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Create a company profilePathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions. Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation. Segments we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified We provide: Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before. We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components. 3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. W provide: Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. For more information, please see our web site – www.pathstone.com
DataTribe is co-building the next generation of commercial Cybersecurity, Analytics and Big Data products with game-changing technology and teams coming out of the Intelligence Community and research labs in the Washington, D.C. area.
Commercial Financing Solutions to Help Your Business Succeed. We offers a wide range of commercial financing programs to help businesses of all sizes thrive. We provide business loans that are tailored to suit various objectives, and we maintain extensive partnerships with investors and other sources of financing. This approach allows us to structure and quickly secure customized funding that closely fits your deals or goals.
Permanent Equity invests with no intention of selling in family-held companies headquartered in North America. With 14 portfolio companies and a current capital base in excess of $300 million, the firm seeks opportunities to invest in and partner in closely held companies with durable value propositions. The firm's current portfolio includes companies in aerospace, amusement attractions, niche construction, manufacturing & distribution, consumer products, ad tech, recruitment, and niche professional services.
The Bill Pay Economy™ represents over $4.46 trillion in consumer spending each year. While staying on top of household bills is the single largest determinant for consumer financial health, organizing and paying them can be a time-consuming and frustrating chore. Since its inception, doxo has been on a mission to simplify and reduce the anxiety of staying on top of bills, empowering consumers to improve their financial health. For over 10M consumers, doxo’s all-in-one bill pay makes it simple to organize and pay any bill on any device through a secure checkout. For billers, doxo’s network-driven platform enables online and mobile payments with a ridiculously simple integration, radically lower costs, and game-changing features that are unavailable with legacy bill pay vendors. For fintech partners, doxo delivers financial innovations to consumers across 97% of US Zip Codes, paying from more than 5,000 financial institutions to over 120,000 billers in 45+ service categories. For employees, doxo is a creative, ever-learning team that is passionate about building fintech tools that dramatically improve the bill pay experience. For investors, doxo provides an extraordinary opportunity to invest alongside Jackson Square Ventures, MDV, and Bezos Expeditions to disrupt a market that accounts for over $4T of US Household spend. doxo is consistently recognized as both an innovative company and a great place to work by the likes of Inc. Magazine, Deloitte, Comparably, and BuiltIn. doxo plans to continue expanding its team in 2024 to further accelerate growth, forever changing the bill pay landscape to focus on the customer. To learn more about America’s leading bill pay network, visit doxo.com. Open positions at doxo can be found here: https://www.doxo.com/w/about/careers/
Raise Green is a financial technology platform for community-driven project finance. We empower all individuals with the tools they need to create and invest directly in to climate solution projects, like community solar. By creating new investment pathways open to anyone, we seek to democratize the ownership and benefits of the clean energy and climate-resilient infrastructure of the future. There is a gap in the ability of community based organizations like schools, churches, community centers, non-profits, and small businesses to get financing for solar and renewable energy projects. We offer a toolkit -- an Originator Packet -- for these types of organizations to develop and finance these types of projects. We then pair these projects with individuals or institutions that want to do small to medium scale impact investing in support of these organizations. Raise Green takes advantage of recent regulatory changes that open up the opportunity for non-accredited individuals to invest directly into private project finance companies that can accelerate the deployment of clean energy in a socially and financially inclusive way.
Welcome to Credito Real USA Finance! As one of the nation’s, leading auto financing lenders, we offer something a little different in this crowded market. That’s because unlike the rest, we don’t just loan money to our customers. Instead, we focus on empowering them with the tools, resources and education they need to improve their credit, achieve their dreams and ultimately build a better life for themselves and their families. We’ve helped thousands of customers to obtain auto financing and other loans, even with no credit or less-than-perfect credit. Life simply isn’t one size fits all – and we know this! That’s why we're thrilled to offer flexible financing options for each customers individual needs. We take great pride in supporting our customers along their journey to build better credit and a better life, and every decision we make is with that focus in mind. We know how hard you work and we’re committed to supporting you, providing you with outstanding customer service and support, and helping you successfully navigate the lending/credit process during your journey. Today, we are more focused than ever before on delivering a world-class customer experience, Dealer experience and employee experience. We do this by heavily investing in our people and ensuring our employees receive the same stellar support in their lives that our customers receive in theirs. So if you’ve got less than perfect credit and are looking for financial solutions to help you reach your goals – give us a call today! And if you’re a superstar in the auto financing (or similar) industry searching for an equally amazing employer who believes in the power of their people, check out our open jobs today!
SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services. As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.
Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 650 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature and other creative and performing arts. The Firm has 10 locations in the U.S. and the U.K., with offices in Los Angeles, New York, Nashville, San Rafael, Wilmington, Boston, and London.
CNB Financial Corp. is a leader in providing integrated financial solutions, which creates value for both consumers and businesses. These solutions encompass checking, savings, time and deposit accounts, Private Banking, loans and lines of credit (real estate, commercial, industrial, residential and consumer), credit cards, cash and wealth management, online banking, electronic check deposit, merchant credit card processing, on-site banker, accounts receivable handling, ACH origination and payroll processing. In addition, the Corporation provides trust services, retirement plans and other employee benefit plans. The Company's market area is in the western central region of the state of Pennsylvania and Central Ohio. CNB Bank, a subsidiary of CNB Financial Corporation, is a leader in providing integrated financial solutions, which creates value for both consumers and businesses. These solutions consist of a family of products and services developed to support the evolving needs of our customers from traditional to innovative. For over 150 years, we have prided ourselves in building long-term customer relationships by being reliable and competitively priced. As a local community bank, we at CNB are committed to serving the continued growth and well-being of the areas in which we operation. Community involvement for us goes well beyond our mission to offer high-quality banking products and services — charity, after all, begins at home, and our home is right where you live.
