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Create a company profileOur mission is to help the world's fastest growing organizations liberate their financial data, so their leadership can make the most informed decisions. Leapfin partners with leading companies such as Canva, Vimeo, Reddit, Sports Illustrated, SeatGeek, and Flexport, enabling a single source of truth for revenue while empowering the rest of their organizations with real-time revenue data. We have received funding from top enterprise investors in the industry, including Work-Bench and Bowery Capital, and individuals such as Jonathan Chadwick (former CFO of VMWare, Board Member of Zoom and Stripe), Ron Gill (former CFO NetSuite, former Global Controller of SAP), and David Ko (former COO of Zynga).
CB&S Bank is a leading community bank with over $2 billion in assets, headquartered in Russellville, Alabama. We operate 56 branches in the Alabama, Mississippi, and Tennessee markets and employ more than 500 people. We are a local, community bank with proven success and staying power. "We're banking on experience. Since 1906." With a focus on enriching lives, growing businesses and strengthening our communities, we offer a complete line of full-service banking products and other related financial services to retail and commercial customers through our subsidiaries. Headquarters: Russellville, Alabama Phone: 877-332-1710 Specialties: Personal Banking. Business Banking. Online Banking. Mortgage Solutions. Personal, Business and Auto Loans. Personal and Business Insurance Products*. Treasury Management. Merchant Services. *CB&S Financial Services, Inc. is a subsidiary of CB&S Bank. CB&S Bank is not an insurance company and does not underwrite insurance products. Insurance products offered are: Not a deposit | Not FDIC Insured | Not Insured by any government agency | Not guaranteed by the bank | May go down in value. Member FDIC | Equal Housing Lender
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.
AmSher Collection Services believes in Compassionate Collections® • Founded in 1986 • Licensed nationally • $300 million dollars collected to date • 250,000 collection calls a day • A+ rating Better Business Bureau • SOC Certified (Previously SAS 70) • Member of American Collectors Association International (ACA) Specialize in collecting the most difficult accounts. Collection agency, Debt collection, collection agencies, collections agency, collection services, collection agencies, debt collections, debt collector, debt collectors, credit collection, collection company, credit collections, compassionate collections http://amsher.com/
We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and Southern Life Insurance Company *Western-Southern Life Assurance Company *Columbus Life Insurance Company *Gerber Life Insurance Company *Integrity Life Insurance Company *The Lafayette Life Insurance Company *National Integrity Life Insurance Company *Eagle Realty Group, LLC *Fort Washington Investment Advisors, Inc.1 *IFS Financial Services, Inc. *Touchstone Advisors, Inc.1 *Touchstone Securities, Inc.2 *W&S Brokerage Services, Inc.;2 *W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit www.westernsouthern.com. For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures. Western & Southern is the title sponsor of six major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players. 1 A registered investment adviser. 2 A registered broker-dealer and member FINRA/SIPC.
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $11.8 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.
First Fidelity Bank takes pride in its legacy as a community bank. Since 1920, we’ve been serving clients with the high level of individual care that community banks are known for, while using the same sophisticated technology as large national banks. An award-winning financial institution, First Fidelity Bank’s commitment to our clients’ personalized needs and to bringing the most advanced banking experience to the market sets us apart. Based in Oklahoma, First Fidelity has branches in the Oklahoma City and Tulsa metro areas, as well as the Phoenix, Arizona, metro area and Denver, Colorado. Our 27 branches are conveniently located across the markets we serve. Of course, we are also a fully automated financial institution with the latest virtual technology allowing you to conduct all your business online, wherever you go. First Fidelity’s leadership represents generations of banking experience. Each of our nearly 350 employees are valued members of the "First Fidelity family" and are dedicated to building a meaningful relationship with clients. As a result, our clients have come to expect the very best in customer service. Giving back to our neighbors is a core value of First Fidelity Bank, and our leaders are devoted to a workforce who share in that passion. Annually, FFB donates a total of more than $500,000 to local charities and educational foundations. First Fidelity is proud to participate in the annual United Way giving campaign in each of the cities we serve, helping to lead the way in corporate giving. As the winner of the Forbes’ Best Bank in Oklahoma, our level of care and convenience is unmatched. It’s a testament to our commitment to the communities we serve. First Fidelity Bank is an Equal Opportunity Employer and Equal Housing Lender. Member FDIC.
