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Create a company profileOur mission is to drive long-term, sustainable growth that benefits all stakeholders – customers, employees, communities and shareholders. Jones began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones is a provider of private capital to a diverse group of middle-market businesses that share our common core values and our vision for long-term, sustainable growth.
VeracityID, Inc. is a SaaS, ‘big data’ company focused on providing real-time fraud detection and intervention services to the financial services industry – with a focus on the personal lines/small business insurance sectors. VeracityID's idFusion solution enables financial institutions such as insurance carriers to automate the detection, measurement and mitigation of fraud risks at the point of sale – and then continuously monitor changes in risk level throughout the product/policy lifecycle. Our deep understanding of the industry – combined with our leading-edge work developing anti-fraud solutions – has enabled us to design and deliver a purpose built, sophisticated and robust solution to the problem of detecting, measuring and mitigating fraud risks before they become fraud losses. VeracityID is headquartered in Reno, NV with offices in Cupertino, CA , London, UK and development offices in Romania. About the idFusion Solution The idFusion platform offers a revolutionary approach to the continuing global war on fraud and is based on the simple idea that you can discern and measure fraud risk by viewing a prospective customer’s digital footprint from multiple perspectives by combining cutting edge ‘big data’ tools with practical insights into the behavior and psychology of fraudsters. idFusion enables customers to discern hidden relationships between people and data that traditional methods and other software tools often miss that are gateways to fraud discovery. idFusion is built for real-time analysis at point-of-sale and has been configured with a strong focus on the type of world-class systems/data/application security, virtually limitless scalability, compelling ease of use, and highly configurable workflow that the large enterprise demands. The solution is fully operational in a Fortune 50 financial institution.
We are a venture firm dedicated to entrepreneurial science, capitalizing internally owned companies to commercialize breakthrough medical technology. We have access to researchers who have already invested significant capital into developing new inventions necessary to make technologies available for commercial use. Our investment method is repeatable. Our mission: save lives, reduce suffering and bring medical technologies to people in need around the globe. Miraki Innovation is strategically located in the center of the Boston-Cambridge supercluster, an area that receives the most medtech and life science research funding on the planet. Our Venture Development Center neighbors Harvard University, MIT and Boston University, and is within miles of the world’s most respected medical schools and teaching hospitals. We have collaborative relationships with some of the top academic institutions and research organizations and agencies in the world and work proactively with them to turn medical breakthroughs into life-changing companies.
Climb Credit (NMLS# 1240013) is an innovative student lending platform that makes career creation and transformation more accessible, affordable, and accountable than ever before. Driven by a mission to empower individuals to unlock their career potential – no matter what their credit profile – Climb Credit identifies programs and schools with a demonstrated ability to improve the earnings of their graduates. Then they provide learners with financing options that are priced and structured to meet the unique needs of those seeking career elevation and increased earning power. Recognizing the dynamic and diverse nature of an economy in rapid change, Climb Credit partners with schools that teach everything from cybersecurity to pilot training, heavy machine operation to data science, and culinary arts to coding. While some colleges are struggling to meet the real-world needs of their students, Climb Credit and its partner schools are committed to an inspiring practicality that can bring confidence as individuals Own the Next phase of their career goals.
Ferrell & Kelly, CPAs is a growing tax service and accounting firm located in Winter Park, Florida. We offer tax planning and consulting, tax preparation, and accounting/bookkeeping services to individuals and businesses, particularly privately owned or closely-held companies. Together with our investment advisory affiliate Ferrell Wealth Management, Inc. we provide comprehensive, cohesive services to meet most business and personal financial needs. At Ferrell & Kelly, we realize that this is not a “one size fits all” world… and we deliver our services accordingly. We have carefully built a reputation on personalized attention and exceptional customer service. Our knowledgeable professionals consistently provide services that are timely, effective and competitively priced. The collective experience of our professionals gives the firm the expertise to serve a concentration of clients in Entrepreneurial, Real Estate, Multi-state, Healthcare, Legal and Professional Services.
