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The largest accounting and advisory firm for insurance agency owners in the country providing a one-stop financial infrastructure including monthly accounting, integrated payroll, CFO services, and tax preparation.
Hundreds of developers use Rightfoot's APIs to seamlessly power payments to student debt, credit card debt, and more. We integrate directly with loan servicers whose backends were built in the 1970s on COBOL.
DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe. We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our agility, transparency, and tech-forward approach. DBRS Morningstar is empowering investor success as the go-to source for independent credit ratings. And we are bringing transparency, responsiveness, and leading-edge technology to the industry. That’s why DBRS Morningstar is the next generation of credit ratings. Learn more at dbrsmorningstar.com.
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady
We power some of the world’s most well-respected institutional investors, corporations, and consultancies through the largest and most comprehensive database of primary and market information. Our products and services enable clients to discover unmatched insights and answers to the most challenging questions they face to help them make better informed decisions.
Founded in 2006 and based in Denver, CO, Platte River Equity is a private equity firm focused on investments in established lower middle market operating companies in targeted industrial sectors where it has substantial operating and investing experience. Platte River utilizes conservative capital structures in order to invest in future growth opportunities and withstand changing economic environments. The firm also provides significant on-going support to its portfolio companies through dedicated resources across functional areas. The firm has raised funds with committed capital in excess of $1.3 billion and is currently investing out of its $625 million fourth fund. Platte River's employees are the largest collective investor across its funds, deeply aligning the firm with its investors and portfolio company management teams.
Federated Hermes, Inc. (FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies. Investors around the globe have relied on Federated Hermes for world-class investment management since 1955. For disclosure and commenting guidelines, please visit https://fii.info/2snRaAP.
We're Premier Mortgage Associates, a full-service lender licensed in 48 states. We offer a wide range of home financing products designed with your lifestyle and budget in mind. You can trust our highly experienced team of mortgage professionals to work with you to select the PMA loan product that best suits your unique financial needs.
Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration and more. For more information, please visit supportingstrategies.com.
Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 116116-0319
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At MPOWER Financing, we believe education should be borderless. As a fast-growing fintech, we leverage our cross-border digital lending platform, big data, and global infrastructure to finance the millions of high-promise international and DACA students in North America. We were named by American Banker as a top fintech to work for (2018, 2019, and 2020), and our product was rated as top in its class by Nerdwallet and U.S. News.
It’s your future. Let’s protect it.® Founded more than 80 years ago to serve the needs of farmers and ranchers, Farm Bureau Financial Services has grown to be one of the most comprehensive financial services providers in the market today. Farm Bureau Financial Services offers a full suite of insurance and financial services products to client/members in 14 Western and Midwestern states. Our exclusive multi-state agent force provides insurance products including auto, home, life, farm/ranch, business and more. Helping complete the financial services offering, advisors offer wealth management and financial planning services. Securities & services offered through FBL Marketing Services, LLC,+ 5400 University Ave., West Des Moines, IA 50266. Advisory services offered through FBL Wealth Management, LLC.+ Property-casualty insurance products are offered through Farm Bureau Property & Casualty Insurance Company+* and Western Agricultural Insurance Company+*/West Des Moines, IA and are intended for residents of AZ, IA, KS, MN, NE, NM, SD and UT. Life insurance & annuity products are offered through Farm Bureau Life Insurance Company+*/West Des Moines, IA and are intended for residents of AZ, IA, ID, KS, MN, MT, ND, NE, NM, OK, SD, UT, WI and WY. Individual must be a registered representative of FBL Marketing Services, LLC to discuss securities products. Individual must be an investment adviser representative with FBL Wealth Management, LLC to discuss advisory services. Individual must be licensed with issuing company to offer insurance products. +Affiliates *Company providers of Farm Bureau Financial Services.
PartnersAdmin LLC was established in July of 2008 with the intent to provide a quality, outsourced solution to meet the dynamic back office needs of the alternative fund industry. In response to the industry’s increasing focus on best practices to reduce systemic risk and promote investor protection, fund managers are continuously faced with distractions and rising internal costs. With offices located in California, New York, and Indiana our team of experts has the hands-on experience necessary to solve the challenging operational issues faced by alternative funds. By teaming up with Archway Technology Partners, our web-based platform further allows us to offer a complete solution with an uncompromising focus on accuracy, auditability, and transparency. PartnersAdmin is SOC 1 Type 2 Certified. Keep your focus on portfolio performance while creating value out of your back office. Let PartnersAdmin LLC become your administrative partner.