Headquartered in Lewisville, TX, Stearns Lending, LLC and its affiliated entities have provided 31 years of mortgage lending services throughout the United States where licenses are held. Stearns’ business channels include wholesale and financial institution groups.
We're a leading provider of finance digitalization and subscription management software solutions, designed to empower business users. Aptitude helps some of the world's most recognizable organizations to reduce costs, increase automation and surface better business insights, faster. For news and content related to eSuite, our subscription management solution, please see our Aptitude Subscription Management profile here: https://www.linkedin.com/company/104604
At InnReg we support broker-dealers, digital lenders, alternative trading systems (ATS), crowdfunding platforms, online advisors and robo advisors, cryptocurrency platforms, and other fintechs who may be operating in a regulated environment or considering becoming regulated. We help our clients resolve a myriad of complex compliance issues for cutting-edge clients in highly regulated industries. We have helped fintech innovators launch and grow their businesses by supporting their compliance function, including providing compliance services and leadership on a fully outsourced basis.
Transcend helps global market participants achieve next-level performance results through innovative solutions that enhance liquidity, funding, and collateral decisions within a business-line or across the enterprise. Many collateralized businesses (repo, securities lending, and derivatives) are challenged with critical data, technological, and operational gaps, with information disconnected throughout the enterprise. As a result, front, middle, and back-office teams are unable to make the most informed decisions, leaving millions in potential savings on the table every year. By holistically integrating with the capital markets ecosystem and clients’ internal technology stacks, Transcend surfaces and deploys transformational business intelligence that reduces risk, increases efficiency, and drives financial performance. Transcend’s flexible solutions are designed to be mixed and matched in order to fill in the gaps of existing capabilities without duplicating efforts. As a result, Transcend ensures clients realize the greatest value from both their technological and financial resources. Some of Our Solutions: • Inventory Management • Eligibility Central • Cash and Liquidity Intelligence • Prime Intelligence • Collateral & Inventory Optimization • Sources and Uses • Transfer Pricing • Collateral Validation Visit transcendstreet.com to learn more
Backed by more than 20 years of experience, the DebtBlue team is committed to helping individuals and families get back on their feet financially. By reducing the principle portion of your credit card debt, department store bills or medical bills, DebtBlue clients can get out of debt more quickly and regain the financial stability that may be lost to the unexpected loss of a job, sickness, or divorce. The DebtBlue team is comprised of finance specialists who “speak the language” of debt settlement. We have deep connections throughout the creditor landscape, and we fight hard to maximize debt savings with every interaction we make on your behalf. This is your livelihood, your peace of mind, your good night’s sleep that’s at stake. And we get that. Our team is here to perform for you, negotiating the deepest reductions and terms for your best-case debt settlement. We serve with integrity, and our clients are the center of our debt settlement universe. Partner with a team that’s “been there, done that” when it comes to debt management. Our team of finance specialists works hard from our Dallas/Fort Worth headquarters and across the nation.
CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of “service." Over the years, CCK has continued to grow in staff, as well as in depth of experience and service offerings. Today, the CCK team is comprised of over 100 individuals who work together to provide strategic planning solutions to new and repeat entrepreneurs to grow and add value to their businesses. While we’re proud of our heritage, we are excited to build upon our foundation and look forward to the future of creating opportunities and helping our clients succeed.
