OTR Solutions

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class technology organization. We are at the beginning of the development of a new Cloud-Native platform that will drive the next wave of innovation in the industry and fuel OTR’s growth.

Discover

Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business. Future Edge 50: 2020, 2019 & 2018

The PNC Financial Services Group

The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States, with assets of $566 billion as of March 31, 2024. PNC is a coast-to-coast franchise with an extensive retail branch network and a presence in all of the country’s 30 largest markets. PNC also has strategic international offices in four countries outside the U.S. With roots going back to 1865, PNC provides retail banking, including residential mortgage, corporate and institutional banking, and asset management to individuals, institutions and businesses of all sizes.

Square

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Workiva

Workiva Inc. (NYSE: WK) is the world's leading cloud platform for simplifying regulatory, financial & operational reporting. Our fit-for-purpose technology solutions streamline processes, connect data and teams, and ensure consistency — all within a controlled, secure, audit-ready cloud platform. We founded Workiva to transform the way people manage and report data. Today, people all over the world use our platform to seamlessly enable collaboration and deep integration into existing workstreams to simplify financial and non-financial reporting for companies across the globe.

Chapter

Every morning, 10,000 Americans wake up and begin their first day of retirement. Chapter is re-inventing the way that Americans transition into retirement, starting with Medicare. We are re-authoring the retirement narrative by enabling Americans to age with purpose and security and to define their best Chapter. For most people, Medicare is boring, bureaucratic, and confusing. But it's tremendously important. The current Medicare brokerage market is rife with misaligned incentives and path dependence that have pernicious affects on retirees. Our team and technology help retirees to navigate Medicare, including when and how to sign up, what specific plans to choose, and how to maximize the benefits from their coverage. Chapter has built industry-leading technology to help retirees save thousands of dollars on their healthcare. We are the only Medicare advisor (and perhaps the only insurance advisor of any industry) that recommends insurance plans that do not pay us. We build both consumer-facing software that’s highly accessible to our members and internal-facing software that uses our data integration, data modeling, and recommendation engine to give our Medicare advisors super powers.

Achieve

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)

Block

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

Equity Methods

Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting. The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study. We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.

On Q Financial, Inc.

"Mortgages Simplified” describes what we do best. We take pride in making the mortgage process simple, quick, and easy — from start to finish. What set's On Q Financial, Inc. apart from the competition is our consultative approach to mortgage financing. We take into account our client's short and long-term financial goals when offering guidance to their selection of a mortgage product. Our clients can count on expert advice, high quality service and dependability in every interaction with On Q Financial, Inc. On Q Financial, Inc. is an Equal Housing Lender, NMLS 5645. https://www.nmlsconsumeraccess.org/ All Videos are property of On Q Financial, Inc. Any reproduction or republication of all or part of a video is expressly prohibited, unless On Q Financial has explicitly granted its prior written consent to the user.©

GoodLeap

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

Nuvei

Nuvei (Nasdaq: NVEI) (TSX: NVEI) is tomorrow’s payment platform. Designed to accelerate customers’ business, Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 46 markets, 150 currencies and more than 550 alternative payment methods, including cryptocurrencies, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

AMP Payment Systems

AMP Payment Systems reviews your small business goals and offers you solutions far beyond payment processing solutions and sales. Our goal is to make your business as smooth as possible and make taking payment easy and affordable. Growing your business should not cost a fortune. Once you review AMP Payment Systems solutions, you'll realize we can be a great asset to your business. AMP Payment Systems is a partner focused merchant provider specializing in Point of Sale and revenue-driving services especially for small business owners and operators, and that is the official description. Plainly we provide merchant processing and business services to businesses in a much more hands-on and educational way than our competitors. Our merchants very well may periodically get a handwritten thank you note from one of our staff. Working at AMP Payment Systems Benefits As for the opportunity with AMP Payment Systems, if hard work, and personal/financial fulfillment are not things that keep your attention then this is probably not the place for you. But considering that you are still reading, you just might be our kind of person! Just as we steer our merchant partners to the programs that will best suit the needs and specifics of their business we steer potential partners in the direction that makes the most sense for them. Feel free to check out the Partner Resources section of our website for more information as well

Citizens

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

North American Bancard

North American Bancard Holdings, LLC (NAB) and its family of companies are committed to making it as easy as possible for you to grow your business through innovations in credit card processing, ecommerce, mobile payments, back-end business solutions, and more. Throughout our growth, we've stayed agile in order to stay at the forefront of the ever-changing payments landscape. While we are large enough to offer customized solutions to enterprise-level clients we're still nimble enough to take an award-winning, hands-on approach to personal service you just won't find anyplace else. NAB by the numbers: We are the nation's 6th largest independent acquirer. We are home to a dedicated team of more than 1,000 employees. We partner with hundreds of thousands of satisfied merchants. We help those merchants process more than $45 billion in transactions annually.

AmeriFirst Financial, Inc.

Our goal is to be the lender of choice for the professional real estate agent and their clients in each market we enter, as measured by all industry service level surveys reported. We will succeed by meeting the needs of our borrowers through exceptional communication and transparency throughout the loan process and conducting our business with absolute integrity. AmeriFirst Financial's people will be the source of our competitive advantage. We will distinguish ourselves by creating an environment that fosters teamwork and innovation. We will utilize our team’s abilities to the fullest while at the same time treating each other with dignity and respect. AmeriFirst Financial, Inc., 1550 E. McKellips Road, Suite 117, Mesa, AZ 85203 (NMLS # 145368). 1-877-276-1974. © 2020. All Rights Reserved. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates, and programs are subject to change without prior notice. All products are subject to credit and property approval. Not all products are available in all states or for all loan amounts. Other restrictions and limitations apply. AmeriFirst Financial, Inc. is an independent mortgage lender and is not affiliated with the Department of Housing and Urban Development or the Federal Housing Administration. Not intended for legal or financial advice. Visit https://amerifirstloan.com/pages/statelicensing for all state licenses information. Equal Housing Opportunity. Visit NMLS Consumer Access at https://www.nmlsconsumeraccess.org

Oceanview Life and Annuity

Oceanview Life and Annuity Company focuses on providing high-quality retirement products and services to its policyholders and maintaining financial protection over the life of their policies. Oceanview offers fixed annuities that are distributed through networks of agents, banks, and broker-dealer intermediaries in select states. Oceanview has partnered with Oceanview Asset Management, LLC, a wholly-owned subsidiary of Bayview Asset Management, LLC (“Bayview”), to serve as Oceanview’s investment manager. In May 2018, Bayview raised $1 billion of equity capital from institutional investors to fund Oceanview. Bayview, headquartered in Coral Gables, FL, is an investment management firm primarily focused on mortgage credit. Bayview has a proven track record of investing since 1995 and manages Oceanview’s portfolio with an emphasis on high-quality mortgages and other related assets. As of June 30, 2021, Bayview oversees approximately $14.9 billion in assets under management.

Concord Servicing

Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the United States and Mexico. To learn more about our comprehensive services, visit www.concordservicing.com.

Hypur

Hypur provides banking and payment technology that empowers commerce in highly-regulated and cash-intensive industries. We help financial institutions serve their communities by enabling them to compliantly and profitably provide financial services to under served markets like money service businesses and cannabis businesses. Our bank compliance tools bridge the gaps between traditional banking systems and the unique regulatory demands of highly-regulated and cash-intensive businesses. Hypur is the leading provider of cannabis banking technology in the U.S. and is changing the way financial institutions bank money service businesses.

Van Tuyl Companies

The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline.