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Established in 1825, Liberty Bank is one of the oldest and largest mutual banks in the country. With more than $7 billion in assets, Liberty has 56 banking offices across Connecticut and one in Massachusetts. As a full-service financial institution, Liberty offers consumer and commercial banking, cash management, home mortgages, business loans, insurance and investment services. Named ‘Top Workplace’ by the Hartford Courant every year since 2012 and designated a 2021 Best-In-State Bank in Connecticut by Forbes Magazine, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.
Stanfield + O'Dell is a leading, full-service consulting and CPA firm that enables not-for-profits, businesses and families to become more successful. Our trusted professionals combine the latest technology with decades of experience to bring you expert, timely solutions. We value each client and work hard to help you reach your unique goals. Our dedication to your success is the reason our very first client is still among those we are privileged to serve today.
Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration and more. For more information, please visit supportingstrategies.com.
Stockpile’s mission is to make it simple and affordable for Millennials and investors of any age, including children, to learn about stock and get started investing. Stockpile enables customers to buy fractional shares with as little as $5 making it possible for anyone to own stock in their favorite companies including Amazon, Apple, Alphabet, Disney, Nike, Tesla and 2k other stocks and ETFs. Stockpile also allows you to gift stock via e-gift cards or physical cards sold at major retail chains such as Target, Office Depot, Safeway and Toys R' Us. Our investors include Fidelity Investments' Eight Roads Ventures, Arbor, Sequoia Capital, Mayfield Funds & Ashton Kutcher. All securities and investments are offered to self-directed customers by Stockpile Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). Email us at [email protected] to explore a potential partnership for your company. If you are a talented engineer, contact us at [email protected] to explore career opportunities.
Kilter Group is an independent, innovative financial services firm at the forefront of the industry. We offer comprehensive financial management in the areas of wealth management, insurance advisory, investment and alternatives advisory, business advisory, tax planning, retirement planning, business exit planning, as well as wills, trusts and charitable planning. We are committed to providing our clients the strategic planning, education, and support that enables them to meet their full financial potential. Kilter Group offers a collective of distinguished, passionate, and principled financial strategists, who mastermind and organize your entire financial life, delivering you prosperity and peace of mind. We work with professionals spanning diverse industries, to ensure they reach their financial goals through a bespoke approach to wealth optimization.
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we’re America’s #1 independent financial advisory firm, recognized by Barron’s.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
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With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. In 2021, DTCC’s subsidiaries processed securities transactions valued at nearly U.S. $2.4 quadrillion. Its depository provides custody and asset servicing for securities issues from 177 countries and territories valued at U.S. $87.1 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes 16 billion messages annually. To learn more, please visit us at www.dtcc.com.
You can Count on Columbia for all your personal banking needs in New Jersey. We’re more than just a bank – we’re your personal banker for life. As the largest independent bank in New Jersey, Columbia Bank is motivated by forming long-term relationships with our customers. Our team of experienced banking professionals provides our customers and the communities of New Jersey with unprecedented service and financial security. With conveniently located full-service branches in New Jersey, we believe that’s why individuals and families across New Jersey Count on Columbia to manage their personal bank accounts. Already have a personal bank account with us? We also offer business banking services, with the same service standard and financial stability that guide our personal bank account management. Whether we are helping you achieve your financial goals or helping the communities we serve through volunteering or our Columbia Bank Foundation, we strive to make Columbia Bank a place you can count on. Better Community Banking Starts Here.
