company? Let’s change
that.
Stonemark is a full-service premium finance company specializing in property and casualty insurance, including commercial and personal lines. Since 1983, Stonemark has been dedicated to providing superior premium financing services to insurance brokers and MGAs by building successful relationships through its expertise, unparalleled client service and quick turnarounds. 800.955.0083
Big Idea Ventures is a venture firm: Our first fund is the New Protein Fund, we raised USD$50M to invest in the best companies in plant-based, cell-based and fermentation-enabled foods, ingredients and technologies. We combine capital and partnerships with global corporates, thought leaders and family offices to support the world’s most compelling entrepreneurs, scientists and engineers around the world. Big Idea Ventures is a leader in the global food ecosystem committed to ensuring we can support our people and planet in a sustainable way. We are fortunate to be anchored by major institutional investors including Tyson Foods (NYSE: TSN) a Fortune 100 company as well as Temasek which is a global investment company headquartered in Singapore.
PAYOMATIC has been in business since the 1950s and has grown to become New York's largest provider of alternative financial services handling more than 19 million transactions annually. We are New York’s largest and most convenient provider of check cashing and financial services, with nearly 150 stores in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island and the NYC area. Our stores offer check cashing, business check cashing services, Western Union money transfers, money orders, bill payment (including expedited), direct deposit, prepaid debit cards and more. Many stores are open 24/7. We are a neighborhood financial services provider and a proud member of the community.
Massar Capital Management, LP (“Massar”) is an alternative investment management company based in Stamford, CT. Massar employs discretionary global macro trading strategies that seek to capture investment opportunities across liquid commodity, foreign exchange, fixed income and equity markets. The firm manages assets on behalf of a diverse range of clients including pension plans, insurance companies, financial institutions, family offices, qualified individual investors, among others. Massar was founded in 2015 by Chief Investment Officer, Marwan Younes. Massar has been recognized by industry publications and peers as a recipient of the following awards: HFM US Performance Awards 2020: Macro Under $1bn HFM US Performance Awards 2021: Macro Under $1bn Hedgeweek US Awards 2020: Best Macro Hedge Fund Investors Choice Awards 2020: Global Macro Fund This profile and any links posted through this profile do not convey investment advice nor are they to be considered an offer of any type with respect to any securities or other financial products. Trading in commodity interests involves a substantial risk of loss. Past Performance is not indicative of future returns.
Freelancers work hard. We’re on a mission to make sure they’re working on the things they love. Catch is the first and only personal payroll and benefits product, intentionally designed for the more than 60 million American freelancers without employer-sponsored benefits. Using Catch, individuals can automatically route their income — for free — setting aside for taxes, retirement, and savings, while getting access to affordable health insurance.
Stable has teams across the US (NYC & Chicago), London, Singapore and Bermuda. Whichever part of the company you interact with, our single aim is to build great products that help businesses around the world manage volatile commodity prices
Centerfield is a leading provider of junior capital to lower middle market companies. We work closely with financial sponsors (funded and independent), management teams, and business owners who seek subordinated debt and equity financing to build companies and create value. The capital we provide is used to finance change of control transactions, recapitalizations, add-on acquisitions, or growth initiatives. Centerfield is investing from our fifth fund totaling $400 million. INVESTMENT CRITERIA - $15M to $100M revenue - $3M to $15M EBITDA - $7M to $25M investment size - Located in US INDUSTRY EXPERIENCE - Business Services - Consumer Products - Healthcare Services - Manufacturing - Value-Added Distribution To learn more or discuss a new investment opportunity, please contact: Troy Clark - troy@centerfieldcapital.com Tye Stebbins - tye@centerfieldcapital.com
At PrimeLine we want to give you all the tools so you can be confident in the lending process and ensure you get the best possible deal. You have access to all of our lenders' products so you can find the loan that best suits your needs. Our loan experts are trained to teach you what you need to know about Real Estate Finance to help you avoid paying costly fees and truly save you money. We also understand that your time may be even more valuable than money so we have invested in the technology and the services to make the loan process efficient and seamless from start to finish. NMLS Consumer Access: https://nmlsconsumeraccess.org/
American Verification Processing Solutions provides comprehensive payment processing solutions designed to meet the diverse needs of businesses. Our high-risk merchant services are designed to help you navigate the challenges associated with high-risk transactions, ensuring secure and reliable payment processing. We facilitate smooth and efficient credit and debit card payments, both in-person and online. Our solutions include virtual payment processing for seamless electronic transactions and mobile payment terminals for secure in-person payments. By partnering with American Verification Processing Solutions, high-risk merchants can benefit from reduced processing fees and enhanced transaction security, allowing you to focus on growing your business with confidence. Learn more about high-risk payment processing and virtual payment solutions on our website!
