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Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. We offer professional opportunities and resources in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. We invest in our people to help transform their careers. Bringing together diverse talents and backgrounds, we empower our people to achieve more. This supports our mission: “Making a Difference for our people, our clients, our community and our professions." Cherry Bekaert specializes in serving industry sectors including Government Services, Healthcare & Life Sciences, Hospitality & Retail, Industrial Manufacturing, Not-for-Profits, Private Equity Services, Professional Services, Real Estate & Construction and Technology. In addition, The Firm has an international reach through our affiliation with Allinial Global. For more information, please visit cbh.com, and be sure to follow us on Twitter, LinkedIn, Instagram and Facebook. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
We Predict World Events for Fortune 1000 Corporations Using AI, Machine Learning and Natural Language Processing.
Finlync’s native treasury apps give corporate treasurers and finance professionals complete, direct control of their data. Instead of being hamstrung by third party systems and weak links, treasuries can now maintain uninterruptible connections to all of their banks. That constant visibility means more liquidity, better decisions, and the elimination of fraud. And because it’s a native install, it can be up and running in a matter of weeks, not months
Street Diligence’s platform makes analyzing, managing, and negotiating your portfolio of contracts more effective. Our product provides intelligence about the state of your contracts—identifying what’s “market” and “off-market,” examining key terms, and flagging risks. Our verticals include bank loans & corporate bonds, investment partnerships, government contracts, real estate, and LIBOR compliance. All data is auditable to the source-- ensuring top level data integrity. Street Diligence was founded in 2012 to take the frustration and tedium out of due diligence. Unlike resources that provide opinionated research, Street Diligence distills the factual, underlying data and risks embedded in contracts in order to provide usable primary data and negotiate better terms. www.streetdiligence.com
IntraFi is the leading provider of FDIC-insured deposit solutions. Its network of nearly 3,000 banks—the largest of its kind—includes most of the nation’s community banks and minority depository institutions. Through the size and diversification of IntraFi’s network, members gain access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the ability to request large-dollar placements on any business day.
Headquartered in Omaha, NE, Financial Transmission Network, Inc. (FTNI) accelerates the way businesses and financial institutions accept, process, post and manage payments. Processing millions of transactions monthly, FTNI's integrated receivables hub, ETran, accepts any payment method, via any payment channel -- on a single, secure, cloud-based platform. ETran's easy-to-deploy, modular design seamlessly integrates current business processes, bank and processor relationships, and back-office accounting software to deliver increased efficiencies and cost savings as a result of true straight-through processing. Founded in 2007, FTNI serves more than 20,000 corporate users from over 1,000 leading customers spanning numerous industries including Banking and Financial Services, Distribution, Insurance, Nonprofit, Property Management, Utilities, and more. To learn more, please visit www.ftni.com.
Founded in 1870, WesBanco, Inc. (www.wesbanco.com) is a diversified and balanced financial services company that delivers large bank capabilities with a community bank feel. Our distinct long-term growth strategies are built upon unique sustainable advantages permitting us to span eight states with meaningful market share. Built upon our ‘Better Banking Pledge’, our customer-centric service culture is focused on growing long-term relationships by pledging to serve all personal and business customer needs efficiently and effectively. In addition to a full range of online and mobile banking options and a full-suite of commercial products and services, WesBanco provides trust, wealth management, securities brokerage, and private banking services through our century-old Trust and Investment Services department. WesBanco's banking subsidiary, WesBanco Bank, Inc., operates branches and offices in eight states Additionally, WesBanco operates an insurance agency, WesBanco Insurance Services, Inc., and a full service broker/dealer, WesBanco Securities, Inc.
Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values. - Devotion to Service At Horter you will see our greatest asset is the team of people committed to providing our clients with outstanding service. That is why we focus heavily on creating a training experience that pushes our advisors to enhance their strengths. With Horter training, we show you how to serve your clients today and how to significantly grow your business for the future. We provide you with the tools to build the foundations of a sustainable and successful business. We know what it’s like to juggle the demands of being a truly excellent independent financial advisor. You have lots of questions and very few answers. - Lead & Equip You know what you want for your business. We know how to get you there. Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term. - A Nationwide Boutique Approach We’re large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors. Our services are flexible, innovative, and forward thinking – strategically designed to provide the leadership, resources, training, and community you need to build the business you want. The best way to see if we’re a good fit is to have a conversation. Call or email to speak with one of our team members. We’ll get in touch as soon!
Taylor, Bean & Whitaker Mortgage Corp. (TB&W), headquartered in Ocala, FL is a Top 10 national wholesale mortgage lender. The company was incorporated in 1982 and began operations as a small town retail mortgage firm. Since then, TB&W has ascended to a national mortgage lending institution with offices across the country. The company's rise within the mortgage industry is the result of multi-faceted strategic objectives: scalable operational infrastructure, strong management and marketing teams, strategic partnership building, and diversification of business opportunities. Technological innovations, automated processes, streamlining efficiencies, an evolving product line and continual commitment to customer service are key contributing growth factors. TB&W continues to build upon an annual production volume exceeding $30 billion and total assets exceeding $3 billion. These substantial numbers and aggressive technological programs aimed at thousands of community banks and independent mortgage brokers only promise continued exponential growth and a strengthened position among the nation's leading wholesale mortgage lenders.
