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Create a company profileOneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States. Visit our website: https://oneascent.com Follow us on Facebook: https://www.facebook.com/OneAscent/
Red Cell Partners is an incubation firm building rapidly-scalable technology-led companies that are bringing revolutionary advancements to market in three distinct practice areas: healthcare, cyber, and national security. United by a shared sense of duty and deep belief in the power of innovation, Red Cell is developing powerful tools and solutions to address our Nation’s most pressing problems
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin
Founded in 1997, Marshall Wace is a global asset manager offering a diverse set of alternative, long-only and bespoke investment solutions to a broad range of investors.
FHLBank Pittsburgh provides reliable funding and liquidity to its member financial institutions, which include commercial and savings banks, community development financial institutions, credit unions and insurance companies in Delaware, Pennsylvania and West Virginia. FHLBank products and resources help support community lending, housing and economic development. As one of 11 Federal Home Loan Banks established by Congress, FHLBank has been an integral and reliable part of the financial system since 1932. Learn more by visiting www.fhlb-pgh.com. Interested in working at FHLBank Pittsburgh? Whether you’re a recent grad, seasoned professional or just planning your next career move, the Bank may be your gateway to professional challenge, advancement and success. We differentiate ourselves through our talent in the areas of information technology, capital markets, sales and marketing, risk, finance, internal audit, and operations and support. Check out all of our current employment opportunities at www.fhlb-pgh.com. Although our asset size is large, we enjoy a small-company atmosphere. We also offer competitive salaries, incentive opportunities, benefits, and a reward and recognition program, and are committed to creating a diverse workforce. A major city with small-town appeal, Pittsburgh is consistently ranked as one of America’s most livable cities.
HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.
VSoft is a leading provider of banking and payment solutions to financial institutions of all sizes worldwide. Founded in 1996 in Atlanta, we serve more than 2,600 institutions on multiple continents, while successfully managing significant growth. Our keys to success have been our outstanding associates located in the U.S. and in India, who have developed, sold and supported innovative solutions. VSoft's original founders remain in leadership today. We are also privileged to have customers ranging from community to global financial institutions who have participated in our growth by providing valuable guidance on their needs and strategic direction. At VSoft we believe that listening carefully to our clients and striving to exceed their expectations are vital to our continued success.
Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm (including our Global alliance with BDO), with the continuity of engagement personnel, personal attention from shareholders and managers, and fast response time typically found in smaller firms. Our entrepreneurial spirit, excellent service and proactive client approach have helped us become Portland’s largest locally-based accounting firm with over 165 employees, including our 26 shareholders. We believe there is not another firm in our area similar to Perkins & Co: a local, hands-on firm that provides national-level skill and resources. Since 1986, we have built an excellent reputation by providing value, keeping our company and our clients growing, and enjoying our work. As our clients have grown, we have grown alongside them, expanding our offerings to include services that go beyond traditional assurance and tax services. Despite our growth, the firm has stayed its course working with traditional Northwest businesses and organizations. Ranked the #1 Most Admired Accounting firm; #4 among all professional service firms, Perkins has 11 times been voted one of the Most Admired accounting firms in the area according to the Portland Business Journal. This award is determined by more than 1,800 CEOs across Oregon and Southwest Washington. Let's get connecting!
Brookstone Capital Management® is an independent and SEC Registered Investment Advisory (RIA) and wealth management firm entrusted with client assets over $8 billion. Since its inception, Brookstone Capital Management has been one of the fastest-growing RIA firms in the country and has received numerous accolades, including being recognized as a Financial Times Top 300 Firm multiple times. Today, it is one of the largest Turnkey Asset Management Platforms (TAMPs) in the country and provides its comprehensive and flexible open-architecture platform to over 1,000 affiliated advisors and firms. This highly-trained network of affiliated advisors has total access to Brookstone’s investment intelligence and collective resources, including Brookstone’s proprietary investment and wealth management process called RAISE™.
Five Elms Capital is a global growth equity firm that invests in fast-growing B2B software businesses that users love. Five Elms provides capital and resources to help companies accelerate growth and further cement their role as industry leaders. Since firm inception in 2007, Five Elms has focused exclusively on software investing, building an unmatched network and deep domain expertise. Today, with over $1.5 billion in assets under management and a global team of over 60 investment professionals, Five Elms has invested in more than 50 software platforms globally.
Small businesses and underbanked consumer have seen rising costs associated with accessing cash. SMBs spend up to $1600/ month just to manage cash while cash consumers are spending and average of 32.06/month. SPARE reduces the merchant expense by up to 75% while eliminating the cost for consumers via our SaaS + Gig Econ model. Retail SMBs pay a monthly fee while consumers are incentivized by bonus cash up to 2% when picking up cash.
Novae, aka Novae Money, is a financial technology, consulting, and training company based in Conyers, GA offering consumer financing, business funding, and credit building. Novae, the feminine meaning of the Latin word “novus”, means new or new beginnings, which is exactly what Novae wants to provide their customers, affiliates, and white label franchisees when they choose to enroll with one of their programs. Founded in 2014, Novae has served more than 75,000 customers at the time this bio was published. To learn more about this amazing company and opportunity, please visit www.NovaeMoney.com.
Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.
A few Bonneville Power Administration (BPA) employees worked together in 1942 to found our credit union, giving their fellow co-workers a way to loan each other money and grow their savings through a member-owned cooperative. Back then we were known as BPA Federal Credit Union. Today we still serve federal employees, and we've been able to expand our charter to serve the local community as well. We merged with Hessell-TPC Credit Union in 1999, with Mountain Valley Federal Credit Union in 2000, and with Pacific Retailers Omni Federal Credit Union in 2001. Then in 2004 we expanded our eligibility to Hood River and the surrounding areas, as well as a community in NE Portland. And in 2018 we expanded our eligibility to the entire Portland Metro area, including Clackamas, Columbia, Hood River, Multnomah, Washington, and Yamhill Counties in Oregon, and Clark and Skamania Counties in Washington. Our primary goal is to satisfy our members' financial needs with a high level of service, using three strategic objectives: 1. Be our members' financial partner for life. 2. Ensure that the credit union's financial performance remains strong. 3. Achieve balanced growth. Join Us! Ready to join PNWFCU? Persons who live, work (or regularly conduct business in), worship or attend school in, and businesses and other legal entities located in Clackamas, Columbia, Hood River, Multnomah, Washington, or Yamhill Counties in Oregon, or Clark or Skamania Counties in Washington, are eligible to join our credit union. Just apply online (www.pnwfcu.org), contact us at 800-444-5858, or visit a PNWFCU branch.
Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income, concentrated active equity, and multi-asset solutions.
Upwardli opens the door to financial services for millions of newcomers - immigrants, the young and those with limited financial history - who are shut out by an unfair system. We give our members access to the best great financial tools built for the needs so that they can navigate financial life with confidence.
Nirvana Money is a financial technology startup in stealth mode with a launch date in the second half of 2022. We are building a digital service featuring a credit card – plus checking, savings, and installment loan features – combined into a single all-purpose primary account. We’re bringing the spirit of Silicon Valley to Miami – a young, vibrant and international city. FinTech pioneer, Bill Harris, has started nine financial technology companies. Success comes from attracting best of the best – tech veterans and rising stars. If you’re a bold-thinking over-achiever, you’ll love being surrounded by others like you.
Finom is a European tech startup headquartered in Amsterdam—and we’re on a journey towards revolutionizing the financial landscape for entrepreneurs worldwide. Our mission is to develop an all-in-one financial B2B solution that integrates banking functions, accounting, financial management, and invoicing into a seamless, mobile-first platform. Over the past two years, our team has fueled exponential growth, securing $50 million in investments and propelling us into hyper-growth mode. We’re on track to become a unicorn startup by 2025, backed by global funds like General Catalyst (known for supporting Airbnb, HubSpot, KAYAK, and Stripe). Finom has expanded its reach across 10+ EU countries, with a strong presence in key markets like Germany and France. At Finom, we’re not just redefining the entrepreneurial experience—we’re empowering our employees to make a real difference. Your work matters, and your impact extends far beyond product metrics. We nurture innovation and an inspiring work environment where bold ideas thrive, prioritizing thorough research, swift implementation of solutions, and ensuring that every effort we make benefits our users, employees, partners, and our business as a whole
Skolem is solving DeFi @ scale! Skolem is the world's most secure and reliable full-stack, institutional platform for DeFi, offering front-to-back execution, order management, and data platform for institutions to trade and manage their exposures in DeFi. Skolem’s purpose-built infrastructure and unique interface layer provide clients with reliable execution, an easy-to-use web UI and REST API, and full trade lifecycle support. With Skolem, users can trade tokens or automate orders with the best prices across decentralized exchanges, generate yield by staking, lending, or providing liquidity on DeFi protocols, simulate transactions on a virtual EVM before approving, use robust on-chain data capabilities to monitor markets, evaluate strategies, and mitigate risks, and reduce back-office pain points with accounting solutions and account controls. Skolem's team has deep industry expertise in security, finance, and tech, and is backed by the crypto industry's leaders.
CPS is the industry’s only independent global provider of customer focused, end-to-end, data-driven cash management solutions, developing long-term partnerships with our customers to safeguard their reputation, optimise their efficiency and protect their investment. CPS provides complete cash centre consultancy, data & software solutions and sorting machines, supported by a global service team, to central banks, commercial processors, retailers as well as single note inspection systems to banknote printworks, across the world. Our integrated solutions enable our customers to have full control and visibility of their banknotes and crucially, own their banknote data, at all stages of the cash cycle from production to destruction. Our global customer base in over 100 countries, combined with more than 60 years in the industry, gives us the specialist knowledge of global cash cycle trends and currency management we need to ensure our solutions are tailored to meet our customers’ own objectives. Our on-going support and flexible service packages provide truly future-proofed solutions, enabled through our local presence, global knowledge and a proven ability to deliver bespoke requirements.