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Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.
J.D. Mellberg Financial specializes in safe financial retirement planning and wealth preservation. As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability. Our focus is on comprehensive plans that provide sound preservation of capital with income growth, are tax advantaged, and produce higher returns with minimal risk. Our mission is to help our clients achieve a financially secure and enjoyable retirement. For the fourth year running, J.D. Mellberg Financial made an appearance on Inc. magazine's 500|5000, an exclusive ranking of the fastest growing private companies in the country. On the 2014 list, J.D. Mellberg Financial was ranked 1,170 overall, 73 in the U.S. financial services industry and 24 in the state of Arizona.
IDB Bank® is a New York-based private and commercial bank licensed by the State of New York and a member of the Federal Deposit Insurance Corporation. Since our doors opened in New York in 1949, IDB has grown from its Manhattan headquarters to include branches in Brooklyn and Staten Island, N.Y.; Short Hills, N.J.; downtown Los Angeles and Beverly Hills, Calif.; and Aventura, Fla. IDB also has representative offices in Latin America and Israel. At IDB, we have a singular mission: We aspire to be the best bank for our clients. IDB Bank® is a registered service mark of Israel Discount Bank of New York. Member FDIC. Equal Housing Lender.
FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems. FIA Tech provides key services and processes including managing legal agreements, settling brokerage, meeting compliance requirements and automating reconciliation.
Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com
As a small to medium size business or as an individual, it can be a challenge to find the time and energy to address the financial aspect of your company or personal finances. You may find yourself short on time and overwhelmed. No matter the reason, OnTarget CPA has a carefully crafted suite of services designed to help you – because we believe the secret to financial success starts with a great accountant. What are some of the OnTarget CPA services for companies? • Business Planning and Consulting • Business Tax Preparation • Business and Strategic Planning • Advanced Accounting Software OnTarget CPA even offers CFO Services on a temporary or permanent basis with the high level of expertise you would expect. We go the extra mile by providing guidance for efficient and profitable business operations and strategies, notifying you of any obvious trends in the books and keeping an eye on your overall financial health. OnTarget’s Certified Public Accountants can provide the knowledge and experience to guide your business through: • All Aspects of Bookkeeping • QuickBooks Services and Trainings • Tax Planning and Consulting • IRS Representation To help your personal life stay organized, OnTarget CPA offers individuals services for: • Personal Tax Preparation • Education Funding • Financial Planning, Timing of Income and Deductions • Divorce • Estate and Retirement Planning We’ll help individuals with any current or future business adventures such as Rental Real Estate, business purchases & investments and income tax projections. We will use our knowledge and expertise to assist you with IRS representation so you can rest assured that we’re leveraging our expertise to get the best possible result for you. If you would like to take advantage of OnTarget CPA's free consultation, then schedule a meeting at: https://www.ontargetcpa.com/ and let’s start the discussion of your financial strategy today.
PricewaterhouseCoopers Corporate Finance LLC (“PwC Corporate Finance”) and its professionals specialize in providing M&A-related investment banking advisory services. PwC Corporate Finance specializes in advising domestic and international clients on divestitures and acquisitions across the globe. PwC Corporate Finance offers the focus of an investment banking boutique with access to the resources, integrated advisory services and industry expertise of the PricewaterhouseCoopers network of member firms located throughout the world. Disclosure: PricewaterhouseCoopers Corporate Finance LLC (“PwC Corporate Finance”) is owned by PricewaterhouseCoopers LLP, a member firm of the PricewaterhouseCoopers Network, and is a member of FINRA and SIPC. PwC Corporate Finance is not engaged in the practice of public accountancy.
MCM Holdings, Inc.* has been providing relevant, consumer-oriented financing options for hundreds of broker partners. We employ a dedicated.
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At Trustly, we envision a world in which online payments are fast, simple and secure for everyone — merchants, consumers and banks alike. One hundred years ago, cash was king. People got paid in cash, carried it in their wallets, and bought things with it at the local store. Payment was easy. Oh, how the times have changed. Today, our salaries are deposited straight into our bank accounts and we shop online, from merchants all around the world. So why is it so hard to pay straight from our bank accounts? For consumers, paying online should be as easy as sliding a bill across the counter. And accepting payments and issuing refunds should be the least of merchants’ worries. Credit cards, debit cards, e-wallets, invoices and cash-on-delivery are all middlemen levying fees, debt and interest for the simple task of moving money from one person to another. At Trustly, we work hard to make online payments easy.
defi SOLUTIONS Agility, scalability, stability, compliance and innovation - defi SOLUTIONS.
