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MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
IntrinsiQ Specialty Solutions is the leading provider of electronic health records, practice financial management solutions, and pharmaceutical analytics in the independent physician specialty market. They provide software solutions to over 6,000 specialty physicians across the United States and provide analytic solutions to life sciences companies within the specialty drug market. For analytics solutions for life sciences, visit intrinsiqanalytics.com. For software solutions, services or clinical and business intelligence for providers visit intrinsiq.com. IntrinsiQ Specialty Solutions is part of AmerisourceBergen. AmerisourceBergen provides pharmaceutical products, value-driving services and business solutions that improve access to care. Tens of thousands of healthcare providers, veterinary practices and livestock producers trust us as their partner in the pharmaceutical supply chain. Global pharmaceutical manufacturers depend on us for services that drive commercial success for their products. Powered by our 20,000 associates, we are united in our responsibility to create healthier futures. AmerisourceBergen is ranked #11 on the Fortune 500, with more than $146 billion in annual revenue. The company is headquartered in Valley Forge, Pa. and has a presence in 50+ countries. Learn more at amerisourcebergen.com.
At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We aim at becoming a lifetime resource for each and every one of our clients. Our advisors are motivated every day to do what they can to help people succeed in their professional, financial and personal lives. We enjoy coaching others as they navigate life’s ups and downs to help them come out as winners. Wealth Strategies Financial Group is built on these motivations. Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all that we do. Our firm values civic service and volunteerism within the community, and are involved in organizations such as the Arthritis Foundation, Habitat for Humanity and the Alzheimer’s Association. Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
BrightStar Credit Union is unmatched in providing quality financial services to our members. We are among the largest credit unions in South Florida with over 58,000 members and over half a billion in assets.
Harris & Harris is an acknowledged leader in the field of accounts receivable management. We specialize in call center solutions and revenue recovery. Guided by strong business principles, we are dedicated to building and maintaining long-lasting relationships with our clients. We promote a dignified, professional collection approach with customized customer contact solutions. Each individual is treated with dignity and respect. Our staff conducts its practices in strict compliance with the Federal Fair Debt Collection Practices Act and all applicable state statutes. Over 50 years of experience has given Harris & Harris valuable insight into the requirements and collection complexities of government services, utility receivables, and healthcare services. Harris & Harris maintains the requirements of state and local licenses nationwide. Our clients can rest assured that by partnering with Harris & Harris, they are not only making a wise choice, but they are making a safe choice.
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. For more information about City National, visit the company’s website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
Alltran is more than just a new name. It’s a whole new way of doing business. We have united industry leading organizations with over 100 years of combined experience across the Revenue Cycle and Accounts Receivable Management spectrum. We now offer our clients, patients and consumers more know-how and support than ever before. At Alltran, we transform lives by helping individuals and families resolve their financial issues. We transform bottom lines by helping companies collect for their services. It’s our goal to become a transformational force in our very industry, too. Alltran is headquartered in Houston, Texas with Centers of Excellence in Arizona, Minnesota, Maryland, Oklahoma, & Kentucky. We serve clients throughout the United States. Formerly United Recovery Systems, ProSource Billing, J.C. Christensen & Associates, CareCall, and Financial Health Strategies.
a·lign (verb): to give support to, to come together in agreement or alliance or to place or arrange things into correct or appropriate relative positions Aligned Mortgage was founded in 2017 with the goal of bringing alignment to our industry when it comes to serving veterans. We’re passionate about ensuring that everyone who has defended our country has the chance to own a piece of it, and our goal is to provide education, transparency and unparalleled service to our nation’s heroes when it comes time for them to purchase or refinance a home. We’re veteran-led and deep rooted in the communities in which we serve, bringing to the table many years of mortgage industry experience and unparalleled VA lending expertise. We’re passionate about providing education to buyers and real estate partners alike, and are proud to be your resource on all things VA home loan. Our foundation in faith and dedication to community make us a unique choice in lender and we invite you to contact us to learn more. A division of American Pacific Mortgage Corporation NMLS #1850. Equal Housing Opportunity.
uvoLogic Consulting focuses on financial management and information technology solutions for private and public sector clients. We have expertise in financial services, housing, mortgage finance, and Credit Reform. Our approach allows us to effectively deconstruct pain points, deliver insights, and drive performance. We employ practical innovation to provide a customized solution using technologies that best fit our client's needs; subject matter leaders to provide insight into industry bench-marks and best practices; agile management to remain engaged throughout the project life cycle to better address challenges and anticipate what’s ahead. We offer high quality simplified solutions for clients with complex needs. We provide consultative and staff support in the following areas: - Financial Modeling and Validations - Data Analytics - Reporting and Visualizations - Internal Controls, Compliance and Governance - Business Analysis - Business Process Re-engineering - SDLC Support: Requirements Gathering and UAT We are an SBA 8(a) certified, minority and woman-owned small business always seeking strong teaming partners to complement our service offerings and inquisitive, qualified consultants to help us grow and bring the greatest value to our clients.