The Modern Office of Finance A blend of finance, analytics, continuous reporting (SaaS), strategy, deal management, and investment banking. Our people, process, and technology are interlaced to create a more effective office of finance. We not only meet the demands of aggressive growth found in established lower mid-market and venture backed startups; we accelerate growth by bringing structure, clarity, and focus. Four Interlaced Disciplines Financial Planning & Analysis Performance Analytics Strategy Management Deal Management
BGV is an early stage venture capital firm focused on global Enterprise 4.0 technology innovation. The partners at BGV drove successive waves of enterprise technology disruption in Silicon Valley and have years of company-building experience. Founded by Eric Benhamou, former chairman and CEO of 3Com, Palm and co-founder of Bridge Communications, BGV is comprised of global operating executives and investors, and is often the first and most active institutional investor in its portfolio companies. The BGV management team leverages deep operational expertise and an extensive network of technical advisors, executives and functional experts to actively engage and support its start-up entrepreneurs. With offices in Palo Alto, California, Tel Aviv, Israel, Paris (France) and a joint venture incubator in Bangalore (India), BGV sources deal flow from innovation hubs around the world, and has successfully built and implemented a cross-border venture investing model with companies in Israel, Europe and India. Visit www.bgv.vc to learn more.
Central Bank is a large community bank serving consumers and businesses in Kentucky and surrounding states. Our experienced, dedicated Central Bankers provide banking, investment, insurance, and wealth management services for all types of needs. We can assist you in person, online or by phone at our Client Services Department daily from 8:00 to 6:00 EDT and Saturdays from 9:00 to 1:00. Extended service hours for debit cards and credit cards are available 7 days a week. Investment brokerage and insurance services are offered through our wholly-owned affiliates, Central Investment Center and Central Insurance Services. Wealth Management Services are provided by Central Bank & Trust Co. Central Bank serves Kentucky through a network of 26 banking centers, online and mobile banking and ATMs, Two additional banking centers are under construction in Louisville and Union, Kentucky. Our Central Bankers embody the community banking tradition through active support of local nonprofits and civic groups. This giving spirit and a vibrant service culture are key reasons that Central Bank has been honored as one of the Best Places to Work in Kentucky. For more information about any of our services please call (859) 253-6222, (800) 637-6884 or visit www.centralbank.com.
Trading.TV is a content-driven financial services company for the next generation of investors. Our mission is to empower anyone to achieve financial freedom by merging entertainment and fintech into a simple, but powerful social experience. The platform enables creators to produce fun, interactive and informative content that investors can easily consume, take part in and act on by trading mentioned assets, from stocks and crypto to NFTs and collectibles – all in one place. Founded on the belief that everyone is a trader and anything is an asset, Trading.TV supports living life on your own terms, free from the shackles of working dead-end jobs just to make ends meet. Our tight-knit, distributed team is backed by world-class venture capital firms and investors, including Lightspeed, Activant, L Catterton, Tribe Capital and Navy Capital. We know that information is power, and we’re harnessing that power to build an accessible platform that allows anyone to invest in a better tomorrow. Download our app today! https://apps.apple.com/us/app/trading-tv-stream-chat-trade/id1607959985
Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services. Carpenter Evert offers a wide range of services to Twin Cities businesses, non-profits and individuals. Services include: ~ Monthly accounting, bookkeeping, and payroll services for small businesses ~ Tax preparation and year-round planning for businesses and individuals ~ Accounting software consultation and training, QuickBooks Certified ProAdvisor ~ Business consulting including business start-ups, human resources, and marketing ~ Audit and assurance services customized for non-profits and small businesses Personal service and professional commitment has been our goal since 1985.
Established in 1982 in Los Angeles, Hanmi Bank was originally founded to serve the underserved immigrant community in Koreatown. From our humble beginnings as the first Korean-American bank, Hanmi Bank has grown to embrace and support the dreams of all Americans. Today, we serve our customers in diverse markets through our coast-to-coast network of branches, loan production offices and loan centers. Our mission is to provide quality financial services to support your American dream. We pride ourselves on being experts in business banking. As a trusted partner to small businesses and an advocate of strong local communities, we have dedicated ourselves to helping small businesses grow and thrive for nearly four decades. Hanmi Bank offers a wide array of products and services to fit your needs, including SBA Lending, Commercial Real Estate Lending, Equipment Leasing, Specialty Lending, Treasury Management Services and much more. From 24/7 mobile business banking to personalized, relationship-based service, Hanmi is with you every step of the way. Bank on your dreams with Hanmi Bank.