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Headquartered in Salt Lake City, Utah, Celtic Bank was named the 6th largest SBA lender in the nation for FY 2015. Celtic Bank is a nationwide lender and leading provider of USDA loans, SBA 7(a) and 504 loans, express loans, asset-based loans, commercial real estate loans, and commercial construction loans. For more information, visit us today at www.CelticBank.com or call us at (800) 509-6191. Equal Housing Lender. Member FDIC NMLS #500016
We got tired of seeing our friends and family struggle under the crushing weight of debt. So in 2013, we did something about it. We built a marketplace filled with banks and credit unions looking to help people refinance their student loans. We used that network to bring people great rates. And we did it all from a tiny office in Cleveland, OH. In other words: we started Splash Financial. Since then, we’ve become a national leader in student loan refinancing. We’ve opened over 100,000 accounts, and handled over $6 billion in refinancing requests. Plus, we’ve successfully launched personal loans, with the same commitment of service to our customers. At the end of the day, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt.
At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.com
Organized in 1995, Farm Credit Financial Partners, Inc. (FPI) is the largest and most innovative provider of technology products and services to the Farm Credit System. A customer-owned service organization, FPI supports five agricultural credit associations (ACAs) from Maine to California with over 62,000 members and $40 billion in Farm Credit assets. Through a customer focused approach, FPI is improving lending for American agriculture with technology that is robust, reliable, and intuitive.
Fulton Financial Corporation is a $21.3 billion regional financial holding company headquartered in Lancaster, PA with locations in Pennsylvania, Maryland, Delaware, Virginia and New Jersey providing a wide range of financial products to our communities. Let’s Bank Better, Together. It’s a philosophy that’s driven our focus on providing customers with dedicated personal service to help them reach their goals for the last 130 years. Today, we offer customers the technology to bank anytime, anywhere – as well as a suite of products, services and solutions through our subsidiary banks. We understand that we’re not just in the banking business, we’re in the business of building lasting relationships. Fulton Financial Corporation affiliate banks are Members FDIC. Our workplace offers continuous learning, collaboration, innovation, and integrity, along with a competitive salary and benefits. We have career opportunities at every experience level and we’re looking for people who are passionate about collaboration, customer service and lasting relationships. When you become a part of our team, you become part of an organization that values each person who contributes to our success: from our employees, to our customers and to everyone in the communities where we live. Our many internship and management trainee opportunities also make us a unique place to begin your career. Learn more and join our team at www.fult.com/careers. Fulton Financial Corporation is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton Financial Corporation will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.
Since 2000, our professionals have purchased over $1.5 billion in structured settlements, annuities, lottery receivables and other similar cash flows. We recruit and retain the best people in the settlement industry.
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LTSE is the business ecosystem helping innovative companies at all stages drive long-term profit with purpose. We're accelerating the transition to a new kind of capitalism. LTSE is capital market infrastructure that prioritizes ongoing innovation. We pair new technology with long-term listing standards to keep companies building for generations.
PayCargo is a commercial payments solution for the Ocean, Air, Trucking and Rail industries. PayCargo offers electronic tools that create significant efficiencies by automating the payments process with multiple financing options, dispute resolution, systems integration, email alerting, and report capabilities. PayCargo’s financing options allow Carriers to enjoy advanced funding of Receivables and Shippers to qualify for additional credit terms on their Payables. PayCargo helps companies in the international supply chain reduce operating costs, grow profits, dramatically increase cash flow, and improve overall liquidity.
With more than $50 billion of capital under management and administration as of December 31, 2021, Antares is a private debt credit manager and a leading provider of financing and investment solutions for middle-market private equity-backed borrowers and investors. Since its founding in 1996, Antares has built one of the industry’s largest and longest-tenured portfolios of middle market companies, and has been recognized by industry organizations as a leading provider of middle market private debt. Through its Asset Management & Funding team, Antares offers investors the opportunity to invest in collateralized loan obligations, funds and separately managed accounts. Antares is committed to championing middle market growth throughout market cycles. Doing so allows its people, partners and communities to achieve their full potential. The company maintains offices in Atlanta, Chicago, Los Angeles, New York and Toronto.