We believe every company needs the guidance, support, and advice of a competent CFO, but few businesses can afford to employ one full time. Cathedral Capital works with entrepreneurs who have revenues of up to twenty-five million dollars to provide the strategic and logistical support necessary to achieve their goals – whether those are growth, succession planning or an exit plan. Cathedral Capital steps in and assumes the responsibilities of a Chief Financial Officer. A traditional in-house CFO is a financial steward that maintains the integrity of financial reporting and concentrates on cash, profit margins, and risk mitigation. We believe that entrepreneurs need more from their CFO. They need an advisor who will act as a valued partner to help shape strategy while still mitigating risk. In addition, Cathedral Capital serves as a hub to manage all your strategic financial relationships such as your Accountant, Banker, Bookkeeper, 401K Plan Sponsor, and Attorney. Establishing and managing these relationships clears the path for future interactions while freeing up the CEO’s time to concentrate on building the business. Companies have a need for CFO services but rarely have the budget to hire a qualified full time CFO. By providing these offerings in a virtual setting, Cathedral Capital spreads the salary expense between multiple clients and relieves the client of associated overhead. It also enables our companies to have access to individuals with specialized knowledge exactly when they need it – in a cost effective environment.
We are building the modern credit bureau, and are giving people control over how their sensitive financial information is shared with lenders. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it. The team at Truework is hyper-focused on building a better data economy through products that promote transparent transactions for both businesses and consumers alike. Our identity verification platform helps HR orgs, lending teams and background check processors improve privacy and unlock productivity by automating employment and income verifications. On the consumer side, we are giving employees unprecedented visibility into how their professional information is shared between third parties such as banks, mortgage lenders and employers. Transforming online identity by promoting privacy controls for users.
Forage is a mission-driven payments company helping merchants accept government benefits through a single, unified API. Today, over 42 million Americans receive government assistance, such as SNAP (Supplemental Nutrition Assistance Program), to buy groceries. Starting with enabling EBT SNAP and EBT Cash, Forage builds the financial infrastructure empowering merchants to serve the underserved.
ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include Industrial Innovation, Next Generation Internet, FinTech, and the Genomic Revolution. We believe innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation. For more information please visit: http://ark-invest.com
At Fine Tune, we specialize in ongoing, vigilant management of the most complex indirect expenses. Our world-class industry experts armed with our proprietary technology, Expense Management Optimization and Auditing Technology (eMOAT℠), maximize client savings and—more importantly—make sure that savings actually materializes and sticks. By solving clients' most persistent indirect expense problems, we help achieve results they didn’t know were possible while allowing them to focus on other priorities. Established in 2002, Fine Tune has produced tens of millions of dollars in savings for hundreds of clients throughout the US and Canada. - As a Certified B Corp and a member of the US Business Council for Sustainable Development, Fine Tune is committed to prioritizing people and our planet over profits. - Areas of expertise: * Uniform and Industrial Laundering * Medical, Restaurant and Hospitality Linen * Waste Disposal & Recycling * Pest Control * Security & Guard Services * Energy & Utilities * First Aid and Safety/PPE * Facilities Services Fine Tune Provides: * Cost Savings * Time Savings * Ongoing Expense Management * Auditing and Issue Resolution
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $40.9 billion of assets under management as of June 30, 2019. Founded in 1998, Fortress manages assets on behalf of over 1,750 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit www.fortress.com.
The Piper Sandler energy & power team is committed to the global energy industry and delivers exceptional client services in M&A advisory, capital markets execution, institutional sales and investment research. Our private equity professionals have more than 50 years of combined experience, spanning both energy investment and commercial banking. Our clients have access to the most strategic opportunities by leveraging the collective knowledge of our team of professionals on the forefront of the industry's trends, drivers and developments. Our team serves an international client base ranging from institutional investors, public and private companies and private equity firms in the following subsectors: Renewables & Clean Energy, Energy & Power Infrastructure, Energy Technology, Oilfield Services & Equipment, Midstream & Downstream and Upstream. We empower clients to understand the energy sector in a new light through our unique perspective built on extensive market coverage and industry knowledge.