+ portfolio companies. FTV has offices in New York, San Francisco and Connecticut.
T3 Trading Group, LLC, a Registered SEC Broker-Dealer & Member of FINRA/SIPC, strives to be a complete destination for traders looking to maximize their performance in today’s financial markets. Our proprietary traders focus primarily use technical analysis over various time frames, employ position, swing and intra-day trading strategies. We aim to help traders succeed by providing elite training, premier technology and a highly professional, value-added environment. We seek individuals with an entrepreneurial spirit, strong work ethic, exceptional business instincts and a demonstrated ability to make sound decisions under pressure.
Keo offers Supply Chain Financing through Buy Now, Pay Later solutions. Our end-to-end digital solution creates a seamless experience that meets the supplier and business needs. Funded By Keo. Powered Through American Express.
Promoting light for growth, warmth and vision. Localized brand & store at 215 E Franklin St Raleigh, NC 27604 + online at luminaclothing.com
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $265 billion AUA and $18 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 390 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.* *All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of September 30, 2022 and includes NAV plus unfunded commitments and represents investments advised on and/or managed by Aksia and directly tracked by Aksia’s client operations team. AUA/AUM does not include assets of any research clients or advisory clients for whom Aksia does not track their portfolios. AUM includes fully discretionary accounts and accounts where the client retains veto authority. Number of professionals and experience is as of October 31, 2022
VPay® delivers better claim payment experiences. As a part of Optum, VPay offers the insurance industry’s only total payment solution and is backed by the strength of Optum Financial. The company equips insurers with configurable, next-generation digital solutions that streamline every aspect of the payment process. Workers’ compensation, auto and property insurers, health plans, dental plans and third-party administrators trust VPay to design solutions that reduce costs, drive higher ePayment adoption, boost efficiency and improve retention by increasing payee satisfaction.
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At WA Asset Management, we have been making the complex simple since 1999. Our Firm offers comprehensive investment management and financial planning services that are grounded in strong personal relationships, a disciplined approach and independent advice. Whether you are looking to develop a plan to achieve more or are nearing retirement and need a plan for living out the dreams you’ve worked so hard to build, we’re here for you. For more than two decades, we’ve been helping clients navigate the complexities and sophisticated needs that come with wealth. Our advisors offer a steady, experienced hand, and a trusted, collaborative partnership to guide you through whatever life may bring. We take the time to understand your unique needs and then we give all we have to help you thrive. We are an independent, fee-only Registered Investment Advisory (RIA) firm, with more than 40 team members across seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals, families, corporate retirement plans, trusts, endowments and institutions, advising on assets in excess of $4 billion. Our corporate retirement plan solution includes plan design and consulting expertise services as well as investment management, and we serve as an ERISA 3(38) investment fiduciary. WA Asset Management is affiliated with Warren Averett, enabling us to offer a full range of accompanying services to help you manage your full financial life. Through our Women’s Wealth Connection, we also provide a tailored offering led by women advisors that combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women. We look forward to introducing you to our passionate, knowledgeable and driven team, and to discussing how we can help you live your life to the fullest, with the confidence and freedom to pursue your goals.
