Top Omaha, NE Fintech Companies (13)
Toast is the all-in-one platform built for restaurants of all sizes. Toast provides a single platform of software as a service (SaaS) products and financial technology solutions that give restaurants everything they need to run their business, including point of sale, payments, supplier management, digital ordering and delivery, marketing and loyalty, and team management. By serving as the restaurant operating system across dine-in, takeout, and delivery channels, Toast helps restaurants increase revenue, streamline operations and deliver amazing guest experiences.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
First National of Nebraska is a bank holding company in Omaha, Nebraska.
Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion’s innovative and deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses. No matter the client goals, we understand their objectives, anticipate their needs, and customize the technology experience with the following company values in mind:
There is a smarter, better way to own your home. We call it home co-investing. Unison offers a smart new financing alternative for accessing your equity without taking on debt. We reduce debt and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart. Here are a few examples of what makes us different: Stability Nearly 50 years of family ownership has given Union Bank & Trust a consistent direction and long-term relationships with customers and employees. Half of our senior managers have been with the bank for 20+ years and 150 of our employees have worked here 10+ years. Relationships Knowing our customers is of utmost importance to us. This relationship-driven approach enhances our ability to provide the best service and solutions for individuals, families and businesses. Flexibility Local ownership gives us the flexibility that national banking chains simply don’t have. We enjoy creating solutions for customers that do not fit a “cookie cutter” approach. Nebraska Ownership Being family owned and operated means we’re more accessible. We do not have multiple layers of decision-makers spanning the midwest or the entire country. Timeliness Our size and streamlined organizational structure enable us to react quickly and provide timely answers to our customers. Community Involvement We all live and work here. We understand the role a financial institution should play in its community. Union Bank’s financial commitment to the community is substantial, and our employees give generously of their time and talent.
Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 9,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.
Fortegra offers a variety of innovative insurance and reinsurance products, from consumer protection products to specialty program insurance. With an A.M. Best Financial rating of A- Excellent and total assets in excess of $2.47 Billion, we have the financial strength and stability you need in an insurance partner. As part of our full-service and vertically integrated approach we offer premium finance, credit protection and policy/claim administration.
Gavilon provides physical distribution, merchandising and trading across basic inputs and outputs, including grains, feed ingredients, and fertilizer. Gavilon also helps its customers successfully manage risk and optimize margins across the entire spectrum of agricultural. Formerly ConAgra Trade Group, Gavilon was formed as a newly independent entity through the acquisition by a group of investors led by Ospraie Special Opportunities Fund. Gavilon is now positioned to provide its customers with a more complete and robust trading, merchandising and distribution platform than ever before. Gavilon is headquartered in Omaha, NE with 2,000 employees worldwide, leveraging nearly 300 physical facilities on six continents. Gavilon is a wholly owned subsidiary of Marubeni Corporation.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
Western Capital Resources is a publicly-traded holding company that builds a diversified portfolio of strong cash flow generating business.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families.
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