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Create a company profileFounded in 2020, USQ is an innovative risk financing, structuring, and insurance underwriter. Our team’s expertise in alternative risk enables us to structure custom solutions for companies experiencing the limitations of the traditional insurance market. We take a collaborative approach to diagnosing business needs and developing bespoke insurance solutions. Further, we build long-term client relationships to support evolving and complex insurance needs.
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
Founded in 1988, FMC has decades of experience with a variety of industries and clients. The foundation of all of our services is our communication with clients. We listen to their needs and design our services specifically to meet those needs, while also staying on top of changing economic and industry conditions. Our team has a diverse background. Many of our people began their careers working with international public accounting firms and many others have extensive industry experience. A combination of clear communication with clients, and a professional staff that can view a client's circumstances through multiple perspectives, is the formula that delivers results.
Kabbage, an American Express company, has innovated a data and technology platform to provide small businesses automated cash flow solutions, including business checking accounts, online payments, business insights and its online lending platform which allows small businesses to quickly access ongoing lines of credit up to $250,000. Kabbage uses real-time data and automation to provide an integrated suite of financial tools empowering small businesses to spend less time on their books and more time on building thriving businesses. To date, Kabbage has provided more than 500,000 small businesses access to over $16 billion of working capital.
Regional Finance is one of the leading consumer finance installment loan companies in the United States. Founded in 1987, Regional has grown into a strong, trusted company that puts our customers first, and continues to provide our customers with not only a range of loans and financial products, but also the highest quality customer service. We believe that no one else works as hard as we do to earn and keep our customers business. We are proud of our hard working employees who are the reason for our success. As an employee with Regional, you will find that you are an essential part of what creates the bigger picture. Not only do we want to the best for our customer, but we also strive to help in the advancement of our employee’s careers. Thus there are many opportunities for advancement within our company. We are currently looking for hard working, diligent individuals who truly believe in our mission, and hope to better the lives of the individuals we serve. We invite you to apply for our open positions. We continue to operate our headquarters in Greer, South Carolina and now serve more than 350,000 customers through 350+ branch offices located in 14 states.
Arbo provides software technology and analytics to the energy marketing, transportation, and trading industries for decision analysis and business automation.
Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks and finance companies. Refinancing your vehicle has never been easier! The quote is FREE, let us see what we can save for you. Fill out the short inquiry at www.autoapprove.com
First Western Bank & Trust strives to be the premier bank and financial service provider in the communities we serve by building strong customer relationships, providing great customer service, offering diverse financial products and maintaining knowledgeable, friendly professional employees. Member FDIC - Equal Housing Lender
Black Dragon Capital℠ ("BDC") is a high-performing private equity firm founded and led by a diverse manager and team who have a track record of outstanding operating and investment success. They make control investments in mid-market technology companies in growth sectors disrupted by digitization. They work closely with entrepreneurs to build market-leading companies using their proprietary Black Dragon Toolkit℠. They have an enterprise value of current assets under management of approximately $800M USD. Learn more at www.blackdragoncap.com.
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
At Greenlight Financial, our goal is to assist small-to-medium size businesses with their financial accounting and bookkeeping needs. Our services allow organizations to focus on generating additional revenue and core business functions while allowing us to handle the administrative and back-office duties and responsibilities of entering receipts, reconciling accounts and performing month-end financial closings.
Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering informational tax returns and compliance checks on behalf of its customers base. The company currently serves over 100,000 customers nationwide, including 30,000 CPA firms, as well as enterprise customers such as Allbirds, Berkshire Hathaway, GrowthForce, Rover, Deloitte, and others.
Abe.ai (an Envestnet | Yodlee solution) builds artificial intelligence (AI)-powered virtual assistant products & infrastructure for the finance industry. Financial institutions of every size--from small credit unions to the largest banks--use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our solutions allow financial institutions to engage with their consumers via rapidly-growing channels like voice devices and messaging systems to conduct a wide variety of financial tasks and transactions. Founded with the vision of creating simplicity and convenience in everyone’s financial lives, Abe's conversational banking platform offers financial institutions a fully customizable, all-in-one banking solution to engage consumers. Emphasizing a great user experience, Abe is easy to deploy and maintain so financial institutions can get to market within weeks - not months or years.
Freeway Funding is a privately held automotive finance company that specializes in the acquisition and servicing of non-prime motor vehicle retail installment contracts from its network of franchise and independent automobile dealers. Freeway prides itself in offering high touch service to its dealer partners throughout the state of California.
MSD Partners, L.P. is a leading investment firm focused on maximizing long-term capital appreciation across its core areas of investing expertise – Credit, Growth, Private Capital and Real Estate. The Firm deploys capital on behalf of Dell Technologies founder and CEO Michael Dell and his family, as well as other like-minded, long-term-oriented investors. MSD Partners, which operates from offices in New York, Santa Monica and West Palm Beach, manages in excess of $20 billion.
INVISR is a NYC-based fintech company focused on delivering solutions to the banking and lending industries. After years of experience as software implementation consultants we created Polystack: an AWS-based app development platform we utilize to deliver industry tailored solutions.
Hungerford Nichols CPAs + Advisors has proudly served the tax, accounting and business advisory needs of our community for 80 years. Locally owned and controlled since our inception in 1941, Hungerford Nichols has withstood the challenges of many economic cycles in an ever changing regulatory environment. This is reflected in our culture and our people, who have a strong dedication to excellence in serving our clients and our community. As a result, we have been privileged to enjoy sustainability, growth and success. Our long standing mission is to implement strategies that enhance the well-being of our clients, employees, affiliates and our community. We pride ourselves on listening to our clients. This enables us to share effective “good ideas” to help organizations grow and thrive. Their success allows us to create opportunities for our employees and give back to our community. Civic involvement is one of our core values. We view it as our responsibility to give back to the community in which we live and work. We embrace our service to over 100 area not-for-profit organizations, volunteering over 3,600 hours annually. Many on our team serve on finance committees or as board members. Thank you for being a valued part of our history and our future. Hungerford Nichols CPAs + Advisors
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.
Ovation Financial Services, a company specializing in property tax loans, is headquartered in San Antonio, Texas with a second location in Dallas-Fort Worth area. Ovation is the premier provider of property tax loans in Texas with well over 120 years of combined industry experience. Residential, Small Business, and Commercial property owners choose Ovation because of its willingness to customize solutions for paying property taxes.