WE’RE ALL ABOUT GIVING BACK— TO OUR MEMBERS, COMMUNITY, AND EMPLOYEES. Supporting the goals of our employees as well as our neighbors and outreach partners At GTE Financial, you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners that give our work meaning. Established as a not-for-profit cooperative and a federal credit union in 1935, we are one of the region’s largest locally owned and operated financial institutions. We care deeply about your well-being, and that of the people we serve. You’ll see that commitment in: 401 (k) company match up to 7% Full- time employees accrue 4 weeks of PTO a year 11 paid holidays annually 1 day of paid Volunteer Time Off to support charities and service organizations And much more… • Exceptional compensation: - Competitive base and incentive pay - Eligibility for annual bonus based on performance • An outstanding benefits package: - Medical - Dental - Vision - Flexible spending account - Additional insurance - Employee assistance program - 401 (k) company match up to 7% - Corporate wellness programs o Wellness Time Off o Wellness Reimbursement Program • Work/life balance: - Full and part-time employees accrue PTO each pay period - 11 paid holidays annually - 1 day of paid Volunteer Time Off to support charities and service organizations • Workplace accolades we have earned: - Tampa Bay Times list of Tampa Bay’s Top Workplaces: o an award based on feedback from our employees • The career-development programs we offer: - GTE University featuring internal training programs - Leadership development programs - Generous tuition reimbursement • Our philanthropic efforts throughout the communities we serve: - Corporate charitable efforts - Monthly charities - Holiday charities - GTE Cares Program - GTE Foundati
HomeTrust Bank is a regional, community-focused, full-service commercial bank committed to providing value added relationship banking. Take advantage of local lenders, local market savvy, and personal attention…. As your business grows, your financial needs expand as well. Our leadership team of seasoned local bankers offer years of experience in crafting solutions your business needs to grow. We approach each opportunity as a trusted partner to the business owner focused on truly understanding your business. Our bankers provide expert advice along with innovative banking solutions tailored to meet your Capital and Treasury Management needs. Learn more at htb.com or see our updates for more information. HomeTrust Bank is headquartered in the vibrant, eclectic mountain city of Asheville, NC. We are a community-focused financial institution committed to providing value added relationship banking through our talented, service- focused people for both personal and commercial banking. HomeTrust Bancshares, Inc. is the holding company for HomeTrust Bank. As of September 30, 2023, the Company had assets of $4.7 billion. The Bank, founded in 1926, is a North Carolina state chartered, community-focused financial institution committed to providing value added relationship banking through over 30 locations as well as online/mobile channels. Locations include: North Carolina (including the Asheville metropolitan area, the "Piedmont" region, Charlotte, and Raleigh/Cary), Upstate South Carolina (Greenville), East Tennessee (including Kingsport/Johnson City, Knoxville, and Morristown) Southwest Virginia (including the Roanoke Valley) and Georgia (Greater Atlanta). Member FDIC | Equal Housing Lender
The North American Development Bank (NADB) is a binational financial institution capitalized and governed equally by the United States and Mexico for the purpose of financing environmental infrastructure necessary for a clean and healthy environment for residents along the border. On November 10, 2017, the merger of NADB and the Border Environment Cooperation Commission (BECC) was completed by amendments to the Charter. While the environmental mandate and geographic jurisdiction of the merged institution remain unchanged, the integration of the functions of BECC into NADB strengthens its ability to carry out its mission.
wned by Early Warning Services, a financial services company, Zelle is a person-to-person payment application that sends money quickly. This application enables users to send money with an email address or phone number regardless of the sender or recipient's banks.
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
INTEGRA has been changing the landscape of the lending technology industry for over 22 years. INTEGRA started in 1996 with mortgage technology and recently expanded to provide consumer and commercial technology for our financial institution customers. Our newest platform, EPIC, is ideal for any lender providing mortgage, consumer, and commercial loans in a 100% browser-based environment. Our sole purpose is to partner with banks, credit unions, and mortgage companies to deliver lending technology of the future. Contact Integra at [email protected] or call 615-595-0900
Bookkeep automatically posts daily sales summary financials to accounting platforms such as QuickBooks Online or Xero and reconciles the payment deposits. We do this for all commerce apps like Square, Shopify, Amazon Seller and many many more. We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting . When we say smarter, we mean it.
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.
Wealth Management The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group, Inc.’s “boutique” size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make necessary changes. As wealth managers, we monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients’ short-and long-range financial goals. Financial & Tax Planning The Financial Advisory Group, Inc. offers financial planning services delivered through written goal-oriented plans, covering a wide variety of topics, including budgeting, cash flow, income, expenses, retirement savings, college funding, taxes, will and estate planning, investments, qualified pension plans and IRAs, assessment of risk, and various types of insurance. Investment Management The Financial Advisory Group, Inc. is a fee-only, Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission. We do not take physical possession of your investment securities. Client accounts are established through independent third- party custodial relationships subject to discretionary, limited trading authority. We manage the process, act on your individualized investment policy statement, and measure performance through quarterly reports.
