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Create a company profileCaribou is an auto fintech platform dedicated to saving customers an average of over $100 a month on their car payments. Headquartered in Washington, DC, Caribou offers auto loan refinancing and auto insurance through a seamless and transparent process, leveraging partnerships with trusted lenders and insurance providers to bring customers great rates and lower monthly payments. Caribou was incubated by QED Investors, and is backed by Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures, CMFG Ventures, FireBolt Ventures, Gaingels, and others.
QBSS is a tech-enabled, cloud-based business support services outsourcing firm that’s changing the way companies think about finance, accounting, HR and technology services. You get world-class teams combined with highly personal service, and a portal that lets you see and manage everything online. #GetMoreToGoOn
UDR, Inc. (NYSE:UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets. As of December 31, 2016, UDR owned or had an ownership position in 49,907 apartment homes including 3,604 homes under development or in preferred equity investments. For over 45 years, UDR has delivered long-term value to shareholders, the best standard of service to residents and the highest quality experience for associates.
Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an independent asset manager that offers downside-risk managed strategies for clients of financial advisors nationwide. We help financial advisors distinguish themselves by offering risk-managed investment strategies that take a different approach. With a Dynamic Downside Focus, an independent perspective with all non-proprietary funds, and strategies tailored to investors’ needs, we help advisors stand out – and rise above. Strategies offered include Core Strategies, Tax-Managed Strategies, ETF Strategies, Faith-Based Strategies, Specialty Strategies, and Multi-Asset Income Strategies. To learn more about Frontier, visit us at www.frontierasset.com.
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.
With over 100 years of combined residential lending experience, Element Home Loans will seamlessly guide you through the home buying process. We take pride in our altruistic commitment to serve you as a satisfied customer since that is our greatest reward. Our clients rate Element overall at a 9.3 on a 10-point scale in terms of satisfaction. We realize that when you decide to buy a home or refinance a mortgage, it is a big step. Our goal is to find the loan program that is best for you - the right mortgage with the right monthly payment. Our experience, integrity, and attention to detail ensure a pleasurable home financing process for you. Since opening in 2007, Element has funded more than $4 billion in loan production. This has helped over twenty thousand families achieve their dreams of homeownership! Element's loan originators and managers have local autonomy to make decisions, and this will result in speedy home loans as you make your way through the loan process. Backed by a national platform, Element Home Loans has the product, pricing and know how to help you with the right mortgage for your home! This is why we call ourselves a high-powered mortgage company with a hometown feel. Element Home Loans is a Division of NFM, Inc. DBA NFM Lending. NFM NMLS #2893. NFM is an Equal Housing Lender. For NFM , Inc's full agency and state licensing information, please visit WWW.nfmlending.com/licensing. NFM, Inc's NMLS #2893 (www.nmlsconsumeraccess.org) NFM is not affiliated with or an agent, or division of, a governmental agency or depository institution , GA license #17414. Copyright 2022
Zip (ASX:Z1P) is a leading global Buy Now, Pay Later (BNPL) company providing fair and seamless solutions that simplify how people pay. Founded in Australia in 2013 and now with a presence in 13 international markets, our mission is to be the first payment choice, everywhere and every day. We give consumers, merchants and businesses around the world access to transparent, flexible and interest-free credit. We exist to create a world where people can live fearlessly today, knowing they’re in control of tomorrow. Disrupting the broken credit card model, we put the financial well-being of our customers and merchants at the centre of everything that we do. Driven by people-centred product innovation, we are the next generation of payments, helping consumers and businesses to take control of their financial future. Over 55,000 retailers around the world offer Zip as a payment choice to our 8 million and growing active customers globally. We are Zip, and we’re only just getting started.
Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry. We enable 1000+ forward-thinking organizations around the world to reach new performance levels through innovative technology solutions that drive business transformation. ECI uniquely understands the high touch needs of organizations in the financial space and our experience servicing these global leaders gives ECI the edge as your trusted technology partner. With offices across the United States, Europe, and Asia, we provide localized, personalized service on a global scale. ECI employs more than 900 professionals around the world, and we have a proven track record of employing the best employees which is important when building out teams to support clients.
At ADF, we aim to better meet the financial needs of underestimated Americans across the credit spectrum through our mastery of cutting-edge data science and technology and our commitment to mutual success Traditional finance has underestimated tens of millions of Americans, freezing them out of borrowing altogether or preventing them from borrowing at rates they can afford. At ADF, we believe the problem isn't risky customers but rather the limited data and old-fashioned analysis that financial institutions have used to assess them. When the problem is redefined this way, it follows that the solution is to first measure customers’ real credit risk. And so we built an innovative, AI-powered consumer lending platform -- Personify Financial -- that offers a superior alternative to many of the other types of non-prime loans available to underestimated consumers. Instead of just looking at a borrower’s credit score and a handful of other data points, our models draw from a set of over 30,000 predictive variables – giving us a crystal-clear snapshot that allows us to match the customer with loans they can afford to repay at risk-appropriate rates. Connecting customers to loans at rates that reflect their true creditworthiness is only the start of our win-win approach. Our platform provides three-year, amortizing installment loans with no prepayment penalties or balloon payments. On most of our loans, we automatically reduce customers’ interest rates for every six consecutive months of on-time payments. Finally, all our customers get access to free, online financial education tools to help them create lasting improvements in their financial health. ADF, an Inc. 5000 company for three years running, is headquartered in San Diego, California. Our team of roughly 500 employees is split between the United States and India.
