Capital One

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.

Mission Lane

Mission Lane is not your average fintech company. We’re on a mission to disrupt the financial industry and normalize treating members like humans. With our unique take on credit, debit, and income discovery, we’re making life easier for millions of Americans, and loving our work every step of the way.

First Command Financial Services, Inc.

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.

Genworth

Genworth is an insurance company that is dedicated to help people secure their financial lives, families, and futures. Genworth Financial, Inc. is a leading insurance holding company committed to helping families achieve the dream of home ownership and address the financial challenges of aging through its leadership positions in mortgage insurance and long term care insurance. Headquartered in Richmond, Virginia, Genworth traces its roots back to 1871. Our products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists.

Morgan Stanley

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.

Live Well Financial

Live Well Financial: Reverse Mortgage

Luxon Financial

Luxon Financial is a wealth management firm that offers turnkey and tailored solutions designed to deliver its high level of service.

Lend-Grow

Connecting consumers with 300+ local lenders that are hard-to-find online and offer better deal on loans

WealthForge

WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. At WealthForge we envision a frictionless path to ownership for alternative investments. The Altigo technology platform enables marketplace connections and facilitates alternative investment transactions between asset managers, wealth advisors, custodians and transfer agents.

Paymerang

Paymerang provides a streamlined invoice and payment automation platform that brings finance departments into the modern age.

Verdata

Verdata develops a data and insight platform intended to empower POS financing companies to mitigate merchant risk.

Bank of America

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

Solovis

Part of Nasdaq Asset Owner Solutions, Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower both operations and investment teams.

AdvisorBid

AdvisorBid is a patent-pending, modern marketplace for FAs to receive competing offers from BDs, RIAs, and OSJs.