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Create a company profileBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings to borrowers. We are sensitive to the relationship between borrower and lender and we will never jeopardize that. Pensford maintains very good working relationships with all banks. We provide insight, suggestions, and transparency to every transaction, but at all times our clients are in control of the negotiation process. We do not direct business away from the lender; we simply ensure that our clients receive a fair and transparent deal. Pensford specializes in: New swaps and modifications Interest rate cap auctions Negotiating ISDA’s Terminating existing derivatives at par MTM and FAS 133/157 guidance Rate locks on permanent financing Defeasance Yield maintenance verification
Simplifying real estate and farm management for landowners. Connecting farmers with more land and finance options. For more information, call (833) 845-5225 or visit www.tillable.com.
Billfold is "The solution for live entertainment operators." We go beyond the transaction with one solution to manage all customer interaction points at live events. As former operators, we understand the needs and the challenges of the live entertainment industry. Our track record successfully speaks for itself with over 900+ recurring partnerships across a variety of venues, festivals, and events. Expanding globally we have established partnerships in the USA, Australia, Mexico, Costa Rica, New Zealand, Canada & Russia. Billfold’s objectives are simple: increase revenue, dig deeper and understand your customer's journey. Reduce operational headaches, administration, and costs and ensure a seamless, simple, and efficient experience for all stakeholders including; customers, sponsors, and of course management. Billfold Benefits: - Fastest transaction on market, under 2 seconds - 20-second one-time-only onsite or online wristband activation - Increase onsite revenues from a minimum of 20% up to a staggering 79% - Innovative dual-screen design with a built-in advertising solution - Customer transparency & engagement at every step of the way - Track real-time reporting and analytics throughout your event - Fast and easy implementations with experienced Sr. IT Staff onsite - Staff & Management love it: easy to use, no cash, no change, no risk, no admin, no bank cards, big tips! - Need flexibility? Billfold can accept all payment types at the point of sale including RFID, Bank Cards, Cash, NFC, and QR Codes - Cash accountability? Add Top-Up Terminals for Cash loading onto RFID wristbands
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 a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers. Our Mission is to Simplify the Investment Process..... Our offering seamlessly integrates and simplifies, front, middle, and back-office workflows customized for sophisticated users. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts, and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, our clients can manage complex portfolios from a single view allowing for confident decision making. Our elegant mobile platform provides interactive drill-down analytics for users on the go allowing timely access to their data from anywhere, at any time, at their fingertips. Whether you are a Portfolio Manager, Chief Financial Officer, or Chief Compliance Officer, Nirvana can customize data output and analytics to fit your needs. Our Solutions are delivered via the cloud through a SaaS model and are designed in a modular architecture, allowing clients to buy only what they need. The result is a seamless solution that fits with your current infrastructure and delivers up to a 50% total cost savings vs in-house/competitor solutions. Addressing the complex and dynamic needs of our clients is at the forefront of everything we do. We attach our clients with a dedicated relationship manager and provide high-touch support and training. Our philosophy of “clients come first” delivers an unparalleled support model with round-the-clock access to our team. For more information, please contact us via [email protected]
Founded in 2015, Citcon’s fintech platform enables seamless global commerce at scale by connecting the world’s businesses with more than 100+ mobile wallets, local and alternative payment methods. Citcon is one of the fastest-growing payment platforms and services some of the world’s biggest brands, safely and securely processing billions of dollars of transactions for merchants worldwide. Citcon is backed by leading global investors, Norwest Venture Partners, Cota Capital, Sierra Ventures, EastWest Bank, and Sonae IM. The company has five regional offices in the US, Canada, Europe and Asia to service its global clientele.
The World Bank Group is a multilateral organization headquartered in Washington, D.C., whose members include most of the world’s countries. Five institutions make up the World Bank Group to collectively serve as a vital source of financial and technical assistance to developing countries. We have set two goals that will shape our work through 2030: - Ending extreme poverty by decreasing the percentage of people living on less than $1.25 a day to no more than 3 percent. - Promoting shared prosperity by fostering income growth of the bottom 40 percent for every country. We are tackling these challenges through financing, customizing development solutions, leveraging knowledge, research and technology, and by bringing people together to solve complex problems. The five institutions that make up the World Bank Group work together to foster development in poor and middle-income countries and to confront such global challenges as climate change. - The International Bank for Reconstruction and Development (IBRD) or World Bank, tackles poverty in middle-income and creditworthy low-income countries. - The International Development Association (IDA), also part of the World Bank, provides interest-free loans, technical assistance, and policy advice to governments in the world’s poorest countries. - The International Finance Corporation (IFC) is the largest global development institution focused exclusively on the private sector. IFC finances investment, mobilizes capital in international financial markets, and provides advisory services to businesses and governments. - The Multilateral Investment Guarantee Agency (MIGA) promotes foreign direct investment into developing countries. MIGA fulfills this mandate by offering political risk insurance and credit enhancement to investors and lenders. - The International Centre for Settlement of Investment Disputes (ICSID) provides international facilities for conciliation and arbitration of investment disputes.
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!
American Heritage Credit Union is a member-owned financial cooperative with more than $4 billion in assets serving more than 800 Workplace Partners and more than 250,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware, and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States. For more information about American Heritage Credit Union please visit at www.AmericanHeritageCU.org. Value Proposition We offer you the right financial solutions because you're family. Mission Statement To provide Quality and Convenient Service to meet the financial needs of our Members while enhancing relations with our Sponsor Companies and the Community.
Founded by Peter Chernin, Jesse Jacobs, and Mike Kerns, The Chernin Group (TCG) is a multi-stage investment firm dedicated to building consumer businesses. The TCG portfolio includes Collectors Universe, Dapper Labs, Epic Gardening, Exploding Kittens, Food52, Headspace, Hodinkee, Lovevery, MeatEater, Opensea, Oura, Sketchy, Surfline, The Pro’s Closet, Zed Run and more. With a focus on majority and significant minority investments in growing consumer businesses, the TCG team has a track record of working with world-class consumer brands in digital media, commerce, marketplaces, sports, gaming, consumer finance, consumer blockchain, and health and wellness brands and platforms. At TCG we follow our curiosity, live with conviction, and find a little levity in our days. We don’t take small bets – we’re all in. With offices and team members in San Francisco, Los Angeles, New York, and Denver and decades of experience building diverse business models, best-in-class teams, and lasting brands – we help our portfolio realize their full potential. To learn more about TCG and our portfolio companies, visit: https://tcg.co/
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 22,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. New partners, enduring principles What are enduring principles? At Northern Trust, you’ll often hear them referenced. But it’s much more than a catchphrase – it’s what guides our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Angel Oak Home Loans is a national mortgage lender based in Atlanta, GA providing innovative mortgage products tailored to borrowers' home financing needs. Angel Oak’s lending practice was founded upon core principals of providing consumers with a variety of mortgage products that are tailored to meet their home financing needs. At Angel Oak, we realize that each of our client’s circumstances are unique and therefore we take an advisory approach to meeting their mortgage needs. Our highly trained Licensed Mortgage Advisors (LMA’s) work closely with each client and partner to match the right program for their situation. Our collaborative approach to servicing clients and referral partners enables us to deliver some of the quickest turn times in the industry, while focusing on superior client satisfaction. Angel Oak Home Loans LLC NMLS# 685842, For licensing information, go to: (www.nmlsconsumeraccess.org), Licensed in AL, AZ #0927070, AR, Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act , CO, CT, DE, DC, FL, GA #32379, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, ND dba AOHL LLC, NV, NH, Licensed by the N.J. Department of Banking and Insurance, NM, NC, OH, OK, OR, PA, Rhode Island Licensed Lender, SC, SD, TN, TX, UT, VT, VA, WA dba AOHL LLC, WV, WI, WY. 980 Hammond Drive, Suite 200, Atlanta, GA 30328. The information contained herein is for informational purposes only and is not a commitment to lend. The program, rates, terms, and conditions are subject to change at any time without notice. All loans are subject to credit approval. Not all products and options are available in all states.
Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.
Pay the planet with Hyperwallet. At Hyperwallet, our goal is to provide organizations with a fast, efficient, and transparent way to distribute funds to their global contractors, suppliers, and resellers. Built atop sophisticated online and mobile payments technology, Hyperwallet’s advanced payment architecture unifies fragmented financial infrastructure in a singular environment. The end result is a global payout platform unlike anything you’ve ever seen. Hyperwallet’s global payout platform enables localized, multi-currency distribution to just about anywhere in the world. Our payout solutions are available as an SaaS or through REST API integration, and all include systems monitoring, maintenance management, payee support tools, and KYC/AML compliance. Our range of unique payout options ensure that your payees get their money quickly, conveniently, and affordably—wherever they are. Contractor or reseller, local or global. Whatever your payout needs, Hyperwallet’s got you covered.
Fundation empowers the small business economy through enabling banks, B2B vendors and other institutions that serve the small and medium sized business (SMB) community. Fundation develops private label loan origination solutions for banks and non-bank lenders, develops embedded credit programs and offers sales enablement software solutions (e.g. CRM, B2B marketplace) for SMB sized suppliers through its Kinnek subsidiary.
CPS is the industry’s only independent global provider of customer focused, end-to-end, data-driven cash management solutions, developing long-term partnerships with our customers to safeguard their reputation, optimise their efficiency and protect their investment. CPS provides complete cash centre consultancy, data & software solutions and sorting machines, supported by a global service team, to central banks, commercial processors, retailers as well as single note inspection systems to banknote printworks, across the world. Our integrated solutions enable our customers to have full control and visibility of their banknotes and crucially, own their banknote data, at all stages of the cash cycle from production to destruction. Our global customer base in over 100 countries, combined with more than 60 years in the industry, gives us the specialist knowledge of global cash cycle trends and currency management we need to ensure our solutions are tailored to meet our customers’ own objectives. Our on-going support and flexible service packages provide truly future-proofed solutions, enabled through our local presence, global knowledge and a proven ability to deliver bespoke requirements.
Harbor Group is the preferred insurance analytics partner to the world’s premier lenders. For over 20 years, we have consulted on behalf of leading financial institutions on their most significant and complex transactions – in both the United States and abroad – including M&A financing, securitization (conduit, large loan and stand‐alone real estate transactions), syndication and balance‐sheet loans. They count on our experienced team of professionals to deliver deep industry knowledge, unique insights and proprietary analytics developed from closing more than 100,000 deals worth $1 trillion over the past 20 years.
Chess Consulting offers a unique combination of government contracting regulatory expertise, technical accounting and reporting knowledge, and business systems and risk management experience along with forensic accounting investigative skills and expert testimony services. We develop practical and sustainable solutions that address difficult compliance and business issues. Government contracting is unique. So is our dedication to government contractors. We are always open to meeting experienced and certified professionals (CPAs, CFEs, and CIAs) who have set themselves apart within their field of practice. Most notably, we are interested in professionals with Big 4 or public accounting experience and/or relevant consulting experience within the service offerings we provide. Because client satisfaction is of utmost importance, we employ dedicated professionals that possess the objectivity, analytical skills, and personal integrity needed to serve clients and their stakeholders. Our professionals bring passion and enthusiasm that translates to creative solutions and exceptional work. It’s not just about what we do, but how well we do it.