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Graphite Financial is a boutique fractional finance, accounting & strategy firm built to help startup founders and companies scale efficiently and sustainably. We were born in 2008 in NYC, supporting ff Venture Capital’s portfolio of early-stage companies. In 2016, Graphite Financial spun out and began working with the broader startup community. We are a team of certified public accountants, analysts, entrepreneurs, and venture capitalists who are passionate about partnering with early-stage companies to help them succeed. Our roots give us a unique vantage point that extends well beyond vanilla finance and accounting matters. In other words, we’re more than just bookkeepers, though we’re great at that too.
Citizen Investment Management is a dividend focused asset manager with a focus on the energy sector. We have extensive operations, public company leadership and substantive capital markets experience. Fund 1 paid strong dividends in 2022, leading to the creation of additional funds. Note: this page is used solely for marketing purposes at this time so please excuse the lack of content but check out our site for more information.
The Credit Pros is an Inc.5000 technology-enabled credit repair organization. Staffed by a team of experienced professionals who are eager and passionate. The Credit Pros helps clients to remove erroneous credit information from consumer credit reports. The Credit Pros Intl is BBB Accredited with an "A" rating. Accolades: Inc. 5000 Fastest Growing Private Companies in America, Inc Magazine, 2018 SmartCEO Technology Future 50, 2017 Inc. 5000 Fastest Growing Private Companies in America, Inc Magazine, 2017 Best Places to Work in NJ, Best Places To Work in NJ, 2017 Inc. 5000 Fastest Growing Private Companies in America, Inc. Magazine, 2016 Axial Growth 100, Axial, 2016 Entrepreneur 360™ Best Privately-Owned Businesses in America, 2016 Inc. 5000 Fastest Growing Private Companies in America, Inc Magazine, 2015 Inc. 5000 Fastest Growing Private Companies in America, Inc Magazine, 201
Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. We offer professional opportunities and resources in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. We invest in our people to help transform their careers. Bringing together diverse talents and backgrounds, we empower our people to achieve more. This supports our mission: “Making a Difference for our people, our clients, our community and our professions." Cherry Bekaert specializes in serving industry sectors including Government Services, Healthcare & Life Sciences, Hospitality & Retail, Industrial Manufacturing, Not-for-Profits, Private Equity Services, Professional Services, Real Estate & Construction and Technology. In addition, The Firm has an international reach through our affiliation with Allinial Global. For more information, please visit cbh.com, and be sure to follow us on Twitter, LinkedIn, Instagram and Facebook. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
Coast Professional, Inc. (Coast) Mission Statement Coast is a top-performing call center services company that specializes in onshore omni-channel solutions, accounts receivable management, and back-office functions for public and private entities. Our mission is to perform services with the highest standards of integrity, efficiency, and ethics. We develop rapport with companies and consumers, create long-term relationships with clients, and improve communities through philanthropic initiatives. We further our corporate culture of compliance, customer service, and teamwork by investing in our most valuable asset: our people. We maintain a professional environment and always do what is right.
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.
Imagine a financial partner that will be with you throughout the life of your business. You need clear steps to take to make your business as strong and smart as possible. Equipment financing, debt restructuring and revolver credit – these services we offer provide the tools that keep your company’s finances thriving. We can’t guarantee that the solution will always be simple, but we can promise that communications with your Equify Financial representative responsible for your note will be. Equify Financial does not sell your note to third parties, which means we’ll be with you every step of the way.
Your "one-stop shop" for financial services. When you choose First Western, you get everything you need to manage your finances, protect your family and grow your wealth. Since 1910, we’ve been serving Arkansas with outstanding financial services delivered with the personal touch. Today, we’re still independent and owned by our employees. Ready to switch banks for the last time? Come by today! You’ll quickly discover “there’s a reason we’re first.” MEMBER FDIC EQUAL HOUSING LENDER INSURANCE AND INVESTMENTS: NOT A DEPOSIT / NOT FDIC-INSURED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY / NOT GUARANTEED BY THE BANK / MAY GO DOWN IN VALUE
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Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to help public and private organizations of all sizes take on today’s challenges. But what sets us apart isn’t just what we do – it’s how we do it. Here, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. It’s how we challenge the expectations of business and empower our people and clients to do it, too. One thing we won’t do? Grant Thornton LLP will never request money or any form of payment for services via social media. Please report any concerns at 1-800-810-3503. "Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see grantthornton.com for further details.
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Greenbox Capital is a direct funder in the merchant cash advance industry providing small businesses access to much needed working capital through merchant cash advances, invoice factoring and short-term small business loans. As a technology-driven alternative lender, Greenbox Capital’s enterprise solution, The Box, stands head and shoulders above other Fintech products. The Box increases deal security to brokers vastly improving the speed of funding and quality of underwriting for scaling and overhauls traditional means of obtaining capital with a seamless experience for the customer. Our core values are Commitment, Communication, Teamwork, Service and Integrity. Our team is made up of dedicated, hard-working, honest individuals working together toward the company goal of being the safest place to fund small businesses! We make an impact on small businesses in the US, Puerto Rico, and Canada, every day.