At Pathward, expanding financial access is the heart of our business. We work with diverse partners to deliver Banking-as-a-Service and commercial finance solutions for clients and customers that the traditional financial system can’t or won’t fully serve. Together, we are powering financial inclusion for more because we believe in financial inclusion for all
Innovative Financing Solutions (IFS) is a full service, award-winning SBA and USDA Lender Service Provider. We specialize in the implementation of turnkey ‘outsourced’ government-guaranteed loan programs for community banks and credit unions throughout the U.S that may not generate sufficient loan volume or lack the internal expertise or support staff required to implement a safe, sound, and profitable government-guaranteed lending department. IFS also works directly with business borrowers ranging in size from small and growing entrepreneurial companies to established middle market to provide customized commercial financing solutions for even the most difficult and complex situations. IFS’s relationship-focused, value-added approach provides our lending clients with innovative solutions designed to meet their customers’ financing needs and business objectives. As the lender’s SBA and USDA loan consultant we provide: Knowledge and expertise necessary to be a trusted advisor and effective liaison between the lender and the government agency. Flexibility and adaptability required to design a program that effectively fits into the lender’s unique business model based on its business model, regional brand and go-to-market strategy Full range of services and support, including eligibility assessment and confirmation, loan structuring, credit analysis and underwriting, loan closing, loan review and admin support, and ongoing compliance reporting all of which is designed to ensure the long-term quality and integrity of the loan portfolio. Responsiveness to successfully maintain a high quality and successful program. With offices in suburban Philadelphia, PA and Bonita Springs, FL, our team of consultants possesses more than 150 years of experience in commercial and government-guaranteed lending, credit analysis, underwriting, and commercial loan administration. IFS has funded more than $500 million in loans nationwide and services a $250 million loan portfolio
Gomez & Company is a full service certified public accounting firm located in Houston, Texas. Our primary goal is to provide the highest level of quality service to our clients. In order to accomplish this goal, we employ the best professional people available. These employees then concentrate their expertise either in auditing and accounting, tax or consulting areas. The company was founded in August 1985. The firm adheres to the strictest ethical standards of the certified public accounting profession to provide independent and confidential professional services. Gomez & Company understands that to properly serve our clients needs and to provide our clients with the depth and breadth of experience needed, we must provide a multi-discipline approach in the form of auditing, taxation, and management consulting services. To achieve this result, we have assembled a team of professionals with diverse experience and expertise to provide the highest professional service to our clients.
Kinetix is a fintech company that specializes in Trade Management and Compliance Software. This configurable cross-product solution simplifies your technology, workflow and exception management across asset classes. Our software is business domain driven with task-oriented components that offer easy integration and interoperability.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
At InvestNext, we’re on a mission to transform the process in which investment firms raise and manage capital. Founded in Detroit, Michigan – InvestNext was established in 2016. At the time, we saw a major flaw in the industry. Investing as a whole operated within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient. Since day one, we’ve known that tomorrow’s investors are people who will not only possess access to detailed performance metrics across their portfolio but also have the full picture of the positive impact they have made on the communities they have invested in. Using this scope, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators as well as numerous investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.
BrightFi helps community banks & credit unions through their digital transformation with our scalable, cloud-based banking platform, which allows them to configure, test, and launch new digital banking products, or offer banking-as-a-service, at a fraction of the time and cost. By integrating optimized back-office workflows into their technology platform, BrightFi Services significantly reduces the cost to serve a bank's customers. We built a banking platform from the ground up to better serve the people who need it. The best part is, we're sharing our solution with the world. We work with innovative non-banks, community and regional banks to deploy digital banking platforms, faster and cheaper than ever before.
Lili is an all-in-one banking app designed for freelance workers. Combining banking services with real-time expense tracking, tax tools, and financial insights, Lili empowers independent workers with the tools they need to stay in control of their finances while saving time and money.
PortX is a technology company focused on financial services integration software that unlocks access to banking core data, eliminates vendor dependencies, and enables embedded banking-as-a-service solutions. We help financial institutions empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, Fedwire, Mojaloop, and others. Our solutions enable interoperability between internal systems and member services such as online banking, credit checks, mortgage and loan applications, and others, allowing for a timely and accurate view of customer data. For more information, please visit www.portx.io.