Established in Melbourne in 2015, Airwallex is a payments platform transforming the way businesses move and manage money globally. In today’s fast-changing digital era, our purpose is to empower businesses of all sizes to grow without borders, and by doing so, contribute to the global economy. With technology at our core, we built a global financial infrastructure to help businesses transact, collect and pay across 130+ countries and 50+ currencies, without the constraints of the traditional global financial system. In just five years since we were founded, Airwallex has grown to become Australia’s fastest-growing fintech unicorn and a well-funded international technology leader backed by world-leading investors. Our leadership, innovation and scale have been recognised and awarded by leading independent authorities, such as listing in Forbes' Cloud 100 2020, and placing in the Top 50 of KPMG’s Global Fintech100 two years in a row. To support our ambitious growth plans, we’re looking to expand our global teams with smart, driven and passionate individuals who are excited about joining our rocketship and taking on the challenge of a lifetime.
A State Savings Bank headquartered in Dallas, Texas, TBK Bank is a subsidiary of Triumph Financial. (Nasdaq: TFIN). We offer commercial and consumer banking products focused on meeting client needs in Iowa, Illinois, Colorado, Kansas, and Texas. We also offer deposit products through our Dallas branch. Our lending capabilities include commercial real estate, mortgage warehouse lending and other general business lending. We also offer asset based lending and equipment financing through our Triumph brand. TBK Bank, SSB | Member FDIC https://www.tbkbank.com/joinourteam
Scale Finance LLC provides integrated finance solutions to help companies scale. Currently serving over 85 entrepreneurial companies, Scale Finance delivers pragmatic and flexible corporate finance and accounting support, leveraging world-class professional expertise and experience – as you need it, when you need it. Our integrated finance solutions are far more cost-effective than traditional approaches. CFO & Controller Services Scale Finance offers veteran Chief Financial Officer or Senior Controller support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-up). Capital Raise Services Highly specialized expertise in raising debt & equity capital to shore up balance sheets including asset-based loans, working capital facilities, term loans, subordinate debt, growth equity, and venture capital. Business Valuations We apply a professional, independent, and fact-based approach including proven, rigorous analytical methodologies and our highly experienced judgment in the assessment of business value. Acquisitions Support Uniquely cost-effective advisory support for mergers and acquisitions (M&A) including company or division sales, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth companies.
Founded in 2001, Venturity Financial Partners is a professional services firm that specializes in Outsourced Controller Services. Venturity was established to help growing companies find a better solution for their transaction processing, month-end close, and financial reporting needs. At Venturity, we break the stereotype of how you think about financial professionals. We free you from the headache of managing various tasks. Then, we add a new dimension to your business by giving you access to accurate, timely and reliable financial reporting and bookkeeping services, performed by personable, business-minded experts. We’re not content to bury ourselves away in invoices and ledgers. We’re dynamic and forward thinking, and we take a real interest in your business. We collaborate with your team, and produce the reports and data you need to uncover new opportunities to increase profitability, avoid waste, and keep more of the money that you’ve worked so hard to earn. Our mission isn’t just to balance an account or tally a column; we’re here to give you more accurate and timely financial information and help your business be more prosperous. Venturity is not a CPA firm; instead we work closely with your CPA or existing tax service to ensure all tax planning and compliance requirements are in order. - Outsourced Controller Services - Month End Accounting Close - Accounts Receivable and Accounts Payable Processing - Complex Financial Issue Management - Bookkeeping
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a credit focused institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides Beta and Hedging Solutions for Institutional clients. Headquartered in Fort Worth, Texas, the company maintains affiliate offices in New York City, London, Toronto and Tokyo.
At Bank of Albuquerque, our clients enjoy the advantages of banking locally with a community partner. But they also experience the breadth of products, resources and expertise only a regional powerhouse can offer. As part of BOK Financial Corporation, we’re backed by the strength of a regional financial leader with more than $40 billion in assets, so you can bank with confidence. We offer commercial and consumer banking, investment and trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bankofalbuquerque.com.
DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe. We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our agility, transparency, and tech-forward approach. DBRS Morningstar is empowering investor success as the go-to source for independent credit ratings. And we are bringing transparency, responsiveness, and leading-edge technology to the industry. That’s why DBRS Morningstar is the next generation of credit ratings. Learn more at dbrsmorningstar.com.
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks
Sage Intacct is a cloud financial management software firm aimed at providing cloud accounting products for businesses.
The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do. Vatic Investments is a quantitative trading firm where traders, AI researchers, and technologists collaborate to develop autonomous trading agents and cutting edge technology. We work together, building systems that boost market efficiency and transparency. Please contact us directly to learn how your skills can be applied to the problems that we're solving! [email protected]