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Create a company profileArbo provides software technology and analytics to the energy marketing, transportation, and trading industries for decision analysis and business automation.
Since 1977, Gateway has been providing low-volatility equity strategies for risk-conscious investors. From the beginning, Gateway's focus has been reducing the risk of equity investing with index option strategies. Gateway's core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. For more information, please visit www.gia.com
G20 Ventures is the capital partner that helps Web3 communities grow with smart money, great storytelling, and the right connections. Web3 isn’t about crypto, blockchain, or tokens. It’s about using those tools to bring people together… to share their ideas, coordinate their work, and align their interests. That's what we've always done, and what we do now.
Deserve Credit Cards offers card options to students, professionals, new to country, and those on work visas.
MyTaxFiler, based out of Plano, provides a solution in business and individual tax planning and filing. MTF began operations in 2008 and now has spread across two continents with a team of highly skilled and efficient CPAs working 24x7. MTF is now operating in major cities in the US & India and has grown to provides services for business formations, bookkeeping and payroll management along with tax filing and planning and much more.
OppLoans is a leading financial technology platform that powers banks to help middle income, credit-challenged consumers build a better financial path.
Harbor is a digital investment management platform for alternative assets that streamlines onboarding and subscription processing, simplifies investor communications, and unlocks enhanced liquidity options through branded private marketplaces. Harbor's easy-to-use software enables issuers and broker-dealers to remove friction and inefficiencies from the fundraising process and ongoing investor and placement agent management. Enhanced liquidity options can give investors flexibility and create new revenue opportunities. Harbor has raised more than $40 million and is backed by leading investors, including Andreessen Horowitz, Craft Ventures, Founders Fund, Vy Capital, Fifth Wall, Valor Equity Partners, and Pantera Capital.
Blue Sea Capital is a private equity firm specializing in growth-oriented lower middle market companies. We target opportunities in large, dynamic, secular growth manufacturing and service industries with special focus on a few sectors where we have deep collective prior experience: aerospace & defense, healthcare and industrial growth. Our strategy is to partner with talented managers and differentiated companies - typically as the first or second institutional investor - and deliver strategic and operational value-add that drives growth acceleration, industry outperformance and business transformation. We are a knowledgeable, active and transformational - not transactional - partner that supports companies in capitalizing upon opportunities to become industry leaders. The team is distinguished by its long-term lower middle market focus, deep vertical expertise, differentiated operational and partnering capabilities, selective investment orientation, strong entrepreneur and investor alignment, culture of dependability and passion for building great businesses.
Mean Finance is bringing financial freedom to people and businesses worldwide. Through the Mean Protocol, we provide real-time cash flows and crypto asset management solutions for businesses and institutions. Teams and organizations can easily set up their crypto corporate treasuries, issue investors' vesting contracts, and run their payroll operations with real-time payment streams.
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
United Fidelity Funding, Corp. (UFF) is a leading wholesale mortgage lender specializing in FHA, USDA, VA and Conventional loan products. The Company was founded on the basic premise to provide exceptional rates and niche product options to help our clients continually grow their consumer base and maintain a competitive edge over the competition; while streamlining the workflow process utilizing enhanced forms of communication and paperless submission processes for superior turn-times and loan execution. Why United Fidelity Funding? Recognized as Top 25 Tech Savvy Lenders in the country~2009, 2011 & 2012 Internal appraisal management system Paperless loan submission process UFF will prepare initial disclosures to keep you compliant and save you time Options to traditional private mortgage insurance available No-cost FHA automated underwriting findings Superior turn-times, i.e. 10 business days to file closing Exceptionally competitive rates with niche products to meet all loan needs Over 40 years of combined lending experience for first-class service execution NMLS ID # 34381 Offices in Kansas City, MO and Irvine, CA.
The only 100% union-label provider of supplemental benefit programs. We serve America's working class by developing financial programs that help protect families and their assets. We are an organization of highly motivated union representatives, managers, staff, and public relations agents, that are part of the Office and Professional Employees International Union (OPEIU) Local 277. We're independently owned and operated. We are a distributing agency of American Income Life which is a 100% union label insurance company. AIL is a member of Torchmark Corp. (TMK), a financial services holding company listed on the New York Stock Exchange. AIL has been in business since 1951 and has a rating of A+ (Superior) for Financial Strength from A.M. Best. We are currently experiencing explosive growth internationally and are always looking to hire qualified individuals. We provide a fun, uplifting, team-oriented environment. Our leadership team is dedicated to nurturing our associates careers and getting them on the right track to meet their goals- both personally and professionally. When you start your career with us, you'll get a jump start in our Leadership Development Program. If you'd like to learn more about a career where your opportunity is truly unlimited, visit https://holtzagency.com
Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $35 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading businesses. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.
First Dollar is a technology company that builds flexible infrastructure for health spending benefits. Innovative organizations—from TPAs to banks—use First Dollar's suite of software tools and APIs to launch new offerings and manage lifestyle benefits, pre-tax accounts, rewards programs, and supplemental benefits. First Dollar is based in Austin, with teammates throughout the United States.
Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $48 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Please visit https://www.hardingloevner.com/important-disclosures/
Since 1934, 1st MidAmerica Credit Union has been helping families achieve their financial goals. 1st MidAmerica is a not-for-profit financial cooperative dedicated to the financial success of its members. 1st MidAmerica is a full service financial institution offering mortgages, auto loans, checking accounts, money markets, certificates, kids club programs, commercial services, investment options, and mobile banking. With a mission of exceeding member expectations, 1st MidAmerica focuses on building relationships with members on a foundation of trust and outstanding service.
Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 350+ people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. We invest in exceptional individuals and empower them to realize their goals and make a lasting positive impact on our organization. Engaging a diverse group of talented people from different cultural, socioeconomic, and educational backgrounds helps provide us with a competitive advantage that drives our success.
At Roxe, we believe in making blockchain accessible. With our instant settlement API, traditional financial institutions, remittance companies, payment service providers, mobile wallets, currency exchanges, and individuals can transfer fiat with other Roxe network members in seconds. With our unique Roxe Payment Protocol liquidity pools, any person, business, payment platform, or bank can make instant, low-cost cross-border payments.
At Greenlight Financial, our goal is to assist small-to-medium size businesses with their financial accounting and bookkeeping needs. Our services allow organizations to focus on generating additional revenue and core business functions while allowing us to handle the administrative and back-office duties and responsibilities of entering receipts, reconciling accounts and performing month-end financial closings.
At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them. We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come. As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth. And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future. Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are n addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.