KeyState was founded in 1991 to provide investment subsidiary services to companies and community banks. Over the past 20 years, KeyState has developed services and expertise to meet the growing needs of financial institutions. The KeyState Companies provide banks and corporations with solutions in the areas of fixed income investments, treasury, regulatory compliance, corporate governance, and risk management. KeyState's team of professionals has over one hundred years of experience as fixed income portfolio investment officers, coming from an array of backgrounds in community/regional banking and capital markets. KeyState has developed best practices in asset liability management, portfolio management, investment subsidiary services, captive management, and portfolio credit analysis.
Quanta Credit Services provides digital-first collections and recoveries solutions to the lending and debt collection industries.
Covius is a trusted provider of solutions, insight and technology to leading financial services companies. Our technology-enabled solutions deliver operational efficiencies, mitigate risk and empower confident, compliant decisions and borrower interactions. Covius businesses are recognized leaders in quality assurance, regulatory compliance, compliant document services, comprehensive settlement services, lien and title curative solutions, as well as rapid development, customizable cloud-based business process solutions
We seamlessly integrate data technology to generate outsized returns on behalf of limited partners invested in our self storage funds.
Community Bank System, Inc. is a diversified financial services company based in DeWitt, NY that is focused on four main business lines – banking, benefits administration, insurance services and wealth management with total assets over $15 billion. Its banking subsidiary, Community Bank, N.A. is among the country’s 100 largest banking institutions and operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to a full range of retail, business, and municipal banking services, the Company offers comprehensive financial planning, trust administration and wealth management services through its Community Bank Wealth Management, operating unit. The Company’s Benefit Plans Administrative Services, Inc. subsidiary is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. The Company’s OneGroup NY, Inc. subsidiary is a top 100 U.S. insurance agency and provides personal and commercial lines of insurance and other risk management services. Community Bank System, Inc. is listed on the New York Stock Exchange and the Company's stock trades under the symbol CBU.
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™.
Helping Accounting, Advisory + Financial Services Add More Profits With Less Clients and Without Media Buying or Agency Fees Typical results from our clients are $1 million+ per year with less than 12 clients. Our top clients are securing clients at $250k+ annual recurring revenue each. Case studies can be checked out in our new free training here: https://bit.ly/3vRs1R6 We step you through an intense process to validate your marketing strategy, offering, pricing + sales processes. In a matter of weeks we bring you to market, with the right strategy, to begin working / partnering with higher quality. Reclaim 10 years of your life by gaining true freedom in your market.
Braintree enables merchants in more than 45 countries worldwide to accept and process payments in more than 130 currencies. We are a leader in mobile payments because we believe payments technology can drive innovation and revenue. We provide the commerce tools merchants need to minimize security concerns, expand globally, and enable new commerce experiences. And, as a PayPal service, Braintree uniquely enables merchants to accept PayPal (with over 265 million active accounts), Venmo (in the US), credit and debit cards, and more in a single integration. To learn more, visit www.braintreepayments.com or email sales@braintreepayments.com
EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a family’s wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Eaglestone Wealth Advisors, Inc., a registered investment adviser not affiliated with Triad Advisors, LLC.
We’re transforming how people start building their credit by enabling them to earn credit with the recurring payments they’re already making - their rent and subscription-services. The Altro App allows members to easily link these recurring payments to leverage unseen and uncounted payments to build their credit score. Founded in 2019, Altro exists to bring financial power to all people. Become a part of our community (or even our team!) to join the movement to make every payment count.
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.