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and values driven digital investment platform. The platform provides access to diversified portfolios to residents of the US, UK and Malaysia.
Navy Federal Credit Union is the world's largest credit union with over 12 million members, over $160 billion in assets and over 22,000 employees. As a credit union, we have members, not customers. At our campuses in Vienna, VA, Pensacola, FL and Winchester, VA, and in our more than 350 branches, we serve the men and women of the Armed Forces, Department of Defense, veterans and their families. We deliver world-class service, rooted in the belief that it is an honor and privilege to serve our members. We are committed to providing our members outstanding financial products and services. Navy Federal offers a career, not just a job. We are proud of the robust Total Rewards package we offer to our employees, including competitive salaries, incentive programs, comprehensive medical, dental and vision benefits, retirement plans with employer match, award-winning training programs, professional development programs, tuition assistance, paid leave, and work/life programs. Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org
First Tryon Advisors* is a full service financial advisory practice now serving the needs of state and local governments, independent K-12 schools, colleges & universities, utility systems, not-for-profit associations/foundations, charter schools, healthcare organizations, senior living communities, school districts, economic development agencies and transportation clients. While we are focused in the Southeast and Mid-Atlantic regions, in total we serve over 380 clients nationwide. In November 2021, First Tryon Advisors welcomed Wye River Group, a leading financial advisory practice based in Annapolis, Maryland, to our team. Wye River offers a broad portfolio of expertise and experience in sectors and regions that complement First Tryon’s, making them an ideal addition to our practice. Much like First Tryon, Wye River’s growth and success have been built upon the principles of integrity, expertise, innovation, and outstanding client service. Our combined group consists of 24 motivated professionals who together can offer our clients a wide range of expertise and services that have been enhanced for both platforms. The combined practice offers four primary products and services: Financial Advisory Services Capital Planning Models Operational Consulting Swap Advisory Services Our mission is to give our clients peace of mind by delivering expert advice, innovative planning strategies and tailored financing solutions. *The practice known as “First Tryon Advisors” includes two SEC-registered Municipal Advisors: First Tryon Securities, LLC d/b/a First Tryon Advisors (“FTSLLC”) and First Tryon Advisors, LLC d/b/a Wye River Group (“FTALLC”). FTSLLC is a member FINRA and SIPC and an MSRB Registrant; FTALLC is an MSRB Registrant.
If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us. We can work together to plan for a sound financial future. Whether an individual, family, or business, we have the background and track record that add up to wise investment.
A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process. We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights. Fora Financial is a leading business financing lender, that has provided over $2 billion to more than 25,000 business owners nationwide. We provide fast, flexible financing for small to mid-sized businesses so that they can invest in their operations however they see fit. At Fora Financial, we provide a customized funding approach, listening to customers and understanding their needs in an ever-changing financial market. Located in new offices in New York and Miami, the Fora Financial team is responsible for providing our clients with personalized consultative support. We are a partner-centric organization, and we pride ourselves on supporting the small business community. Refer a Business: https://www.forafinancial.com/refer-a-business/ Twitter: https://twitter.com/ForaFinancial Facebook: https://www.facebook.com/Fora.Financial Google + https://plus.google.com/u/0/b/113013521388772008065/113013521388772008065/posts
MonetaGo is a provider of best-in-class fraud detection and prevention solutions. The MonetaGo Secure Financing system facilitates digitalization and reduces risk in trade finance. Secure Financing is a multi-module trade finance operating system that combines digitization and fraud prevention solutions, by leveraging encryption and confidential computing technology. Its Secure Financing systems enables banks, traditional financiers, non-bank financial institutions, fintechs, and trade finance funds to check for duplication and authentication of financing requests linked to invoices, bills of lading, air waybills, warehouse receipts, purchase orders, and other trade-related documents. By reducing fraud in trade finance, MonetaGo’s business activities align with worldwide political and regulatory mandates that empower institutions to sustain supply chains and extend their books of business into new markets and to underserved sectors, all while maintaining privacy and enabling critical real-time decision making. MonetaGo’s award-winning Secure Financing solution is available to financiers globally via multiple connectivity methods, including Swift.
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.
SIG is a global quantitative trading firm founded on a platform of intellectual curiosity. We bring together the brightest minds, cutting-edge technology, and expansive sets of data to solve incredibly challenging problems. We commit our own capital to trade financial products around the clock and around the globe, and we innovate by building virtually all of our own trading technology from scratch. Our traders, quantitative researchers, and technologists work side-by-side to develop and implement our trading strategies, making us leaders in high performance, low latency trading. We know that it’s only by tapping into our diverse perspectives that we can truly achieve our full potential. Our collective insight allows us to approach problems, both simple and extremely complex, from a wide range of thinking. This ability to think together, but not always alike, has propelled our success.
"Cars and Credit Master" is a pre-owned car dealership group that offers financing on "newer cars" and "luxury vehicles" to consumers who otherwise could not obtain financing due to bad or no credit history. At "Cars and Credit Master," we all come to work every day because we want to solve the biggest problem in affordable auto financing. We are obsessively passionate about it, and our mission is to help people with less than good credit to meet their transportation needs by offering late model vehicles from compact to luxury class by providing best-in-class financing. Our customers say it best, Google reviews rave about us but nothing matches the experience of being part of our team. We are dedicated to bringing diversity of thought and talent. To learn more about our goals in becoming a regional and national player and grow with us, reach out to one of our teammates!