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MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq • Facebook: www.facebook.com/mileiq • Email: [email protected]
Mad Capital is financing the regenerative revolution. With all of our farmers, we work tirelessly to help them transition to 100% organic years sooner and create a legacy of stewardship.
Lerro & Chandross, a full-service accounting firm located in Boca Raton, Florida. We offer a variety of services to both businesses and individuals. Our team stays up-to-date on the latest tax laws and can provide a thorough tax plan as well as insightful advice. Our accounting services offer individuals and companies tax preparation services, Quickbooks training, audit defense, business valuation, forensic accounting, succession planning and more. Our experts are here to help with clear, actionable guidance to make your tax preparation process painless. We are ready to put our skills and knowledge to work for you. Lerro & Chandross provides top-quality services that assist our clients in minimizing their taxes, and ensure compliance with tax laws and regulations. We are dedicated to client satisfaction, and is prepared to go the extra mile to earn your business and trust
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
With assets of more than $3.3 billion, EECU Credit Union is one of North Texas’ largest locally owned financial institutions with a long history of serving the financial needs of individuals and businesses in Greater Fort Worth. Open to anyone who lives or works in Tarrant County and surrounding areas, EECU provides more than 250,000 people with a full range of financial products and services through its 16 convenient branch locations and alternative delivery channels including online and mobile resources and 85,000+ free ATMs worldwide. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Stanfield + O'Dell is a leading, full-service consulting and CPA firm that enables not-for-profits, businesses and families to become more successful. Our trusted professionals combine the latest technology with decades of experience to bring you expert, timely solutions. We value each client and work hard to help you reach your unique goals. Our dedication to your success is the reason our very first client is still among those we are privileged to serve today.
Clarus Partners Advisors specializes in indirect tax compliance and consulting. Our team alleviates the burden of keeping tabs on more than 12,000 tax jurisdictions in the U.S. Our industry-leading software and services help keep our clients compliant saving companies time and frustration.
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Advisor Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Advisor Advantage can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.
For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions. Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs. GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns. GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities. For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/
WealthBlock is a fintech firm that built the industry's #1 white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution streamlines processes and increases productivity by 10x. Currently, WealthBlock supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the platform to market private offerings to investors including Reg D, A+, S, CF, debt, equity and funds across various asset classes (real estate, farmland, technology, cannabis, etc.). **WealthBlock.AI LLC is listed in the FINRA Compliance Vendor Directory**
Floorplan Xpress' history dates back to 1974 when Great American Acceptance Company was founded in Kansas City, Missouri. Great American Acceptance Company was created with a simple thought process: make it easy for used car dealers to finance their inventory. Floorplan Xpress opened its doors in Oklahoma City, Oklahoma, in 2004 with the same idea, and five years later, the two companies became one. The unified Floorplan Xpress began nation-wide expansion and now serves 23 markets across 29 states. Even though our footprint is coast to coast, our focus continues to be on the local market, with our eyes set on continuing to make it easy for used car dealers to finance their inventory. Visit our website at www.fpxus.com for more information about our locations.
Established in 1993, LTD Financial Services, L.P. is a nationally recognized provider of ARM and BPO services. LTD’s solutions consistently deliver quality customer experiences and superior financial results for our clients through leading technology, omni-channel communications, and data driven decisions in a fully compliant, customer-centric culture. Our approach places our clients first in every aspect of our relationship including Customer Solutions, Care, Collections, Recovery, Compliance, Controls, Communication, and Accountability.
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared. It is reflected in the flow of ideas between our investment professionals, how we work with clients to understand their requirements, and in our commitment to making our expertise and insights widely available. What is Knowledge. Shared? • Timely and relevant expert insight – shared internally between investment teams and externally with clients for well-informed investment and business decisions. • An ongoing dialogue – we listen to client needs, and make our expertise and solutions available to help achieve success. • Openness and transparency – when explaining how we think, invest, and translate our insight into portfolio positioning.
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eBacon is a software company that focuses on certified payroll and fringe benefit management for the construction industry. Our software solutions combine time tracking, fringe management, payroll and certified reporting to help contractors and subcontractors avoid risk and become more profitable. We design and develop all of our own software and applications. Because we have our own advanced inhouse development team, we’re able to rapidly respond to the needs of the market. This allows us to create amazing products that solve real world problems.
Founded in 2018, TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the advised or self-directed investor. We deliver this through our investment communities and marketplace Magnifi (https://www.magnifi.com/) and TIFIN Wealth (https://www.tifinwealth.com/), a collection of personalization and intelligence capabilities for wealth managers and other intermediaries. Learn more about us at https://tifin.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.
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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.
Simplifying payments across multiple channels through a single platform of integration.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
