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We create and sustain financial clarity in your small business so that you can more effectively focus in on and accomplish your mission.
GCG Financial is a premier financial services firm built on a tradition of “doing what is right.” Our mission is to enhance the financial security of our clients. Whether serving a business or family, we provide innovative solutions and the resources, expertise and support necessary to deliver an exceptional client experience. We work with businesses, not for profit entities and other organizations to help improve their productivity and their bottom line. In addition, we work with individuals and families to build wealth, manage risks and help ensure their future. Your business and its employees: • Employee Benefits • Company Sponsored Retirement Plans • Property & Casualty Insurance • Executive Benefits • Business Continuation You and your family: • Insurance & Risk Management • Retirement Strategies • Wealth Management Ultimately, our success is measured by the strength of our relationships. If you are looking for employment opportunities copy the link below to your browser. https://gcgfinancial.aleragroup.com/careers/ Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. GCG Financial, LLC, and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC.
Propel Financial Services specializes in helping property owners pay their property taxes. Propel understands that unexpected circumstances can make it difficult to afford a large lump sum property tax bill. Our relief plans are payable in low monthly payments and can save property owners thousands of dollars in penalties and fees. More importantly, we help property owners across the county avoid foreclosure and lawsuits. Propel's goal is to offer straightforward, simple payment plans to almost every Texas property owner. Almost every property owner qualifies, and the entire application process takes less than 15 minutes.
Sharegain began with one question: If every investor has a right to lend their stocks, bonds and ETFs and only the largest institutions can exercise this right. What would it take to unlock this revenue opportunity for every investor? Our team of experts in London, Tel Aviv and New York solved this by building a platform that empowers online brokers, private banks and wealth manager to offer securities lending to their clients and customers. We call it SLaaS: Securities Lending as a Service. It’s a fully digital, customizable, end-to-end solution that automates front- and back-office operations. Institutions and investors are now free to earn more from what they own. Every Sharegainer has their own backstory, but we all share an ambition to do things differently – bigger, better and greater. Together we’re on a mission to democratize capital markets by building a more liquid world. The more we share, the more we all gain. Earn your share. With Sharegain. Visit our website to learn more about what we offer: https://sharegain.com/ Important disclosures apply: https://sharegain.com/disclosures/
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
Secure makes saving for emergencies easy and helps you navigate the unexpected in life. Employees all across the income spectrum are unprepared for financial emergencies. 40% of Americans cannot deal with a $400 unplanned expense. Financial stress costs employers an estimated $15k per year per impacted employee. Help your employees achieve financial wellness with the missing link in the benefits stack. For Employers Lack of emergency preparedness is the number one financial stress in America. It’s a drain on productivity and workplace wellness. The solution is here. We make deploying emergency savings to your employees a low cost, high impact solution that is easy to set up and administer for companies of all sizes. For Employees: Saving for emergencies is hard. Secure makes it easy and rewarding. With Secure, you get your own emergency savings account, automatic savings from your paycheck and full control and access to your money at anytime, for any reason, without delay and at no cost to you.
Eco is a digital wallet replacing checking accounts, credit cards, and more with a single balance that rewards you every time you save, spend, or send your money. Eco puts your money back to work for you—creating the first consumer fintech product whose creators are aligned with its users. The Eco App combines high-yield savings with rewarded spending in a single, compounding balance that's easy to manage. We even let you pay your bills and put your financial life on autopilot. And through all of this—unlike every other fintech company—we don't skim from you. That’s only possible because we’re building Eco Points, a new rewards currency for the Eco community. Eco Points keep us—our company, App users, and the community of people already building for Eco—aligned to win together. Our backers include a16z Crypto, Founders Fund, L Catterton, Activant Capital, Expa, Coinbase Ventures, Slow Ventures, and over one hundred others. To learn more, visit https://www.eco.com.
We power startup growth in emerging markets by providing corporate cards and financial solutions. Join at https://tribal.credit
iCFO Capital Over 25 years experience of successful business financing and private equity. Expertise with a wide range of businesses including technology, manufacturing, government contracting, telecommunications, biotechnology, and many others. iCFO Capital raises equity and debt capital for emerging technology companies iCFO Capital is designed to provide value to customers by providing an Investment Conference for presenting an investment opportunity (for the purpose of raising capital on a debt or equity position). Due to the strategic relationships that have been developed by iCFO Capital founding management, customers will have the unique opportunity to network with representatives from Accredited Investors, to top investment firms such as Morgan Stanley, Oppenheimer & Company, Silicon Valley Bank, Oracle Capital (clean technology). In addition the iCFO Capital database features an extensive list of investment banks and accredited investors. Venture/ Growth Debt Venture Debt is a type of financing utilized by venture-backed companies in order to provide them working capital for the purpose of growth and development. These facilities allow the business to leverage precious equity dollars in order to increase the company’s cash runway and achieve its next milestone. Venture debt is available to businesses ranging from start-ups to mature, later-stage companies.