GTS is a collection of financial services companies spanning a wide array of asset classes and investment approaches, all powered by the combination of market expertise with innovative, proprietary technology. With roots as a quantitative trading firm continually building for the future, the GTS family of companies are able to leverage the latest in artificial intelligence systems and sophisticated pricing models to bring consistency, efficiency, and transparency to today’s financial markets. GTS’s electronic market maker GTS Securities accounts for 3-5% of daily cash equities volume in the U.S. and is a leading Designated Market Maker (DMM) at the New York Stock Exchange, responsible for nearly $13 trillion of market capitalization. For more information on GTS, please visit www.gtsx.com.
The Indiana Public Retirement System (INPRS) is among the largest 100 pension systems in the United States. INPRS serves the needs of 517,149 working members and retirees representing more than 1,303 employers including public universities, school corporations, public safety, municipalities, and state agencies. Our Vision: Engaged members able to realize their retirement dreams. Our Mission: As fiduciaries, educate stakeholders, collect necessary contributions, and prudently manage member assets to deliver promised DB and DC benefits and services.
Insource Services, Inc. provides cost-effective outsourced Finance, Human Resources, Technology & Training services to organizations experiencing growth and change. As a trusted partner, Insource can perform all accounting and finance, technology, and human resource back office functions in addition to providing CFO, CIO and senior HR leadership and counsel. Our client base features a diverse group of dynamic businesses and non-profit organizations including representation from high technology, biotech, law firms, philanthropic organizations, religious institutions, charter schools, and other professional service companies. In addition to our core services, we provide Leadership, DEI and other staff training as well as executive search and staffing services.
Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. Drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships, Adams Street strives to generate actionable investment insights across market cycles. Adams Street is 100% employee-owned and manages $58 billion in assets under management. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, and Tokyo
Innovative Financing Solutions (IFS) is a full service, award-winning SBA and USDA Lender Service Provider. We specialize in the implementation of turnkey ‘outsourced’ government-guaranteed loan programs for community banks and credit unions throughout the U.S that may not generate sufficient loan volume or lack the internal expertise or support staff required to implement a safe, sound, and profitable government-guaranteed lending department. IFS also works directly with business borrowers ranging in size from small and growing entrepreneurial companies to established middle market to provide customized commercial financing solutions for even the most difficult and complex situations. IFS’s relationship-focused, value-added approach provides our lending clients with innovative solutions designed to meet their customers’ financing needs and business objectives. As the lender’s SBA and USDA loan consultant we provide: Knowledge and expertise necessary to be a trusted advisor and effective liaison between the lender and the government agency. Flexibility and adaptability required to design a program that effectively fits into the lender’s unique business model based on its business model, regional brand and go-to-market strategy Full range of services and support, including eligibility assessment and confirmation, loan structuring, credit analysis and underwriting, loan closing, loan review and admin support, and ongoing compliance reporting all of which is designed to ensure the long-term quality and integrity of the loan portfolio. Responsiveness to successfully maintain a high quality and successful program. With offices in suburban Philadelphia, PA and Bonita Springs, FL, our team of consultants possesses more than 150 years of experience in commercial and government-guaranteed lending, credit analysis, underwriting, and commercial loan administration. IFS has funded more than $500 million in loans nationwide and services a $250 million loan portfolio
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.
Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves
ChoiceOne has always taken the lead in providing innovative services and technology. The bank’s customers have come to rely on digital banking including mobile banking, mobile deposits, innovative payroll solutions, online loan applications, online account opening, and digital mobile savings tools. ChoiceOne serves corporations, partnerships, and individuals located primarily in the Kent, Muskegon, Newaygo, Ottawa, Lapeer, St. Clair, Macomb, and Oakland counties in Michigan. It operates thirty-one full-service offices, a Wealth Management office, with loan offices in Port Huron, Macomb, Grand Rapids, Oakland, and Holland.
Constellation Payments is a leading global gateway and merchant services provider with special expertise in software integration and recurring transactions. Founded in 2012, the company has quickly become a trusted payment technology and support partner to point of sale (POS) software providers representing a wide variety of verticals – including government entities, municipalities, moving and storage, club management, attractions, fitness, martial arts, event registration and hospitality management. The company is unique in that it hosts its own proprietary payment gateway and offers a full suite of integrated payment solutions including competitively-priced merchant processing accounts, recurring billing, tokenization, integrated EMV terminals, convenience fee logic and hosted payment pages. For more information or to have someone contact you, please email us at [email protected] or contact us directly at 888.244.2160