The largest accounting and advisory firm for insurance agency owners in the country providing a one-
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Wyndham Capital Mortgage’s corporate culture empowers our employees. We strive to facilitate a greater sense of purpose in your jobs and lives, and your involvement will translate directly into continuous improvement in our systems and processes. In an empowered organization, you bring your best ideas and initiatives to the table with a sense of excitement, ownership and pride. We also believe in a deeply rooted culture based on caring for our employees in ways that will empower them to care for each other and our customers. Our employees are our most valuable asset and we want to ensure they know this every day. We value our employees as unique and talented individuals and believe they will be more inherently fulfilled as professionals in an environment where their strengths can be leveraged in a meaningful way. We also believe in a culture based on growth and development and invest heavily in personal development and corporate training. Fast Facts: • Founded in Charlotte, NC by current CEO, Jeff Douglas, in 2001 • Funded over 20,000 loans representing several billion dollars in loan volume • Full service, direct lender with in-house processing, underwriting, closing, and funding • In-house secondary team for best execution pricing strategy and more competitive rates • Wide array of products and programs for tailoring consumer loan options • World-class technology and proprietary loan processes • As a direct lender, we control the entire process from start to finish • We demonstrate genuine care for our clients well being by maintaining the highest level of integrity which creates the kind of customer experience that earns us clients for life
Barri began as a family-owned business founded in 1984. For many years, its stores were located in the city of Houston only serving a small segment of the Hispanic community in the state of Texas. Today, Barri has grown an expanded to over 40 states, and it offers a full array of financial services such as money transfer, check cashing, bill payment, mobile reloads, and many more. Our Purpose Barri’s purpose is to provide financial services of superior quality, convenience and value directed at the US Hispanic population to advance financially. Our Values • Integrity: We conduct ourselves with the highest degree of honesty and integrity in all of our dealings. • Family: We treat ourselves, our customers and our business partners as one big family. • Respect: We respect all individuals regardless of ethnicity, nationality, gender, educational level, etc. • Service: We pride ourselves in providing the absolute best customer service in the financial services industry. • Advancement: We welcome and promote the financial advancement of our employees and customers.
Lazard, one of the world's preeminent financial advisory and asset management firms, operates from more than 40 cities across 25 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals. For more information on Lazard, please visit www.lazard.com. Follow us at @Lazard. Social Media Disclosure: https://www.lazard.com/social-media-disclosure/
We are a credit automation leader, specializing in providing scaled, fast debt funding to high growth companies globally. Backed by Spark Capital, MUFG and other leading financial institutions, with offices in New York, Miami, London, Tel Aviv, Abu Dhabi and Singapore we are ready to provide your company with well structured credit you require to grow, fast, utilizing our proprietary patented AI platform. We welcome you to apply. We provide $3M - $100M funding, fast
Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that provides business owners with fast, hassle-free small-business funding options to fuel their growth and success. Our values reflect who we are and what we stand for as a business lender. We never lose sight of what matters most: our relationship with the small business owners, middle-market executives, franchise owners, and equipment vendors who look to us for funding. Whether you have questions about our funding options or need to inquire about your account, you can always count on receiving customer service that is second to none. Providing you with the right answers and the best solutions is what you expect from a top-rated business lender, and we would not have it any other way
Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.
Enterprise Bank was developed to act as Small Business Advisors, not as traditional lenders. As Advisors, we conduct our affairs with honesty, integrity and strict attention to the business needs of each corporate client. We deliver products and services essential for each small business’ growth and survival. Enterprise Bank is not only one of the region’s top SBA lenders, but the only bank created solely to cater to the ever-growing and evolving needs of entrepreneurs with a focus on start-up and turnaround lending. Rather than acting as just a commodity provider of money, Relationship Managers team up with other subsidiaries within the organization to offer clients a complete solution for entrepreneurs. Enterprise Bank is Member FDIC.
TrustToken brings economic opportunity to all by building finance infrastructure for the internet age. We're the makers of the world's most trusted stablecoins including TrueUSD, the first 1:1 dollar-backed digital asset with live, on-chain Proof of Reserve, now moving billions of dollars each month across over 100 exchanges and funds like Binance, Huobi, and Alameda. With TrueFi, TrustToken is bringing uncollateralized lending on-chain, powered by TRU. Lenders enjoy high, stable returns with full transparency of how their funds are being allocated. Vetted borrowers can take advantage of fast, fixed-rate, fixed-term loans with no collateral requirements. Start lending & borrowing at https://truefi.io
Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and enhance operational efficiency. Since 2009 we have developed best-in-class technology to help future proof financial institutions across the buy- and sell-sides. Today, with a global footprint across 14 countries, we remain committed to creating solutions that enable you to operate in complete confidence.
At MPOWER Financing, we believe education should be borderless. As a fast-growing fintech, we leverage our cross-border digital lending platform, big data, and global infrastructure to finance the millions of high-promise international and DACA students in North America. We were named by American Banker as a top fintech to work for (2018, 2019, and 2020), and our product was rated as top in its class by Nerdwallet and U.S. News.