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Cadre is a groundbreaking technology-driven commercial real estate investment platform that offers both institutional and individual investors the opportunity to access expertly curated real estate assets with lower minimums, low fees, and unprecedented potential for liquidity. Via its data-driven and transparent approach, Cadre opens participation in a historically opaque and illiquid asset class. Since Cadre’s founding, Cadre has closed more than $5 billion in real estate transactions across 25 U.S. markets. Cadre has exited thirteen investments with an approximate 27.5% targeted realized average net IRR and in total has returned approximately $340 million of capital to Cadre investors to date. For additional information, please visit www.cadre.com.
Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes: Real Estate; Natural Resources; Media, Entertainment & Technology; and Credit & Special Situations. Our clients are public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. Through partnership with our investors, we focus on developing customized solutions that are aligned with investment goals and strive to be strategic and responsive throughout the investment process. This supports our clients and their individual investors in realizing the value of long-term financial planning with diversified funds management. With a combination of deep experience and a tailored investment focus, Domain believes it is well positioned to identify potential investment opportunities and deliver a fully integrated investment approach, including contractual negotiations, due diligence, transaction structuring and asset supervision throughout the duration of the investments.
Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.
50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements, freeing up time and resources which can be spent on product and service development, while reducing cost and providing flexibility. Trivium founded in 2009 with the mission to support entrepreneurs and executives with corporate strategy and execution. We do this by offering a number of flexible support models serviced by experts in their respective fields. Since then we've grown organically through referrals and repeat clients. We value the importance of being a good corporate citizen, and as such, we constantly hold ourselves to the highest ethical standards both in the workplace and outside of it. Subscribe to our newsletter: https://share.hsforms.com/1qxnYS1mdSsej2DmcK60TMw36i06
Located in Annapolis, MD on Gingerville Creek, Ginger Cove is a premier continuing life-care retirement community that embraces wellness as a way of life.
Founded in 1984, Advent International is one of the largest and most experienced global private equity investors. The firm has invested in over 390 private equity investments across 41 countries, and as of December 31, 2021, had $88 billion in assets under management. With 15 offices in 12 countries, Advent has established a globally integrated team of over 265 private equity investment professionals across North America, Europe, Latin America and Asia. The firm focuses on investments in five core sectors, including business and financial services; health care; industrial; retail, consumer and leisure; and technology. After more than 35 years dedicated to international investing, Advent remains committed to partnering with management teams to deliver sustained revenue and earnings growth for its portfolio companies.
Traditional banking just wasn’t built to make growing a consumer brand easy. We want to change that. Our financial platform is designed for brands at any size, no matter how they sell. From access to capital with the Growth Line of Credit, to simplified money management with Ampla Banking or our Corporate Card for the modern CPG brand - we make growing businesses easier. Our products are built specifically for growing brands and have features you won’t find elsewhere. From our products to our customer success teams, Ampla’s mission is to make life easier for founders to build success. Since being founded in 2019, Ampla has grown headcount over 200% YoY, revenue 400% YoY and has processed over 1B USD in transactions across hundreds of customers.
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
Credit Sesame is the only service that helps consumers achieve financial wellness by helping them manage and grow their credit and cash in one place for free. Since 2010, we’ve helped millions improve their financial health by offering the best tools possible to access, understand, use, and protect their credit so they can lead better lives. And now, Credit Sesame has married its deep understanding of personal credit with the latest in digital banking to help consumers manage their entire wallet in one place and establish a better path to financial wellness. We are a fast-growing, nimble startup, and we succeed only because of our amazing teammates and our strong, positive culture.
Weiss Ratings is the source for unbiased, accurate, trusted ratings that you can rely on to make sound, informed financial decisions. Weiss directs consumers and business professionals alike toward safe banking, insurance and investment options with an eye to avoiding unnecessary risks that could lead to financial losses. Weiss does not accept compensation from the companies it rates for issuing the rating. Nor does it give the companies an opportunity to preview the ratings or suppress their publication for any reason. Weiss is totally independent and unbiased because its loyalty is to you — the customer.
NextGear Capital is the largest independent inventory finance company in North America, providing flexible lines of credit for dealers to purchase new and used inventory at over 1,000 auto and specialty auctions and other inventory sources throughout the U.S., Canada, U.K. and Republic of Ireland. With a customer base of more than 22,000 dealers, NextGear Capital also provides a robust array of services and support that allow dealers to acquire and sell more inventory, including state-of-the-art online and mobile account management tools, title services, records management and collateral protection. The company is headquartered in Carmel, Indiana and is part of the Cox Automotive group of companies, which includes Autotrader, Kelley Blue Book, Manheim and vAuto. Visit www.nextgearcapital.com to learn more.