Intel Capital is a force multiplier for early-stage startups - inspiring and investing in the future of compute via investments in Cloud, Silicon, Devices, and Frontier.
One Equity Partners is a middle market private equity firm with approximately $10 billion in assets under management focused on transformative combinations within the industrial, healthcare and technology sectors in North America and Europe. The firm builds market-leading companies by identifying and executing transformative business combinations. OEP is a trusted partner with a differentiated investment process, a broad and senior team, and an established track record generating long-term value for its partners. Since 2001, the firm has completed more than 300 transactions worldwide. OEP, founded in 2001, spun out of JP Morgan in 2015. The firm has offices in New York, Chicago, Frankfurt and Amsterdam.
The North American Development Bank (NADB) is a binational financial institution capitalized and governed equally by the United States and Mexico for the purpose of financing environmental infrastructure necessary for a clean and healthy environment for residents along the border. On November 10, 2017, the merger of NADB and the Border Environment Cooperation Commission (BECC) was completed by amendments to the Charter. While the environmental mandate and geographic jurisdiction of the merged institution remain unchanged, the integration of the functions of BECC into NADB strengthens its ability to carry out its mission.
De La Hoz, Perez & Barbeito, PLLC is a rapidly growing CPA firm in South Florida with a dedicated team of professionals. Our firm has provided over 30 years of quality service to businesses and individuals around the world. Our mission is to provide our clients with quality service, understand our clients’ businesses, and meet their needs in the most effective and efficient way. We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: - Tax Compliance Services - Audits, Reviews, and Compilations - Litigation Support and Forensic Accounting - Bookkeeping/Write-up - IRS Representation - Due Diligence of Mergers, Acquisitions, and Sales - Estate and Trust Planning and Tax Preparation - Entity Selection and Restructuring - International Taxation
Routefusion is the first global-banking-as-a-service company founded by software engineers for software engineers. Routefusion's API enables neo-banks, payroll providers, platforms, and marketplaces to begin offering cross-border payments, local in country bank accounts, and connection into local payment systems to their customers. One API to rule them all.
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 offices and nearly 2,000 investment sales and financing professionals throughout the United States and Canada. In 2021, the firm closed 13,255 transactions with a sales volume of $84.4 billion.
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We are a Remote Assistant or Customer Service Representative company established in 2018. We assist companies in managing their work in a process-oriented and cost-effective way and measure everything with reports and analytics. We help companies with traditional pain points, including operations and execution. While working behind the desk, we help clients save on operational costs by up to 70% and reduce the time spent on operational tasks by 60%, allowing them to focus on what they do best – their core business.
RevSpring transforms complex financial journeys into intuitive financial pathways by understanding human, historical, and fiscal context. Through data-driven insight, RevSpring designs, analyzes, and improves communications and billing solutions that increase consumer engagement and payment rates. North America’s leading healthcare organizations, revenue cycle management, and accounts receivables management companies trust us to maximize their financial results through dynamic and personalized print, online, phone, email, and text communications and self-service payment options.
Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload or boost profitability, we are here to help you achieve your goals.
WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued to enhance the popular Business of Medicine lecture series. Seth and Scott put their heads together and decided they could expand the lecture series to additional teaching hospitals in Atlanta and beyond. The partnership grew from there, and together they co-founded the firm now known as WealthMD. Today, WealthMD’s team of advisors focuses on the financial planning needs of healthcare professionals – from residents to established physicians to CRNAs, in almost every single specialty.
DeFi Technologies is the parent company of Valour Inc. https://www.linkedin.com/company/1valour/ DeFi Technologies is a technology company that allows traditional investors to identify and invest in a diversified portfolio of digital assets across the decentralized finance and Web3 sector. We capture the upside in the explosive growth of digital assets and the future of finance via regulated equity instruments. We are the only publicly traded company built to give investors direct exposure to these nascent markets
