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Create a company profileInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Finally, it’s here. The first and only blockchain that puts it all together. We are made for enterprise. Our solutions enhance privacy, security, and trust when tracking assets and records—all using a lightweight, high-performance framework.
Xceptor delivers no-code data automation software across the enterprise. We make data ingestion, data transformation and process digitisation easy. Our platform has the power to automate even the most complex processes, end-to-end, with a single platform. Proven by our customers. Validated by our partners. Powering industry utilities.
Stonegate Capital Partners is an investment banking and corporate advisory firm dedicated to serving the specialized needs of small-cap public companies. For over 40 years, Stonegate has been bringing public companies and institutional investors together via private placements, coordinating block trades, or through open market transactions. Since our inception, our mission has been to find innovative, undervalued public companies for our network of leading institutional investors who seek high quality investment opportunities. Stonegate provides a full spectrum of services including equity research, sales and trading, investment banking, and capital markets advisory services. Our robust institutional outreach effort is the foundation of our firm, and a core aspect of our success. This, combined with our team’s extensive institutional relationships and experience with complex capital market issues, creates an unparalleled platform for companies looking to grow their institutional shareholder base and ultimately realize optimal valuation in their stock.
We're on a mission to empower hard-working Americans to achieve greater financial resilience; arming them with the products and support they need to create healthy financial habits.
Returns Management Software for Scaling Shopify Brands Get more exchanges, customize returns, increase customer loyalty, and free up hundreds of hours with ReturnLogic. We help retailers make better business decisions that improve the customer experience and drive bottom line growth. Automate the entire returns process and take back your time. Make returns faster and easier for customers and service teams. Give customers a branded self-service returns portal. Automatically generate return labels, track returns/exchanges, and save your support team from time-sucking manual tasks. Gain visibility into your entire returns process. Never be surprised again. Get total visibility into your returns process and inventory. Enforce your return policy and give your warehouse team the ability to process returns in minutes. Determine product dispositions and initiate the refund process. Get incredible insights into product returns. Use returns data to uncover toxic products, customers, and vendors. Learn from every return so you can improve product descriptions, improve the customer experience, and boost sales by optimizing your return rate. Connect to all of the e-commerce tools you love Say goodbye to manual data entry. Connect the e-commerce tools you depend on with our powerful native integrations or work with your developer to build a custom integration on our open API.
Kavout is a cutting edge Artificial Intelligence-driven investment platform built for investors of all levels who want to invest efficiently and intelligently. Unlike traditional investment platforms, Kavout is the first technology of its kind integrated with AI, big data and machine learning, empowering you to gain better insights and make smarter decisions. With Kavout's robust platform, you will have access to investment solutions that are more powerful than ever.
SWK Holdings Corporation focuses on specialty finance and asset management business.
OptiMrkt is a provider of a peer-to-peer investment platform
A financial technology firm, MiCamp Solutions is a trusted, worldwide leader for secure payment processing solutions. Founded in 2007 and headquartered in Scottsdale, Arizona, the company now has 17,000 clients world-wide, and processes 9 billion payments annually.
Zingo can help build and enhance your credit score. Powered by payments the rent payments you already make.
Fidelity Bank was founded in 1974 and is one of the largest community banks in metro Atlanta.
emerchantpay is a leading global payment service provider (PSP) and acquirer for online, mobile, in-store and over the phone payments. We work with medium-large businesses, across various industries to create bespoke solutions and strategies that enable them to increase their payment systems' efficiency and profitability. Our payment solutions facilitate frictionless transactions for merchants and consumers alike, across our extensive worldwide network. Through a simple single integration, emerchantpay offers merchants a diverse range of features, including global acquiring, global and local payment methods, advanced fraud management and performance optimisation. With cutting-edge technology and a unique customer-centric approach, we empower businesses to design seamless and engaging payment experiences for their consumers
Lexington Wealth Management is a Financial planner.
Built on the Salesforce platform and powered by the AccrueConnect integration layer, Accrue360 is the most powerful, most configurable lending and banking application. With ready-to-go, secure integrations to industry-leading core banking platforms and other fintech leaders, Accrue is your dashboard to increased revenue, transparency, efficiency, business intelligence and compliance.
Venovate Holdings, Inc. is a diversified financial services startup focused on providing a world class offer to high net worth accredited investors who are actively engaged in their financial outcomes.
Silverwork understands how cognitive technologies can be best applied to dramatically improve a client’s business operations. We use technologies such as software robotics, machine learning and document recognition to create Intelligent Automation that is purpose built for the mortgage industry. Our software robots (BOTs) provide our clients with a digital workforce that can be easily added to their current manual operating model. This new digital workforce is fast, intelligent, and easy to operate. Our solutions and engineering teams help our clients move quickly to realize the benefits of our Intelligent Automation.
PointsBet is an Australian founded, cutting edge online bookmaker successfully challenging major international and legacy gaming brands in the competitive world of sports betting. PointsBet is a notable disrupter to the online wagering industry thanks to their proprietary ‘PointsBetting’ platform, as well as expansive prop and traditional markets.
Repaytient provides payment plans to cover out-of-pocket expenses for both essential and elective procedures.
At Citizens Alliance Bank our goal is to exceed customer expectations while providing an enriching, fulfilling and rewarding work environment. We employ approximately 205 local staff members within our ten communities in West-Central Minnesota and three communities in Western Montana. WE PRIDE OURSELVES ON A GREAT CULTURE AND COMMITMENT TO OUR CUSTOMERS: All our locations share our company’s culture and values, which binds us as an organization and sets us apart from our competition. From our original charter as the German American Bank in 1902 we have grown from $10,000 to more than $1.15 billion in assets. AG, BUSINESS AND CONSUMER PRODUCTS AND SERVICES: We pride ourselves on serving consumer and commercial customers with a focus on Ag and Small Business Lending. We provide exceptional products including: Business Banking, Consumer Banking, Loans, Mortgages, Card Services, Cash Management Services, Digital Banking, Checking, Savings, IRAs, HSAs, CDs, and much more. VISIT US TODAY: MINNESOTA LOCATIONS Clara City Echo Granite Falls Howard Lake Lake Lillian Maynard Montevideo (Loan and Deposit Production Office) Murdock Sacred Heart Watertown MONTANA LOCATIONS Great Falls Lincoln Seeley Lake GREAT JOB OPPORTUNITIES AVAILABLE: https://www.citizensalliancebank.com/about/careers/ CONTACT US: For more information about Citizens Alliance Bank, please visit www.citizensalliancebank.com. Member FDIC | Equal Housing Lender