The Motley Fool’s purpose is to make the world smarter, happier, and richer. While other companies may make you smarter, happier, or richer, we aim to do all three by providing outstanding business and investing advice — with a decidedly Foolish bent. Our name is in homage to the one character in Shakespearean literature — the court jester — who could speak the truth to the king and queen without having his or her head lopped off. The Fools of yore entertained the court with humor that instructed as it amused. More importantly, the Fool was never afraid to question conventional wisdom. We believe in treating every dollar as an investment in the future you want to create. We believe that investing in great businesses, for the long term, is the most effective path to wealth. We believe in the power of a community to learn and grow together. We believe in keeping score and being transparent in our investment performance. We strive to fulfill our purpose by truly serving every Fool, from our employees to our members to our community. We provide a variety of solutions to improve many areas of your financial life, including your investment portfolio, personal finances, real estate holdings, company, and career. The Motley Fool is headquartered in Alexandria, Va., with offices in Denver and Sydney, Australia, and serves investors and businesses in the UK, Australia, Hong Kong, Canada, Singapore, and Germany.
Turning Point Financial is a full-service financial services firm where the advisors offer value-driven solutions: retirement planning; retirement income strategies; college savings plans; estate planning; tax maximization strategies for individuals and small businesses; life insurance solutions ("independent" means we shop for the best value!); long term care and disability income insurance. In the investment world things can get complicated very quickly, Turning Point's Advisors talk in a straightforward manner with the heart of a teacher. We strive to help everyday people get ahead financially. The team includes financial consultants, financial planners, investment managers, insurance experts, accountants, and even attorneys who share the "value philosophy" and have a heart to help people. This provides clients with a deep bench of professional strength whenever needed. Whether you're a doctor, lawyer, accountant, nurse, contractor, teacher or public service employee - chances are we have been helping someone like you for decades. Join our family - we would be happy to help you too! Investment Advisory Services offered through Turning Point Financial, a Registered Investment Adviser.
Founded in 1949, Beene Garter quickly established a presence in the Grand Rapids community. We became known as West Michigan’s largest independently owned certified public accounting and business consulting firm. In 2022, Beene Garter merged with Doeren Mayhew, the 60th largest U.S. certified public accounting and advisory firm. Together, we bolster our existing service line offerings and industry expertise, while also broadening technical and industry capabilities beyond our current reach. With more than 500 people in nine offices in Michigan, Texas, Florida, North Carolina and Europe, we focus on providing a unique client experience matched with the expertise and knowledge you expect.
Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp’s clients range from privately held organizations to individuals and nonprofits. We specialize in industries including construction and real estate, dental practices, home health care, restaurants, manufacturing and distribution. Honkamp is headquartered in Dubuque, Iowa, with additional locations in Cedar Falls, Davenport, Hiawatha and Waukee in Iowa, and Madison, Platteville and Oshkosh in Wisconsin. Honkamp adds value for our clients by providing forward-thinking, effective and timely services and solutions. Our commitment to client service is demonstrated through continuous customer initiatives such as our renowned Customer Service and Client Patronage Programs.
ProcessOut helps SaaS & e-commerces monitor & optimize their payment performance. Top online merchants use ProcessOut's payment monitoring solution to assess, benchmark & improve their authorization rates & to optimize payment fees. Fast growing merchants use ProcessOut smart routing solution on top of their preferred payment providers to get the best from each of them. Telescope - Free payment monitoring tool: Assess your payment flow, get actionable insights to avoid failed transactions and decrease processing fees. Launch Telecope in 30 sec from here: https://www.processout.com/telescope/?readonly=true Payment Smart Routing: From a single API activate any online payment gateways and processors around the globe in a single click. Leverage them by dynamically routing each transaction to the most relevant one. Increase your transaction approval rates, and decrease fees. https://www.processout.com
As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With more than 4,900 professionals operating out of 16 offices around the world, we help our clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. We are growth-oriented, people-focused, and community-minded. As an integrated team, we work to deliver value for our clients every day.
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns. Our impact investment strategies, donor advised fund and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shine a spotlight on and drive capital to the field’s most promising organizations and initiatives, helping to build the field of impact investing.