Here at tastytrade Inc. (previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own. We believe that controlling your own money can be more rewarding than relying on money managers or robo-advisors. Our powerful technology, low pricing, and commitment to world-class support empower you to do it yourself. Learn more at tastytrade.com
Tradewind Markets is a financial technology company that enables physical and alternative assets to be traded, settled, and mobilized with increased confidence, security, transparency, and cost efficiency. Tradewind created a digital precious metals market that uses both blockchain technology and electronic exchange technology to streamline custody, trade execution, settlement and the maintenance of supply chain information. The Tradewind platform has been adopted by leading institutions in the precious metals market, including the Royal Canadian Mint and Asahi Refining. Investors in the business include IEX Group, Sprott Inc., Goldcorp Inc., Agnico Eagle Mines Ltd., IAMGOLD Corp, and Wheaton Precious Metals Corp.
PayCargo is a commercial payments solution for the Ocean, Air, Trucking and Rail industries. PayCargo offers electronic tools that create significant efficiencies by automating the payments process with multiple financing options, dispute resolution, systems integration, email alerting, and report capabilities. PayCargo’s financing options allow Carriers to enjoy advanced funding of Receivables and Shippers to qualify for additional credit terms on their Payables. PayCargo helps companies in the international supply chain reduce operating costs, grow profits, dramatically increase cash flow, and improve overall liquidity.
Expertise, trust & scale Welcome to Ocorian, a leading global provider of fund administration, capital markets, corporate and compliance solutions. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices We help our clients succeed by unlocking new value through expertise, trust and scale. Here's what sets us apart: Unmatched expertise: We deliver specialised, tech-enabled solutions grounded in extensive industry knowledge, ensuring our recommendations are tailored to your specific needs. Trusted partnerships: With over 8,000 clients globally, we've built a reputation for reliability and long-lasting partnerships. You can be confident you're working with a team that prioritises your success. Global scale, local focus: Operating across 20+ countries allows us to offer seamless service and support, no matter where you are located.
OppLoans is a leading financial technology platform that powers banks to help middle income, credit-challenged consumers build a better financial path.
Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve. Member FINRA, SIPC
Qualpay was started by a group of proven and experienced payments management team and seasoned programmers whose mission is to bring the next generation of payment processing innovations to market. In 2014, the company introduced an omnichannel payments platform that is easily adaptable to individual needs, whether it is for a business, a developer or a partner including Independent Sales Organizations (ISO) and Independent Software Providers (ISV). The fully-integrated payments platform combines a merchant account with the payment solutions today's businesses require, while providing developers and partners with real-time boarding and management of accounts. The reporting intelligence and data analytics allow customers to quickly and efficiently manage their payment finances, saving time and money. Simply, Qualpay enables a better way to manage payments. For more information on how Qualpay is reinventing a new era of payment processing, visit www.qualpay.com.
R3i Capital is a seed-stage sustainable development fund with a team having founded, invested, and exited companies across patent-based companies in health care, agritech and water, renewable energy, public safety and cybersecurity, space and the environment, and industrial automation.
* Member of CPAmerica – Crowe Global * Inside Public Accounting 2018 Top 400 Firms * Founding Sponsor of National Organization of Trusted Advisors * Serving Business, Organizations, and Individuals in New Mexico since 1960 Making a Difference for Clients Pulakos CPAs team members combine their diverse professional experiences and expertise to help make clients more successful. In fact, client success stories are why Pulakos CPAs has continuously served New Mexico individuals, businesses and organizations for 60 years. Making a Difference for Team Members Pulakos CPAs team members possess intense professional pride that demands the highest standards of excellence. This is not an accident. Team members are motivated professionals and the firm supports their goals and development through continuous learning programs (accounting and general business), community engagement and business development opportunities. Making a Difference for the Community Pulakos CPAs provides employees opportunities to develop leadership and entrepreneurial skills and to think and act like owners. This allows them to be innovative in identifying and pursuing professional and community activities that bring success to the firm and to themselves. Their talents and Pulakos CPAs’ resources make a positive contribution to the community and the accounting profession.
Financial infrastructure built to power global businesses | [email protected] Jeeves (www.tryjeeves.com) is building international fintech infrastructure from scratch; this includes a global switching layer across countries and the ability to run all your company spend - corporate cards, non-card, and cross-border payment - on Jeeves. We are currently live in the US, Canada, the United Kingdom, Mexico, Brazil, Chile, Peru, Colombia, and Europe - launching in other locations shortly! ? Pay for anything. Anywhere. In your local currency. No fees and up to 3% cashback on spend. Join us.
Mesh is the best-in-class platform and API for companies to verify the identity and credentials of SMBs & professionals, and onboard them frictionlessly. We are on a mission to build the world's most trusted digital identity network for professionals and businesses on the Internet. We make it simple, quick, and delightful for modern companies to know who they are doing business with in B2B e-commerce, financial services, and other sectors. Our team brings 20+ years of senior-level experience developing and launching global products for Amazon.com, expertise in the background screening industry, cybersecurity experience serving military & Fortune 500 companies, and technical know-how with AI/ML and data privacy . Learn more at https://www.mesh.id/
